DR 032: Jemstep–an Asset Allocation and Investment Selection Tool

This is the twenty-fifth day in our 31-Day Money Challenge. Over 31 days we’ll publish 31 podcasts, each designed to help you move closer to financial freedom. Yesterday we covered how to tell if you are on track to retire. In today’s podcast, I interview Simon Roy of Jemstep, an online asset allocation and investment selection tool.

Sponsors: The 31-Day Money Podcast is sponsored by Betterment and Personal Capital. Betterment and Personal Capital are two tools I use to make investing easier, less expensive, and more effective.

Topics Covered

  • What is P2P lending and is it a good or bad investment?
  • We take a thorough look at JemStep, an online asset allocation and investment selection tool.
  • Why “Asset Location” is important to minimize taxes.
  • What the stock market drop means and how interest rates affect our investing choices.

Resources

Listener Question

We’ll cover this question from a listener in today’s podcast:

Chad: “Thanks for the work you do. I was curious what your thoughts on Person to Person Lending, ie. Lending Club, Prosper. In your opinion is it a Good or bad investment, and if good what percentage of your assets would they hold in your asset allocation?”

Day 26: All about term life insurance

Published or Updated: July 29, 2014
About Rob Berger

Rob founded the Dough Roller in 2007. A litigation attorney in the securities industry, he lives in Northern Virginia with his wife, their two teenagers, and the family mascot, a shih tzu named Sophie.

Comments

  1. Kate says:

    Hi Rob,
    I was listening to the Jemstep podcast in my car, so maybe I missed this…
    I thought I heard you mention that Simon had a Jemstep promotion for Dough Roller listeners, but then never heard what it was.
    Could you please re-post what it was if there indeed was one?
    Thanks so much! I’m going to miss having a daily podcast after the 31-day money challenge! I appreciate all you do and have learned so much because of it.
    Kate

    • Rob Berger says:

      Kate, we’re working on it. I should have the link up this week.

      • Rob Berger says:

        Kate, when you signup, if you enter the code “DoughRoller27″, you’ll get one additional month free. The offer is good until 3/15/2014.

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