Jon Stein
19 statements across 2 episodes · 4 bullish · 7 bearish · 2 people on the record · first statement Oct 29, 2018 by Jon Stein · across every show →
On the record as a speaker too: Jon Stein's record, appearances and statements → this page counts the times other people say the name.
Everything said about Jon Stein, oldest first
Oct 29, 2018 negative
Oct 29, 2018 neutral
Oct 29, 2018 negative
Oct 29, 2018 negative
Oct 29, 2018 negative
Stein: Managing Personal Investments Is Nearly Impossible for Everyday Savers
“If it was that hard for me, ah, someone who's had all the benefits of, you know, ah, business school, and a degree in economics, and a CFA, and all of these, like, and working in the industry, wow, it must be impossible for the average person to manage their m…”
Oct 29, 2018 negative
Oct 29, 2018 negative
Stein: Vanguard offered great funds in the mid-2000s but had terrible UI
“Then I looked at investing, and I had a Vanguard account, and another company I have tremendous respect for I had you know, some great Vanguard mutual funds, but the interface was terrible. The experience was just not keeping up”
Oct 29, 2018 bullish
Oct 29, 2018
Oct 29, 2018 positive
Oct 29, 2018
Stein: Early Betterment employees took salary cuts and contributed capital for payroll
“And by the way, in that time, we're asking our employees to reduce their salaries and even contribute capital. To buy more equity, to pay themselves. So we were buying time as best we could until we could raise some capital.”
Oct 29, 2018 positive
Oct 29, 2018
Oct 29, 2018 neutral
Oct 29, 2018
Stein: Betterment co-founders agreed to reduce their initial equal 33% equity stakes
“I had to come back to them and say, I don't think we did this right, and I want to renegotiate our split here. And that was tough, but you know, ultimately they were they agreed that that, that they should take smaller shares.”
Feb 5, 2026 negative
Feb 5, 2026 neutral
Craft Businesses Must Target 80% Profit Margins to Safely Fund Expansion
“A general rule of thumb that I'd love to see is, is 80% might be profit. 20% might be cost of goods, right? So if you think about what you'd have to do to your prices to get there, then you would have room to rent space and hire people and expand confidently.”
Feb 5, 2026
Founders Should Master One Growth Channel at a Time Before Expanding
“I've seen firsthand at Betterment and at other companies that I've advised over the years, how too many simultaneous growth paths can dilute focus, even if they're all promising and maybe they're all things you want to do in the long run. I think that you can …”