SASM 030 – How Personal Capital Simplifies Your Personal Finances with CEO Bill Harris

Personal Capital proves that personal finance doesn't need to be hard.

Well, I think that's been proven before, but the vast majority of people don't know about it (or don't believe it).

So I brought Bill Harris – Personal Capital's CEO – in for an episode of Smart and Simple Matters to do some fancy talkin' with me about investing, budgets, and our relationship with money.

I not going to lie. This episode gets a bit technical and might be advanced stuff depending on your current money savvy. Bill and I throw around words like diversification, asset allocation, Registered Investment Advisor (RIA), and other ones you don't hear every day.

But I believe everyone can get something from Bill's insight and this episode.

So why should you care what Bill has to say?

Well … Bill was the CEO of business behemoth PayPal, CEO of personal finance giant Intuit (maker of one of my favorite pieces of software – Quicken), contributes to Inc.com, and has raised over $50 million in funding for Personal Capital so far.

He started his own mutual fund when he was thirteen-years-old, not to mention ran several contracting businesses before he left high school. And he's generally right about everything he writes about, save an article here or there about why entrepreneurs make terrible investors (I disagree).

If you care even a smidgen about personal finance – and especially investing – this is the episode for you.

Insight You'll Gain

There's a ton of plain English wisdom mixed in with our industry fancy talkin'. For example, you'll learn about:

Transcript

The transcript will not be available until I find a new transcriptionist (if you know someone good, let me know).

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