Introducing the Rate of Return Podcast

Very excited to announce that today we’ll be filming the first episode of the Rate of Return Podcast! This will be a 2-or-3-times per month series where I interview C-Suiters of publicly-traded & private companies, athletes, tech leaders, and more. These episodes will be available to everyone and distributed across social media.

Drum Roll Please…

And for our first guest, I’m pumped to interview Sarah Levy, the CEO of Betterment!

Before joining Betterment at the end of 2020, Sarah’s experiences included:

• Senior Analyst at Disney (‘93-’96)

• Summer Associate at Goldman Sachs (‘97)

• Director & COO at Nickelodeon (‘98-’17)

• COO at Viacom (‘18-’20)

• Board Member at Funko (‘19-present)

and more!

We Want Your Help

By using the comment section below or replying to this email, please send any questions you may have for Sarah! We want the Rate of Return Podcast to be truly audience-driven — and that means having your questions answered directly by incredible guests. For each episode, we’ll be sending out quick “Mailbox Money” posts — requesting you to ask any questions for the guests.

While we can’t promise to hit all of them, I guarantee that I’ll be using at least a few of these in each episode!

Pumped to share the first of many final products with you all! I’ll make sure to circle back once we are live with the first episode.

Disclaimer: This is not financial advice or recommendation for any investment. The content is for informational purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice.