Finance Roundtable Podcast

By: Jacob Gold Michael Cochell and Kelvin Gold
  • Summary

  • It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging.


    We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand.


    The Finance Roundtable Podcast team wants to bring you along as we interview some remarkable professors, professional athletes & financial strategists about money.


    If you have ever wondered what is talked about between financial professionals and what goes through our minds when we are off the clock; then you will want to check out the Finance Roundtable Podcast.

    Jacob Gold and Michael Cochell are Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Jacob’s California insurance license # 0E55425 Michael’s CA Insurance License # 0K90130. The views depicted in this material are for information purpose only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual. Neither Cetera Advisor Networks nor any of its representative may give legal or tax advice. Kelvin Gold is a Marketing Associate. Registered Address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.

    © 2024 Finance Roundtable Podcast
    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • Navigating Election Season: Staying Focused on Long-Term Investment Strategies
    Nov 5 2024

    Send us a text

    Can political tensions really sway your investment decisions, or should the noise be tuned out? Join us on Finance Roundtable as we dissect this intriguing topic during the high-stakes election season with hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Promising insight beyond the usual media clamor, we explore how historical market data suggests a pattern of growth transcending political party changes. Our episode provides you with the tools to maintain your investment focus, emphasizing the consistent advantage of long-term strategies over reactive maneuvers.

    Navigating the turbulent waters of election cycles, we stress the pivotal role of financial advisors in aligning your portfolio with your unique goals and risk tolerance. We discuss why knee-jerk reactions to political outcomes may do more harm than good and how even slight portfolio adjustments can bolster your confidence. With fascinating statistics—such as the rarity of negative market returns in election years—we offer a rational perspective amidst the chaos. Tune in for wise counsel on steering your financial ship through the storm of political distractions, ensuring you remain on course for your long-term objectives.

    Show more Show less
    14 mins
  • What is Asset Allocation and Why is it so Important?
    Oct 9 2024

    Send us a text

    Unlock the secrets to a financially secure future with our latest episode, where we promise you'll grasp the essentials of asset allocation like never before. Join me, Professor Jacob Gold, along with my insightful co-hosts Michael Cochell and Kelly Gold, as we dissect the art of crafting a resilient investment portfolio amidst today's global uncertainties. Discover how a strategic mix of stocks, bonds, and alternative investments—much like the perfect pico de gallo recipe—can shield your finances from market volatility. Our discussion highlights a pivotal 1991 study that astonishingly attributes 91.5% of pension growth to thoughtful asset allocation, proving its remarkable impact on your financial journey.

    Beyond investment strategies, this episode also navigates through the nuances of compliance and regulation. Learn why understanding the regulatory landscape is crucial, as we clarify the distinct operations of G-a-n Insurance Agency LLC from Cetera Advisor Networks, detailing our specific licenses in California. With transparency as our guiding principle, we introduce our marketing associate Kelvin Gold, ensuring you’re informed of the integrity and structure behind our advice. While we share invaluable insights, remember that we’re here to inform, not replace personalized legal or tax advice. Join us to gain a well-rounded perspective on building a financially sound future.

    Show more Show less
    18 mins
  • Transformative Life Lessons and Personal Growth from Matthew McConaughey's "Greenlights"
    Sep 9 2024

    Send us a text

    Ever wondered how Hollywood stars turn life's challenges into powerful opportunities? This episode promises to transform your perspective as we take an exhilarating journey through Matthew McConaughey's "Greenlights." Join us as Professor Jacob Gold and Michael Cochell recount their memorable encounter with McConaughey at an investment conference in Nashville and share the motivational insights they gleaned from his keynote address. We'll uncover how McConaughey's candid storytelling resonates with different life stages, offering invaluable lessons on overcoming obstacles and seizing life's green and red lights.

    Discover the transformative practice of journaling and how it can shape your personal growth, inspired by McConaughey’s own experiences. We'll discuss his unique approach to life, his unwavering confidence, and his ability to embrace his quirks—lessons that are incredibly pertinent for students, parents, and anyone seeking motivation. This episode not only highlights McConaughey’s diverse achievements but also emphasizes the impactful narration of the audiobook, making "Greenlights" a must-read for personal development enthusiasts. Tune in and get ready to appreciate life’s challenges as vital components of your growth and self-discovery journey.

    Show more Show less
    16 mins

What listeners say about Finance Roundtable Podcast

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.