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
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Episodes
  • Episode 19: demographic trends and the predictable behaviors that can ignite bull markets
    Aug 30 2024

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    We are excited to announce the latest episode of the Finance Roundtable Podcast, featuring an insightful interview with Jason Churra, Senior Vice President of Voya Investment Management.

    This episode delves deep into demographic trends and the predictable behaviors that can ignite bull markets, offering invaluable knowledge for investors and financial enthusiasts alike.

    Whether you are keen to understand market dynamics or looking to enhance your investment strategies, this conversation is both enlightening and impactful.

    Tune in to gain sophisticated insights from a leading expert in the field.

    #FinanceRoundtable #PodcastEpisode #JasonChurra #VoyaInvestmentManagement #MarketTrends #InvestmentStrategies

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    23 mins
  • Episode 18: The Psychology of Money by Morgan Housel
    Jul 16 2024

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    In this episode of The Finance Roundtable Podcast, the team talks about a personal finance book that has positively affected the narrative behind the emotions of money.

    The Psychology of Money by Morgan Housel is a fabulous book that brings insight on greed and fear when it relates to money. Whether you are just starting out learning about money or are a veteran to money concepts, you will enjoy Housel’s stories and antidotes.

    Listen how Professor Gold utilizes the Psychology of Money in his personal finance course at Arizona State University.

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    27 mins
  • Episode 17: From NFL Fullback to Financial Literacy Champion: Jed Collins’ Journey and Insights
    Jun 12 2024

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    Welcome to the Finance Roundtable, where we demystify money with your hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Sit back, relax, and enjoy the show.

    In this special episode, we're thrilled to welcome Jed Collins, a former NFL fullback who has successfully transitioned from the football field to the world of personal finance. Jed shares his journey from tackling opponents to tackling financial literacy, offering insights that can benefit everyone, whether you're a student, a professional, or just starting out.

    In this episode, we cover:

    • Jed's Journey: From NFL fullback to financial educator.
    • Key Financial Lessons: The crucial money management tips Jed wishes he knew during his NFL days.
    • Decades, Not Days: Understanding the importance of long-term financial planning.
    • Cash Management: How to manage your burn rate and set up a portfolio paycheck.
    • Financial Literacy: The impact of Jed's Money Vehicle program in high schools and with NFL teams.
    • Athletes as Businesses: How the perspective of professional athletes on money has evolved.

    Benefits for listeners:

    • Inspiration: Jed's story of transformation and passion for financial education.
    • Practical Advice: Actionable tips on budgeting, investment, and managing finances.
    • Expert Insights: Learn from a certified financial planner with real-life experience.
    • Motivation: Understand the importance of starting early and thinking long-term.

    We encourage you to engage with us! Share your thoughts, ask questions, or give feedback. You can reach out to us via our website FinanceRoundtable.com, or follow us on social media @FinanceRoundtable.

    Tune in to discover how you can take control of your financial future, just like Jed Collins did. Join us and transform your approach to money management today!

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    34 mins

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