Episodes

  • Transformative Life Lessons and Personal Growth from Matthew McConaughey's "Greenlights"
    Sep 9 2024

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    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.

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    16 mins
  • 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
  • Episode 16: Mastering the Art of Social Security and Retirement with Elaine Simmons
    May 15 2024

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    Unlock the secrets of a financially stable retirement with the help of Elaine Simmons, a seasoned Social Security Administration virtuoso with 34 years under her belt, as she joins us to demystify the complexities of Social Security. Get ready to learn why your approach to Social Security should rival the care you give to managing a multi-million dollar asset and how to avoid the emotional pitfalls that could jeopardize your golden years. Elaine doesn't just bring her expertise to the table; she brings actionable strategies for couples, insights on the often misunderstood implications of early benefit claims, and the undeniable reasons why integrating this pillar of retirement into your financial plan is non-negotiable.

    This episode isn't just about making the most out of Social Security; it's a clarion call to proactively engage with the future of the system itself. As we navigate the turbulent waters of reform, understanding the implications for personal investment and the broader economy becomes paramount. Elaine Simmons doesn't shy away from tough topics like altering the earnings test or adjusting the full retirement age. She empowers you to personalize your retirement strategy, challenges the over-reliance on the break-even point, and underscores the weight of spousal benefits in your planning efforts. By the end of our discussion, you'll have the confidence to challenge misconceptions, the knowledge to seek quality advice, and the conviction to take control of your retirement destiny.

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    26 mins
  • Episode 14: Cracking the Code of Financial Markets with Expert Analysis
    Mar 15 2024

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    Season two of Finance Roundtable is rolling out the red carpet for your eyes and ears as we elevate our game with a shiny new studio and video broadcasting! Join us, Jacob Gold, Michael Cochell, and Kelvin Gold, as we embark on a journey through the throbbing heart of financial markets in 2024, with a closer look at the recent index surges and investor optimism sparked by the Federal Reserve's rate hints. Expect a unique blend of heartfelt reflections on past lessons and a forward-looking analysis that promises not just to educate but to forge a stronger connection with you, our esteemed audience.

    Wave goodbye to cookie-cutter advice because we're leaving generalities at the door. In our Investment Disclaimer, we get real about the unpredictability of markets and why past performance is like looking in the rearview mirror when you should be watching the road. No crystal balls here—just honest, expert insights from our in-house mavens, minus the external chatter.

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    17 mins
  • Episode 13: Grasping Economic Twists and Election Uncertainty with Gene Goldman
    Jan 30 2024

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    Navigate the economic twists of 2024 with us as we unpack the latest insights from Gene Goldman, Cetera Investment Management’s Chief Investment Officer. Prepare to grasp the intricacies of the Federal Reserve's potential rate cuts and the implications for a market thirsty for good news. We'll dissect the strength and resilience of crucial sectors that could dictate whether we'll face a mild recession or achieve the coveted 'soft landing.' As volatility becomes a staple in financial markets, Gene and I will guide you through adapting your investment strategies to thrive in this new, dynamic environment. And for those wondering if the time-tested 60-40 investment portfolio has made a comeback, we've got the lowdown on its resurgence in the face of shifting economic tides.

    The dance between risk and reward in the stock market gets especially intricate when geopolitical tremors shake the scene. In the face of looming uncertainties from global conflicts to presidential elections, diversification isn't just a strategy—it's a necessity. We'll peer into the crystal ball of offshore betting odds for a unique perspective on the 2024 election, questioning the reliability of traditional polls and what history tells us about market performance in election years. With a long-term investment horizon in our sights, join Gene and me for a candid and critical exploration of the factors that could sway your portfolio and the wisdom in staying the course through the market's ebb and flow.

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    21 mins
  • Episode 12: Former Arizona State University student, Nabia Kheshtchin-Kamel, shares her powerful story
    Nov 15 2023

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    Ever felt humbled by the sheer resilience of the human spirit? I had the privilege of catching up with one of my former students, Nabia Kheshtchin-Kamel, who embodies that spirit in every sense. Nabia's captivating story spans her family's immigration journey from Iran and Egypt to her endeavor of navigating medical school. Their united front and love for each other forged an unbreakable bond that's been instrumental in shaping her life. Join us as she reveals how her parents met, their subsequent struggles, and the strength she has derived from their resilience.

    Nabia Kheshtchin-Kamel is not affiliated or registered with Cetera Advisor Networks LLC. The views depicted in this material are for information purposes only and are not necessarily those of Cetera Advisor Networks. They should not be considered specific advice or recommendations for any individual.

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    42 mins