Podcast Episodes

Steady Checks, Steady Nerves: Jenny Harrington’s Case for Dividends

CNBC contributor and portfolio manager Jenny Harrington shares how she risked nearly everything by draining her IRA to build her investment firm, had a baby the day the market hit its lowest in 2009,…

Published on 7 hours ago

Beth Pinsker on the Retirement Crisis Hiding in Plain Sight

Beth Pinsker thought she was ready for anything. As a certified financial planner, MarketWatch columnist, and retirement expert, she understands what it means to plan for the future. Then her mom got…

Published on 2 weeks ago

Why Dan Ives Thinks this AI Boom Is Not Your Grandpa’s Dot-Com Bubble

Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predic…

Published on 4 weeks ago

Revisiting: Tackling Personal Finance with Brandon Copeland

This episode originally aired on September 12, 2024.

So you’ve graduated college and landed your first job. But along the way, no one told you about what a 401k is, or how to make a large home goods…

Published on 3 months, 3 weeks ago

Revisiting: A Successful Transition to Investing with Steve Young

This episode originally aired on Feb 20, 2024.

Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman an…

Published on 4 months, 3 weeks ago

Communicating Finance and Strategy with Confidence with Liz Thomas

Season 3 Episode 21

How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with …

Published on 5 months, 4 weeks ago

Ambitious Leadership with Anthony Noto

Season 3 Episode 20

Anthony Noto’s path to becoming CEO at SoFi was anything but linear. But along the way, he learned the lessons and wisdom that helped him lead SoFi to where it is today. In this special episode, host…

Published on 6 months, 3 weeks ago

Preparing for Tax Season and Beyond with Brian Walsh, “Dr. Money”

Season 3 Episode 19

Benjamin Franklin once wrote that “nothing can be said to be certain, except death and taxes.” And with tax season’s arrival, being certain about what you owe and planning ahead will save you both fr…

Published on 8 months ago

Empowerment through Financial Literacy with Courtney Pettway and Ashley Leftwich

Season 3 Episode 18

The ratification of the Equal Credit Opportunity Act, or ECOA, 50 years ago marked the end of illegal lending practices that discriminated against borrowers based on their race, sex, age, religion, n…

Published on 8 months ago

Investing with Emotional Intelligence with Brian Portnoy

Season 3 Episode 17

Conventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not …

Published on 9 months, 1 week ago