Podcast Episodes

Unleashing the Power of Female Investors with Cary Carbonaro

Season 3 Episode 8

By 2030, it’s expected two-thirds of the wealth in the United States will be controlled by women. So why is investing currently such a male-dominated industry? What do women new to investing need in …

Published on 1 year, 6 months ago

Financial Wellness and Healthy Retirement with Andrew Heiges

Season 3 Episode 7

The topic of planning for retirement can evoke a wide range of responses from anxiety to avoidance (and everything in between), yet it’s arguably one of the most critical ingredients to a person’s ov…

Published on 1 year, 7 months ago

A Successful Transition to Investing with Steve Young

Season 3 Episode 6

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 and Co-founder of private equity firm, HGGC. In th…

Published on 1 year, 8 months ago

A Look at the Year Ahead with Cameron Dawson

Season 3 Episode 5

For the past year, the “looming recession” has been top of mind for people both inside and out of the world of business. What’s in store for the economy in 2024? Newedge Wealth’s Chief Investment Off…

Published on 1 year, 9 months ago

Liz’s Outlook on 2024

Season 3

As the new year starts off, host and SoFi’s Head of Investment Strategy Liz Thomas speaks directly to listeners’ concerns about the year to come. Is the recession behind us? I’ve got money ready to p…

Published on 1 year, 10 months ago

Retail Recap of the 2023 Holidays with Courtney Reagan

Season 3 Episode 4

Holiday shopping is upon us, and the seasonal sales are in full swing. But just how does the 2023 holiday season stack up against the ghosts of retail past? On this episode, Courtney Reagan, CNBC’s S…

Published on 1 year, 10 months ago

Building Your Portfolio with Shannon Saccocia

Season 3 Episode 3

You’re ready to invest, and you’ve got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi’s Head of Investment Strategy…

Published on 2 years ago

Keeping a Level Head with Ben Carlson

Season 3 Episode 2

How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in infor…

Published on 2 years, 1 month ago

Inside the Minds of Retail Investors With Gunjan Banerji

Season 3 Episode 1

How did social media play into the meme stock mania of 2021? What makes the retail investors of today more discerning than ever before? Is there such a thing as no-fee trading? 

Liz sits down with Gun…

Published on 2 years, 2 months ago

RERUN: What Does It Take To Be a Discerning Investor?

Originally released April 2022. Liz sits down with Bryn Talkington and Jenny Harrington to discuss what it takes to be a successful investor – and if it’s really as complicated as some ‘experts’ clai…

Published on 2 years, 2 months ago