36 episodes

How can you achieve your financial goals and build wealth with your investments? Liz Thomas, Head of Investment Strategy at SoFi, guides listeners through today’s top-of-mind trends in investing and breaks them down into digestible and actionable pieces. 

Covering topics including managing your portfolio, retail investing, inflation, market cycles, real estate, and more, Liz speaks with industry experts armed with knowledge to help investors achieve their goals. 

There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. 

The Important Part: Investing With Liz Thomas is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizThomasStrat.

This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

©2024 Social Finance, Inc. All Rights Reserved.

The Important Part: Investing with Liz Thomas SoFi

    • Business
    • 5.0 • 5 Ratings

How can you achieve your financial goals and build wealth with your investments? Liz Thomas, Head of Investment Strategy at SoFi, guides listeners through today’s top-of-mind trends in investing and breaks them down into digestible and actionable pieces. 

Covering topics including managing your portfolio, retail investing, inflation, market cycles, real estate, and more, Liz speaks with industry experts armed with knowledge to help investors achieve their goals. 

There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. 

The Important Part: Investing With Liz Thomas is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizThomasStrat.

This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

©2024 Social Finance, Inc. All Rights Reserved.

    Liz’s Mid-Year Outlook

    Liz’s Mid-Year Outlook

    With the first half of 2024 behind us, host and SoFi’s Head of Investment Strategy Liz Thomas lays out what she expects to see in the second half. This episode, Liz addresses listener questions, covering themes like: what isn’t getting the attention it should, how historical trends are getting disrupted this cycle, and the market sectors that could be poised to do well.

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Intro
    (05:05) Biggest surprise so far, this year?
    (08:04) Is the market bucking the trends of history?
    (11:29) What would make Liz more bullish?
    (13:03) Investment ideas for the second half of 2024
    (16:28) Liz’s biggest contrarian pick
    (18:47) Does the 60/40 still work? 
    (22:18) How much should you allocate in one spot?
    (25:55) How to handle short time horizon in a recession
    (28:05) How does the election factor in?
    (30:36) Liz’s Takeaways

    Recommended reading:
    Liz’s Mid-Year Outlook: Aging Gracefully

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 35 min
    Making Financial Freedom Attainable with Jeremy Schneider

    Making Financial Freedom Attainable with Jeremy Schneider

    Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.

    Early retirement. Financial freedom. For many, these are goals that can feel aspirational and unattainable. But are they really out of reach? SoFi’s Head of Investment Strategy Liz Thomas sat down with entrepreneur and Personal Finance Club founder Jeremy Schneider to talk about what it takes to build wealth at any level. According to Jeremy, accumulating wealth is more straightforward than you may think. In this episode, he shares actionable steps that anyone can take to help accelerate their journey towards financial freedom.

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Introduction
    (02:18) Getting a new company off the ground straight out of college
    (05:10) A great business needs more than a great idea
    (12:57) Transitioning to investing with a large lump sum
    (16:37) How to get a jumpstart on financial freedom
    (20:45) The story behind the Personal Finance Club
    (23:28) Don’t let perfect be the enemy of good
    (28:08) Is retirement the wrong thing to focus on in the near-term?
    (32:14) First steps towards living below your means
    (35:43) The Word
    (36:29) The Investor’s Bookshelf
    (37:34) The “Aha” Moment
    (38:40) The Important Part

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:

    A Beginner’s Guide to Investing in Index Funds

    ETFs vs Index Funds

    10 Steps for Starting a Small Business


    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 43 min
    Unleashing the Power of Female Investors with Cary Carbonaro

    Unleashing the Power of Female Investors with Cary Carbonaro

    Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.

    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 order to feel confident entering the market? SoFi’s Head of Investment Strategy Liz Thomas sits down with Cary Carbonaro, bestselling author and Senior Vice President and Director of Women and Wealth with ACM Wealth, to uncover the most important things women need to know about investing, what it takes to get started, and unique traits that give women investors their edge.

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Introduction
    (04:03) Why do men feel more confident about investing?
    (07:02) By 2030, women will control two thirds of the nation’s wealth. How is the industry adapting?
    (11:47) Over the long-term, markets are always up and to the right.
    (13:21) Cracking the code on building confidence
    (22:43) Getting beyond the ABCs of investing
    (26:18) Today’s investing landscape is new to everyone
    (29:12) What resources can you trust?
    (30:24) 3 things to avoid when investing
    (31:35) There’s money in my account - now what?
    (34:35) The Investor’s Bookshelf
    (36:46) Women of Wall Street
    (37:50) The Word
    (39:08) The Important Part

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:
    Women and Investing in 2024: Breaking Down the Barriers

    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 44 min
    Financial Wellness and Healthy Retirement with Andrew Heiges

    Financial Wellness and Healthy Retirement with Andrew Heiges

    Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.

    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 overall financial wellbeing. How to make a plan, when to start saving, and how to navigate the retirement path are all questions we’ll be faced with at one point or another. Andrew Heiges is the Director, Head of Retirement Income, Managed Accounts, and Financial Wellness at T. Rowe Price, and brings key insights from years of experience working within the field. On this episode, Andrew joins SoFi’s Head of Investment Strategy Liz Thomas to discuss what financial wellness really means, what’s missing from the retirement conversation, and how we should be thinking about saving. 

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Intro
    (01:56) What exactly goes into financial wellness?
    (05:33) Saving is more about the habit than the dollar amount 
    (10:44) How has retirement planning evolved over the last few decades?
    (14:42) How should fees factor into choosing retirement accounts?
    (18:46) Which comes first: paying off debt or saving for retirement? 
    (20:21) Does a bearish period matter for your retirement account?
    (22:16) Your time horizon goes beyond your retirement date
    (27:10) Retiring from a career to pursue a dream job
    (29:01) The Hot Minute
    (30:40) Liz’s Takeaways

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:

    Retirement Planning Guide

    Asset Allocation by Age


    What Is a Separately Managed Account (SMA)? 

    Guide to Automatic Investment Plans


    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 36 min
    A Successful Transition to Investing with Steve Young

    A Successful Transition to Investing with Steve Young

    Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.

    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 this episode, SoFi's Head of Investment Strategy Liz Thomas sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game.

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Intro
    (02:58) Transitioning from football into business
    (07:38) Succeeding by harnessing vulnerability 
    (10:47) Steve’s advice for new investors? Be a forever student
    (14:29) Private Equity vs. Public Market Investing
    (17:02) Investment evaluation starts with the people in charge
    (21:39) Don’t just chase the success story
    (23:00) How do you know when an investment has failed?
    (25:52) The fine art of portfolio construction 
    (29:16) Where do alternatives fit into the equation? 
    (31:24) The Hot Minute
    (33:40) Liz’s Takeaways

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:

    A Guide to Alternative Investing

    What Are Alternative Investments?

    Private Equity: Examples, Ways to Invest


    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 38 min
    A Look at the Year Ahead with Cameron Dawson

    A Look at the Year Ahead with Cameron Dawson

    Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.

    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 Officer, Cameron Dawson joins host and Sofi’s Head of Investment Strategy, Liz Thomas, to share her outlook on the year. The two cover consumer trends, what signs of recession they’re looking out for, and what they expect to see from the Fed.

    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat.

    Notable mentions in the episode:
    (00:00) Intro
    (01:54) The biggest surprises of 2023
    (06:51) The real economic impact of expectations
    (10:46) Does Cameron foresee a soft landing?
    (15:55) If there’s so much cash, why are credit balances at all-time highs?
    (19:11) When will inflation be in the rearview?
    (24:20) What to expect from the Fed
    (28:01) Consumer sentiment - “Watch what they do, not what they say”
    (32:20) The 60/40 - alive or dead?
    (35:43) When will money markets lose their allure?
    (39:13) The Hot Minute
    (42:13) Liz’ Takeaways

    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:

    Investing in Retail Stocks


    Is Inflation a Good or Bad Thing for Consumers?


    This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.

    ©2024 Social Finance, Inc. All Rights Reserved.

    • 47 min

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