7 episodes

Join Professor Jacob Gold, Michael Cochell and Kelvin Gold as they host a monthly podcast title Finance Roundtable. The super casual roundtable conversation will cover current economic and business news, what's happening at JG&A, personal finance tips, pop culture and much more. 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 the podcast out. 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.

Finance Roundtable Podcast Jacob Gold, Michael Cochell and Kelvin Gold

    • Business
    • 5.0 • 2 Ratings

Join Professor Jacob Gold, Michael Cochell and Kelvin Gold as they host a monthly podcast title Finance Roundtable. The super casual roundtable conversation will cover current economic and business news, what's happening at JG&A, personal finance tips, pop culture and much more. 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 the podcast out. 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.

    Episode 3: How to Talk to Your Kids About Money

    Episode 3: How to Talk to Your Kids About Money

    In this episode of the Finance Roundtable Podcast, we talk about different ways to talk to kids about money.
     
    We discuss 3 basic money concepts that kids should know:
    Introduce the value of moneyEmphasize the importance of saving a portion of your incomeUnderstand the POWER of compound interest 
    Lastly, during this episode we have an appearance from a very special guest; Ms. Bella Grace Gold. Bella (11) is my youngest child and her presence will surely bring a smile to your face.
     
    Check us out online at www.financeroundtablepodcast.com
     
    Visit the website for Jacob Gold & Associates, Inc.
     
    Have a question for the podcast, call us at 480-998-4653 ext. 12

    • 37 min
    Episode 2: What is Your Money Personality Type?

    Episode 2: What is Your Money Personality Type?

    In this episode of Finance Roundtable, Professor Jacob Gold, Michael Cochell and Kelvin Gold discuss 5 money personality types and how being self-aware of your money personality type could actually help you make better financial decisions.
    The 5 money personality types are:
    The Busy BeeThe Saving SquirrelThe Lavish LionThe Indifferent IguanaThe Concerned Camel

    • 43 min
    Episode 1: Rocky Road to Recovery

    Episode 1: Rocky Road to Recovery

    In the inaugural episode of Finance Roundtable, Professor Jacob Gold, Michael Cochell and Kelvin Gold have a chat about the current economic landscape. Professor Gold acknowledges the financial pains of 2022 and then discusses three possible bright spots for 2023. 
    The midterm election is behind usInflation is coming downChina is opening up again.
    We encourage you to listen and provide feedback at jacob@jacobgold.com.

    • 28 min
    The Producer

    The Producer

    Get to know the Producer of Finance Roundtable; Kelvin Gold.

    • 12 min
    The President

    The President

    Get to know the President of Jacob Gold and Associates, Inc.; Michael Cochell.

    • 12 min
    The Professor

    The Professor

    Get to know the host of Finance Roundtable; Professor Jacob Gold.

    • 14 min

Customer Reviews

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2 Ratings

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