20 episodes

It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging.
We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand.
The Finance Roundtable Podcast team wants to bring you along as we interview some remarkable professors, professional athletes & financial strategists about money.
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 out the Finance Roundtable Podcast. 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 • 3 Ratings

It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging.
We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand.
The Finance Roundtable Podcast team wants to bring you along as we interview some remarkable professors, professional athletes & financial strategists about money.
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 out the Finance Roundtable Podcast. 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 16: Mastering the Art of Social Security and Retirement with Elaine Simmons

    Episode 16: Mastering the Art of Social Security and Retirement with Elaine Simmons

    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; ...

    • 26 min
    Episode 15: Navigating the Financial Landscape with David Giroux, T. Rowe Price Capital Appreciation Fund

    Episode 15: Navigating the Financial Landscape with David Giroux, T. Rowe Price Capital Appreciation Fund

    Welcome to Finance Roundtable, the podcast dedicated to demystifying money. In this episode, Professor Jacob Gold, Michael Cochell, and Kelvin Gold dive deep into the world of finance, bringing you insights, expert opinions, and valuable discussions. Get ready for an enlightening conversation as the hosts are joined by special guest David Giroux, a seasoned investor and renowned figure in the financial world.In this episode:Exclusive Guest: David Giroux: Join the hosts in welcoming David Giro...

    • 31 min
    Episode 14: Cracking the Code of Financial Markets with Expert Analysis

    Episode 14: Cracking the Code of Financial Markets with Expert Analysis

    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 ana...

    • 16 min
    Episode 13: Grasping Economic Twists and Election Uncertainty with Gene Goldman

    Episode 13: Grasping Economic Twists and Election Uncertainty with Gene Goldman

    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, ...

    • 21 min
    Episode 12: Former Arizona State University student, Nabia Kheshtchin-Kamel, shares her powerful story

    Episode 12: Former Arizona State University student, Nabia Kheshtchin-Kamel, shares her powerful story

    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 subse...

    • 41 min
    Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines

    Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines

    Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State Un...

    • 43 min

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