22 episodes
Finance Roundtable Podcast Jacob Gold, Michael Cochell and Kelvin Gold
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- Business
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5.0 • 3 Ratings
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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.
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Episode 18: The Psychology of Money by Morgan Housel
In this episode of The Finance Roundtable Podcast, the team talks about a personal finance book that has positively affected the narrative behind the emotions of money. The Psychology of Money by Morgan Housel is a fabulous book that brings insight on greed and fear when it relates to money. Whether you are just starting out learning about money or are a veteran to money concepts, you will enjoy Housel’s stories and antidotes. Listen how Professor Gold utilizes the Psych...
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Episode 17: From NFL Fullback to Financial Literacy Champion: Jed Collins’ Journey and Insights
Welcome to the Finance Roundtable, where we demystify money with your hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Sit back, relax, and enjoy the show.In this special episode, we're thrilled to welcome Jed Collins, a former NFL fullback who has successfully transitioned from the football field to the world of personal finance. Jed shares his journey from tackling opponents to tackling financial literacy, offering insights that can benefit everyone, whether you're a student, a...
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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; ...
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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...
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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...
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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, ...