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 Giroux, a two-time Morningstar Mutual Fund Manager of the Year for the T. Rowe Price Capital Appreciat ..read more

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 analysis that promises not just to educate but to forge a stronger connection with you, our esteemed audie ..read more

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, Gene and I will guide you through adapting your investment strategies to thrive in this new, dynamic en ..read more

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 subsequent struggles, and the strength she has derived from their resilience. Nabia Kheshtchin-Kamel is not ..read more

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 University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, r ..read more

How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter. Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.  Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security. Brace yourself for some staggering statistics! Did you know that just a third of Americans budget ..read more

How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter. Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force.  Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security. Brace yourself for some staggering statistics! Did you know that just a third of Americans budget ..read more

In this episode, the Finance Roundtable team interviews CERTIFIED FINANCIAL PLANNER™ and New York Times bestselling author, Carl Richards.  Carl is also the creator of the Sketch Guy Column, which appeared weekly for a decade in The New York Times.  Jacob, Micheal and Carl openly discuss the complexities of financial planning during emotional and challenging times.  Carl explains that the financial planning process begins when your money and values meet for the first time. The episode ends with Carl discussing his research around the psychological phenomenon where people doubt t ..read more

In this episode, the Finance Roundtable team interviews Cetera Investment Management’s Chief Investment Officer Gene Goldman. Listeners will learn a great deal about the current economic landscape as Gene discusses the possibility of the United States experiencing a rolling recession, why diversification is so important, and where investors may find future opportunities for growth. Along the way, co-host Kelvin Gold asks Gene about the economic phenomenon of the Taylor Swift concert tour. The tour is slated to earn over a billion dollars in sales and the Philadelphia Federal Reserve noted in r ..read more

In this episode, Professor Jacob Gold, Michael Cochell and Kelvin Gold interview the Arizona Cardinals punter Nolan Cooney. You won't want to miss Nolan's remarkable story on how he became an NFL player.  https://www.azcardinals.com/news/cancer-visit-hits-close-to-home-for-nolan-cooney ..read more