What is Asset Allocation and Why is it so Important?

What is Asset Allocation and Why is it so Important?

Author: Jacob Gold and Kelvin Gold October 9, 2024 Duration: 17:52
Send a text Unlock the secrets to a financially secure future with our latest episode, where we promise you'll grasp the essentials of asset allocation like never before. Join me, Professor Jacob Gold, along with my insightful co-hosts Michael Cochell and Kelly Gold, as we dissect the art of crafting a resilient investment portfolio amidst today's global uncertainties. Discover how a strategic mix of stocks, bonds, and alternative investments—much like the perfect pico de gallo recipe—can shi...

Hosted by brothers Jacob Gold and Kelvin Gold, the Finance Roundtable Podcast is a candid conversation about navigating the complexities of personal finance. This isn't about dry lectures or market hype. Instead, each episode sits down with a diverse range of voices-from university professors and seasoned financial strategists to professional athletes who've managed major wealth-to unpack the real-world principles of money. We explore the uncomfortable questions and the practical strategies that often get glossed over. You'll hear firsthand accounts of financial wins and losses, actionable advice tailored for different life stages, and straightforward explanations of concepts that can seem intimidating. The goal is to build your confidence, not just your vocabulary. By listening to this podcast, you gain a seat at a table where money is discussed openly, demystifying investing, savings, and wealth building into understandable parts. It's for anyone who feels the world of finance is tricky and seeks a clearer, more relatable path forward through genuine stories and expert insights.
Author: Language: en-us Episodes: 26

Finance Roundtable Podcast
Podcast Episodes
Episode 10: Savvy Women, Smart Investors [not-audio_url] [/not-audio_url]

Duration: 39:05
Send a text 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 l…
Episode 8: Economic Overview with Gene Goldman [not-audio_url] [/not-audio_url]

Duration: 50:57
Send a text 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 dis…
Episode 7: Arizona Cardinals Punter Nolan Cooney [not-audio_url] [/not-audio_url]

Duration: 55:04
Send a text 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. http…
Episode 6: What's new at ASU ft. Atif Ikram [not-audio_url] [/not-audio_url]

Duration: 47:13
Send a text In this episode, Professor Jacob Gold and co-host Kelvin Gold talk with Professor Atif Ikram from Arizona State University. Professors Gold and Ikram discuss the new financial literacy program that Arizona St…
Episode 5: Jacob Gold interviews Chris Smart [not-audio_url] [/not-audio_url]

Duration: 38:35
Send a text In this episode of the Finance Roundtable Podcast, Jacob Gold interviews Chris Smart, a professional voice over artist. Chris Smart is the voice for Jacob Gold's audiobook Money Mindset: Formulating a Wealth…
Episode 4: The Parallels of Baseball and Investing [not-audio_url] [/not-audio_url]

Duration: 34:28
Send a text In this podcast episode of Finance Roundtable, we discuss how the economy and stock market performed during the first quarter of 2023. Then we attempt to draw some parallels between baseball and investing. It…
Episode 3: How to Talk to Your Kids About Money [not-audio_url] [/not-audio_url]

Duration: 37:20
Send a text 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…
Episode 2: What is Your Money Personality Type? [not-audio_url] [/not-audio_url]

Duration: 43:51
Send a text 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 m…