• The Important Part: Investing with Liz Young

  • By: SoFi
  • Podcast
  • 5.0 out of 5 stars (1 rating)
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The Important Part: Investing with Liz Young

By: SoFi
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  • Summary

  • How can you achieve your financial goals and build wealth with your investments? Liz Young, Head of Investment Strategy at SoFi, guides listeners through today’s top-of-mind trends in investing and breaks them down into digestible and actionable pieces. Covering topics including managing your portfolio, retail investing, inflation, market cycles, real estate, and more, Liz speaks with industry experts armed with knowledge to help investors achieve their goals. There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. The Important Part: Investing With Liz Young is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizYoungStrat.
    Copyright 2021 SoFi. All Rights Reserved.
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Episodes
  • Unleashing the Power of Female Investors with Cary Carbonaro

    Unleashing the Power of Female Investors with Cary Carbonaro
    Apr 17 2024
    By 2030, it’s expected two-thirds of the wealth in the United States will be controlled by women. So why is investing currently such a male-dominated industry? What do women new to investing need in order to feel confident entering the market? SoFi’s Head of Investment Strategy Liz Young sits down with Cary Carbonaro, bestselling author and Senior Vice President and Director of Women and Wealth with ACM Wealth, to uncover the most important things women need to know about investing, what it takes to get started, and unique traits that give women investors their edge. Notable mentions in episode: (00:00) Introduction (04:03) Why do men feel more confident about investing? (07:02) By 2030, women will control two thirds of the nation’s wealth. How is the industry adapting? (11:47) Over the long-term, markets are always up and to the right. (13:21) Cracking the code on building confidence (22:43) Getting beyond the ABCs of investing (26:18) Today’s investing landscape is new to everyone (29:12) What resources can you trust? (30:24) 3 things to avoid when investing (31:35) There’s money in my account - now what? (34:35) The Investor’s Bookshelf (36:46) Women of Wall Street (37:50) The Word (39:08) The Important Part Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Women and Investing in 2024: Breaking Down the Barriers
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    43 mins
  • Financial Wellness and Healthy Retirement with Andrew Heiges

    Financial Wellness and Healthy Retirement with Andrew Heiges
    Mar 26 2024
    The topic of planning for retirement can evoke a wide range of responses from anxiety to avoidance (and everything in between), yet it’s arguably one of the most critical ingredients to a person’s overall financial wellbeing. How to make a plan, when to start saving, and how to navigate the retirement path are all questions we’ll be faced with at one point or another. Andrew Heiges is the Director, Head of Retirement Income, Managed Accounts, and Financial Wellness at T. Rowe Price, and brings key insights from years of experience working within the field. On this episode, Andrew joins SoFi’s Head of Investment Strategy Liz Young to discuss what financial wellness really means, what’s missing from the retirement conversation, and how we should be thinking about saving. Notable mentions in episode: (00:00) Intro (01:56) What exactly goes into financial wellness? (05:33) Saving is more about the habit than the dollar amount (10:44) How has retirement planning evolved over the last few decades? (14:42) How should fees factor into choosing retirement accounts? (18:46) Which comes first: paying off debt or saving for retirement? (20:21) Does a bearish period matter for your retirement account? (22:16) Your time horizon goes beyond your retirement date (27:10) Retiring from a career to pursue a dream job (29:01) The Hot Minute (30:40) Liz’s Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Retirement Planning Guide Asset Allocation by Age What Is a Separately Managed Account (SMA)? Guide to Automatic Investment Plans
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    35 mins
  • A Successful Transition to Investing with Steve Young

    A Successful Transition to Investing with Steve Young
    Feb 20 2024
    Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Young sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game. Notable mentions in episode: (00:00) Intro (02:58) Transitioning from football into business (07:38) Succeeding by harnessing vulnerability (10:47) Steve’s advice for new investors? Be a forever student (14:29) Private Equity vs. Public Market Investing (17:02) Investment evaluation starts with the people in charge (21:39) Don’t just chase the success story (23:00) How do you know when an investment has failed? (25:52) The fine art of portfolio construction (29:16) Where do alternatives fit into the equation? (31:24) The Hot Minute (33:40) Liz’s Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: A Guide to Alternative Investing What Are Alternative Investments? Private Equity: Examples, Ways to Invest
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    37 mins
Economics Personal Finance
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Profile Image for P. Castillo

Great financial info in plain English

Love it! I highly recommend it. Excellent tips for new or seasoned investors avid to extend their learning process. The key based on this interviewee is to keep it simple.

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