Finance Roundtable Podcast

Hosted by Jacob Gold and Kelvin Gold

Business Investing EducationInterviews guests

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Jun 2025

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About the show

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.

Listen to episodes

26 recent

June 26, 202552 min

Navigating the New Game: NIL, Injuries, and the Financial Future of College Sports

Send a textIn Episode 24 of The Finance Roundtable Podcast, Jacob sits down with David Brookbank —adjunct professor at Arizona State University and co-founder of Income Protection Consultants— for an in-depth conversation on the evolving landscape of college athletics in the NIL (Name, Image, and Likeness) era.With student-athletes now able to profit from their personal brand, the stakes have never been higher — and so are the risks. David shares his insights on how athletes, coaches, and universities are grappling with the financial implications of injuries, contracts, and long-term career planning. From innovative income protection strategies to the broader economic ripple effects, this episode dives into how the NIL revolution is reshaping the business of college sports.Tune in to learn:• How NIL deals are changing the athlete-university relationship• What financial risks come with injury in a high-stakes environment• How income protection is becoming a crucial tool for young athletesDon’t miss this timely and insightful discussion — available now wherever you get your podcasts.David Brookbank is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is in no way related to Cetera Advisor networks llc or its registered representatives.

November 5, 202413 min

Navigating Election Season: Staying Focused on Long-Term Investment Strategies

Send a textCan political tensions really sway your investment decisions, or should the noise be tuned out? Join us on Finance Roundtable as we dissect this intriguing topic during the high-stakes election season with hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Promising insight beyond the usual media clamor, we explore how historical market data suggests a pattern of growth transcending political party changes. Our episode provides you with the tools to maintain your investment focus, emphasizing the consistent advantage of long-term strategies over reactive maneuvers.Navigating the turbulent waters of election cycles, we stress the pivotal role of financial advisors in aligning your portfolio with your unique goals and risk tolerance. We discuss why knee-jerk reactions to political outcomes may do more harm than good and how even slight portfolio adjustments can bolster your confidence. With fascinating statistics—such as the rarity of negative market returns in election years—we offer a rational perspective amidst the chaos. Tune in for wise counsel on steering your financial ship through the storm of political distractions, ensuring you remain on course for your long-term objectives.

October 9, 202417 min

What is Asset Allocation and Why is it so Important?

Send a textUnlock 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 shield your finances from market volatility. Our discussion highlights a pivotal 1991 study that astonishingly attributes 91.5% of pension growth to thoughtful asset allocation, proving its remarkable impact on your financial journey.Beyond investment strategies, this episode also navigates through the nuances of compliance and regulation. Learn why understanding the regulatory landscape is crucial, as we clarify the distinct operations of G-a-n Insurance Agency LLC from Cetera Advisor Networks, detailing our specific licenses in California. With transparency as our guiding principle, we introduce our marketing associate Kelvin Gold, ensuring you’re informed of the integrity and structure behind our advice. While we share invaluable insights, remember that we’re here to inform, not replace personalized legal or tax advice. Join us to gain a well-rounded perspective on building a financially sound future.

September 9, 202416 min

Transformative Life Lessons and Personal Growth from Matthew McConaughey's "Greenlights"

Send a textEver wondered how Hollywood stars turn life's challenges into powerful opportunities? This episode promises to transform your perspective as we take an exhilarating journey through Matthew McConaughey's "Greenlights." Join us as Professor Jacob Gold and Michael Cochell recount their memorable encounter with McConaughey at an investment conference in Nashville and share the motivational insights they gleaned from his keynote address. We'll uncover how McConaughey's candid storytelling resonates with different life stages, offering invaluable lessons on overcoming obstacles and seizing life's green and red lights.Discover the transformative practice of journaling and how it can shape your personal growth, inspired by McConaughey’s own experiences. We'll discuss his unique approach to life, his unwavering confidence, and his ability to embrace his quirks—lessons that are incredibly pertinent for students, parents, and anyone seeking motivation. This episode not only highlights McConaughey’s diverse achievements but also emphasizes the impactful narration of the audiobook, making "Greenlights" a must-read for personal development enthusiasts. Tune in and get ready to appreciate life’s challenges as vital components of your growth and self-discovery journey.

August 30, 2024Episode 1922 min

Episode 19: demographic trends and the predictable behaviors that can ignite bull markets

Send a textWe are excited to announce the latest episode of the Finance Roundtable Podcast, featuring an insightful interview with Jason Churra, Senior Vice President of Voya Investment Management.This episode delves deep into demographic trends and the predictable behaviors that can ignite bull markets, offering invaluable knowledge for investors and financial enthusiasts alike. Whether you are keen to understand market dynamics or looking to enhance your investment strategies, this conversation is both enlightening and impactful.Tune in to gain sophisticated insights from a leading expert in the field. #FinanceRoundtable #PodcastEpisode #JasonChurra #VoyaInvestmentManagement #MarketTrends #InvestmentStrategies

July 16, 2024Episode 1826 min

Episode 18: The Psychology of Money by Morgan Housel

Send a textIn 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 Psychology of Money in his personal finance course at Arizona State University.

June 12, 2024Episode 1733 min

Episode 17: From NFL Fullback to Financial Literacy Champion: Jed Collins’ Journey and Insights

Send a textWelcome 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 professional, or just starting out.In this episode, we cover:Jed's Journey: From NFL fullback to financial educator.Key Financial Lessons: The crucial money management tips Jed wishes he knew during his NFL days.Decades, Not Days: Understanding the importance of long-term financial planning.Cash Management: How to manage your burn rate and set up a portfolio paycheck.Financial Literacy: The impact of Jed's Money Vehicle program in high schools and with NFL teams.Athletes as Businesses: How the perspective of professional athletes on money has evolved.Benefits for listeners:Inspiration: Jed's story of transformation and passion for financial education.Practical Advice: Actionable tips on budgeting, investment, and managing finances.Expert Insights: Learn from a certified financial planner with real-life experience.Motivation: Understand the importance of starting early and thinking long-term.We encourage you to engage with us! Share your thoughts, ask questions, or give feedback. You can reach out to us via our website FinanceRoundtable.com, or follow us on social media @FinanceRoundtable.Tune in to discover how you can take control of your financial future, just like Jed Collins did. Join us and transform your approach to money management today!

May 15, 2024Episode 1626 min

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

Send a textUnlock 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; she brings actionable strategies for couples, insights on the often misunderstood implications of early benefit claims, and the undeniable reasons why integrating this pillar of retirement into your financial plan is non-negotiable.This episode isn't just about making the most out of Social Security; it's a clarion call to proactively engage with the future of the system itself. As we navigate the turbulent waters of reform, understanding the implications for personal investment and the broader economy becomes paramount. Elaine Simmons doesn't shy away from tough topics like altering the earnings test or adjusting the full retirement age. She empowers you to personalize your retirement strategy, challenges the over-reliance on the break-even point, and underscores the weight of spousal benefits in your planning efforts. By the end of our discussion, you'll have the confidence to challenge misconceptions, the knowledge to seek quality advice, and the conviction to take control of your retirement destiny.

March 15, 202416 min

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

Send a textSeason 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 audience.Wave goodbye to cookie-cutter advice because we're leaving generalities at the door. In our Investment Disclaimer, we get real about the unpredictability of markets and why past performance is like looking in the rearview mirror when you should be watching the road. No crystal balls here—just honest, expert insights from our in-house mavens, minus the external chatter.

January 30, 202421 min

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

Send a textNavigate 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 environment. And for those wondering if the time-tested 60-40 investment portfolio has made a comeback, we've got the lowdown on its resurgence in the face of shifting economic tides.The dance between risk and reward in the stock market gets especially intricate when geopolitical tremors shake the scene. In the face of looming uncertainties from global conflicts to presidential elections, diversification isn't just a strategy—it's a necessity. We'll peer into the crystal ball of offshore betting odds for a unique perspective on the 2024 election, questioning the reliability of traditional polls and what history tells us about market performance in election years. With a long-term investment horizon in our sights, join Gene and me for a candid and critical exploration of the factors that could sway your portfolio and the wisdom in staying the course through the market's ebb and flow.