Hosted by Money News Network
Episodes
10
Latest episode
Jan 2024
Language
EN
On Money Assistant, financial expert and New York Times Bestselling Author Nicole Lapin and her AI sidekick Nicole LApIn, powered by investing assistant Magnifi, combine the best elements of human nature and technology to help guests take actionable steps towards financial freedom.
Today’s guest, Susan, has never ever invested before and wants to get started. Nicole explains how to open a brokerage account (the account you need to start investing), and Magnifi helps Susan create an optimized portfolio for her very first investments. If you want to get started in the market, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest is someone who might sound quite familiar. She describes the checklist she's used to determine whether she's ready to buy a house, and Magnifi helps her create a financial roadmap that will lead her to homeownership. To create your own plan for homeownership, go to moneyassistant.com and meet Magnifi, your AI money assistant, designed to help you make a plan for your financial goals.
Today’s guest, Anna, just had her first kid and she’s wondering if she should open a 529 plan (a tax-advantaged account for tuition costs). Nicole explains the plan's benefits and what would happen to the account if Anna’s daughter doesn’t go to college. Magnifi helps Anna create an optimized portfolio that would give her the best chance at having tuition saved in full by the time her daughter is ready for freshman year. If you want to make a college fund for your kiddos, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, Morgan, started investing through her company's 401(k), where she had little input into which stocks were chosen for her portfolio. Now, she has the reins and wants to see how she can make her portfolio more strategic and lucrative. Magnifi helps Morgan analyze her portfolio, and generate other investing options that could have more returns. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, Jake, wants to buy a house— but he's not sure if he can afford it. Nicole helps Jake think through whether it makes financial sense for him to buy a house, or if he's just trying to keep up with the Joneses. Magnifi helps Jake build a portfolio to invest towards his downpayment, and a realistic timeline for getting his dream home. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, John, has $10,000 to put in the stock market— but he's not sure where or how to invest it. Nicole helps John discover which of his favorite companies he can invest in, and Magnifi helps John evaluate whether these companies are promising investments. If you want to see if your favorite companies are investable, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, April, has two major money goals and she's struggling to prioritize. She wants to help her daughter pay for college. And, she thinks she can be doing more for her retirement than just contributing to her employer-sponsored retirement account. Plus, she has debt from her mortgage, credit cards and... a tractor? How can she make it all work? Nicole and Magnifi help April make a plan to meet all of her financial goals. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, Kira, has paid off every last penny of her credit card debt. Now, she wants Nicole and Magnifi's help knowing whether she’s on track to retire early. Unfortunately, she isn’t… yet. Nicole helps Kira get a sense of her financial picture, and Magnifi gives Kira two portfolios: one that increases her chances of retiring early, and a second option that would keep things slow-and-steady. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.
Today's guest, Paola, wants Nicole and Magnifi's help getting comfortable with investing. The only thing that's holding her back? Trauma stemming from her family's financial hardship in 2008. Nicole helps Paola warm up to the idea of investing, and Magnifi creates a portfolio that will help Paola meet her newfound investing goals. If you want Magnifi's help making a portfolio, download the Magnifi app at moneyassistant.com.
On Money Assistant, financial expert and New York Times Bestselling author Nicole Lapin and her AI sidekick Nicole LApIn, powered by investing assistant Magnifi, combine the best elements of human nature and technology to help guests take actionable steps towards financial freedom. In each episode, the cohosts help someone who needs a money assistant; whether it's picking up the pieces after losing money in a romance scam, unlocking the secrets to retirement planning, investing for the first time, and beyond. Money Assistant is a podcast on a mission: democratizing wealth for all. Meet Magnifi, your investing assistant, here. Advisory services are offered through Magnifi LLC, a SEC Registered Investment Advisor. Money Assistant is a sponsored podcast, by Magnifi.
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
Dave Wood
Valerie Hail
Mediaite
Player2.net.au
PodcastOne
