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MI Rewind: Young Investors Getting Started w/ Kelly Lannan

MI Rewind: Young Investors Getting Started w/ Kelly Lannan

FromMillennial Investing - The Investor’s Podcast Network


MI Rewind: Young Investors Getting Started w/ Kelly Lannan

FromMillennial Investing - The Investor’s Podcast Network

ratings:
Length:
58 minutes
Released:
Sep 1, 2023
Format:
Podcast episode

Description

Robert Leonard chats with Kelly Lannan about the four ways that young investors are learning about finances, what Fidelity is and what the company does, and much more!Kelly Lannan is the Vice President of the Young Investors at Fidelity Investments. Kelly discusses different topics on financial literacy such as tackling student loan debt, putting together a budget, evaluating a job offer, and starting to invest.IN THIS EPISODE, YOU’LL LEARN:00:00 - Intro23:46 - Why Kelly thinks there has been a huge increase in the number of retail investors, and if technology or other factors have played a role in it.29:13 - How the last year and a half of the pandemic has made an impact on the way young adults think about their money and what Kelly thinks still hasn’t changed.31:07 - What unique challenges young adults face today that previous generations may not have encountered.33:25 - The key differences between how Gen Z and Millennials approach their money and investing.35:09 - How to teach people, especially young adults, to evaluate job offers and what they should look at besides salary.And much, much more!*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.BOOKS AND RESOURCESErin Lowry’s books Broke Millennial, Broke Millennial Takes On Investing, and Broke Millennial Talks Money.Ann M. Martin's books Baby-Sitters Club SET: Books 1-12.Morgan Housel’s book The Psychology of Money.JL Collin’s book The Simple Path to Wealth.Grant Sabatier’s book Financial Freedom.Daymond John’s book The Power of Broke.All of Robert’s favorite books.Related episode: Listen to MI087: How to Talk About Money w/ Erin Lowry, or watch the video.NEW TO THE SHOW?Check out our Millennial Investing Starter Packs.Browse through all our episodes (complete with transcripts) here.Try Robert’s favorite tool for picking stock winners and managing our portfolios: TIP Finance.Enjoy exclusive perks from our favorite Apps and Services.Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets.Learn how to better start, manage, and grow your business with the best business podcasts.P.S The Investor’s Podcast Network is excited to launch a subreddit devoted to our fans in discussing financial markets, stock picks, questions for our hosts, and much more! Join our subreddit r/TheInvestorsPodcast today!SPONSORSGet a FREE audiobook from Audible.Learn how Principal Financial can help you find the right benefits and retirement plan for your team today.Be confident that you’ll be small businessing at your best with support designed to help you reach your goals. Book an appointment with a TD Small Business Specialist today.Return to the all-access world of the rich and powerful. Don’t miss new episodes of Billions streaming August 11th on the Paramount Plus with Showtime plan.Shape and flex your home loans how you want with Athena. Join the thousands of Aussies taking control of their mortgage today.Your home might be worth more than you think. Earn extra money today with Airbnb.Get a customized solution for all of your KPIs in one efficient system with one source of truth. Download NetSuite’s popular KPI Checklist, designed to give you consistently excellent performance for free.Invest in the same paintings available to billionaires, at a more accessible price point with Masterworks.Enjoy an all-in-one personal finance app that gives you a comprehensive view of all your accounts, investments, transactions, cash flow, net worth, and more, with Monarch Money. Get an extended thirty-day free trial today.Support our free podcast by supporting our sponsors.Connect with Kelly: Website | LinkedInConnect with Robert: Website | Twitter | Instagram See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Released:
Sep 1, 2023
Format:
Podcast episode

Titles in the series (100)

Millennial Investing by The Investor's Podcast Network is hosted by Robert Leonard (@therobertleonard) and Clay Finck (@Clay_Finck). They cover not only investing basics and investment and financial advice, but also business topics such as entrepreneurship, side hustles, personal development, and more to help educate and inspire the millennial generation. The show's mission is to improve people's financial literacy and business savvy in order to help anyone make better investment decisions with both their time AND money.Real Estate 101 by The Investor’s Podcast Network is hosted by Robert Leonard. He brings on a wide range of guests, from fellow “newbie” investors investing as a side hustle to full-time multimillionaire real estate investors to walk you through all the questions and roadblocks you face as a new investor. You don't have to face the world of real estate investing alone – let Robert, and his guests, be your guide on your investing journey. Break past the paralysis-by-analysis stage and get your first deal, or next deal, done with actionable tips, strategies, and guidance from Robert and guests!Start listening, and join millions of listeners learning to invest! Follow Robert on Instagram and Twitter at @therobertleonard, and follow Clay on Twitter at @Clay_Finck.