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Finance Roundtable Podcast

Author: Jacob Gold, Michael Cochell and Kelvin Gold

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© 2023 Finance Roundtable Podcast

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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.

13 Episodes
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Episode 9: Investment Psychology with New York Times Best Selling Author Carl Richards

Episode 9: Investment Psychology with New York Times Best Selling Author Carl Richards

2023-09-1349:12

In this episode, the Finance Roundtable team interviews CERTIFIED FINANCIAL PLANNER™ and New York Times bestselling author, Carl Richards. Carl is also the creator of the Sketch Guy Column, which appeared weekly for a decade in The New York Times. Jacob, Micheal and Carl openly discuss the complexities of financial planning during emotional and challenging times. Carl explains that the financial planning process begins when your money and values meet for the first time.The episode ends with Carl discussing his research around the psychological phenomenon where people doubt their skills, talents, or accomplishments. We hope you give this episode a listen…
Episode 8: Economic Overview with Gene Goldman

Episode 8: Economic Overview with Gene Goldman

2023-08-1650:57

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 discusses the possibility of the United States experiencing a rolling recession, why diversification is so important, and where investors may find future opportunities for growth.Along the way, co-host Kelvin Gold asks Gene about the economic phenomenon of the Taylor Swift concert tour. The tour is slated to earn over a billion dollars in sales and the Philadelphia Federal Reserve noted in recent minutes that they have witnessed a positive impact because of the concert. The tour has even caused an earthquake in Seattle due to the noise.Lastly, you won’t want to miss co-host Michael Cochell asking Gene several personal questions in what Mike calls Rapid Fire. Did you know that Gene Goldman is a magician, well kind of…
Episode 7: Arizona Cardinals Punter Nolan Cooney

Episode 7: Arizona Cardinals Punter Nolan Cooney

2023-07-1855:04

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.  https://www.azcardinals.com/news/cancer-visit-hits-close-to-home-for-nolan-cooney
Episode 6: What's new at ASU ft. Atif Ikram

Episode 6: What's new at ASU ft. Atif Ikram

2023-06-2347:13

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 State University is rolling out this Fall semester. In addition, listeners get to hear about the amazing life of Professor Atif Ikram. He was born and raised in Pakistan and is now a teaching PhD at one of the largest Universities in the United States. Listeners will quickly recognize how much admiration and respect professors Gold and Ikram have for each other. Enjoy this episode of Finance Roundtable. 
Episode 5: Jacob Gold interviews Chris Smart

Episode 5: Jacob Gold interviews Chris Smart

2023-05-2538:35

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 Strategy in the 21st. Century.The story behind how Chris got to work on the audiobook is an interesting one that you won't want to miss.You can purchase the Kindle, hardcover or audiobook of Money Mindset: Formulating a Wealth Strategy in the 21st Century at Amazon or anywhere books are sold.Thank you to Chris Smart for all his time, energy and overall cool vibe. To learn more about Chris Smart visit www.csmartvoice.com. 
Episode 4: The Parallels of Baseball and Investing

Episode 4: The Parallels of Baseball and Investing

2023-04-2134:28

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’s a fun episode so please make sure to check it out. We encourage you to visit www.financeroundtablepodcast.com and www.jacobgold.com to learn more about who we are and all that we do. We want to hear from our listeners! Please call our office at 480-998-4653 ext. 12 and leave us a voicemail with a question that you would like us to answer on the podcast.
Episode 3: How to Talk to Your Kids About Money

Episode 3: How to Talk to Your Kids About Money

2023-03-2037:20

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 importance of saving a portion of your incomeUnderstand the POWER of compound interest Lastly, during this episode we have an appearance from a very special guest; Ms. Bella Grace Gold. Bella (11) is my youngest child and her presence will surely bring a smile to your face. Check us out online at www.financeroundtablepodcast.com Visit the website for Jacob Gold & Associates, Inc. Have a question for the podcast, call us at 480-998-4653 ext. 12
Episode 2: What is Your Money Personality Type?

Episode 2: What is Your Money Personality Type?

2023-02-1743:51

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 make better financial decisions.The 5 money personality types are:The Busy BeeThe Saving SquirrelThe Lavish LionThe Indifferent IguanaThe Concerned Camel
Episode 1: Rocky Road to Recovery

Episode 1: Rocky Road to Recovery

2023-01-1928:38

In the inaugural episode of Finance Roundtable, Professor Jacob Gold, Michael Cochell and Kelvin Gold have a chat about the current economic landscape. Professor Gold acknowledges the financial pains of 2022 and then discusses three possible bright spots for 2023. The midterm election is behind usInflation is coming downChina is opening up again.We encourage you to listen and provide feedback at jacob@jacobgold.com.
Trailer: The Producer

Trailer: The Producer

2022-12-1512:30

Get to know the Producer of Finance Roundtable; Kelvin Gold.
Trailer: The President

Trailer: The President

2022-12-1512:43

Get to know the President of Jacob Gold and Associates, Inc.; Michael Cochell.
Trailer: The Professor

Trailer: The Professor

2022-12-1514:19

Get to know the host of Finance Roundtable; Professor Jacob Gold.
Trailer: Why a Podcast?

Trailer: Why a Podcast?

2022-11-1008:17

Get introduced to Professor Jacob Gold, Michael Cochell and Kelvin Gold. Together they discuss why they are starting Finance Roundtable and what they hope to accomplish during this adventure.
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