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Finance Roundtable Podcast
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Finance Roundtable Podcast

Author: Jacob Gold, Michael Cochell and Kelvin Gold

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Join Professor Jacob Gold, Michael Cochell and Kelvin Gold as they host a monthly podcast title Finance Roundtable. The super casual roundtable conversation will cover current economic and business news, what's happening at JG&A, personal finance tips, pop culture and much more. 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 the podcast out. 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.
9 Episodes
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 
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 and 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.
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 Visit the website for Jacob Gold & Associates, Inc. Have a question for the podcast, call us at 480-998-4653 ext. 12
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
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
Trailer: The Producer

Trailer: The Producer


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

Trailer: The President


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

Trailer: The Professor


Get to know the host of Finance Roundtable; Professor Jacob Gold.
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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