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Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests - Professor Atif Ikram, Elena Zee, and Yanely Espinal- who each bring their unique insights and experiences to the table. Listen in as we unravel the mysteries of financial education and how it impacts every aspect of our lives.Our dialogue starts with Atif Ikram, who has breathed new life into Arizona State University's personal finance course, FIN:123. Elena Zee, a tireless champion of financial education, recounts her organization’s efforts in making personal finance lessons accessible to over 300,000 Arizona students. We then switch gears, hearing from Yanely Espinal, the author of 'Mind your Money', as she candidly shares her financial journey, highlighting the critical role of financial education in her life.We round up our discussion with a focus on the future - discussing the innovative initiative of Mission 2030 and its goal to make personal finance a high school graduation requirement in all 50 states. So, tune in to this episode of Finance Roundtable and embark on a journey to financial liberation.Professor Atif Ikram, Elena Zee, and Yanely Espinal are not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by these individuals are provided entirely on behalf of themselves and are not related to Cetera Advisor Networks LLC or its registered representatives.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. Registered address is 14850 North Scottsdale Road #255, Scottsdale, Arizona 85254.The views depicted in this material are for information purposes 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 representatives may give legal or tax advice.
How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment Management, to shed light on this pressing matter.Our engaging conversation covers the societal transformation of women's roles from the 1950s to now, where women constitute 57% of the labor force. Liz, a working mother, walks us through her personal journey, sharing invaluable tips for financial security.Brace yourself for some staggering statistics! Did you know that just a third of Americans budget their earnings, and a shocking 63% are unequipped to handle a $500 emergency? Our discussion with Liz delves into the significance of budgeting, compounding, and disciplined saving. We reveal how this trifecta can lead to financial stability and independence.Ever wondered about the intricacies of Social Security benefits and the "Pink Tax"? Our chat with Liz unravels these concepts with personal anecdotes and real-life examples.  We speak about the longevity gap between genders and its financial implications.The episode wraps up with a profound discourse on the transfer of generational wealth, the resources for managing caregiving, and the immense power of financial literacy and knowledge.Remember, it's never too late to seek help from an expert. Join us for this enlightening conversation.
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…
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…
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.
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. 
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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