Finance and Investment

Podcast interviews with people who are in the business of finance, financial education and investment.

Gold Investments: Strategies and Insights with Deven Soni

By Stephen Jaye

Among all the valuable metals, gold stands out as the preferred choice for investment. Unlike fiat currency, gold has consistently retained its value over the centuries. Many view gold as a means to transfer and safeguard their wealth from one generation to another. However, in the present, is investing in gold still a profitable option? In this engaging episode, I sit down with Deven Soni, a seasoned private investor with a strong focus on alternative

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Making Connection Between Financial Accounting and Health with Kaitlin Borncamp

By Stephen Jaye

Finding a connection between what you are doing and what you want has somehow been encountered in our life. What makes it more difficult to transition from point A to point B is that they are not much related to each other. However, if we can overcome this barrier, it can lead to a deeper understanding of our desired path, ultimately resulting in a more meaningful life. In this episode, Kaitlin Borncamp takes us through

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Podcast: Play in new window | Download (Duration: 45:28 — 41.6MB) | Embed

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Financial Planning May Look Different for Gen Z and Millennials with Zechariah Schaefer

By Stephen Jaye

Even in a small firm or for yourself, a financial plan is very important. It’s a road map, a guideline, and a reminder of what you want to accomplish.. But in this contemporary time, what is the optimal way to maximize money and maximize your life ? In this week’s episode, Ascent Personal Finance Founder Zechariah Schaefer joins us to discuss the ever-changing financial industry for Gen Z and Millennials, crypto, retirement, and much more. 

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Podcast: Play in new window | Download (Duration: 45:32 — 41.7MB) | Embed

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The Tremendous Power of Women Helping Women with Jodi Fischer

By Stephen Jaye

When you think about the poor, the helpless, and the one who needs your help the most, what is your compassion that can best help you with? No matter how big or how small the gesture is, one act of kindness can transcend into multitudes. It is true that an individual alone cannot solve the needs of the world. But we can do something together.  Jodi Fischer, Development Director of Adelante, and her team always

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Podcast: Play in new window | Download (Duration: 41:11 — 37.7MB) | Embed

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A Productive Escape: Converting Screen Time to a Stock Market Investment with Taban Yolo

By Stephen Jaye

We can’t deny the fact that digital devices are everywhere. Now that we’ve entered the technological age, we spend more time tapping on our screens and less time doing things in the real world. As we go on with our days, nonchalantly using our phones, we often receive a notification that updates us with our screen time. Admit it; this part can be quite alarming. You’ll be shocked at how much time you spend with

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Podcast: Play in new window | Download (Duration: 40:13 — 36.8MB) | Embed

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How To Make Decisions That Set You Up For Financial Success With Paul Luchau

By Stephen Jaye

  Life is all about making decisions. But are you making the right ones that will set you up for financial success? In this episode, Paul Luchau poses important questions to help you evaluate how you’re handling your finances. Paul is a speaker, educator, and financial adviser. Today he shares how he helps his clients get started on their path to financial freedom. He explains the importance of savings and the concept of lost opportunity costs.

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Podcast: Play in new window | Download (Duration: 39:53 — 36.5MB) | Embed

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