DiscoverThe Important Part: Investing with Liz Thomas
The Important Part: Investing with Liz Thomas
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The Important Part: Investing with Liz Thomas

Author: SoFi

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How can you achieve your financial goals and build wealth with your investments? Liz Thomas, Head of Investment Strategy at SoFi, guides listeners through today’s top-of-mind trends in investing and breaks them down into digestible and actionable pieces. 


Covering topics including managing your portfolio, retail investing, inflation, market cycles, real estate, and more, Liz speaks with industry experts armed with knowledge to help investors achieve their goals. 


There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. 


The Important Part: Investing With Liz Thomas is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizThomasStrat.


This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal.


©2024 Social Finance, Inc. All Rights Reserved.

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Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Early retirement. Financial freedom. For many, these are goals that can feel aspirational and unattainable. But are they really out of reach? SoFi’s Head of Investment Strategy Liz Thomas sat down with entrepreneur and Personal Finance Club founder Jeremy Schneider to talk about what it takes to build wealth at any level. According to Jeremy, accumulating wealth is more straightforward than you may think. In this episode, he shares actionable steps that anyone can take to help accelerate their journey towards financial freedom. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction (02:18) Getting a new company off the ground straight out of college (05:10) A great business needs more than a great idea (12:57) Transitioning to investing with a large lump sum (16:37) How to get a jumpstart on financial freedom (20:45) The story behind the Personal Finance Club (23:28) Don’t let perfect be the enemy of good (28:08) Is retirement the wrong thing to focus on in the near-term? (32:14) First steps towards living below your means (35:43) The Word (36:29) The Investor’s Bookshelf (37:34) The “Aha” Moment (38:40) The Important Part Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: A Beginner’s Guide to Investing in Index Funds ETFs vs Index Funds 10 Steps for Starting a Small Business This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. By 2030, it’s expected two-thirds of the wealth in the United States will be controlled by women. So why is investing currently such a male-dominated industry? What do women new to investing need in order to feel confident entering the market? SoFi’s Head of Investment Strategy Liz Thomas sits down with Cary Carbonaro, bestselling author and Senior Vice President and Director of Women and Wealth with ACM Wealth, to uncover the most important things women need to know about investing, what it takes to get started, and unique traits that give women investors their edge. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction (04:03) Why do men feel more confident about investing? (07:02) By 2030, women will control two thirds of the nation’s wealth. How is the industry adapting? (11:47) Over the long-term, markets are always up and to the right. (13:21) Cracking the code on building confidence (22:43) Getting beyond the ABCs of investing (26:18) Today’s investing landscape is new to everyone (29:12) What resources can you trust? (30:24) 3 things to avoid when investing (31:35) There’s money in my account - now what? (34:35) The Investor’s Bookshelf (36:46) Women of Wall Street (37:50) The Word (39:08) The Important Part Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Women and Investing in 2024: Breaking Down the Barriers This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. The topic of planning for retirement can evoke a wide range of responses from anxiety to avoidance (and everything in between), yet it’s arguably one of the most critical ingredients to a person’s overall financial wellbeing. How to make a plan, when to start saving, and how to navigate the retirement path are all questions we’ll be faced with at one point or another. Andrew Heiges is the Director, Head of Retirement Income, Managed Accounts, and Financial Wellness at T. Rowe Price, and brings key insights from years of experience working within the field. On this episode, Andrew joins SoFi’s Head of Investment Strategy Liz Thomas to discuss what financial wellness really means, what’s missing from the retirement conversation, and how we should be thinking about saving.  For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Intro (01:56) What exactly goes into financial wellness? (05:33) Saving is more about the habit than the dollar amount  (10:44) How has retirement planning evolved over the last few decades? (14:42) How should fees factor into choosing retirement accounts? (18:46) Which comes first: paying off debt or saving for retirement?  (20:21) Does a bearish period matter for your retirement account? (22:16) Your time horizon goes beyond your retirement date (27:10) Retiring from a career to pursue a dream job (29:01) The Hot Minute (30:40) Liz’s Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Retirement Planning Guide Asset Allocation by Age What Is a Separately Managed Account (SMA)?  Guide to Automatic Investment Plans This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Thomas sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Intro (02:58) Transitioning from football into business (07:38) Succeeding by harnessing vulnerability  (10:47) Steve’s advice for new investors? Be a forever student (14:29) Private Equity vs. Public Market Investing (17:02) Investment evaluation starts with the people in charge (21:39) Don’t just chase the success story (23:00) How do you know when an investment has failed? (25:52) The fine art of portfolio construction  (29:16) Where do alternatives fit into the equation?  (31:24) The Hot Minute (33:40) Liz’s Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: A Guide to Alternative Investing What Are Alternative Investments? Private Equity: Examples, Ways to Invest This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. For the past year, the “looming recession” has been top of mind for people both inside and out of the world of business. What’s in store for the economy in 2024? Newedge Wealth’s Chief Investment Officer, Cameron Dawson joins host and Sofi’s Head of Investment Strategy, Liz Thomas, to share her outlook on the year. The two cover consumer trends, what signs of recession they’re looking out for, and what they expect to see from the Fed. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Intro (01:54) The biggest surprises of 2023 (06:51) The real economic impact of expectations (10:46) Does Cameron foresee a soft landing? (15:55) If there’s so much cash, why are credit balances at all-time highs? (19:11) When will inflation be in the rearview? (24:20) What to expect from the Fed (28:01) Consumer sentiment - “Watch what they do, not what they say” (32:20) The 60/40 - alive or dead? (35:43) When will money markets lose their allure? (39:13) The Hot Minute (42:13) Liz’ Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Investing in Retail Stocks Is Inflation a Good or Bad Thing for Consumers? This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. As the new year starts off, host and SoFi’s Head of Investment Strategy Liz Thomas speaks directly to listeners’ concerns about the year to come. Is the recession behind us? I’ve got money ready to put to work - what do I do with it? How high is too high for a debt load? With her trademark frankness and a career’s worth of insight, Liz answers all these questions and more. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction (04:00) Where is inflation headed in 2024? (08:50) What to look out for with debt this year (15:10) What sectors to keep an eye on in 2024 (21:15) Is Liz still bearish? (25:01) Where’s a good place to put your money in 2024? Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: A Cycle for the Ages (Liz’s 2024 Outlook) Investing in Small Cap Stocks  How to Invest in Gold: Tips for First Time Gold Investors CDs vs Savings Accounts Compared This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Holiday shopping is upon us, and the seasonal sales are in full swing. But just how does the 2023 holiday season stack up against the ghosts of retail past? On this episode, Courtney Reagan, CNBC’s Senior Retail Reporter, sits down with host Liz Thomas, SoFi’s Head of Investment Strategy.  Liz and Courtney discuss the (promising) future of big box stores, how retail has bounced back from the economic downswing, and who the winners of this holiday season will be. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Intro (02:00) What’s the story on consumer spending in 2023? (05:29) Are consumers trading down? (08:07) Inventory management improved in 2023 (12:41) On the ground for Black Friday (19:58) What product categories hit it out of the park this year? (23:56) Record sales numbers or just inflation? (26:41) Nostalgia rules the toy aisle (29:24) What’s happening with retail stocks? (32:53) Hot Minute (34:28) Liz’ Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: Investing in Retail Stocks Is Inflation a Good or Bad Thing for Consumers? This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. You’re ready to invest, and you’ve got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi’s Head of Investment Strategy Liz Thomas is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) - Intro (05:00) - How would you invest $50,000? (09:03) - Balancing between diversification and concentration (14:56) - ETF vs. Mutual Fund vs. Individual Stocks (22:23) - One simple rule: If you don’t get it, don’t buy it (24:29) - Anchor a buy in your logic behind it (25:58) - How do you think about interaction in a portfolio? (29:05) - Delineating objectives in a portfolio (33:57) - When is momentum investing useful? (36:28) - The Hot Minute (39:59) - Liz’ Takeaways Additional resources: SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: Information you need to know to make your money work harder for you. Recommended reading: What is Asset Allocation? Guide to Building an Investment Portfolio for Beginners How Many Stocks Should I Own? What is Portfolio Management? This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four books and the blog A Wealth of Common Sense, Ben Carlson has a gift for whittling down market complexities into simple solutions. He and Liz discuss the importance of not getting swept up in market fads, establishing a set of rules for your portfolio, and what it looks like to weather market extremes.  For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) - Introduction (03:20) - The market’s problems are complex, but the answers can be simple (08:39) - Investor psychology - how can individual investors manage their emotions? (16:29) - Reliable resources for individual investors (21:14) - One of the most common mistakes individual investors make (24:04) - The status of real estate investing (32:21) - How to weather a bear market storm (36:16) - Liz’ takeaways from the interview  Additional resources: The SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. The SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: The information you need to know to make your money work harder for you. Recommended reading: How to Trade ETFs: A Guide for Retail Investors 10 Tips for Investing Long Term Investing for beginners: Considerations and Ways to Get Started This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. How did social media play into the meme stock mania of 2021? What makes the retail investors of today more discerning than ever before? Is there such a thing as no-fee trading?  Liz sits down with Gunjan Banerji, lead writer for The Wall Street Journal's live markets coverage to talk about the evolution of retail investors, the type of investing they find most attractive, and the ways in which social media can be both a blessing and a curse. Liz also offers her quick take on meme stock investing and where you can start to do your research on investments.  For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (00:00) Introduction (06:19) Retail investor preferences (passive or active?)  (10:00) How social media has impacted retail investing and what to consider before turning to social for advice (15:08) Why retail investors aren't the "last to the party"  (19:24) Why investing isn't free  (28:00) Gunjan's hot takes in investing  (29:28) Liz's takeaways from the interview Additional resources: The SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. The SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day.  Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: The information you need to know to make your money work harder for you. Recommended reading: Retail Investors: Definition, Pros, and Cons Institutional vs Retail Investors: What's the Difference? Investing in Retail Stocks This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Liz is answering your investment questions for this mid-year iteration, from whether Liz believes a recession is coming, the housing market, to where to put your money to work. Also tune in to hear some of her thoughts on large cap vs small cap securities, predictions about the Fed, and if bonds are worth considering in your portfolio allocation.    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Given the recent rates of inflation, it makes sense to think that consumer spending is down. However, in many ways it’s quite the opposite. Kristen Gall, president of Rakuten (formerly Ebates), sits down with Liz to talk about what's she seen in consumer trends in the first few months of the year, what sectors in retail could see a downturn, and what "the great trade down" has to do with consumer spending. Lix offers her take on why “revenge spending” is still relevant, how choices about spending will change, and why the middle is what gets squeezed.  For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. What does it take to become a successful investor, and is it really as complicated as some “experts” claim it is? Liz sits down with Bryn Talkington, Managing Partner of Requisite Capital Management and Jenny Harrington, CEO of Gilman Hill Asset Management, to talk about how to be stoic in investing, how to tell between useful investment advice and fluff, as well as why paying yourself is timeless advice. Liz offers her take on how investors may need to shift their investing approach and what it means to be an open-minded investor.   For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Within a decade, crypto adoption has accelerated from attracting young investors to now government bodies, and sparking debates about its future and environmental footprint. Liz sits down with Meltem Demirors, Chief Strategy Officer of CoinShares to talk about Bitcoin’s cyclicality, how current geopolitical events have been pivotal moments for the asset class, and what Meltem sees in terms of regulation. Liz offers her take on the current state of inflation, why the Fed’s decision is a smart move, and what investors can do for the remainder of 2022 and beyond. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. How we analyze investment opportunities and athletes is not all that different. Liz is joined by Cynthia Frelund, NFL Media's first analytics expert, at Penthouse 56 at SoFi’s hospitality space in downtown LA during Super Bowl week to compare the similarities and differences between investing and the sports world and how looking at investing through a different lens might help investors feel less intimidated. Liz also offers her take on why analyzing fundamentals is key in a year where strength matters more than ever. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. In the world of venture capital, opportunity is everywhere, but access is not. Ita Ekpoudom, partner at venture capital firm GingerBread Capital, which backs high growth female founded companies, explains the need to spread the funding across gender lines, what the main advantages are in investing in female founded companies, and how individual investors can get in on the action. Liz also offers her take on why VC funding is such a hot trend, and why investors want to put capital into areas shaping the future of American businesses. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
2022 Outlook Q&A

2022 Outlook Q&A

2022-01-0722:32

Liz is answering your investment questions, from 2022 investment themes, to whether international markets are making a comeback. Also tune in to hear some of her favorite sectors, the economic indicators investors should watch, and what you can do to dial down the risk in your equity allocation. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. How do investing and entrepreneurship go hand in hand? Ryan Serhant, star of two-time Emmy-nominated Million Dollar Listing New York, explains why there has been a surge in people starting their own business, where the real estate market goes from here, and why your mindset is your greatest asset in investing and beyond. Liz also offers her take on real estate at this point in the cycle and the major factors that will affect it in 2022. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Investing isn’t all about chasing a certain level of wealth — it’s about chasing the life you want and reverse engineering your investment tactics to get there. Brandon Copeland, linebacker for the Atlanta Falcons and professor of “Life 101” at the University of Pennsylvania, explains how investors can build their confidence with investing, why it’s a smart idea to invest in what you consume, and why building wealth requires you to ask yourself questions that have nothing to do with finance. Liz also offers her take on the growth of thematic investing, and why it’s important everyone removes the pressure to know it all. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form. Crypto has grown tremendously as an asset class and topic of conversation. This episode breaks down crypto’s main value propositions and how to think about it from an investment perspective. Anthony Pompliano, one of the leading voices in the crypto space, explains how the technology has evolved, how he thinks about using crypto as a hedge against inflation, and what the possible future state of digitized currency looks like. Liz offers her take on the current market environment and the forces at play, and a perspective on what the fourth quarter may hold. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.
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Comments (2)

Duvalier Lopez

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Sep 12th
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Akhil Krish

digital marketing strategist in wayanad

Sep 12th
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