Finance Roundtable Podcast Podcast Por Jacob Gold and Kelvin Gold arte de portada

Finance Roundtable Podcast

Finance Roundtable Podcast

De: Jacob Gold and Kelvin Gold
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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.

© 2025 Finance Roundtable Podcast
Economía Finanzas Personales
Episodios
  • Navigating the New Game: NIL, Injuries, and the Financial Future of College Sports
    Jun 26 2025

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    In Episode 24 of The Finance Roundtable Podcast, Jacob sits down with David Brookbank —adjunct professor at Arizona State University and co-founder of Income Protection Consultants— for an in-depth conversation on the evolving landscape of college athletics in the NIL (Name, Image, and Likeness) era.


    With student-athletes now able to profit from their personal brand, the stakes have never been higher — and so are the risks. David shares his insights on how athletes, coaches, and universities are grappling with the financial implications of injuries, contracts, and long-term career planning. From innovative income protection strategies to the broader economic ripple effects, this episode dives into how the NIL revolution is reshaping the business of college sports.


    Tune in to learn:
    • How NIL deals are changing the athlete-university relationship
    • What financial risks come with injury in a high-stakes environment
    • How income protection is becoming a crucial tool for young athletes

    Don’t miss this timely and insightful discussion — available now wherever you get your podcasts.

    David Brookbank is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by this individual is in no way related to Cetera Advisor networks llc or its registered representatives.

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    52 m
  • Navigating Election Season: Staying Focused on Long-Term Investment Strategies
    Nov 5 2024

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    Can political tensions really sway your investment decisions, or should the noise be tuned out? Join us on Finance Roundtable as we dissect this intriguing topic during the high-stakes election season with hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Promising insight beyond the usual media clamor, we explore how historical market data suggests a pattern of growth transcending political party changes. Our episode provides you with the tools to maintain your investment focus, emphasizing the consistent advantage of long-term strategies over reactive maneuvers.

    Navigating the turbulent waters of election cycles, we stress the pivotal role of financial advisors in aligning your portfolio with your unique goals and risk tolerance. We discuss why knee-jerk reactions to political outcomes may do more harm than good and how even slight portfolio adjustments can bolster your confidence. With fascinating statistics—such as the rarity of negative market returns in election years—we offer a rational perspective amidst the chaos. Tune in for wise counsel on steering your financial ship through the storm of political distractions, ensuring you remain on course for your long-term objectives.

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    14 m
  • What is Asset Allocation and Why is it so Important?
    Oct 9 2024

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    Unlock the secrets to a financially secure future with our latest episode, where we promise you'll grasp the essentials of asset allocation like never before. Join me, Professor Jacob Gold, along with my insightful co-hosts Michael Cochell and Kelly Gold, as we dissect the art of crafting a resilient investment portfolio amidst today's global uncertainties. Discover how a strategic mix of stocks, bonds, and alternative investments—much like the perfect pico de gallo recipe—can shield your finances from market volatility. Our discussion highlights a pivotal 1991 study that astonishingly attributes 91.5% of pension growth to thoughtful asset allocation, proving its remarkable impact on your financial journey.

    Beyond investment strategies, this episode also navigates through the nuances of compliance and regulation. Learn why understanding the regulatory landscape is crucial, as we clarify the distinct operations of G-a-n Insurance Agency LLC from Cetera Advisor Networks, detailing our specific licenses in California. With transparency as our guiding principle, we introduce our marketing associate Kelvin Gold, ensuring you’re informed of the integrity and structure behind our advice. While we share invaluable insights, remember that we’re here to inform, not replace personalized legal or tax advice. Join us to gain a well-rounded perspective on building a financially sound future.

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    18 m
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