A Rewind for Your Money Matters: Season 4 Recap

Founder's Journal

Morning Brew

Careers, Business, Entrepreneurship

4.8 • 1.1K Ratings

🗓️ 2 November 2023

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings and answer some final audience questions. From insights on financial wellness for women to AI’s influence on the financial landscape, we’re touching on topics that can have a big impact on your portfolio. Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Before trading options, please read Characteristics and Risks of Standardized Options. Supporting documentation for any claims, if applicable, will be furnished upon request. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hey everyone, I'm Alex Lieberman, co-founder and executive chairman of Morning Brew.
0:12.8	Welcome to season four of Fresh Invest, the podcast where we explore all things investing
0:18.4	sponsored by Fidelity Investments and powered by Morning Brew.
0:22.4	In this season, we've been exploring strategies and tips to help you invest wisely wherever
0:26.9	you are in life.
0:28.2	With help from our friends at Fidelity, we dove into the investing life cycle in the context
0:32.7	of today's market landscape, emerging trends, and long-term wealth building strategies.
0:38.4	Today's episode is super special.
0:40.5	It's the last one of the season, and we're going out with a bang.
0:43.6	I'm joined by John Galliardi, regional brokerage consultant at Fidelity, and a season Fresh
0:49.1	Invest veteran.
0:50.6	John has made an appearance on every single season of Fresh Invest so far, including season
0:55.4	three, when he joined me during the finale to answer audience Q&A and give his own top
1:00.5	notch takes and insights.
1:02.0	Today, we're teaming up for another recap, and yet that means another round of answering
1:07.1	the thoughtful, important audience questions that we haven't gotten to yet this season.
1:12.5	These will touch on a variety of important topics from how to assess risk profiles to the
1:17.1	ins and outs of investing for your kids.
1:20.3	But before we get to the listener Q&A, we're going to quickly run through some of the biggest
1:24.6	highlights from this season.
1:26.7	This was honestly so hard to narrow down because we've heard so many golden gems and actionable
1:32.0	insights from our Fidelity guests over the past couple of months.
	...

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