MI Rewind: Young Investors Getting Started w/ Kelly Lannan

The Intrinsic Value Podcast - The Investor’s Podcast Network

The Investor's Podcast Network

Education, Investing, Business

4.6 • 592 Ratings

🗓️ 1 September 2023

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

Robert Leonard chats with Kelly Lannan about the four ways that young investors are learning about finances, what Fidelity is and what the company does, and much more! Kelly Lannan is the Vice President of the Young Investors at Fidelity Investments. Kelly discusses different topics on financial literacy such as tackling student loan debt, putting together a budget, evaluating a job offer, and starting to invest. IN THIS EPISODE, YOU’LL LEARN: 00:00 - Intro 23:46 - Why Kelly thinks there has been a huge increase in the number of retail investors, and if technology or other factors have played a role in it. 29:13 - How the last year and a half of the pandemic has made an impact on the way young adults think about their money and what Kelly thinks still hasn’t changed. 31:07 - What unique challenges young adults face today that previous generations may not have encountered. 33:25 - The key differences between how Gen Z and Millennials approach their money and investing. 35:09 - How to teach people, especially young adults, to evaluate job offers and what they should look at besides salary. And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Kyle and the other community members. Erin Lowry’s books Broke Millennial, Broke Millennial Takes On Investing, and Broke Millennial Talks Money. Ann M. Martin's books Baby-Sitters Club SET: Books 1-12. Morgan Housel’s book The Psychology of Money. JL Collin’s book The Simple Path to Wealth. Grant Sabatier’s book Financial Freedom. Daymond John’s book The Power of Broke. All of Robert’s favorite books. Related episode: Listen to MI087: How to Talk About Money w/ Erin Lowry, or watch the video. NEW TO THE SHOW? Check out our Millennial Investing Starter Packs. Browse through all our episodes (complete with transcripts) here. Try Kyle’s favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Fiscal.AI Connect with Kelly: Website | LinkedIn Connect with Robert: Website | Twitter | Instagram Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Transcript

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0:00.0	You're listening to TIP.
0:02.2	On today's show, we've started to reshare some older episodes that are my favorite for a few
0:07.5	reasons.
0:08.6	One, we get a bunch of new listeners each week, so the new listeners may not have heard this
0:13.2	episode before.
0:14.6	Two, even if you've been listening for a while, you may have missed this episode when it
0:19.2	originally came out.
0:22.5	Or three, even if you've heard it before, it can be a great episode to learn from again. If you've already heard this
0:27.2	episode or you're not interested in hearing it, feel free to just skip it. There's no harm in that,
0:31.7	and you can pick up with our new episodes next week. All right, guys, that's all I had for you
0:36.5	for this new intro. Everything going forward
0:39.3	is going to be from the original show. Hope you guys enjoy it. On today's show, I chat with
0:47.4	Kelly Lannon about what fidelity is and what the company does, what the four ways are that young
0:52.6	investors are learning about finances outside
0:55.2	of just traditional education, what she is finding is the main reasons why people haven't
0:59.8	started focusing on their money yet, where to get started with money, and a bunch more.
1:04.9	Kelly Lannin is the vice president of the young investors at Fidelity Investments.
1:09.1	She is driven to educate and inspire young adults to get more educated with their finances.
1:14.8	Kelly discusses different topics on financial literacy, such as tackling student loan debt,
1:19.3	putting together a budget, evaluating a job offer, and starting to invest.
1:23.7	Before we dive into this week's episode, I wanted to take a second to thank everyone who applied
1:29.6	for the podcast host job I've mentioned on the show over the last few months.
	...

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