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How to Money

Practical AND Beautiful Investing Advice w/ Callie Cox #983

How to Money

iHeartPodcasts

Business, Investing, Education

4.53.1K Ratings

🗓️ 14 May 2025

⏱️ 65 minutes

🧾️ Download transcript

Summary

What it means to have a practical and beautiful portfolio. How recent policy decisions have roiled the stock market. Right-sizing your risk tolerance… These are just a few of the topics we discuss with our guest Callie Cox who is a part of the Ritholtz Wealth Management team. She is also the author of OptimistiCallie, her newsletter where she seeks to deliver sane and rational advice to everyday investors, just like us (don’t think we’re completely immune to these turbulent times)! Callie works to make investors feel confident about their investments and informed about the money decisions that they’re making – we think that’ll be you after listening to this episode!

 

Want more How To Money in your life? Here are some additional ways to get ahead with your personal finances:

  • Knowing your ‘money gear’ is a crucial part of your personal finance journey. Start here. 
  • Sign up for the weekly HTM newsletter. It’s fun, free, & practical.
  • Join a thriving community of fellow money in the HTM Facebook group.
  • Find the best credit card for you with our new credit card tool!
  • Massively reduce your cell phone bill each month by switching to a discount provider like Mint Mobile.

 

During this episode we enjoyed Pineapple Vanilla Milkshake IPA by Whistle Hop! And please help us to spread the word by letting friends and family know about How to Money! Hit the share button, subscribe if you’re not already a regular listener, and give us a quick review in Apple Podcasts or wherever you get your podcasts. Help us to change the conversation around personal finance and get more people doing smart things with their money!

 

Best friends out!

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Transcript

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0:00.0

You're listening to an IHeart podcast.

0:05.0

Run a business and not thinking about podcasting.

0:07.6

Think again.

0:08.3

More Americans listen to podcasts than add supported streaming music from Spotify and Pandora.

0:12.5

And as the number one podcaster, IHearts twice as large as the next two combined.

0:16.6

Learn how podcasting can help your business.

0:18.4

Call 844-844-I-Hart.

0:20.7

I found out that was related to the guy that I was dating.

0:23.3

I don't feel emotions correctly. I collect my roommate's toenails and fingernails. Those were some

0:28.5

callers from my call-in podcast, Therapy Gecko. It's a show where I take phone calls from anonymous

0:34.7

strangers as a fake gecko therapist and try to learn a little bit

0:39.9

about their lives. I know that's a weird concept, but I promise it's very interesting. Check it out

0:45.1

for yourself by searching for Therapy Gecko on the IHeart Radio app, Apple Podcasts, or wherever you get

0:51.9

your podcasts. In a world of economic uncertainty and workplace transformation, learn to lead by example

0:58.9

from visionary C-suite executives like Shannon Skyler of PWC and Will Pearson of IHeartMedia.

1:06.0

The Good Teacher Explains, the Great Teacher inspires.

1:10.0

Don't always leave your team to do the work. That's been

1:13.5

the most important part of how to lead by example. Listen to leading by example, executives making

1:20.6

an impact on the IHeartRadio app, Apple Podcasts, or wherever you get your podcasts.

1:26.6

Welcome to How to Money. I'm Joel.

1:28.9

I'm Matt.

1:29.8

And today we're talking practical and beautiful investing advice with Callie Cox.

...

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