Episode 369

MI Rewind: Young Investors Getting Started w/ Kelly Lannan

Robert Leonard chats with Kelly Lannan about what Fidelity is and what the company does, what the four ways are that young investors are learning about finances, what she is finding as the main reasons why people haven’t started focusing on their money yet, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

September 16, 202256m 30s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

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.
38:51 - If Kelly thinks you should start investing or paying off debt first and if your strategy is dependent on the type of debt you have.
And much, much more!

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

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Related Episode: How to Talk About Money w/ Erin Lowry - MI087.

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