Episode 168

MI115: 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 outside of traditional education, what she is finding as the main reasons why people haven’t started focusing on their money yet, how to begin investing, and much, much more!

The Intrinsic Value Podcast - The Investor’s Podcast Network

October 20, 202157m 23s

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Show Notes

IN THIS EPISODE, YOU’LL LEARN:

22:26- 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.
27:53 - How the last year and a half of the pandemic have made an impact on the way young adults think about their money and what Kelly thinks still hasn’t changed.
29:47 - What unique challenges do young adults face today that previous generations may not have encountered?
32:05 - What are the key differences between how Gen Z and Millennials approach their money and investing?
36:29 - 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.
Get more FREE content from Robert.
Get a FREE audiobook from Audible.
Read the 9 Key Steps to Effective Personal Financial Management.
Check out our Investing Starter Packs about business and finance.
Learn about our Investing Starter Packs on real estate.
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: How to Talk About Money w/ Erin Lowry.
Fidelity's Spire App.

SPONSORS

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Read this episode’s transcript and full show notes on our website.

Connect with Kelly: Website | LinkedIn

Connect with Robert: Website | Twitter | Instagram

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