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Lindsey Bell
Ally Invest
Jackie Koski
Better Investing
Joy Lere
Shaping Wealth
Redefining Rich
The definition of wealth is different for everyone. It's not just the dollar in your bank account – it could be your time, freedom, power or influence. Knowing what wealth means to you is crucial when thinking about your own journey, and there can be pitfalls in getting it wrong. In this panel, you'll hear from Ally Invest's Lindsey Bell, BetterInvesting's Jackie Koski and Shaping Wealth's Joy Lere on how to define what's enough and plan your very own "rich" life.
Emily Shallal
Ally
Nicole Cope
Ally Invest
Frank Lietke
Ally Invest
Money, Priorities, and a Pandemic
COVID flipped the world and our wallets upside down. Markets soared and home prices surged, but unemployment lines grew and the wealth gap widened. Now, the way we think and talk about money has changed, and some of us are still picking up the pieces. Listen in as Ally Invest's own money experts discuss the new look of wealth and how it could impact your own investing journey.
Jaspreet Singh
Minority Mindset
Lindsey Bell
Ally Invest
Money Talks: Social Media's Influence
Money can be an awkward topic of conversation in real life, but social media is bringing this conversation to the forefront. Money influencers have topped podcast and YouTube rankings by talking about their approach to investing and budgeting. Learn from an influencer what it took for them to gain 'influencer' status and how they believe social media can be used to benefit your financial life.
Jacqueline Howard
Ally Invest
Erika Blair McGrew
Young WallStreet Traders
Gail Perry-Mason
Oppenheimer & Co. Inc.
Investing in Your Legacy
Your background has an impact on your journey to wealth. Oftentimes, your background may make you feel like there too many obstacles on the path to generational wealth. You aren't alone. Family, careers, future business plans, and your legacy are all at stake. There isn't a one size fits all answer, but that doesn't mean you aren't capable of taking a journey down the path of generational wealth. Learn different ways to build wealth from Erika Blair McGrew, Gail Perry-Masson, and Ally Invest's Jacqueline Howard.
Nicole Cope
Ally Invest
Brian Overby
Ally Invest
Alex Chalekian
Lake Avenue Financial
Financial Advisors: Are They Worthy It?
When it comes to building wealth, the journey is as important as the destination. Life can make it tough to stick to money goals years down the road, and you need somebody you can trust to lead you down the path. But it's easier than ever to go it alone with your own research, and advisors get a bad rap these days. Listen as Ally Invest's Nicole Cope, Brian Overby, and Lake Avenue Financial’s Alex Chalekian answer your burning questions about paying for advice, and when it could make sense to take the plunge.
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