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Finance Roundtable Podcast

Hosted by Jacob Gold and Kelvin Gold · business · EN-US

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About this Podcast:

It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging. We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand. The Finance Roundtable Podcast team wants to bring you along as we interview some remarkable professors, professional athletes & financial strategists about money. If you have ever wondered what is talked about between financial professionals and what goes through our minds when we are off the clock; then you will want to check out the Finance Roundtable Podcast. Jacob Gold and Michael Cochell are Financial Advisors offering securities and advisory services through Cetera Advisor Networks LLC (doing insurance business in California as CFGAN Insurance Agency LLC), member FINRA/SIPC, a broker dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity. Jacob’s

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Contact path

Public web form

Booking probability

19%

Guest openness

Selective

80/100
Required Score

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Questions about Finance Roundtable Podcast

What is Finance Roundtable Podcast about?

It is a complicated and tricky world out there. Without a solid understanding of how money works, life can be even more challenging. We get it, talking about money is uncomfortable but we all can agree that it is an important topic to understand.

Who hosts Finance Roundtable Podcast?

Finance Roundtable Podcast is hosted by Jacob Gold and Kelvin Gold. The show has published 26 episodes to date.

What has Finance Roundtable Podcast covered recently?

Recent episodes include "Navigating the New Game: NIL, Injuries, and the Financial Future of College Sports" (26 June 2025, 52 minutes), "Navigating Election Season: Staying Focused on Long-Term Investment Strategies" (5 November 2024, 14 minutes), and "What is Asset Allocation and Why is it so Important?" (9 October 2024, 18 minutes).

How often does Finance Roundtable Podcast publish?

Finance Roundtable Podcast publishes roughly monthly, with episodes averaging 34 minutes across 26 episodes.

How hard is it to get booked on Finance Roundtable Podcast?

Booking probability for Finance Roundtable Podcast is 19%, and the host is rated Selective on guests. Finance Roundtable Podcast requires a Pod Score of 80 or higher. Finance Roundtable Podcast's contact route on record: public web form.

Who should pitch Finance Roundtable Podcast?

The strongest fits for Finance Roundtable Podcast are Investing & Wealth Management and Investment Banking & Trading. Finance Roundtable Podcast has a business audience.

About the host

Jacob Gold and Kelvin Gold hosts Finance Roundtable Podcast, a business podcast with 26 episodes published.

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Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Finance Roundtable Podcast

    Navigating the New Game: NIL, Injuries, and the Financial Future of College Sports

    Jun 26, 202552 minS0

    <p>Send us a text</p><p>In Episode 24 of The Finance Roundtable Podcast, Jacob sits down with David Brookbank —adjunct professor at Arizona State University and co-founder of Income Protection Consultants— for an...

  • Finance Roundtable Podcast

    Navigating Election Season: Staying Focused on Long-Term Investment Strategies

    Nov 5, 202414 minS0

    <p>Send us a text</p><p>Can political tensions really sway your investment decisions, or should the noise be tuned out? Join us on Finance Roundtable as we dissect this intriguing topic during the high-stakes election...

  • Finance Roundtable Podcast

    What is Asset Allocation and Why is it so Important?

    Oct 9, 202418 minS0

    <p>Send us a text</p><p>Unlock the secrets to a financially secure future with our latest episode, where we promise you'll grasp the essentials of asset allocation like never before. Join me, Professor Jacob Gold, along...

  • Finance Roundtable Podcast

    Transformative Life Lessons and Personal Growth from Matthew McConaughey's "Greenlights"

    Sep 9, 202416 minS0

    <p>Send us a text</p><p>Ever wondered how Hollywood stars turn life's challenges into powerful opportunities? This episode promises to transform your perspective as we take an exhilarating journey through Matthew...

  • Episode #19

    Episode 19: demographic trends and the predictable behaviors that can ignite bull markets

    Aug 30, 202423 minS1

    <p>Send us a text</p><p>We are excited to announce the latest episode of the Finance Roundtable Podcast, featuring an insightful interview with Jason Churra, Senior Vice President of Voya Investment...

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  • Episode #18

    Episode 18: The Psychology of Money by Morgan Housel

    Jul 16, 202427 minS1

    <p>Send us a text</p><p>In this episode of The Finance Roundtable Podcast, the team talks about a personal finance book that has positively affected the narrative behind the emotions of money. </p><p> </p><p>The...

  • Episode #17

    Episode 17: From NFL Fullback to Financial Literacy Champion: Jed Collins’ Journey and Insights

    Jun 12, 202434 minS0

    <p>Send us a text</p><p>Welcome to the Finance Roundtable, where we demystify money with your hosts Professor Jacob Gold, Michael Cochell, and Kelvin Gold. Sit back, relax, and enjoy the show.</p><p>In this special...

  • Episode #16

    Episode 16: Mastering the Art of Social Security and Retirement with Elaine Simmons

    May 15, 202426 minS0

    <p>Send us a text</p><p>Unlock the secrets of a financially stable retirement with the help of Elaine Simmons, a seasoned Social Security Administration virtuoso with 34 years under her belt, as she joins us to...

  • Finance Roundtable Podcast

    Episode 15: Navigating the Financial Landscape with David Giroux, T. Rowe Price Capital Appreciation Fund

    Apr 3, 202431 minS0

    <p>Welcome to Finance Roundtable, the podcast dedicated to demystifying money. In this episode, Professor Jacob Gold, Michael Cochell, and Kelvin Gold dive deep into the world of finance, bringing you insights, expert...

  • Finance Roundtable Podcast

    Episode 14: Cracking the Code of Financial Markets with Expert Analysis

    Mar 15, 202417 minS0

    <p>Send us a text</p><p>Season two of Finance Roundtable is rolling out the red carpet for your eyes and ears as we elevate our game with a shiny new studio and video broadcasting! Join us, Jacob Gold, Michael Cochell...

  • Finance Roundtable Podcast

    Episode 13: Grasping Economic Twists and Election Uncertainty with Gene Goldman

    Jan 30, 202421 minS0

    <p>Send us a text</p><p>Navigate the economic twists of 2024 with us as we unpack the latest insights from Gene Goldman, Cetera Investment Management’s Chief Investment Officer. Prepare to grasp the intricacies of the...

  • Episode #12

    Episode 12: Former Arizona State University student, Nabia Kheshtchin-Kamel, shares her powerful story

    Nov 15, 202342 minS1

    <p>Send us a text</p><p>Ever felt humbled by the sheer resilience of the human spirit? I had the privilege of catching up with one of my former students, Nabia Kheshtchin-Kamel, who embodies that spirit in every sense...

  • Finance Roundtable Podcast

    Episode 11: Unraveling the Power of Financial Literacy: Stories from the Frontlines

    Nov 13, 202343 minS0

    <p>Send us a text</p><p>Welcome to a riveting episode of Finance Roundtable, where we reveal the secrets of personal finance and the power of financial literacy. Join us as we converse with illustrious guests...

  • Episode #10

    Episode 10: Savvy Women, Smart Investors

    Oct 10, 202339 minS1

    <p>Send us a text</p><p>How well can you navigate the financial labyrinth as a woman in today's society? We've invited Liz Flint, Assistant Vice President and Business Development Consultant with MFS Investment...

  • Episode #9

    Episode 9: Investment Psychology with New York Times Best Selling Author Carl Richards

    Sep 13, 202349 minS1

    <p>Send us a text</p><p>In this episode, the Finance Roundtable team interviews CERTIFIED FINANCIAL PLANNER™ and New York Times bestselling author, Carl Richards. </p><p>Carl is also the creator of the Sketch Guy...

  • Episode #8

    Episode 8: Economic Overview with Gene Goldman

    Aug 16, 202351 minS1

    <p>Send us a text</p><p>In this episode, the Finance Roundtable team interviews Cetera Investment Management’s Chief Investment Officer Gene Goldman.</p><p>Listeners will learn a great deal about the current economic...

  • Episode #7

    Episode 7: Arizona Cardinals Punter Nolan Cooney

    Jul 18, 202355 minS1

    <p>Send us a text</p><p>In this episode, Professor Jacob Gold, Michael Cochell and Kelvin Gold interview the Arizona Cardinals punter Nolan Cooney.<br/><br/>You won't want to miss Nolan's remarkable story on how he...

  • Finance Roundtable Podcast

    Episode 6: What's new at ASU ft. Atif Ikram

    Jun 23, 202347 minS0

    <p>Send us a text</p><p>In this episode, Professor Jacob Gold and co-host Kelvin Gold talk with Professor Atif Ikram from Arizona State University. </p><p>Professors Gold and Ikram discuss the new financial literacy...

  • Finance Roundtable Podcast

    Episode 5: Jacob Gold interviews Chris Smart

    May 25, 202339 minS0

    <p>Send us a text</p><p>In this episode of the Finance Roundtable Podcast, Jacob Gold interviews Chris Smart, a professional voice over artist.<br/><br/>Chris Smart is the voice for Jacob Gold's audiobook Money Mindset...

  • Episode #4

    Episode 4: The Parallels of Baseball and Investing

    Apr 21, 202334 minS1

    <p>Send us a text</p><p>In this podcast episode of Finance Roundtable, we discuss how the economy and stock market performed during the first quarter of 2023.</p><p> </p><p>Then we attempt to draw some parallels between...

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