Unpack Finance

This is the last episode of a podcast you will listen to if you are afraid to start investing.

In all seriousness (and there is very little of this in the episode), Rose and Kerri talk about reasons you should not be afraid to start investing. Kerri gives some advice and Rose shares some personal experiences. This is a fun and informational episode, with a few side stories and jokes. Did you know Kerri was almost hit by a car?! Also shoutout to Meryl Streep, our biggest fan!

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1iPyXrKsXEB-l1KjOAM3_J6csVHw3TNzfobV_-8VWOtM/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

In this episode it is just me, and I go over some different online finance resources. These resources can both help you learn about investment principles, as well as give you information that can help you decide what to invest in. Also please excuse my voice, my allergies were acting up a bit.

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1579DsB_pAruct4sy84QKPpncwljgefujN49g5KbYhr0/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

We are back after our week off for Good Friday (the stock market was also closed in observance of Good Friday). This week's episode features Rose and Joanna, in a fun conversation about bankruptcy. If you were ever considering bankruptcy, be sure to listen to this episode first! 

April is also Financial Literacy Month, so let us know what we should talk about this month!

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

In this episode I am joined by Joanna to discuss inflation and its effects. We also discuss some light monetary policy and how that can result in inflation or deflation. 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1hMRhMCeGJf1gXOHK0_enctwXsdzWQeZwBUqsOM-oCro/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This episode is just me again, and I talk about robo-advisors and automated investing. I go through an overview of what it is, advantages compared to traditional financial advisors/planners, and give a few examples of people who might want to use a robo-advisor. Additionally, I give a brief overview of some of these products. 

Thank you for listening even though it's just me! Next week I will be joined by Joanna to talk about inflation. 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/11nRxGc4XPK59M21JOL6HVckcBlYLKZBkNM7h3mouTd0/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

Happy Women's History Month! In this episode I talk about Cathie Wood, and innovate fund manager and founder of ARK Invest. Although this episode is centered around Cathie Wood, this episode dives into active vs passive funds, as well as the different ETFs offered by ARK Invest. Also I'm sorry for how many times I say volatile lol.

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

The 10th episode has arrived! Here to celebrate, Kerri is joined by both Joanna and Rose to talk about how to save for retirement. It may seem early, but as we've shown in past episodes, the sooner you start the better! We cover IRAs, 401(k)s, and 403(b) retirement plans, as well as the difference between Traditional and Roth retirement plans. By the end of the episode you should have a better idea of the basic types of accounts. You may not know which one is best for you, but certainly you should leave with a better idea of the questions you should ask! 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1X5BcIY1YNj5MuZf54N2ftYtxTCFxnVkxa1XKpB3X6hQ/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

This week's episode is shorter and is just me. I recorded an episode with Joanna about P/E and P/B ratios but there was something wrong with the file and I was unable to use it. This episode is a last minute recording, but I hope it is still helpful. Tune in next week for episode 10 with both Joanna and Rose! 

Link to article: https://www.fool.com/investing/stock-market/types-of-stocks/ 

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

In this episode I am joined by Joanna to go over Market Makers and their role in the market, as well as a method that online brokers make money, payment for order flow (PFOF). 

Any corrections or further information can be viewed here:

https://docs.google.com/document/d/1uI63mN03Ams-anat2pSdQHSIAcwblco00q4WW8hApaA/edit?usp=sharing

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing

In this episode I am joined by Rose. We go over dollar cost averaging and compound interest. If any episode we've done so far is gonna get your rich, it's this one (but not overnight)!

Compound Interest Calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing