Fresh Invest

Latest Episodes:

Life Stages of Investing Oct 26, 2023

Show notes

In the penultimate episode of the season, we address significant life stages and how each stage can correlate to its own investing style. These include college life, investing with your partner, and preparing for retirement. We hit on starting or adjusting your investing style, understanding each phase’s needs, and how it all varies from person to person.

AI + Investing Oct 19, 2023

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In this episode, we explore how AI is transforming the global investing experience. We discuss AI-based tools available to investors and the potential advantages that come with them.

AI’s boom and bloom Oct 12, 2023

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The AI boom has raised countless questions, concerns, and possibilities. We explore how AI is impacting the economy and how investors can navigate these changes.

Income investing is back Sep 28, 2023

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2023 has been a year of soaring prices and rising inflation rates. In tough markets like today’s, fixed-income maturities can help provide stability and growth. We review traditional income strategies—such as bonds, deferred fixed annuities, and CDs—as well as new innovations in the space, like fractional CDs.

Investing trends by generation Sep 21, 2023

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Every generation approaches their money differently. We dive into the current generational investing trends and examine each generation’s strategies for short-term and long-term wealth building.

An Investor’s Briefing Sep 07, 2023

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Volatile markets and inflation are top of mind for investors. We kick off season 4 by exploring the current economic and financial landscape and the tools investors can use to navigate it.

Knowledge = Confidence: Lessons from Season 3 Nov 10, 2022

Show notes

It’s the season finale! We’re taking time to reflect on this year’s biggest learnings, and answer some final audience questions. From over-diversification to retirement planning, we’re touching on topics that can have a big impact on your portfolio.

Bonus; you can watch and listen to this episode. Check out the video version here: https://www.youtube.com/watch?v=7_CEkfUVKyY

Crypto’s next chapter: impact and outlook Oct 27, 2022

Show notes

We discuss the ways investors like you can add crypto to your portfolio and actually use it. We also get into what the regulatory market looks like and how the Fed plans to tax all your hard-bought coins.

A crypto reckoning Oct 20, 2022

Show notes

We explore crypto in light of its recent performance and assess where it’s at as an asset class. We also dig into the key factors impacting its mid- to long-term outlook and what that could mean for investors.

Getting personal with thematic investing Oct 13, 2022

Show notes

We dive into the ways you can incorporate thematic investing into your portfolio. We examine thematic categories, investing strategies, and how you can leverage these investments in your overall financial planning (including retirement).

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