On Money Assistant, financial expert and New York Times Bestselling Author Nicole Lapin and her AI sidekick Nicole LApIn, powered by investing assistant Magnifi, combine the best elements of human nature and technology to help guests take actionable steps towards financial freedom.
Publishes | Weekly | Episodes | 10 | Founded | 10 months ago |
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Categories | BusinessTechnologyInvesting |
Today’s guest, Susan, has never ever invested before and wants to get started. Nicole explains how to open a brokerage account (the account you need to start investing), and Magnifi helps Susan create an optimized portfolio for her very first investm... more
Today's guest is someone who might sound quite familiar. She describes the checklist she's used to determine whether she's ready to buy a house, and Magnifi helps her create a financial roadmap that will lead her to homeownership. more
Today’s guest, Anna, just had her first kid and she’s wondering if she should open a 529 plan (a tax-advantaged account for tuition costs). Nicole explains the plan's benefits and what would happen to the account if Anna’s daughter doesn’t go to coll... more
Today's guest, Morgan, started investing through her company's 401(k), where she had little input into which stocks were chosen for her portfolio. Now, she has the reins and wants to see how she can make her portfolio more strategic and lucrative. Ma... more
Today's guest, Jake, wants to buy a house— but he's not sure if he can afford it. Nicole helps Jake think through whether it makes financial sense for him to buy a house, or if he's just trying to keep up with the Joneses. Magnifi helps Jake build a ... more
Today's guest, John, has $10,000 to put in the stock market— but he's not sure where or how to invest it. Nicole helps John discover which of his favorite companies he can invest in, and Magnifi helps John evaluate whether these companies are promisi... more
Today's guest, April, has two major money goals and she's struggling to prioritize. She wants to help her daughter pay for college. And, she thinks she can be doing more for her retirement than just contributing to her employer-sponsored retirement a... more
Today's guest, Kira, has paid off every last penny of her credit card debt. Now, she wants Nicole and Magnifi's help knowing whether she’s on track to retire early. Unfortunately, she isn’t… yet. Nicole helps Kira get a sense of her financial picture... more
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Money Assistant launched 10 months ago and published 10 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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