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The Important Part: Investing with Liz Thomas

SoFi
Housing Market
Investing
Sofi
Inflation
Financial Literacy
Mortgage Rates
Zillow
Entrepreneurship
Personal Finance
Austin
Investment Strategy
Weddings
Financial Freedom
Florida
Single Family Rentals
Consumer Spending
Labor Market
2024
Financial Wellness
Vanguard Total US Stock Market ETF

Every investment is a high-stakes decision made without certainty. How do the world's most successful investors and business leaders navigate risk, tolerate failure, and stay agile when everything changes? And what can be learned from their insights? Liz Thomas, SoFi's Head of Investment Strategy, sits down with influential leaders to unpack the pivotal decisions that shaped their careers and port... more

PublishesTwice monthlyEpisodes55Founded4 years ago
Number of ListenersCategories
InvestingEntrepreneurshipBusiness

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Latest Episodes

What separates billion-dollar bets from billion-dollar disasters? Wall Street Journal columnist and author Tim Higgins has spent two decades covering the world's boldest CEOs: from Elon Musk betting his entire fortune on electric cars, to Mark Zucker... more

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CNBC contributor and portfolio manager Jenny Harrington shares how she risked nearly everything by draining her IRA to build her investment firm, had a baby the day the market hit its lowest in 2009, and convinced her husband to join her with zero sa... more

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Beth Pinsker thought she was ready for anything. As a certified financial planner, MarketWatch columnist, and retirement expert, she understands what it means to plan for the future. Then her mom got sick — and suddenly, everything she thought she kn... more

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Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, ... more

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jenny Harrington
CEO and portfolio manager at Gilman Hill Asset Management, CNBC contributor, author of Dividend Investing
Gilman Hill Asset Management
Episode: Steady Checks, Steady Nerves: Jenny Harrington’s Case for Dividends
Beth Pinsker
Certified financial planner and award-winning retirement columnist at MarketWatch
Wall Street Journal
Episode: Beth Pinsker on the Retirement Crisis Hiding in Plain Sight
Anthony Noto
CEO of SoFi and former CFO of Twitter, with diverse experience in finance and leadership
SoFi
Episode: Ambitious Leadership with Anthony Noto
Brian Walsh
Head of Advice and Planning at SoFi, known as Dr. Money
SoFi
Episode: Preparing for Tax Season and Beyond with Brian Walsh, “Dr. Money”
Courtney Pettway
CEO of KidVestors, a financial education platform for kids
KidVestors
Episode: Empowerment through Financial Literacy with Courtney Pettway and Ashley Leftwich
Ashley Leftwich
CEO of Rock the Street, Wall Street, a non-profit aimed at educating young women in finance
Rock the Street, Wall Street
Episode: Empowerment through Financial Literacy with Courtney Pettway and Ashley Leftwich
Brian Portnoy
Author and founder of the learning platform Shaping Wealth
Shaping Wealth
Episode: Investing with Emotional Intelligence with Brian Portnoy
Emily Essner
Chief Marketing Officer at Saks Fifth Avenue
Saks Fifth Avenue
Episode: Market Insights from the Luxury Consumer with Emily Essner
Cathie Wood
Founder, CEO and CIO at ARK Investment Management, LLC
ARK Investment Management
Episode: Today’s Big Bets on Disruptive Innovation with Cathie Wood

Host

Liz Thomas
Head of Investment Strategy at SoFi, and host of insightful conversations with leaders in the finance and investment sectors, focusing on the intersection of risk, resilience, and successful decision-making.

Reviews

4.8 out of 5 stars from 128 ratings
  • Steady checks

    Great show! Love the backgrounds and how it affects you both!

    Apple Podcasts
    5
    COcrilly
    United States18 days ago
  • Good guests but not very engaging

    Came to this postcard once the daily Sofi podcast was terminated. That was a really good one, I listened to it for years, every day. Liz is pragmatic, but hard to connect with. I don't really like how she conducts interviews, despite the great guests. Wish the daily podcast comes back!

    Apple Podcasts
    3
    AndreaSMarques
    United Statesa year ago
  • Informational, entertaining, and relatable

    This is an excellent podcast by Liz and SoFi. I find the information to be informational, entertaining, and relatable. My favorite episode is when Liz interviews Steve Young and he talks about his transition from the NFL to business and venture capital. As a recently retired RN and stay at home dad who is passionate about investing and personal finance, it gives me hope that I might be able to continue to help make the world a better place outside of healthcare.

    Apple Podcasts
    5
    Deza85
    United Statesa year ago
  • Great podcast!

    After hearing the podcast, I learned a lot. They explained tricky investment ideas in a way that made sense to me. I now understand how having a good balance of different investments is super important for any portfolio. The advice that stood out to me was, "If you don't understand it, don't buy it." I think that's a straightforward but smart rule, and I'm going to follow it.

    Apple Podcasts
    5
    Patience Patria
    Philippines2 years ago
  • Informative, but not for me

    Liz Young is too much of a bear, but at least she is pragmatic about things. She also interviews solid guests. The podcast episode releases are too infrequent.

    Apple Podcasts
    3
    ramjam2011
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Overall, the content is seen as engaging and informative, especially for individuals looking to improve their financial knowledge.
Listeners appreciate the diverse and informed discussions, often highlighting the relevance and expertise of the guests.
The podcast is recommended for those interested in clear explanations of complex financial topics, making it accessible for novice investors.
There are mixed feelings about the host's interview style, with some finding it difficult to connect, despite the high-quality content.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#119
Indonesia/Business/Investing
Apple Podcasts
#162
Denmark/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Steady Checks, Steady Nerves: Jenny Harrington’s Case for Dividends
Q: How did you react to the April crash?
Harrington emphasized the importance of preparing ahead by having a watch list of desired stocks ready to buy, which helps investors react quickly and unemotionally during market pullbacks.
Beth Pinsker on the Retirement Crisis Hiding in Plain Sight
Q: What did you learn from financial caregiving?
You need to be prepared ahead of time with legal documents such as power of attorney, as unexpected situations can occur.
Beth Pinsker on the Retirement Crisis Hiding in Plain Sight
Q: So why is Gen X so unprepared for retirement compared to baby boomers?
Gen X has the burden of a different retirement system, where pensions have largely disappeared in favor of 401(k) plans, leading to less saving early on.
Revisiting: Tackling Personal Finance with Brandon Copeland
Q: What are some of the other resources that you've used?
I always tell people, download the apps that are out there like CNBC, Yahoo Finance, and also learn through interviews and surveys, as well as tools for budgeting and taxes.
Revisiting: Tackling Personal Finance with Brandon Copeland
Q: What is the value add for you to have an advisor?
I wanted somebody who was all day, every day thinking about money, to make sure that I'm not guessing on some of these decisions anymore.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Important Part: Investing

What is The Important Part: Investing about and what kind of topics does it cover?

Focusing on the intersection of finance, investment strategies, and personal resilience, this podcast brings together industry leaders to share insights and experiences. Each episode features in-depth conversations that explore the decisions and philosophies that shape successful investing careers. Topics frequently discussed include personal finance education, career transitions, the emotional aspects of investing, and the importance of mentorship. Unique to this podcast is its sincere emphasis on learning from failures and the broader implications of financial literacy across various demographics, particularly the youth and underrepresented communities. This platform serves not only seasoned investors but also those looking to enhance the... more

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1. RiskReversal Pod
2. MRKT Matrix
3. On The Tape with Danny Moses
4. The Compound and Friends
5. Animal Spirits Podcast

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The Important Part: Investing launched 4 years ago and published 55 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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What guests have appeared on The Important Part: Investing?

Recent guests on The Important Part: Investing include:

1. Jenny Harrington
2. Beth Pinsker
3. Anthony Noto
4. Brian Walsh
5. Courtney Pettway
6. Ashley Leftwich
7. Brian Portnoy
8. Emily Essner

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