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The Important Part: Investing with Liz Thomas

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

How can you achieve your financial goals and build wealth with your investments? Liz Thomas, Head of Investment Strategy at SoFi, guides listeners through today’s top-of-mind trends in investing and breaks them down into digestible and actionable pieces. Covering topics including managing your portfolio, retail investing, inflation, market cycles, real estate, and more, Liz speaks with industry ex... more

PublishesMonthlyEpisodes51Founded4 years ago
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BusinessInvesting

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Latest Episodes

This episode originally aired on September 12, 2024.

So you’ve graduated college and landed your first job. But along the way, no one told you about what a 401k is, or how to make a large home goods purchase, or even how to start making your money w... more

YouTube

This episode originally aired on Feb 20, 2024.

Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this ... more

YouTube

How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and... more

YouTube

Anthony Noto’s path to becoming CEO at SoFi was anything but linear. But along the way, he learned the lessons and wisdom that helped him lead SoFi to where it is today. In this special episode, host Liz Thomas sits down with SoFi CEO Anthony Noto to... more

YouTube

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Recent Guests

Brandon Copeland
Former NFL player and Ivy League professor
University of Pennsylvania
Episode: Revisiting: Tackling Personal Finance with Brandon Copeland
Steve Young
Former NFL quarterback and co-founder of HGGC
HGGC
Episode: Revisiting: A Successful Transition to Investing with Steve Young
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
Host of a podcast focused on investing strategies and personal finance insights, sharing her expertise and fostering discussions with industry leaders.

Reviews

4.8 out of 5 stars from 126 ratings
  • 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
  • Love it! I highly recommend it. Excellent tips for new or seasoned investors avid to extend their learning process. The key based on this interviewee is to keep it simple.

    Audible
    5
    P. Castillo
    United States2 years ago

Listeners Say

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

Listeners appreciate the insightful discussions and depth of expertise provided by the guests, often noting the clarity with which complex financial concepts are explained.
Some find the podcast engaging and relatable, particularly enjoying episodes that feature personal anecdotes and practical finance tips.
Criticism centers around Liz's interview style, with some finding it less engaging despite the strong content and expertise.
Overall, the quality of information and diverse guest perspectives are cited as strong reasons for tuning in.

Chart Rankings

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

Talking Points

Recent interactions between the hosts and their guests.

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.
Revisiting: Tackling Personal Finance with Brandon Copeland
Q: What would you consider your role as, if this were a football team, if this book were a football team, what's your role?
I'm the player coach, GM owner. I am doing everything, literally.
Revisiting: A Successful Transition to Investing with Steve Young
Q: How do you decide when something failed and has to be divested?
You should be able to underwrite a business that you can return the capital for sure.
Revisiting: A Successful Transition to Investing with Steve Young
Q: How do you stay patient over a 10 year period?
You have to say, I recognize the returns I'm looking for. I'm okay with locking this money up.

Audience Metrics

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

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?

This podcast focuses on the critical elements of investing and wealth-building, offering insights on managing portfolios, retail investing, inflation, and market cycles. Liz Thomas, a seasoned investment strategist, engages with industry experts to simplify complex financial topics, providing listeners with actionable advice to help them achieve their financial goals. Unique in its approach, the content is designed to empower investors by breaking down macroeconomic trends and investment strategies into relatable discussions that resonate with both novice and experienced individuals in the financial realm.

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Which podcasts are similar to The Important Part: Investing?

These podcasts share a similar audience with The Important Part: Investing:

1. RiskReversal Pod
2. MRKT Matrix
3. Ask The Compound
4. The Compound and Friends
5. Animal Spirits Podcast

How many episodes of The Important Part: Investing are there?

The Important Part: Investing launched 4 years ago and published 51 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. Brandon Copeland
2. Steve Young
3. Anthony Noto
4. Brian Walsh
5. Courtney Pettway
6. Ashley Leftwich
7. Brian Portnoy
8. Emily Essner

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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