33 episodes

How can you achieve your financial goals and build wealth with your investments? Liz Young, 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 experts armed with knowledge to help investors achieve their goals. 

There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. 

The Important Part: Investing With Liz Young is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizYoungStrat.

The Important Part: Investing with Liz Young SoFi

    • Business
    • 4.8 • 72 Ratings

How can you achieve your financial goals and build wealth with your investments? Liz Young, 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 experts armed with knowledge to help investors achieve their goals. 

There’s so much information out there about macroeconomics, stock analysis, and how to approach your investments. Liz and her special guests help listeners get to the important part — how all of this matters to investors as they work toward their goals of building wealth. 

The Important Part: Investing With Liz Young is back for Season Three, and episodes drop monthly on Tuesdays. For more, read Liz’s column every Thursday on SoFi’s website, sign up for the SoFi Daily newsletter, and follow Liz on Twitter @LizYoungStrat.

    Financial Wellness and Healthy Retirement with Andrew Heiges

    Financial Wellness and Healthy Retirement with Andrew Heiges

    The topic of planning for retirement can evoke a wide range of responses from anxiety to avoidance (and everything in between), yet it’s arguably one of the most critical ingredients to a person’s overall financial wellbeing. How to make a plan, when to start saving, and how to navigate the retirement path are all questions we’ll be faced with at one point or another. Andrew Heiges is the Director, Head of Retirement Income, Managed Accounts, and Financial Wellness at T. Rowe Price, and brings key insights from years of experience working within the field. On this episode, Andrew joins SoFi’s Head of Investment Strategy Liz Young to discuss what financial wellness really means, what’s missing from the retirement conversation, and how we should be thinking about saving. 

    Notable mentions in episode:
    (00:00) Intro
    (01:56) What exactly goes into financial wellness?
    (05:33) Saving is more about the habit than the dollar amount 
    (10:44) How has retirement planning evolved over the last few decades?
    (14:42) How should fees factor into choosing retirement accounts?
    (18:46) Which comes first: paying off debt or saving for retirement? 
    (20:21) Does a bearish period matter for your retirement account?
    (22:16) Your time horizon goes beyond your retirement date
    (27:10) Retiring from a career to pursue a dream job
    (29:01) The Hot Minute
    (30:40) Liz’s Takeaways
    Additional resources:


    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.


    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 


    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.


    Wealth Investing Guide: Information you need to know to make your money work harder for you.


    Recommended reading:

    Retirement Planning Guide

    Asset Allocation by Age


    What Is a Separately Managed Account (SMA)? 

    Guide to Automatic Investment Plans

    • 34 min
    A Successful Transition to Investing with Steve Young

    A Successful Transition to Investing with Steve Young

    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 episode, SoFi's Head of Investment Strategy Liz Young sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game.
    Notable mentions in episode:
    (00:00) Intro
    (02:58) Transitioning from football into business
    (07:38) Succeeding by harnessing vulnerability 
    (10:47) Steve’s advice for new investors? Be a forever student
    (14:29) Private Equity vs. Public Market Investing
    (17:02) Investment evaluation starts with the people in charge
    (21:39) Don’t just chase the success story
    (23:00) How do you know when an investment has failed?
    (25:52) The fine art of portfolio construction 
    (29:16) Where do alternatives fit into the equation? 
    (31:24) The Hot Minute
    (33:40) Liz’s Takeaways

    Additional resources:
    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.

    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 

    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.

    Wealth Investing Guide: Information you need to know to make your money work harder for you.

    Recommended reading:
    A Guide to Alternative Investing
    What Are Alternative Investments?
    Private Equity: Examples, Ways to Invest

    • 36 min
    A Look at the Year Ahead with Cameron Dawson

    A Look at the Year Ahead with Cameron Dawson

    For the past year, the “looming recession” has been top of mind for people both inside and out of the world of business. What’s in store for the economy in 2024? Newedge Wealth’s Chief Investment Officer, Cameron Dawson joins host and Sofi’s Head of Investment Strategy, Liz Young, to share her outlook on the year. The two cover consumer trends, what signs of recession they’re looking out for, and what they expect to see from the Fed.

    Notable mentions in episode:
    (00:00) Intro
    (01:54) The biggest surprises of 2023
    (06:51) The real economic impact of expectations
    (10:46) Does Cameron foresee a soft landing?
    (15:55) If there’s so much cash, why are credit balances at all-time highs?
    (19:11) When will inflation be in the rearview?
    (24:20) What to expect from the Fed
    (28:01) Consumer sentiment - “Watch what they do, not what they say”
    (32:20) The 60/40 - alive or dead?
    (35:43) When will money markets lose their allure?
    (39:13) The Hot Minute
    (42:13) Liz’ Takeaways

    Additional resources:
    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.

    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 

    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.

    Wealth Investing Guide: Information you need to know to make your money work harder for you.

    Recommended reading:
    Investing in Retail Stocks
    Is Inflation a Good or Bad Thing for Consumers?

    • 45 min
    Liz’s Outlook on 2024

    Liz’s Outlook on 2024

    As the new year starts off, host and SoFi’s Head of Investment Strategy Liz Young speaks directly to listeners’ concerns about the year to come. Is the recession behind us? I’ve got money ready to put to work - what do I do with it? How high is too high for a debt load? With her trademark frankness and a career’s worth of insight, Liz answers all these questions and more.

    Notable mentions in episode:
    (00:00) Introduction
    (04:00) Where is inflation headed in 2024?
    (08:50) What to look out for with debt this year
    (15:10) What sectors to keep an eye on in 2024
    (21:15) Is Liz still bearish?
    (25:01) Where’s a good place to put your money in 2024?

    Additional resources:
    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.

    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 

    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.

    Wealth Investing Guide: Information you need to know to make your money work harder for you.

    Recommended reading:
    A Cycle for the Ages (Liz’s 2024 Outlook)
    Investing in Small Cap Stocks 
    How to Invest in Gold: Tips for First Time Gold Investors
    CDs vs Savings Accounts Compared

    • 32 min
    Retail Recap of the 2023 Holidays with Courtney Reagan

    Retail Recap of the 2023 Holidays with Courtney Reagan

    Holiday shopping is upon us, and the seasonal sales are in full swing. But just how does the 2023 holiday season stack up against the ghosts of retail past? On this episode, Courtney Reagan, CNBC’s Senior Retail Reporter, sits down with host Liz Young, SoFi’s Head of Investment Strategy. 

    Liz and Courtney discuss the (promising) future of big box stores, how retail has bounced back from the economic downswing, and who the winners of this holiday season will be.

    Notable mentions in episode:
    (00:00) Intro
    (02:00) What’s the story on consumer spending in 2023?
    (05:29) Are consumers trading down?
    (08:07) Inventory management improved in 2023
    (12:41) On the ground for Black Friday
    (19:58) What product categories hit it out of the park this year?
    (23:56) Record sales numbers or just inflation?
    (26:41) Nostalgia rules the toy aisle
    (29:24) What’s happening with retail stocks?
    (32:53) Hot Minute
    (34:28) Liz’ Takeaways


    Additional resources:
    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.

    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 

    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.

    Wealth Investing Guide: Information you need to know to make your money work harder for you.

    Recommended reading:
    Investing in Retail Stocks
    Is Inflation a Good or Bad Thing for Consumers?

    • 37 min
    Building Your Portfolio with Shannon Saccocia

    Building Your Portfolio with Shannon Saccocia

    You’re ready to invest, and you’ve got a lump sum waiting to be put to use. What do you do next? How do you buy individual stocks — and should you? In this episode, SoFi’s Head of Investment Strategy Liz Young is joined by Shannon Saccocia. Shannon Saccocia, CFA, is the Chief Investment Officer of NB Private Wealth (“NBPW”), a division of Neuberger Berman. Liz and Shannon talk about how to navigate the market, and ways to anchor yourself in your investment choices.
    For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizYoungStrat.

    Notable mentions in episode:
    (00:00) - Intro
    (05:00) - How would you invest $50,000?
    (09:03) - Balancing between diversification and concentration
    (14:56) - ETF vs. Mutual Fund vs. Individual Stocks
    (22:23) - One simple rule: If you don’t get it, don’t buy it
    (24:29) - Anchor a buy in your logic behind it
    (25:58) - How do you think about interaction in a portfolio?
    (29:05) - Delineating objectives in a portfolio
    (33:57) - When is momentum investing useful?
    (36:28) - The Hot Minute
    (39:59) - Liz’ Takeaways

    Additional resources:
    SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts.
    SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. 
    Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more.

    Wealth Investing Guide: Information you need to know to make your money work harder for you.

    Recommended reading:
    What is Asset Allocation?
    Guide to Building an Investment Portfolio for Beginners
    How Many Stocks Should I Own?
    What is Portfolio Management?

    • 43 min

Customer Reviews

4.8 out of 5
72 Ratings

72 Ratings

Hoya Jay ,

Superb

These are great discussions. Thoughtful interviews with great guests and wonderfully insightful and informative conversations. I sincerely look forward to each succeeding episode; greatly appreciated!

ramjam2011 ,

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.

MatthewRyan22 ,

Great podcast!

I really enjoy listening to this podcast from Liz Young. Always a great variety of relevant topics and Liz always brings in expert guests to pick their brains and get added perspectives.

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