Episodes
Each generation has a different view on finance, which make sense since the economic experiences can differ. In this episode, we will explore the monetary habits of the Boomer, Gen X, and Millennial generations. We will discuss how these groups disrupted the financial landscape and set the economic stage for generations to come. Danielle Labotka, Ph.D., Behavioral scientist for Morningstar joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 06/13/24
Emerging markets are frequently mentioned in economic talk shows and financial journalism. However, you may wonder what makes a market emergent and where can you find ways to invest? Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 06/04/24
Short term financing through buy now, pay later (BNPL) programs may seem alluring. However, there are some things you need to know before jumping in. To name a few - credit score impact, limits, and interest rates are just some of the considerations to think about. Kimberly Palmer, Personal Finance Expert at NerdWallet joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 05/29/24
Financial derivative products can be a complex topic. There are several types of products and concepts to understand before investing. In this episode, we explore the basics to bring clarity to what can sometimes seem like a challenging topic to new investors. Nicholas Smith, VP of Sales at Eurex joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 05/28/24
You may have heard of macroeconomics vs microeconomics. These foundational topics are crucial to understand in the field of Economics. Also, they play an important role if you are making decisions based on economic trends. Jose Torres, Interactive Brokers’ Senior Economist joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 05/20/24
Once you start researching investments, you may want to consider your future involvement as the portfolio comes together. How do your goals of the investment impact the strategy? Jose Torres, Interactive Brokers’ Senior Economist joins Cassidy Clement, Senior Manager of SEO and Content to discuss active vs passive investments.
Published 05/16/24
Conventional investments are always in the spotlight, but what about the alternative ones? How are investments in art, real estate, and other assets helpful in building your wealth? Danielle Labotka, Ph.D., Behavioral scientist for Morningstar joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 04/26/24
Getting started in real estate investment can be a lot more complex than it seems. What type of property are you looking for? How much money do you want to invest? Who will manage the property? Riley Adams, Founder and CEO of WealthUp joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 04/17/24
Earnings Announcements can be very helpful to investors and analysts. They can cause the market to move in all sorts of ways and impact a company’s performance expectations. Christine Short, Head of Global Corporate Events Research at Wall Street Horizon, a TMX Company joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 04/10/24
There is more to a bank than just a place to store some cash. There are several types or banks and products offered, but what best fits your circumstance? Elizabeth Ayoola, NerdWallet Banking Spokesperson & Writer joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss active vs passive investments.
Published 04/03/24
When the time comes for a bigger purchase and you need a credit card, there can be some questions that come with it. What type should I look for? What interest rate should I pay? Will I have access to the best rates? Caleb Silver, Editor-in-Chief at Investopedia joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 04/02/24
Usually, tax talk starts to pick up after January as people gather their income documents. Reviewing these documents and tax rates in the United States can be confusing. Nancy Nelson, CPA and Consultant to Interactive Brokers LLC, joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss income tax in the US.
Published 04/01/24
When private companies go public by selling shares on an exchange for the first time, it is called an initial public offering or an IPO. How does a company get to the IPO stage? What are the steps involved? Jack Cassel, Head of New Listings at NASDAQ joins Cassidy Clement, IBKR’s Senior Manager of SEO and Content to discuss.
Published 03/19/24
What are some topics to think about when receiving an inheritance? There can be tax implications or pieces that are not expected. Nancy Nelson, CPA, Consultant to Interactive Brokers LLC, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 03/06/24
What qualifications should investors look for in an financial advisor? Are there fees? What are the goals for the money invested? Steven M. MacNamara, CFA - IBKR Institutional Sales, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the elements to look for when selecting a financial advisor.
Published 02/26/24
Saving for college is something that could never start too early. As the costs of secondary education seem to be exponentially increasing, the topic of saving for the experience is quite popular. In this episode, we cover several ways to prepare for the costs. Kelly Lannan, SVP of Emerging Products at Fidelity Investments joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 02/21/24
As you reach certain milestones in your life, you may be faced with the opportunity to pay for things with loans and accumulate debt. It’s not always a bad thing. Sometimes you have another term at college, a big purchase, a new family member, or life just throws you a curve ball. No matter what the cause, there are different types of debt and ways to pay them off. Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 02/14/24
In today’s world it is quite easy to get things delivered or a task completed from an app or website. But what is behind that whole system? Is that line of work something worth getting into? In this podcast we cover employment in the gig economy and the pros and cons associated. Brooke Coby, IBKR’s Global Head of Talent, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 02/07/24
Buying a home can seem daunting. There are so many things to keep track of and people to loop into the process. It leaves most buyers asking the question’s “What should I research” and “What do I need to know to get the funds for a home?” Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss the process of securing a home loan.
Published 01/31/24
Employees can become injured or sick on the job, so what are the options? Who qualifies? Will they still get paid? IBKR Human Resources Director, Michael Kerrigan joins Cassidy Clement, Senior Manager of SEO and Content to discuss medical and disability leave from work.
Published 01/22/24
Since both growth and value can be a positive for investor portfolios, which strategy is the right way to go? Are there more risks with one over the other? Stefano Grasso, Senior Portfolio Manager for Enhanced Value Fund joins Cassidy Clement, Senior Manager of SEO and Content to explore value vs growth investing.
Published 01/22/24
Disability insurance can be of help if a policy holder cannot work to earn an income. How can someone get this insurance? Are there different types and how long do these benefits last? IBKR Human Resources Director, Michael Kerrigan joins Cassidy Clement, Senior Manager of SEO and Content to discuss disability insurance.
Published 01/09/24
The Federal Reserve (or The Fed) has a big impact on the economics of the US and it’s banking system. So how does this effect every day investors? Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss.
Published 01/03/24
This word inflation is thrown around a lot these days, but where do investors usually see it first? And how has it been combatted in the past? Jose Torres, Interactive Brokers’ Senior Economist, joins Cassidy Clement, Senior Manager of SEO and Content to discuss these foundational questions.
Published 12/14/23
An ETF is structured a bit differently compared to others in the space. From it’s first days in the market to present day, one can still see the ETF’s impact on the finance industry. Ron Delegge, the founder of ETFguide, joins Cassidy Clement, Senior Manager of SEO and Content at Interactive Brokers to discuss the main points about the foundations of ETFs.
Published 12/12/23