The Intrinsic Value Podcast - The Investor’s Podcast Network

MI Rewind: Young Investors Getting Started w/ Kelly Lannan

Sep 1, 2023
Guest
Kelly Lannan
Kelly Lannan, Vice President of the Young Investors at Fidelity Investments, discusses topics such as student loan debt, budgeting, evaluating job offers, and starting to invest. They also explore the increase in retail investors, how the pandemic affected young adults' mindset, unique challenges faced by young adults, and the differences between Gen Z and Millennials in their approach to money and investing.
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Chapters
Transcript
Episode notes
1
Introduction
00:00 • 3min
2
Empowering the Next Generation through Financial Education
02:47 • 12min
3
Getting Started with Finances for Young Adults
14:22 • 5min
4
The Importance of Building an Emergency Fund
19:45 • 18min
5
Show Sponsors and Art Investing
38:00 • 3min
6
Investing or Paying off Debt: Which Comes First?
41:22 • 17min
7
Financial Mistakes and Lessons Learned
57:53 • 3min