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Millennial Investing - The Investor’s Podcast Network
MI Rewind: Young Investors Getting Started w/ Kelly Lannan
Sep 1, 2023
58:00
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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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Quick takeaways
- Young investors are using social media platforms and online resources to learn about finances outside of traditional education.
- Fidelity recommends starting with small steps like establishing an emergency fund and paying off high-interest debts when it comes to managing money.
Deep dives
Kelly Lanan's Background and Fidelity's Role
Kelly Lanan, Vice President of Young Investors at Fidelity Investments, shares her journey and discusses Fidelity's role in helping people manage their finances. Fidelity is committed to helping people live the lives they want by providing a range of products, services, and educational resources to support financial well-being.
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