Unpack Finance

Thank you to everyone who has been listening to Unpack Finance. I hope this show has helped you in your personal finance journey. Please check out the website and fill out the content survey. www.unpackfinance.com/break Content Survey: https://forms.gle/1A35UF6jPp6hT9nP8 Any corrections or further information can be viewed here: Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This is the last episode of our "series" on US Stock Market crashes. Link to book I referenced: https://www.amazon.com/History-United-States-Five-Crashes/dp/0062467271 Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This weeks episode covers the stock market crash that occurred in 1929, which happened before the Great Depression. *There is a little issue with the audio at one point in the episode. During that time, I basically say that other countries raise their rates following the US's increase, but because this occurred after World War I, a recession occurs. Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Video from the Financial Times: https://www.youtube.com/watch?v=O66rwnH9YZY Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Any corrections or further information can be viewed here: https://docs.google.com/document/d/1o3vIrBtfE3H3BhwoGJv5lH0CrOkbaJxtKeAqxajQEyk/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This is another short episode covering sunk costs. Similar to last week's episode, after listening you might have a new way of thinking about what is and is not "wasting money." Link to the Time article: https://time.com/5347133/sunk-cost-fallacy-decisions/ Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This is a short episode about opportunity cost, which is an economics topic. After listening, you have a new way of thinking when choosing between two options. Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode, we talk about the 2010 Flash Crash, a stock market crash that lasted just a little over 30 minutes. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1ZBDPmUPuXc2K9OMzmLIYJrg3Op4K96OhOiai7TpBCd0/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode we will take the information on stock analysis and apply it to a real stock. I will talk about the different ratios/multiples for datto ($MSP) and give my thoughts. This is for informational purposes only, and is meant to act as a demonstration or an example, not investment advice. Once again, this is not a recommendation to buy or sell this stock. I am not a financial advisor. Please read the disclaimer. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1LTg-ZPVGZVdV2S6p59urrpu6YTzHZI7Ni82-FJ-tAsY/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode will cover fundamental analysis, which is the process of determining a value of a stock based on its financial information. This episode builds on the previous episode on financial statements. At the end of this episode you should have tons of tools to evaluate and compare stocks. Fundamental Analysis is both a very useful topic to understand, and can also be very interesting. If my explanations made the topic seem uninteresting, check out document which might help give context to why this topic is both interesting and important. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1sCs6glhgCVtRsfUY9bXuuS2sA6YKxyQFTJW5V8SxmTk/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode will give you a primer on financial statements if you've never learned about them or don't know what they are. This episode covers the balance sheet, income statement and statement of cash flows. This episode will lay the foundation for next week's episode on analyzing stocks. Any corrections or further information can be viewed here: https://docs.google.com/document/d/108nHoTBsfT8UrmtIrx8dwqeSlkOVsX3F0jDtEz6eIsE/edit Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode is just Kerri, and I have a quick episode to help get your prepared for the summer! We've been working hard on our finances these past few months, and this episode will help make sure you enter the Fall in the same, strong, financial position. Thank you to everyone who's been with us these past six months. Wishing you all a healthy and happy summer. Please feel free to reach out to me if you have any questions! Any corrections or further information can be viewed here: https://docs.google.com/document/d/1_cblqp4P_HaWfDJHSL53h4nenRKdXEK_8SQ2kaQZ5ag/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode Joanna and I discuss interest rates and their relationship with the stock and bond market, inflation, and the economy as a whole. This episode expands further on the inflation episode. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1hIQOIzMrqnqVLoi10QNMTfNBT_nvBVFBahfu9IgyjNA/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing *This episode was originally published on Friday June 4th, but was republished on Saturday June 5th due a problem distributing the episode to Apple Podcasts. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode Joanna and I talk about the three major methods that companies go public. We cover the IPO (Initial Public Offering), SPAC (Special Purpose Acquisition Company), and Direct Listing (DPO, Direct Public Offering). Please excuse some of the background noises in the audio and also my allergies. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1vEVfY7AABmffxDdkk2ifClY8PFuohfisQSHj8uidz5g/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Happy 20th Episode! For this episode we will finally cover budgets! In this episode we will discuss what a budget is, types of budgets, and tips for managing one. We also cover the emergency fund and its uses. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1Ksvj2dLo3VoWjwJL3joathKXBKkVrUfSMMtiUVeUyvo/edit?usp=sharing Tweet me! @kerrikozol For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This is another solo episode, where we talk about the Bernie Madoff Ponzi Scheme and what that can teach us about financial scams. The episode covers, how Madoff pulled off the biggest Ponzi Scheme in history, red flags to look for, and what to do if you find yourself in a Ponzi Scheme. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1EGtVEIY0SuSZUU2nzO3689ESdTOalW7Yt4UTneqoabk/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

It's earnings szn bois! No (but yes), in all seriousness, we're in the midst of yet another earnings season. In this episode I will explain to you what it's all about. Have your stocks gapped up or down these past few weeks? Earnings may be why. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1gwK9e4LxfMrU8pC6OXnP_wz0FRiE9VCeFtLaxZTxbGo/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by Unpack Finance's first ever outside guest, Jack Rosenthal! Jack is a young investor, author, and entrepreneur, who came on the show to share his experiences and advice for others. Jack's Links: Books: https://www.amazon.com/Jack-Rosenthal/e/B0845TLB8X/ref=dp_byline_cont_pop_ebooks_1 Instagram: https://www.instagram.com/starsocial.pro/ Young Investors Club: younginvestorsclub.org For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This is the last episode of a podcast you will listen to if you are afraid to start investing. In all seriousness (and there is very little of this in the episode), Rose and Kerri talk about reasons you should not be afraid to start investing. Kerri gives some advice and Rose shares some personal experiences. This is a fun and informational episode, with a few side stories and jokes. Did you know Kerri was almost hit by a car?! Also shoutout to Meryl Streep, our biggest fan! Any corrections or further information can be viewed here: https://docs.google.com/document/d/1iPyXrKsXEB-l1KjOAM3_J6csVHw3TNzfobV_-8VWOtM/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode it is just me, and I go over some different online finance resources. These resources can both help you learn about investment principles, as well as give you information that can help you decide what to invest in. Also please excuse my voice, my allergies were acting up a bit. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1579DsB_pAruct4sy84QKPpncwljgefujN49g5KbYhr0/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

We are back after our week off for Good Friday (the stock market was also closed in observance of Good Friday). This week's episode features Rose and Joanna, in a fun conversation about bankruptcy. If you were ever considering bankruptcy, be sure to listen to this episode first! April is also Financial Literacy Month, so let us know what we should talk about this month! For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by Joanna to discuss inflation and its effects. We also discuss some light monetary policy and how that can result in inflation or deflation. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1hMRhMCeGJf1gXOHK0_enctwXsdzWQeZwBUqsOM-oCro/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This episode is just me again, and I talk about robo-advisors and automated investing. I go through an overview of what it is, advantages compared to traditional financial advisors/planners, and give a few examples of people who might want to use a robo-advisor. Additionally, I give a brief overview of some of these products. Thank you for listening even though it's just me! Next week I will be joined by Joanna to talk about inflation. Any corrections or further information can be viewed here: https://docs.google.com/document/d/11nRxGc4XPK59M21JOL6HVckcBlYLKZBkNM7h3mouTd0/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Happy Women's History Month! In this episode I talk about Cathie Wood, and innovate fund manager and founder of ARK Invest. Although this episode is centered around Cathie Wood, this episode dives into active vs passive funds, as well as the different ETFs offered by ARK Invest. Also I'm sorry for how many times I say volatile lol. For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

The 10th episode has arrived! Here to celebrate, Kerri is joined by both Joanna and Rose to talk about how to save for retirement. It may seem early, but as we've shown in past episodes, the sooner you start the better! We cover IRAs, 401(k)s, and 403(b) retirement plans, as well as the difference between Traditional and Roth retirement plans. By the end of the episode you should have a better idea of the basic types of accounts. You may not know which one is best for you, but certainly you should leave with a better idea of the questions you should ask! Any corrections or further information can be viewed here: https://docs.google.com/document/d/1X5BcIY1YNj5MuZf54N2ftYtxTCFxnVkxa1XKpB3X6hQ/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

This week's episode is shorter and is just me. I recorded an episode with Joanna about P/E and P/B ratios but there was something wrong with the file and I was unable to use it. This episode is a last minute recording, but I hope it is still helpful. Tune in next week for episode 10 with both Joanna and Rose! Link to article: https://www.fool.com/investing/stock-market/types-of-stocks/ For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by Joanna to go over Market Makers and their role in the market, as well as a method that online brokers make money, payment for order flow (PFOF). Any corrections or further information can be viewed here: https://docs.google.com/document/d/1uI63mN03Ams-anat2pSdQHSIAcwblco00q4WW8hApaA/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by Rose. We go over dollar cost averaging and compound interest. If any episode we've done so far is gonna get your rich, it's this one (but not overnight)! Compound Interest Calculator: https://www.investor.gov/financial-tools-calculators/calculators/compound-interest-calculator For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode Joanna joins me to recap everything we have gone over so far in investing. This episode covers some things you should know before you make your first investment! To join Public, hit the link below further in the show notes. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1ZWdCbJstfLEz5xn9gfxGx85LiIfr6pmYHIUI4i015ZE/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by both Joanna and Rose to talk about the differences between institutional and retail investors, and trading vs investing. I also go over how this connects to the recent news of Wall Street Bets and Game Stock stock. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1XSH7iCUuTQSsa06nMWH8yVPgugIRoFZ00X3LxZlbhKM/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode Joanna and Kerri discuss the concept of exchanges and indexing. Please excuse the audio quality of this episode. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1OZtAdlmRHpk3_SNJl01ORaxjacwDNjxgIqnypf2O9gc/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this episode I am joined by Joanna to talk about credit cards and credit. We go over the best practices, how to build a credit score, and why you may want a credit card in the first place. Any corrections or further information can be viewed here: https://docs.google.com/document/d/1MLzDZ6cYFz-sTacnWfRoH4NE8c8FLT6KfdyrcCs0uaU/edit?usp=sharing For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Ever wonder what you should invest in or what these different financial instruments are? In this episode we define securities, bonds, stocks, exchange traded funds (ETF), and mutual funds. For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Happy New Year and welcome to Unpack Finance! In this episode Kerri is joined by Joanna and Rose to explain what the podcast will be like. Please join us next Friday as we start talking about investing! For more information on the show or for inquires, please visit: www.unpackfinance.com Please read our disclaimer here: https://docs.google.com/document/d/1DnT_H4wlaobbh0Cm58GkS4PR5AtuUMYH89gxg_xBuIU/edit?usp=sharing --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

In this bonus episode I cover how I started investing, Public investing app, some tips for buying your first stock, and information about investing through your employer. If you came from Buddies in the Big Apple, this is a compilation of all those finance episodes. Tweet me: @kerrikozol For extra content follow on Instagram: @unpackfinance For inquiries, please email: unpackfinance@gmail.com To see my investments on Public, the social investing app, and get free stock: share.public.com/kerri Please read our disclaimer. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app --- Send in a voice message: https://anchor.fm/unpackfinance/message

Tune in January 1st 2021 for the first episode of Unpack Finance. Disclaimer --- Send in a voice message: https://anchor.fm/unpackfinance/message