Podcast appearances and mentions of gerri walsh

Many of us view January as a time to make a fresh start, and as a time to bid farewell to bad habits. In thinking about your New Year's resolutions, have you considered whether you're making financially healthy decisions?On this episode, we sit down with Gerri Walsh, President of the FINRA Investor Education Foundation and Senior Vice President of Investor Education, to uncover the trends and tips investors need to get their finances in order for 2025. Resources mentioned in this episode:BrokerCheckMarket Data CenterFund AnalyzerFixed Income DataFINRA Investor Education FoundationProtecting Consumers from Fraud Find us: X / YouTube /LinkedIn / Facebook / E-mail

Forget ghosts and goblins, few things are as scary as household finances for U.S. adults. In a recent nationally representative survey, more than 1,000 adults shared what worries them most in their lives. The most common answer? Money. On this episode, we sit down with Gerri Walsh, the head of the FINRA Investor Education Foundation, to discuss the recent survey and its findings, while also providing tips and resources to help make money a little less spooky.Resources mentioned in this episode:Investor Resources and ToolsFINRA Foundation HomepageConsumer Insights: What really spooks Americans? Money.

Gen Z is now in the market and they're beginning to invest younger than any generation before them. A new study by the FINRA Foundation and the CFA Institute has taken a deep dive into the attitudes and behaviors of this latest generation of investors, the oldest of which were just 25 at the time of the study.On this episode, Andres Vinelli, Chief Economist at the CFA Institute, and Gerri Walsh, President of the FINRA Foundation and Senior Vice President of Investor Education at FINRA, join us to talk about the role of crypto as an onramp, how Gen Z is using, but not necessarily trusting, social media and much more.Resources mentioned in this episode:FINRA Foundation WebsiteCFA Institute WebsiteGen Z and Investing: Social Media, Crypto, FOMO, and Family Report (May 2023)New Investors 2022: Entering the Market in Novel and Traditional Ways (April 2023)National Financial Capability Study Investor Survey (December 2022)

The COVID-19 pandemic disrupted many facets of American life but did not derail a trend toward increasing financial capability. Still, not all Americans are benefiting equally from improvements in financial wellbeing, according to the new FINRA Foundation Financial Capability Study. On this episode, Gerri Walsh and Gary Mottola of the FINRA Foundation join us to delve into the latest results of this nationwide, triennial study and their implications for the financial industry, researchers, policymakers and more.Resources mentioned in this episode:2021 National Financial Capability StudyFINRA FoundationFinancial Literacy QuizEpisode 38: 2018 Financial Capability Study, Part I: Does a Rising Tide Lift All Boats?Episode 39: Financial Capability Study, Part II: Tracking Shifting Currents of Financial Well-Being

Who says you have to give up those expensive lattes to save for the future? Join Krishna and CPG colleague Janet Todd, director of curriculum development for CPG's education and wellness team, as they welcome Gerri Walsh, head of investor education at the Financial Industry Regulatory Authority (FINRA). Speaking from years of experience, Gerri offers an interesting perspective on why increasing our understanding of money matters contributes to overall well-being. Resources for CPG Plan Participants: Plan your future by scheduling a financial discussion with a CPG Financial Education Specialist. Want to know how much income you will need in retirement and how to plan and save for it? Take a few minutes with our Plan Ahead and Retirement Savings Spending calculators. Additional Resources: View FINRA's website to learn how they are working to protect investors and ensure the integrity of our country's financial markets   Disclaimer

How to spot and protect yourself from fraudsters Krishna and Janet continue their conversation with FINRA's Gerri Walsh. They talk about the tactics fraudsters use to target their victims, and Gerri explains why we're susceptible to con games. She also reminds us that staying alert and informed is our best defense. Resources for CPG Plan Participants: Learn how to protect yourself from financial fraud through our e-learning course. Additional Resources: View FINRA's website to learn how they are working to protect investors and ensure the integrity of our country's financial markets. Research the background and experience of financial brokers, advisers, and firms with FINRA's free online tool, BrokerCheck.   Disclaimer

William Smead, manager of the Smead Value Fund, has been bearish on energy stocks and oil companies for years, but he says in the Market Call that the market has been shifting, which makes energy stocks worth buying. He notes that demographics showing that millennials will double their use of gasoline -- despite the increased acceptance of alternative-energy engines in cars -- and that recent troubles have improved valuations of big oil and energy to where they are worth buying. Likewise, he sees a powerful trend in household formation among millennials that will help home-builders and other consumer businesses. Also on the show, Gerri Walsh of the FINRA Education Foundation talks about investor knowledge levels, Vince Annable discusses the 'Household Endowment Model' for managing money, and David Trainer of New Constructs puts two stocks in the Danger Zone.

How many Americans are investing in non-retirement accounts? How are they making decisions about where to put that hard-earned cash? How much do they truly understand about investing? And how has this all changed over time?The FINRA Foundation’s latest study, Investors in the United States 2019, looks to uncover the answers to these questions and more to get a pulse on the investing habits of AmericansOn this episode of FINRA Unscripted, Gerri Walsh, president of the FINRA Foundation and senior vice president of Investor Education at FINRA, and Gary Mottola, director of research at the FINRA Foundation, tell us more.Resources mentioned in this episode:Investors in the United States 20192018 National Financial Capability Study38: Financial Capability Study, Part I: Does a Rising Tide Lift All Boats? FINRA FoundationInvestor Knowledge Quiz

The U.S. economy is improving, but not all Americans are benefiting equally. Many Americans are failing to save money, struggling with student loan debt and facing decreasing financial literacy, according to the new FINRA Foundation Financial Capability Study. On this episode of FINRA Unscripted, the first of a two-part series, Gerri Walsh and Gary Mottola of the FINRA Foundation join us to delve into the study results and their implications for researchers, policymakers, advocates and more. Resources mentioned in this episode: 2018 National Financial Capability Study FINRA Foundation Episode 19: Debunked: 7 Myths about Millennials

Contrary to popular belief, many millennials aren’t too keen on robo-advisors and would actually prefer to work with a professional—but don’t feel confident enough to know where to begin. What does that actually mean for young, would-be investors? On episode 19, Gerri Walsh and Gary Mottola of the FINRA Foundation joined us on the first part of this two-part series to discuss these and other misconceptions and roadblocks that millennials face in their paths to becoming investors as revealed by the new study, "Uncertain Futures: Seven Myths about Millennials and Investing." In this second part of the series, Gerri and Gary are back to turn some of those myths into actionable information. If you haven’t yet started investing because you have too much debt, you lack confidence or don’t even know where to begin, stay tuned, because Gerri and Gary have tips for you on this episode of FINRA Unscripted. Resources mentioned in this episode: Uncertain Futures: Seven Myths about Millennials and Investing CFA Institute BrokerCheck IRAs 101: What You Need to Know Investor.gov FINRA.org – Prepare to Invest The True Value of Time for Young Investors

Millennials are on the cusp of surpassing Baby Boomers as the largest adult generation in America. Yet the soon-to-be largest generation in the nation remains substantially under-invested. Why? That is the question the FINRA Foundation and CFA Institute teamed up to answer. What they learned about this avocado toast eating, "I still live with my parents," social media-fueled FOMO generation might surprise you. Today, Gerri Walsh and Gary Mottola join us for part one of a two episode series to discuss the misconceptions and roadblocks millennials face in their paths to becoming investors. In part one, Gerri and Gary debunk some of the most common myths about Millennial investors and could-be-investors as revealed by the new study, "Uncertain Futures: Seven Myths about Millennials and Investing." Are you a millennial with an uncertain financial future? A financial professional looking to expand or better serve your Millennial clients? Then tune in to this episode of Unscripted and gain insight into the minds of the soon-to-be largest and most under-invested generation in America. Resources mentioned in this episode: Uncertain Futures: Seven Myths about Millennials and Investing National Financial Capability Study CFA Institute

4: Investing Smarter Do you have student loan payments every month? If you do, you’re not alone. Almost 70 percent of US grads leave college with student debt. And many are entering the job market in debt and entirely unprepared to manage their own finances. This is exactly what happened to our guest today, Gerri Walsh. It wasn’t until Gerri’s law school graduation day that she learned how much she had incurred in student loans, and it was more than she ever imagined. So today, Gerri works to make sure what happened to her, doesn’t happen to anyone else. Gerri is the head of FINRA’s investor education efforts and the FINRA Foundation is here today to help make us all smarter investors. Resources mentioned in this episode: FINRA Foundation Investor Resources

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh of FINRA discusses the latest investor alert - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Senior VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Senior VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

The Social Network Show welcomes the 4th episode in the series with the National Crime Prevention Council (NCPC) during Crime Prevention Month. The first half of the show features Michelle Boykins as the Co-host with Dr. J in an interview with Gerri Walsh from the Financial Industry Regulatory Authority. The second half of the show features Joellyn Sargent, Founder and President of Claravon Consulting who provides strategic counsel to leaders in business. PART ONE:  Telltale Signs of Investment Scams from FINRA Gerri Walsh, Vice President, Investor Education at the Financial Industry Regulatory Authority (FINRA), and President of FINRA Investor Education Foundation, tells us about FINRA, the FINRA Investor Education Foundation and the partnership with NCPC. Many are victims of investment fraud and this show will increase your awareness of what is happening out there and what to watch out for. Learn how the scams can reach you; what a "Pump and Dump Stock Scheme" is; and who is the typical victim of financial fraud. Gerri also shares the "5 Persuasion Tactics" that people use to scam you and how to get help if you are a victim of financial fraud. If you are a victim of financial fraud, please visit  SaveAndInvest.org. Gerri Walsh is Senior Vice President of Investor Education at the Financial Industry Regulatory Authority (FINRA). In that capacity, she manages FINRA's investor education initiatives, including developing and implementing new programs, creating interactive tools for investors, publishing print and online educational materials, and coordinating with government and non-profit partners. She also serves as President of the FINRA Investor Education Foundation, where she manages the Foundation's grant making and programmatic efforts to educate and protect investors. Her work focuses especially on research to advance understanding of the relationships among financial literacy, financial capability and financial well-being; leveraging distribution channels to distribute effective, unbiased financial education resources; and incubating scalable, sustainable programs focused on traditionally underinvested groups of Americans, including young adults, women, Native Americans and members of the U.S. military. She joined FINRA in May 2006. Prior to joining FINRA, Ms. Walsh was Deputy Director of the Securities and Exchange Commission's Office of Investor Education and Advocacy (OIEA) and, before that, Special Counsel to the Director of OIEA. She also served as a senior attorney in the SEC's Division of Enforcement, investigating and prosecuting violators of the federal securities laws. From 1989 to 1994, Ms. Walsh was an associate with Hogan & Hartson (now Hogan Lovells LLC), a Washington, DC law firm. She received her J.D. from NYU School of Law in 1989 and her B.A. from Amherst College in 1985. She is a member of the New York and District of Columbia bars. She volunteers on the Board of Gifts for the Homeless, Inc. (a non-profit organization dedicated to helping the homeless in the greater DC area). PART TWO: Building Your Biz Beyond The Launch with Joey Sargent--starts at 18:16 Joellyn Sargent, Founder and President of Claravon Consulting and author, shares advice for businesses who are beyond the launch.  Here are some of the topics she addresses in this show:  the importance of a website; how to find a social media expert; the importance of using social media and social listening; the necessity of having a blog; how to find keywords and content marketing, and the benefit of curating articles. Joey recommends looking at the website hashtagify to learn more about using the best hashtags and you can learn more about Joey at Claravon Consulting, and connect with her on LinkedIn and Twitter. Also, check out her books on Amazon. Joellyn ‘Joey' Sargent provides strategic counsel to leaders in businesses ranging from start-ups to Fortune 100 companies. Her clients consistently achieve significant perf...

- Gerri Walsh, Senior VP Of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, Sr. VP of Investor Education at FINRA - Please call 1-800-388-9700 for a free review of your financial portfolio

- Gerri Walsh, FINRA President - Please call 1-800-388-9700 for a free review of your financial portfolio