Revisiting: Keeping a Level Head with Ben Carlson

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The Important Part: Investing with Liz Thomas

SoFi

53 episodes

1 week ago

Every investment is a high-stakes decision made without certainty. How do the world's most successful investors and business leaders navigate risk, tolerate failure, and stay agile when everything changes? And what can be learned from their insights? Liz Thomas, SoFi's Head of Investment Strategy, sits down with influential leaders to unpack the pivotal decisions that shaped their careers and portfolios, and wade through the noise to get to the important part. Liz speaks with top voices in finance, business, academia, and media armed with knowledge to help listeners achieve their financial goals. Investing isn't just about picking stocks. It's about defining your relationship with risk, learning from failure, and staying resilient. For more, read Liz’s column every Thursday on SoFi’s website, sign up for On the Money, SoFi's financial literacy newsletter, and follow Liz on Twitter @LizThomasStrat. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2025 Social Finance, Inc. All Rights Reserved.

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Investing

Business,

Entrepreneurship

Revisiting: Keeping a Level Head with Ben Carlson

The Important Part: Investing with Liz Thomas

38 minutes

1 year ago

Revisiting: Keeping a Level Head with Ben Carlson

How can individual investors learn to navigate all the resources and information available? Is real estate still a worthwhile investment in a volatile market? What role can social media play in informing your investment choices? This episode, we’ll hear from Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth Management. Author of four books and the blog A Wealth of Common Sense, Ben Carlson has a gift for whittling down market complexities into simple solutions. He and Liz discuss the importance of not getting swept up in market fads, establishing a set of rules for your portfolio, and what it looks like to weather market extremes. For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz on Twitter @LizThomasStrat. Notable mentions in the episode: (02:58) The market’s problems are complex, but the answers can be simple (07:32) Investor psychology - how can individual investors manage their emotions? (15:50) Reliable resources for individual investors (20:50) One of the most common mistakes individual investors make (23:19) The status of real estate investing (31:09) How to weather a bear market storm (34:41) Liz’ takeaways from the interview Recommended reading: How to Trade ETFs: A Guide for Retail Investors 10 Tips for Investing Long Term Investing for beginners: Considerations and Ways to Get Started Additional resources: The SoFi Daily Podcast: 5-minute daily episodes covering the latest business, economic, and stock market news you need to start your day. The SoFi Daily Pod is available on Apple and Spotify, or wherever you get your podcasts. The SoFi Daily Newsletter: Sign up for the SoFi Daily to receive the latest financial news in your inbox every day. Investing 101 Center: At SoFi, we believe investing is for everyone — which is why we’ve created a hub with info for beginners and experts alike. Start exploring to get investment education, advice, resources, and more. Wealth Investing Guide: The information you need to know to make your money work harder for you. This podcast should be used for informational purposes only and not deemed as a recommendation. Our Automated investing is via SoFi Wealth LLC, and is a registered investment advisor. Our Active investing is via SoFi securities LLC, member FINRA/SIPC. For additional disclosures related to the SoFi Invest® platforms, please visit www. SoFi.com/Legal. ©2024 Social Finance, Inc. All Rights Reserved.