Unpack Finance

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 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 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.

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 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 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

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

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

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 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

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

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

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

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

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

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

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

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.

Tune in January 1st 2021 for the first episode of Unpack Finance.

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