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Tackling Personal Finance with Brandon Copeland
Tackling Personal Finance with Brandon Copeland

Tackling Personal Finance with Brandon Copeland

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So you’ve graduated college and landed your first job. But along the way, no one told you about what a 401k is, or how to make a large home goods purchase, or even how to start making your money work for you. To make sure you don’t fumble, SoFi’s Head of Investment Strategy and Host Liz Thomas welcomes back Brandon Copeland, retired NFL player, founder, and now author of the new book, ‘Your Money Playbook: How to Earn More, Build Wealth and Win At Life.’ Brandon discusses his goals in writing a book on personal finance, and his passion for financial education that is accessible to all. The two also talk about the saving and spending habits Brandon developed while in the NFL, the unique syllabus for his University of Pennsylvania Life 101 course, and the importance of having financial accountability buddies in your life. 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: (00:00) Introduction to The Important Part (01:37) Why Brandon wrote his book (07:47) The value of having a financial advisor (11:33) Investing as the most important thing to get right (13:49) The appetite for risk for young investors (16:48) What Brandon learned about personal finance in the NFL (21:20) Personal finance lessons best learned early (28:16) How Brandon managed his money in the NFL (31:50) Key resources for learning about personal finances (37:14) Life 101: The syllabus (42:11) Brandon’s transition from football player to CEO/Founder (44:54) When Brandon decided to educate others on personal finance (48:21) Key takeaways and conclusion Recommended reading: How to Manage Your 401(k): Tips for All Investors Risk Tolerance Quiz: How Much Risk Are You Willing to Take How to Choose a Financial Advisor Additional resources: 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. 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: 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.

Tackling Personal Finance with Brandon Copeland

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