Unpack Finance – Details, episodes & analysis

Welcome to Season 1 of Unpack Finance. This episode replaces the original "Welcome to Unpack Finance" episode released in 2021. This episode explains what Unpack Finance is for new listeners and gives some updates and changes to the show for past listeners. Appreciate your time and hope this show helps you!

Tweet me! @kerrikozol @unpackfinace

For more information on the show or for inquires, please visit:

www.unpackfinance.com

Please read our disclaimer here:

unpackfiannce.com/disclaimer

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 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