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PODCAST

The Important Part: Investing with Liz Thomas

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

business investing

All Episodes

49:45

Beth Pinsker on the Retirement Crisis Hiding in Plain...

The Important Part: Investing with Liz Thomas ·

2025/10/29

Beth Pinsker thought she was ready for anything. As a certified financial planner, MarketWatch columnist, and retirement expert, she understands what it means to plan for the future. Then her mom got sick — and suddenly, everything she thought she knew went out the window. In this powerful episode, Beth opens up about the painful choices she faced, the moment she nearly crossed a line, and the three legal documents that could have spared her family months of stress. For anyone who might one day care

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40:06

Why Dan Ives Thinks this AI Boom Is Not Your...

The Important Part: Investing with Liz Thomas ·

2025/10/15

Dan Ives—Wall Street's most colorfully dressed tech bull—shares why the AI party is just getting started. As Managing Director and Global Head of Technology Research at Wedbush Securities, Dan predicts that autonomous vehicles will be so widespread, your kids won't need driver's licenses by 2029, and, he thinks, humanoid robots will be in millions of homes. Unlike the late '90s dot-com bubble built on PowerPoint dreams and venture capital fumes, this revolution is bankrolled by tech giants sitting

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52:34

Revisiting: Tackling Personal Finance with Brandon...

The Important Part: Investing with Liz Thomas ·

2025/07/16

This episode originally aired on September 12, 2024.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

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37:57

Revisiting: A Successful Transition to Investing with...

The Important Part: Investing with Liz Thomas ·

2025/06/18

This episode originally aired on Feb 20, 2024.Steve Young is most well known for his NFL accolades, but since his retirement from the 49ers he’s built another type of empire as Partner, Chairman and Co-founder of private equity firm, HGGC. In this episode, SoFi's Head of Investment Strategy Liz Thomas sits down with Steve to discuss his career transition into business, what it takes to evaluate a new investment, and what alternatives can bring to the game. For more, read Liz’s column every

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54:00

Communicating Finance and Strategy with Confidence...

The Important Part: Investing with Liz Thomas ·

2025/05/14

How does one start a career in investment strategy? For that matter, what IS an investment strategist? In this special episode, host Liz Thomas gets on the other side of the mic in conversation with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian and Liz discuss her career evolution, from early career pivots, to what she does as an investment strategist, to how to communicate ideas in finance effectively. Liz Thomas is the Head of Investment Strategy at SoFi. Prior to

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51:16

Ambitious Leadership with Anthony Noto

The Important Part: Investing with Liz Thomas ·

2025/04/16

Anthony Noto’s path to becoming CEO at SoFi was anything but linear. But along the way, he learned the lessons and wisdom that helped him lead SoFi to where it is today. In this special episode, host Liz Thomas sits down with SoFi CEO Anthony Noto to talk about his ambitious goals for the company. Anthony and Liz discuss how his time at West Point shaped his leadership style and values, his decision-making framework, and the importance of aligning personal and company goals.Before his tenure as CEO

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45:32

Preparing for Tax Season and Beyond with Brian Walsh,...

The Important Part: Investing with Liz Thomas ·

2025/03/11

Benjamin Franklin once wrote that “nothing can be said to be certain, except death and taxes.” And with tax season’s arrival, being certain about what you owe and planning ahead will save you both frustration and funds.In this episode, we discuss all things taxes with Brian Walsh, a.k.a. “Dr. Money,” Head of Advice and Planning at SoFi. Brian talks about tips for preparing for tax season, how to be strategic with taxes surrounding investments, as well as how best to balance short and long-term goal

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56:41

Empowerment through Financial Literacy with Courtney...

The Important Part: Investing with Liz Thomas ·

2025/03/06

The ratification of the Equal Credit Opportunity Act, or ECOA, 50 years ago marked the end of illegal lending practices that discriminated against borrowers based on their race, sex, age, religion, national origin, marital status, and source of income. Financial inequality, however, is still a persistent issue in the United States. One solution to this ongoing issue is closing the education gap when it comes to topics surrounding financial literacy.In this special episode, we sit down with Courtney

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53:12

Investing with Emotional Intelligence with Brian Portnoy

The Important Part: Investing with Liz Thomas ·

2025/01/31

Conventional wisdom claims that mixing emotions with financial decisions can lead to poor, even impulsive decisions. But what if we instead viewed emotions as super powers that we can harness to not only make wiser, but more meaningful choices for ourselves and our financial goals?In this episode, we sit down with Brian Portnoy, author and founder of the financial advisor coaching and e-learning platform Shaping Wealth. The lessons on Shaping Wealth apply wisdom from psychology, behavioral science,

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35:54

2025 Outlook Q&A

The Important Part: Investing with Liz Thomas ·

2025/01/09

To kick off 2025, SoFi’s Head of Investment Strategy Liz Thomas dives into listeners’ biggest questions about the year ahead, such as: what happens if liquidity coming out of markets decreases? How will the Fed respond if inflation rates remain high? Is buying gold a good investment in 2025? Get thoughtful insight on all of these questions and more in this special bonus episode.For more, read Liz’s column every Thursday at On The Money by SoFi, sign up for the SoFi Daily Newsletter, and follow Liz

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37:57

Market Insights from the Luxury Consumer with Emily...

The Important Part: Investing with Liz Thomas ·

2024/12/20

Consumer spending is the heart of the US economy—more specifically, spending by high-income, or luxury, consumers. These luxury consumers are optimistic about the economic landscape, and how and what they spend their money on reflects this attitude. But while not everyone can spend like a luxury consumer, can their attitudes provide economic insight for the rest of us?Just in time for the holiday shopping season, this episode we talk with Emily Essner, the Chief Marketing Officer for Saks Fifth

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51:18

Today’s Big Bets on Disruptive Innovation with Cathie...

The Important Part: Investing with Liz Thomas ·

2024/11/25

AI, BioTech, Robotics – these are technologies that will change the world. But how and where do the opportunities live within these sectors? Where are investors taking their big bets? This episode, we’ll hear from Cathie Wood, Founder, CEO, and CIO at ARK Investment Management, LLC. Ark’s funds are known for taking big bets on “disruptive innovation,” meaning tech companies at the forefront of innovation.Cathie founded Ark back in 2014. She started her career at The Capital Group, and has spent

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38:45

The Biggest Bull on Wall Street with Brian Belski

The Important Part: Investing with Liz Thomas ·

2024/11/04

The market may go up, down, or even sideways, but one thing remains constant—Brian Belski is the Biggest Bull on Wall Street. Brian joins SoFi’s Head of Investment Strategy and Host Liz Thomas to talk about what’s making him confident in the resiliency of the current bull market. Brian is famous for his positive view on markets and is a frequent commentator on CNBC, Fox Business, and Bloomberg. He is Chief Investment Strategist at BMO Capital Markets and leads the Investment Strategy Group with his

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37:24

Investing in “I Do” with Tim Chi

The Important Part: Investing with Liz Thomas ·

2024/10/09

For many, their wedding day is the day they’ve dreamt of since childhood. What people haven’t dreamt of is the cost of making that dream a reality, let alone how to pay for it. In this episode, SoFi’s Head of Investment Strategy and Host of The Important Part Liz Thomas talks with Tim Chi, CEO of The Knot Worldwide. Tim shares insights about financial planning for weddings from his extensive background in the industry, how the pandemic changed wedding planning, and balancing financial and emotional

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51:24

Tackling Personal Finance with Brandon Copeland

The Important Part: Investing with Liz Thomas ·

2024/09/12

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

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38:51

Revisiting: Keeping a Level Head with Ben Carlson

The Important Part: Investing with Liz Thomas ·

2024/08/30

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

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39:22

What’s Next for the Housing Market with Skylar Olsen

The Important Part: Investing with Liz Thomas ·

2024/07/23

Should you buy or rent? When will home prices go down? Where is housing most affordable? To get insight on these questions, Sofi’s Head of Investment Strategy and Host Liz Thomas welcomes back Dr. Skylar Olsen, the Chief Economist at Zillow. Dr. Olsen discusses how supply shortages, high mortgage rates, and changing demographics are affecting not just home prices, but rental markets, and how the housing market is evolving in the post-pandemic years. The two talk regional variations, the impact of

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35:54

Liz’s Mid-Year Outlook

The Important Part: Investing with Liz Thomas ·

2024/06/17

With the first half of 2024 behind us, host and SoFi’s Head of Investment Strategy Liz Thomas lays out what she expects to see in the second half. This episode, Liz addresses listener questions, covering themes like: what isn’t getting the attention it should, how historical trends are getting disrupted this cycle, and the market sectors that could be poised to do well.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

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43:20

Making Financial Freedom Attainable with Jeremy...

The Important Part: Investing with Liz Thomas ·

2024/05/30

Listeners—we want to hear from you! If you love The Important Part and would be interested in having a conversation with one of our team members about the show, fill out this form.Early retirement. Financial freedom. For many, these are goals that can feel aspirational and unattainable. But are they really out of reach? SoFi’s Head of Investment Strategy Liz Young sat down with entrepreneur and Personal Finance Club founder Jeremy Schneider to talk about what it takes to build wealth at any level

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42:52

Unleashing the Power of Female Investors with Cary...

The Important Part: Investing with Liz Thomas ·

2024/04/17

By 2030, it’s expected two-thirds of the wealth in the United States will be controlled by women. So why is investing currently such a male-dominated industry? What do women new to investing need in order to feel confident entering the market? SoFi’s Head of Investment Strategy Liz Young sits down with Cary Carbonaro, bestselling author and Senior Vice President and Director of Women and Wealth with ACM Wealth, to uncover the most important things women need to know about investing, what it takes to

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