HeyJaredFinancial Strides
Join hosts Kim and Emily as they guide you through practical financial wellness, from understanding investment basics to balancing today's enjoyment with tomorrow's security.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 16, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 24, 2026
Latest episodes
13 Fraud, Scams, and Deception (opens the original)
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Compliance Kim takes the wheel for a topic close to her heart: fraud. Drawing on FINRA's national research and real cases from their own firm, Kim and Emily share true stories, including one where a fraudster opened an account and beat two-factor authentication, to show how scams actually unfold and what to do the moment something feels off.
12 What Do I Actually Put In This Account? (opens the original)
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One year in, Kim and Emily celebrate the podcast’s anniversary by getting back to basics: what should you actually put in that Roth IRA or brokerage account once it’s open? They break down stocks, bonds, mutual funds, and ETFs in plain English, then tackle riskier terms like margin and short selling so you know what you’re hearing about before you ever try it.
11 What to Expect With an RIA (opens the original)
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Kim and Emily tackle a question they hear constantly: How do I know I'm ready to work with an advisor? The answer, they explain, isn't a dollar amount. It's a feeling, paired with the willingness to get organized. They walk through the prep work that comes before you ever pick up the phone, gathering statements, defining your goals, and figuring out your risk tolerance, so you walk into an interview knowing what you want instead of being talked into something you don't. They also build out a ful
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