Ally Invest Digital Conference - The New Look of Wealth
6 videos • 291 views • by Ally What do we mean when we talk about wealth? How does your background affect the way you view building wealth? What practical steps can you take today to start creating your own financial legacy? Tune in to The New Look of Wealth to hear answers from our in-house pros and third-party experts. During the conference we’ll cover different meanings of wealth, how to build your own legacy and how social media has shaped the way we think about money. Kickoff Lindsey Bell (Ally Invest) Redefining Rich Lindsey Bell (Ally Invest), Jackie Koski (BetterInvesting) & Joy Lere (Shaping Wealth) The definition of wealth is different for everyone. It's not just the dollar in your bank account – it could be your time, freedom, power or influence. Knowing what wealth means to you is crucial when thinking about your own journey, and there can be pitfalls in getting it wrong. In this panel, you'll hear from Ally Invest's Lindsey Bell, BetterInvesting's Jackie Koski and Shaping Wealth's Joy Lere on how to define what's enough and plan your very own "rich" life. Money, Priorities, and a Pandemic Emily Shallal (Ally), Nicole Cope (Ally Invest) & Frank Lietke (Ally Invest) COVID flipped the world and our wallets upside down. Markets soared and home prices surged, but unemployment lines grew and the wealth gap widened. Now, the way we think and talk about money has changed, and some of us are still picking up the pieces. Listen in as Ally Invest's own money experts discuss the new look of wealth and how it could impact your own investing journey. Money Talks: Social Media’s Influence Jaspreet Singh (Minority Mindset) & Lindsey Bell (Ally Invest) Money can be an awkward topic of conversation in real life, but social media is bringing this conversation to the forefront. Money influencers have topped podcast and YouTube rankings by talking about their approach to investing and budgeting. Learn from an influencer what it took for them to gain 'influencer' status and how they believe social media can be used to benefit your financial life. Investing in Your Legacy Jacqueline Howard (Ally Invest), Erika Blair McGrew (Advocacy Wealth Management) & Gail Perry-Mason (Oppenheimer & Co. Inc.) Your background has an impact on your journey to wealth. Oftentimes, your background may make you feel like there too many obstacles on the path to generational wealth. You aren't alone. Family, careers, future business plans, and your legacy are all at stake. There isn't a one size fits all answer, but that doesn't mean you aren't capable of taking a journey down the path of generational wealth. Learn different ways to build wealth from Erika Blair McGrew, Gail Perry-Mason, and Ally Invest's Jacqueline Howard. Financial Advisors: Are They Worth It? Nicole Cope (Ally Invest), Brian Overby (Ally Invest) & Alex Chalekian (Lake Avenue Financial) When it comes to building wealth, the journey is as important as the destination. Life can make it tough to stick to money goals years down the road, and you need somebody you can trust to lead you down the path. But it's easier than ever to go it alone with your own research, and advisors get a bad rap these days. Listen as Ally Invest's Nicole Cope, Brian Overby, and Lake Avenue Financial’s Alex Chalekian answer your burning questions about paying for advice, and when it could make sense to take the plunge. Closing Thoughts Lindsey Bell & Brian Overby (Ally Invest) #investconference #freeconference #digitalconference #allyinvest