Money Assistant with Nicole Lapin and Nicole LApIn

Today’s guest, Susan, has never ever invested before and wants to get started. Nicole explains how to open a brokerage account (the account you need to start investing), and Magnifi helps Susan create an optimized portfolio for her very first investments. If you want to get started in the market, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.

Today's guest is someone who might sound quite familiar. She describes the checklist she's used to determine whether she's ready to buy a house, and Magnifi helps her create a financial roadmap that will lead her to homeownership. To create your own plan for homeownership, go to moneyassistant.com and meet Magnifi, your AI money assistant, designed to help you make a plan for your financial goals.

Today’s guest, Anna, just had her first kid and she’s wondering if she should open a 529 plan (a tax-advantaged account for tuition costs). Nicole explains the plan's benefits and what would happen to the account if Anna’s daughter doesn’t go to college. Magnifi helps Anna create an optimized portfolio that would give her the best chance at having tuition saved in full by the time her daughter is ready for freshman year. If you want to make a college fund for your kiddos, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.

Today's guest, Morgan, started investing through her company's 401(k), where she had little input into which stocks were chosen for her portfolio. Now, she has the reins and wants to see how she can make her portfolio more strategic and lucrative. Magnifi helps Morgan analyze her portfolio, and generate other investing options that could have more returns. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.

Today's guest, Jake, wants to buy a house— but he's not sure if he can afford it. Nicole helps Jake think through whether it makes financial sense for him to buy a house, or if he's just trying to keep up with the Joneses. Magnifi helps Jake build a portfolio to invest towards his downpayment, and a realistic timeline for getting his dream home. If you want to check your own retirement progress, have your very own chat with Magnifi and download the Magnifi app at moneyassistant.com.