Building Wealth in Your 20s: Resources From a Financial Advisor

4 minute read

This week, we released a podcast episode with Cameron Rogers, a Private Wealth Advisor at Ellevest (you can find it here). While this episode is one of our longest ones yet and has a wealth of information, we understand that money is a very broad — and let’s be honest, scary — topic. It’s hard to even know where to start if you’re new to topics like investing and growing wealth. So, we asked Cameron for her favorite resources for learning about money. From finding a financial advisor to learning about the best high yield savings accounts, here are her top picks for websites, podcasts, and newsletters.

P.S. — The Reimagined team actively use most of these resources as well!

Where to start when you’re thinking about investing: 


Ellevest’s website and membership offerings
  • Ellevest“A financial company by women for women.” Ellevest is working to “put more money in the hands of women” and a membership opens the door to “financial planning, career coaching, investing and banking.” Through Ellevest’s many resources online and on their app, they ultimately are built to help you achieve financial wellness and meet your money goals. Memberships start as low as $1 a month. 
Example article from Nerd Wallet on Best College Student Credit Cards
  • NerdWallet
    • NerdWallet’s mission “is to provide the tools, information, and insight people need to navigate all of life’s financial decisions.” Their website offers “objective advice, expert info and helpful tools to answer your money questions” on a range of topics including credit cards, investing, loans, mortgages, travel and more. For example, they provide rankings of the best credit cards on the market or calculators to determine things like your budget or net worth, to name just a few of their offerings.
  • Zoe Financial
    • If you’re looking for a financial advisor, but don’t know where to start, Zoe Financial was created to offer a “transformed wealth management experience.” By just answering a few questions, you will be connected with an advisor that is best matched for your unique financial situation. This advisor will be part of Zoe’s “curated network of independent, fiduciary, commission-free financial advisors and financial planners.” In addition, Zoe Financial’s website offers learning resources, as well. 

Podcasts (Spotify linked but on other platforms too)

  • The Prof G Pod“We live in a winner-take-all economy that’s bifurcating into those who are part of the innovation economy and those who aren’t. Every week best-selling author, professor and entrepreneur Scott Galloway answers questions from you (his listeners) on who’s winning and losing, and how you can get ahead. Other professors, practitioners, and entrepreneurs join Scott to contribute ideas, alternate opinions, and insights to help you thrive at work. Tune in for a no mercy, no malice take on how you can level up your game in the world of business.”
Source: Vox Media
  • Pivot
    • “Every Tuesday and Friday, tech journalist Kara Swisher and NYU Professor Scott Galloway offer sharp, unfiltered insights into the biggest stories in tech, business, and politics. They make bold predictions, pick winners and losers, and bicker and banter like no one else. After all, with great power comes great scrutiny. From New York Magazine and the Vox Media Podcast Network.”
  • The Indicator from Planet Money
    • “A little show about big ideas. From the people who make Planet Money, The Indicator helps you make sense of what’s happening today. It’s a quick hit of insight into work, business, the economy, and everything else. Listen weekday afternoons.”
  • Business Casual
    • “Join Morning Brew for candid conversations with the biggest names in business. Journalist Nora Ali and comedian Scott Rogowsky ask industry leaders the questions you wish you could ask yourself. Episodes drop every Monday and Thursday. Presented by JobsOhio.”
  • WSJ What’s News
    • “What’s News brings you the headlines and business news that move markets and the world—twice every weekday. In 10-12 minutes, get caught up on the best Wall Street Journal scoops and exclusives, with insight and analysis from the award-winning reporters that broke the stories. Hosted by Annmarie Fertoli and Marc Stewart.”

Daily digestible newsletters (straight to your email!)

Example of an email newsletter from Broadsheet
  • Bloomberg – 5 Things to Start Your Day
    • “Get up to speed with the most important business & markets news each morning in [Bloomberg’s] Five Things roundup.”
  • Morning Brew
    • “Become smarter in just 5 minutes. Get the daily email that makes reading the news actually enjoyable. Stay informed and entertained, for free.”
  • Robinhood Snacks
    • “Your Daily Dose of Financial News. The 3-minute newsletter with fresh takes on the financial news you need to start your day.”
  • Axios
    • “News, scoops & expert analysis by award-winning Axios journalists.” 
  • Broadsheet
    • “For and about the world’s most powerful women.”
  • Money Stuff
    • “All things Wall Street and finance from Bloomberg Opinion’s Matt Levine.”
  • DealBook
    • “The most crucial business and policy news you need to know from Andrew Ross Sorkin and team [at the New York Times].”