Episode 65 - IPOs Explained

In this returning episode of The Momentous Wealth Podcast, hosts Isaac Pisarczyk and Brayden Disbrow break down everything you need to know about Initial Public Offerings (IPOs). From the seven-step IPO process to the role of underwriters, pricing, and SEC review, we cover the technical mechanics behind going public. We also dive into the investor side — due diligence, lockup periods, volatility, and when new IPOs join indexes like the S&P 500. With companies like SpaceX, OpenAI, and Anthropic making headlines, there's no better time to get educated. Tune in for a clear, relatable guide to navigating the world of IPOs! Want a clearer picture of your finances? Our free guide, The 5 Pillars of Financial Success, covers the five areas that shape your financial life (investments, planning, tax, estate, and risk) and how they fit together. Download it here: https://www.momentouswealth.com/5-pillars-guide Sources: Charles Schwab – "What Is an IPO? Initial Public Offerings Explained" https://www.schwab.com/learn/story/what-is-an-ipo Charles Schwab – "What to Know About IPOs" https://www.schwab.com/learn/story/ipo-basics-what-to-know-before-investing Fidelity – "Investing in IPOs" https://www.fidelity.com/learning-center/trading-investing/trading/investing-in-ipos Fidelity – "How to Participate in an IPO" https://www.fidelity.com/customer-service/how-to-participate-in-an-ipo SoFi – "What Is the IPO Process?" https://www.sofi.com/learn/content/what-is-the-ipo-process/ SoFi – "Navigating the IPO Lock-Up Period" https://www.sofi.com/learn/content/navigating-ipo-lock-up-period/ Vanguard – "Help Clients Stay Grounded on Moonshot IPOs" https://advisors.vanguard.com/insights/article/help-clients-stay-grounded-on-moonshot-ipos