MTI127: Investing in Private Equity, with Douglas McCormick

Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours!

Private equity is a security that isn’t on the public exchange. The two most common types are venture capital and buyouts/leverage buyouts.

Private equity is a rapidly growing asset class. Its impact on the business community is slated to increase. But is it right for you?

Our panelists discuss the pros and cons of dealing in private equities.

 

Today’s episode is sponsored by BUZZ Index

 

 

 

 

Today’s Guest

Douglas McCormick is Co-Founder and Managing Partner at HCI Equity Partners.

He recently authored the book “Family Inc.: Using Business Principles to Maximize Your Family’s Wealth

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Adulting.tv
Doug Goldstein | Rich as a King
Joe Saul-Sehy | Stacking Benjamins

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips…. even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered – and if you ARE online, you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month!

Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

MTI126: Are Your Emotions Screwing Up Your Investing Plan? with T. Michelle Jones

The DOW recently broke the 20,000 mark. How does that make you feel?

T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotions get in the way of our investing plans and how to stay grounded when things get exciting in the market.

Then our roundtable chats about buying high, keeping our winners, and why we pay so much attention to the movement of the DOW when it’s only 30 companies.

Today’s episode is sponsored by BUZZ Index

 

 

 

 

Today’s Guest

T. Michelle Jones, CFP, is Vice President & Portfolio Manager at The Bryn Mawr Trust Company. You can contact her by email or connect on LinkedIn.

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Joe Saul-Sehy | Stacking Benjamins
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Goldstein on Gelt

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

About our sponsor, BUZZ Index

Ever wonder if there were a way to capitalize on all of that online chatter made by millions of investors on social media? Well, your wait is over, because now advances in Artificial Intelligence and Natural Language Processing technologies are at your fingertips….even if you personally don’t use social media! The BUZZ Index, licensed to an exchange traded fund and trading under ticker symbol BUZ, provides investors with a portfolio of securities that delivers a basket of large cap U.S. equities exhibiting the highest degree of positive investor sentiment. No surveys. No guessing. BUZ only tracks what’s volunteered….and of you ARE online….you know that a lot of information is volunteered: millions of posts, comments and blogs are analyzed each month! Here’s how it works:. First, BUZZ targets the most mentioned large cap U.S. stocks across the Social Media landscape. The more active the conversation, the greater the reliability of the BUZZ.

Each of the most-mentioned stocks is then given an insight score based on BUZZ’s proprietary analytics and the 75 stocks with the most Bullish scores are included in the Index. Each month the BUZZ is tracked to capture the latest Big Data driven insights and then the 75 companies with the most Bullish scores are selected, positioning BUZZ to capture the highest return potential.

Invest in the wisdom of crowds. Visit MoneyTreePodcast.com/BUZZ for more information.

MTI125: Listener Letters – Tax Advantages of Roth IRA vs Traditional, Using Insider Trading News, and Reallocating ETFs

It’s our favorite time again where we answer your letters.

Scott wants to understand: “By being taxed on deposit into the Roth, I lose out on compounding interest on the taxed portion. Under normal conditions, would the sum of the taxed money with it’s compounding interest be more than if I got taxed on withdrawal from a traditional IRA?”

Justin wants to know how much attention he should give to news of insider trading (the legal kind)?

Michael has $500 a month to invest in his Roth IRA. Which of his 11 funds should he put it towards?

And Hunter asks: “Would it be smarter to split his money into an index fund and my retirement fund each month?”

 

Send us your questions for a future Listener Letters episode

 

Today’s Panelists

Doug Goldstein | Rich As A King
Joe Saul-Sehy | StackingBenjamins.com
Linda P. Jones | Be Wealthy and Smart

Miranda Marquit | Student Loan Hero

For a quick bio of each of our show participants,  head on over to our panelist page.

 

MTI124: Selling the Big House to Get Out Of Debt Faster

Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for a house when all they really wanted to do was travel.

What started as a silly idea somehow took hold in their brains: tiny living.  Claudia and Garrett have taken what may seem like drastic measures to fight lifestyle inflation and pay off debt.

After spending thousands to remodel their kitchen, they sold the “big house” to downsize. What else have they done? Listen to the interview to find out.

More about Claudia and Garrett’s Journey:

Read more of their story at http://www.twocuphouse.com
Follow them on Twitter @TwoCupHouse

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI123: Money Moves for the New Year with Maria Bruno from Vanguard

Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017.

  • Should we be saving instead of investing?
  • How much should we be investing?
  • What about re-balancing?

While every person’s finances are different, there are logical choices to be made from our decisions to invest.

Listen in to sage advice. Then, in our panelist discussion, Doug gets into it with Joe about setting milestones. You won’t want to miss this!

 

Resources:

Vanguard.com
Vanguard’s Press Room

 

Today’s Panelists

Miranda Marquit | Adulting.tv
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | StackingBenjamins.com

Doug Goldstein | Profile-Financial

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode.

 

MTI122: Listener questions what to do with $100k and why index investing RULES!

We are back and in full force for your investing questions.

  • Chris is 25 years old and inherited $100,000. How should he invest it without putting it into retirement savings?
  • Sarah wants to understand the method of Tax Loss Harvesting.
  • Javier wants to know about sites like WeFunder, a crowdfunding site that allows everyday people to invest in startups.
  • And Chris (a different Chris) asks “Are there any dangers investing in index funds?”

Of course, there is more but you need to listen to the entire episode for all the money tree investing goodness.

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds
Doug Goldstein | Rich As a King
Joe Saul-Sehy | Save50.org

 

For a quick bio of each of our show participants, head on over to our panelists page.
Send us your questions for a future Listener Letters episode

MTI121 REWIND: Mistakes in Investing, with Phil Ash

Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns.

Then our panelists discuss their “favorite” mistakes.

About Phil Ash:

Formerly of Baton Investing, a stock-picking app that claims to have beat the market by more than 300% since 2003 and takes just 30 seconds a month to use.

Phil is now President of InvestingDaily.com, a team of top investment analysts seeking to create the finest financial advisory services possible.

You can contact Phil through his website, CapInfoGroup.com or on Twitter @PhilAsh

Topics covered include:

•    Major investing mistakes that you might be making, including paying high fees (including for your 401(k)), paying off your mortgage early, letting your emotions rule you, and more
•    How a bucket strategy can help you avoid certain investing mistakes and keep you on the right track
•    How you can avoid the same investing mistakes made by most other investors and see solid returns over time
•    Why the most important thing you can do for your portfolio is to just get started with investing

Resources:

•    Learn about the great mortgage debate from our Buy vs Rent episode with Jason Hull
•    Find out more about the bucket strategy and time-based investing goals from our episode with Robert Farrington

Today’s Panelists
•    Miranda Marquit | Planting Money Seeds
•    Joe Saul-Sehy | Stacking Benjamins
•    Andrea Travillian | Take a Smart Step

For a quick bio of each of our show participants, head on over to our panelists page.

Next week we answer YOUR LETTERS! Send us your questions for a future Listener Letters episode

MTI120 REWIND: Rent vs Buy with Jason Hull

Just because we are on vacation doesn’t mean we’ve forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so popular that we are bringing this popular episode back to you today.

Our guest is Jason Hull, a CFP and creator of MyFinancialAnswers.com

Topics covered include:

  • Benefits of owning a home- tax code, forced savings, psychological benefits, security and more.
  • Drawbacks of owing – costs, mobility, growth.
  • How to decide if you should buy or rent.  Including lifestyle, long term goals, expenses and location considerations for buying a home.

Resources:

 

Today’s Panelists

For a quick bio of each of our show participants, head on over to our panelists page.

MTI119 REWIND: Selling on CraigsList and Why Budgets Are Sexy, with J. Money

We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away.

J. Money from BudgetsAreSexy.com shares funny stories of walking 2 blocks to sell something on Craigslist – only to have it break on the way over there!

He also talks about making money with online business and managing it with a sexy budget.

Enjoy!

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Rich As A King
Joe Saul-Sehy | StackingBenjamins.com

For a quick bio of each of our show participants,  head on over to our panelist page.

Send us your questions for a future Listener Letters episode

MTI118: How to Not Run Out of Money In Retirement, with Jane Bryant Quinn

Are you close to retirement without adequate savings? Jane Bryant Quinn’s most recent book, How to Make Your Money Last, addresses this problem for those facing retirement and those in retirement.

Social Security, working longer, and how large of a portion bonds should have in your portfolio are the topics of discussion today. Then our esteemed panel adds their commentary with more great nuggets of wisdom.

Jane Bryant Quinn:

A nationally recognized commentator on personal finance and writes for AARP.

She has written numerous books, her most recent being “How to Make Your Money Last”, available now on Amazon or her website, JaneBryantQuinn.com

Today’s Panelists

Doug Goldstein | Rich As A King
Linda P. Jones | Be Wealthy and Smart

Miranda Marquit | PlantingMoneySeeds.com
Joe Saul-Sehy | StackingBenjamins.com

For a quick bio of each of our show participants,  head on over to our panelist page.

Send us your questions for a future Listener Letters episode