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Money Tree Investing Podcast -Money Tree Investing Podcast

Money Stories and Investing Buckets with Jason Smith – MTI177

Challenging the traditional way of thinking about the bucket strategy, author  Jason Smith says you should have three buckets: Now, Soon, and Later.

He begins to explain with a story, then dives deeper into the Investing Buckets:

The Now Bucket is for safe and liquid money. This money is not used to invest, it’s to be set aside for emergencies and help you sleep better. Included in this bucket are small and large expenses that are planned. Are you about to retire? Jason says your Now Bucket should contain 12 months of living expenses.

The Soon Bucket is “money you may want to take a more conservative approach on because you may need to draw income or withdrawals sooner rather than later”, Jason says.

The Later Bucket is long-term growth and legacy planning. Jason says this bucket is not just for retirement, it also will cover the increased expenses a widow or widower will have from raising kids as single parent or increased income taxes because their filing status now raises their effective tax rate.

He also cautions against “Freak-out Risk“. Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Jason Smith

Jason Smith is Founder and President of Clarity 2 Prosperity. His book, The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement, covers more than just the three buckets.

Jason Smith’s Website: Clarity2Prosperity.com

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning Podcast in Apple Podcasts
Doug Goldstein | How to Subscribe to Podcasts on an iPhone
Linda P. Jones | Be Wealthy and Smart Podcast in Apple Podcasts
Miranda Marquit | Adulting.tv Podcast and Facebook Live

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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Choose the Right Financial Advisor with Joe Saul-Sehy – MTI176

Most people think picking an advisor means finding someone who can pick the best investments. Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals – not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Joe Saul-Sehy

Having been a financial advisor for more than 15 years, Joe now talks about money with thousands of listeners of the award winning Stacking Benjamins Show.

Website: StackingBenjamins.com

Twitter: @AverageJoeMoney

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Goldstein on Gelt
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

 

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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

How to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your Questions [MTI175}

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in.

Jim is an entrepreneur looking to hire a CFP who can also act as a personal CFO. Where should he go to find one?

Miles is great at saving money and investing. He has 401ks, a ROTH IRA, and a few places with cash. How can he maximize his money?

Christian moved in with his parents, has started a new job with good pay, and wants to buy his first home within a year. What is the best way to save for the down payment while managing student loans?

Chevron‘s mentor says to keep a percentage of income as liquid cash and put the remaining in investments. Is there a percentage or ratio one should keep liquid versus being invested?

Jan from Germany is worried about sector rates, regional distribution, and cap size. Cost averaging isn’t possible because he doesn’t invest in all of the positions regularly, thus creating higher transaction fees. Is it beneficial to neglect cost averaging effects by investing irregularly or is he going to continue paying higher transaction fees?

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s Panelists

Miranda Marquit | Adulting.tv HALP!
Linda P. Jones | Be Wealthy and Smart
Joe Saul-Sehy | Money in the Morning

 

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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

 

Investing in Gold with Rich Checkan [MTI174]

“Securities do not always prove good. Money is gold, and nothing else”.

This quote is attributed to J.P. Morgan in 1912. Does it still hold some truth today?

Rich Checkan is the president of Asset Strategies International. Doug asks him about the benefits of owning gold and does gold truly keep its value?

Then our panelists – who are worth more than their weight in gold – discuss the history of gold’s value in economies and where gold fits into an investment portfolio.

_______________________________________

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Rich Checkan

Rich Checkan is President of Asset Strategies International and offers a 24/7 trading platform for precious metals.

Website: www.assetstrategies.com

Twitter: @assetstrat

 

Today’s Panelists

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

 

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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Open a Child IRA, with Chris Carosa [MTI173]

Could a child invest enough by age 18 to have enough money at retirement – even if he/she never saved another dime?

Chris Carosa wants children to have a “Child IRA” available from birth – giving the money enough time to compound into $2.2 million dollars before they turn 70.

The minor has to have income, which he admits is difficult for a new born baby. However, Chris offers ways young children can earn a reasonable amount of earned income in which to invest.

Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Chris Carosa

Chris Carosa is an author, speaker, and entrepreneur on a mission to change the way people think about saving enough money for retirement. You can find more about the Child IRA or Chris at his sites below:

Child IRA website: www.childira.com

Personal website: www.ChrisCarosa.com

Twitter: @ChrisCarosa

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Planting Money Seeds
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 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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Wall Street Walkers: Build Wealth Without the Stock Market

Let’s be real. Stock funds are probably your best bet. This re-broadcast of MTI panelist Miranda Marquit’s podcast, Adulting.TV with Harlan Landes, presents other ideas for investing to build wealth.

This special presentation of Adulting.tv, originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

About the 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.

Why do Men and Women Approach Financial Planning Differently?

CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

About the 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.

Where to Invest $300 to $500 by Linda P. Jones

Learn 17 potential places to invest a small amount of money.

This is a special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://lindapjones.com/listener-q-where-to-invest-300-to-500

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

About the 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.

Build Wealth Faster (with David Osborn and Paul Morris)

Not sure how to manage your life so that you make money faster? David Osborn and Paul Morris are two men who know how to make PILES of money right now. They’ll talk about how to avoid money traps and how to accelerate your earning potential on today’s podcast.

This is a special presentation of MTI Panelist Joe Saul-Sehy’s podcast, the Stacking Benjamins Show, which originally aired on December 4, 2017 at www.stackingbenjamins.com/building-wealth-faster

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

About the 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.

Invest in Bitcoin, Roth IRA, and mREITs from Your Listener Letters – MTI168

Listener Letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

 

Drew: Investing in all the right ways, including the ESPP at his workplace. His company offers a 15 percent discount on the company stock, which he plans to sell the same day he acquires them. Is this a good idea?

 

Ivan: Ivan bought a mREIT, but didn’t quite understand all the intricacies of such an investment. We go through the definition of what a mREIT is and what to look out for.

 

Jason: Contemplating taking money out of his ROTH IRA before full retirement age. Is there any way he can avoid paying the penalty? Could he use Rule 72T?

 

Todd: I want to start a financial podcast about Bitcoin. What do you think?

 

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein on Gelt
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 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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)