Suze Orman explains Who Invests Best – MTI152

Can women invest better than men?

That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and men approach investing.

Why do women make better investors than men?

Do women have the nurturing nature that makes them take care of everyone else first before taking care of themselves?

What can women do to become better investors?

Then stick around to hear our panelists give their take on this polarizing topic.

 

Today’s Guest, Suze Orman

Suze Orman is a bestselling author and one of America’s foremost experts on personal finance.

For more than two decades, she has been speaking and writing about building wealth and saving money.

Website: SuzeOrman.com
Facebook: facebook.com/suzeorman
Twitter: twitter.com/suzeormanshow
YouTube: youtube.com/suzeorman
Amazon booksamazon.com/Suze-Orman/e/B000AQW3DG

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

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

 

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

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)

Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151

Great questions from listeners in the mailbag today:

Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won’t accept a cash gift, so could I give them stock instead?

Georgie shares a really interesting metaphor for converting his peers to getting into the market.

Jeremy paid off of all his credit card debt and a ton of student loans in 2 years. Should I continue paying off my debt or begin saving for a house?

Zach questions our decision to have a sponsor, BUZZ Index, when the show is educational about all the various ways to manage money and investments. Joe explains the purpose of the show and how A.I. is helping evolve the active investing industry.

Mike is a newb at investing, but sees the market as being more susceptible to bubbleage with qualitative analysis, roboadvisors and giant indexes. He asks what we think about the possibility that the market is becoming more volatile.

Antonio and his family moved to the United States in 2014. They have a household income of $400,000, giving them lots of room to save and invest. Would it make sense to invest in Brazil where funds can pay around 10-15 percent per year?

Justin asks Miranda to “please stop suggesting people invest their emergency funds in the market!” He almost drove his car off the freeway when he first heard it and thinks this is a bad recommendation for new investors listening to the show.

Send us your questions for a future Listener Letters episode

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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

 

Today’s Panelists

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

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

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)

Value Investing: What You Should Know with Trip Miller – MTI150

What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them?

Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add to their investments.

He realizes some value stocks “may not run as well or as fast in a bull market, but in slower periods of the economy or down markets they tend to protect you better”.

Then our panel discusses:

How to determine what a stock is worth
Favorite indicators to evaluate a good value investment
Evaluating risk and future competition that could steal value
…and would Miranda put a value stock index fund in her portfolio

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Trip Miller

Trip Miller with Gullane Capital Partners

 

 

Today’s Panelists

Miranda Marquit | Student Loan Hero
Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein on Gelt Show
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)

Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149

We’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments.

Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good age to take out a policy and what should I be looking for?

Chris wants to know what makes a Leveraged ETF leveraged?

Roberto brings us back to a previous episode where we talked about using debt as a tool to invest. Leveraging debt multiplies risk and could lead to bankruptcy – and we completely agree! Thanks for helping us clarify that.

Will’s Australian employer pays 9.5% of his pay into a retirement account. He is 23 years old, so what options should he select?

LC had a great question: “Can you use the same tools that identify good stocks to identify if the company would be a good employer as well?”

Craig is rocking his savings. For the past few years Craig has been dollar cost averaging $200 a month into a taxed account. It has grown to $100,000. The account has .7 to .8 percent in management fees. Should he move the money into an account with lower fees or begin funneling the $200 a month into a lower cost fund?

Thanks to everyone who has sent in questions.

Don’t stop! Send us your questions for a future Listener Letters episode.

 

Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Rich as a King
Miranda Marquit | Adulting.tv
Devin Carroll | Social Security Intelligence

 

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

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 Retire Early with Billy and Akaisha Kaderli – MTI148

Is it realistic to retire before you reach age 40?

Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years.

While Social Security and dividend growth stocks take care of their normal living expenses, they continue to maintain many of their assets – including index funds.

Then, our panel discusses other ways to reach early retirement like rental real estate.

Tune in to find out what Doug, Linda and Miranda think about Billy and Akaisha Kaderli’s incredible story.

 

Today’s guests, Billy and Akaisha Kaderli

Visit their website at RetireEarlyLifestyle.com
Read their article about doubling your Social Security income with dividend growth stocks

Today’s Sponsor

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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

Today’s Panelists

Doug Goldstein | Goldstein on Gelt
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Moneyseeds

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)

Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147

We are answering listener letters today:

Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds?

Michael has STASH, an app for saving and investing extra money you might have into different stocks or funds at any time. What do you know about these apps?

Steve is getting blown out of the buying market in different areas of the world like Sydney, London and Vancouver. What can he do to get into a house?

David has over $100,000 in his a ROTH and 401(k) with 25-30 years before retirement. His goal is to have $1,000,000 saved at retirement. Does his allocation make sense?

Michael, age 26, has an emergency fund. Should I take some of his emergency fund and invest it conservatively?

 

Today’s Sponsor

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Today’s Panelists

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

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)

What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146

It’s the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading.

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation?

Our panel then talks trading floor tactics and how individual investors can be wise about making their investment choices.

 

Today’s episode is sponsored by BUZZ Index

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Guest, Tim Courtney

Chief Investment Officer at Exencial Wealth Advisors

 

Today’s Panelists

Miranda Marquit | Adulting.tv
Doug Goldstein | Rich as a King
Linda P. Jones | Be Wealthy and Smart
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.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145

You’ve got questions? Our panel has answers.

Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing.

Amy:
Ways to save more. We are about to buy a house. Apps to track spending. Joe named Mint.com, Money Lion, Clarity Money, and Personal Capital. Miranda uses Money Dance because it reminds her of Quicken 2005. But Miranda mentioned the favorite if the show’s engineer Steve: YNAB (You Need A Budget). Linda like the apps but gives suggestions on ways to sell things and make more money.

Cray:
I’ve lost confidence in my mutual funds and have a hard time justifying paying management fees. Would ETFs be a better option for long-term investing.

Coral:
My husband and I are 34 and have $275,000 in 401(k)s. We max out annually and contribute the max to backdoor ROTHS for the past two years. There are other savings and a manageable mortgage. I do have $80k in student loan debt but in a forgiveness program. We have an extra $3,000 a month to do something smart with.

Adam:
Investing gurus have touted low-cost ETFs and dollar cost averaging as the young investor’s guide to getting started. I am surprised there has been no mention of trade commissions that some must pay when buying or selling stocks. The fee is hard to swallow when investing small amounts. Is there any way to elevate the cost?

Morgan:
Miranda mentioned that it was in her best interest to finance her vehicle because her investments could do better than the interest rate of the loan. Can you talk about he devaluation of the asset (the car) relative to the decision – or was it not even a factor?

Brandon:
Unfortunate Retirement Procrastinator wants to know the order of investing and IRAs. He is married with a small car loan and small mortgage. They made a profit on flipping a real estate property and wants to know where it the best place – or places – to put the money.

 

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

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

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)

Commercial Real Estate with Paul Moore – MTI144

Paul Moore, author of “The Perfect Investment” shares how you can create enduring wealth from the multifamily housing.

Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property manager.

Then Paul and Joe dive into a real-life scenario for how to evaluate a market such as Austin. Is it hot? Is it not? Listen to the episode to find out more.

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s Guest, Paul Moore

Paul Moore entered the real estate sector and flipped over 50 homes and 25 high-end waterfront lots. Paul has appeared on HGTV’s House Hunters, rehabbed and managed rental properties, built a number of new homes, developed a subdivision, and started two successful online real estate marketing firms. He also built a number of other companies and made quite a few medium and high-risk investments along the way.

Three successful developments, including assisting with development of a Hyatt hotel and a very successful multifamily project, led him into the commercial multifamily arena. Paul is the author of The Perfect Investment – Create Enduring Wealth from the Historic Shift to Multifamily Housing. Paul also co-hosts a wealth-building podcast called How to Lose Money and is a regular author for Bigger Pockets.

Find Paul at his company website, WellingsCapital.com
Follow WellingsCapital on Twitter

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Rich as a King
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)

Dividend Stocks, Super-Charge Your Savings, and Mortgages…We Answer Your Questions – MTI143

Today’s letter bag is full of questions about best places to save and invest emergency funds, down-payments and other big-time purchases.

We also tackle questions about dividend paying stocks and what to look out for when choosing to work with a financial advisor.

Listener’s Questions:

Matt asks if buying and holding dividend paying stocks with good track records is a good strategy for a portion of his portfolio.

Drew expects some big life events (marriage, first child and buying a house) in a year or so. He is almost out of consumer debt and is saving for retirement. What is the best way for him to save for these expected life events?

Derick has $110,000 left on his $200,000 house. He also has $100,000 plus investing in mutual funds. Derick anticipates needing a larger home due to his growing family. What should he do to prepare for the future?

Aman is also asking about where to put savings, specifically his emergency fund. Do you invest it in something like a Betterment ETF?

Arthur and his fiancé are maxing out their 401(k) plans, but they are looking to save money for a house. Should they put their savings in a money market account or index or similar type of tax-advantaged account?

Jackie wants to know the advantages and disadvantages of the different payment methods of financial advisors. What situations might one type of advisor be better than another (Fee-only vs commission based)?

 

Today’s episode is sponsored by BUZZ Index

 

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Resources mentioned in this episode include:

FINRA’s Broker Check

Linda’s episode about Asset Allocation in a Low Yield World

 

Today’s Panelists

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

 

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)