Retirement FAIL with Greg Sullivan

It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Greg Sullivan:

Greg Sullivan is Principal, President & CEO at Sullivan Bruyette Speros & Blayney (SBSB), located in Northern Virginia.

Greg sheds light on the potential financial pitfalls individuals may encounter when making life decisions and he provides practical insight on how to protect retirement assets in his book, “Retirement Fail: The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own”.

Website: Sullivan Bruyette Speros & Blayney
Book on Amazon: Retirement Fail: The 9 Reasons People Flunk Post-Work Life and How to Ace Your Own

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

The Magic Pill to Create Wealth, with Julia Carlson

The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth.

Surprisingly, most of her tips don’t involve being the best at investing:

• Couples do finances together
• Investing while living on less then you make
• Making purchases based on experiences and not stuff

She also shares information about her clients paying off the mortgage and what it does for the overall health of their finances.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Julia Carlson:

Founder of Financial Freedom Wealth Management Group, LLC, Julia has been practicing financial planning for more than 20 years and specializes in helping people who are either retired or close to retirement. She is an Investment Advisor Representative and Registered Principal with LPL Financial, and has her Series 24, 7, 63, 66 Securities registrations held with LPL Financial, as well as her Life and Health Insurance license.

In 2016, Julia became a SmartVestor Pro for nationally syndicated radio talk show host Dave Ramsey. She leads our SmartVestor Pro team for southwest Washington and most of Oregon.

Connect with Julia on her Facebook page

or her website www.financialfreedomwmg.com

 

Today’s Panelists

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

Joe, Miranda, and more financial podcasters will be in Philadelphia on July 22, 2018.
For information on joining them at Podcastrophy 2018, go to https://www.facebook.com/events/2208810722681356

 

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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

Investing in the Next Generation of Entrepreneurship with Tracy Worthington

Tracy Worthington didn’t want to go to college, so she got a cosmetology license.

She began by selling candles and soaps to friends but ended up creating an entire line of 100 items. Today she runs a very successful business in Palm Springs called Just Blow Drys.

This prompted Linda to inquire, “Will entrepreneurship be the key for the next generation to create their wealth?”

And how will retail stores survive in a world where technology and free shipping keeps us from having to leave our homes?

The panel also gets into this look into the future where malls become a huge collection of restaurants and delivery services bring us more than just pizza on Friday night.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Tracy Worthington:

President of Just Blow Drys LLC, Tracy received her cosmetology license in 1984. She now runs a very successful retail store in Palm Beach that focuses on “creating an ah-mazing experience for our customers by giving them a blow dry that leaves them feeling sassy and sexy.

Find more about her company and location at JustBlowDrys.com

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Jonathan Mendonza | Choose FI
Doug Goldstein | Goldstein on Gelt
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

How to Use Investing to Reach Your Goals with Rick Frisbie

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning.

Rick Frisbie speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road.

Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning.

Listen in as Rick Frisbie joins Miranda in this discussion, then on to the panel where they discuss how they dream up – and work towards – their big goals.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Rick Frisbie:

Rick Frisbie, Chairman at Robust Wealth, helps train investment advisors through their digital wealth management platform. He has a background as Chief Investment Officer at Franklin Templeton and Vice President for their multi-asset and alternative businesses.

Find out more, or take a tour of the Robust Wealth tool, at www.robustwealth.com

Click here to watch Robust Wealth’s Demo Video

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Doug Goldstein | Goldstein on Gelt
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

Long Term Care Insurance, Stock Market Timing, and Roth 401k – We Answer YOUR Questions

When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer from you – the listener.

Cheryl asks about the pros and cons of long term care insurance.

Dan is familiar with a Child IRA and wants the panel to talk about a Ricky Trust. They take it a bit further by discussing the benefits of investing at a young age.

David asks if there is any sense in timing the markets to take advantage of a probably drop. Or should he pay off his  mortgage early rather than invest?

Danielle wants to know what we think about consumer staple funds or ETFs.

Alex wants to know about Roth 401k versus traditional 401ks. Would it make sense to begin investing into the Roth 401k if they have been maxing out their traditional accounts at work?

Listen to the entire episode, and thanks to our sponsor:

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

Stock Market Predictions Investing for Retirement and Getting Out of the Rental Property Game Your Listener Questions

Why does the market drop when financial news is good? This is just one listener question we answer in today’s Listener Questions episode:

Justin saw the job’s US jobs report described more job and better pay, but S&P fall more than 2 percent that day and 4 percent the following Monday.

Harry wants to know if he should move out of his Target Date Fund into a lower cost index fund. He also wants to know if he should have a Roth IRA, invest more into his ETFs, do more investing into his ETFs with the extra cash he has each month.

Max is ready to retire. He wants to sell his rental property and travel. Max has a pension that will cover his monthly expenses. Should he invest the proceeds from his rental property sale into something that pays dividends to fund his travel?

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | How to subscribe to any podcast with an iPhone
Miranda Marquit | Planting Money Seeds
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

Frugal Your Way to Financial Independence with Taylor the FI Guy

Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income.

Before his journey, Taylor liked saving money. Then met a woman who brought more frugal habits into their relationship – and more income.

He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future.

Taylor get up with 7 siblings in a small town. His upbringing included his mom taking all of them to the mall in order to get all the shopping done in one trip.

His wife, on the other hand, grew up with parents who shopped for the best deal. She will drive to three grocery stores in one day to secure the lowest cost for food.

They started saving 40 percent of their income every year. As they got raises and increased their take-home pay, they kept expenses low so they could increase their savings to 70 percent.

Some of the frugal habits they continue to have are:

• Get great deals on their cell phones and data plans
• Maintain their vehicles and keep them for a long time
• Live in an affordable house

“We try to get the big things right, and then it’s not a decision every single day how to save money.”

They use Mint.com to watch their spending and look for opportunities for where to cut spending.

Taylor does have some single stocks in his investing portfolio. He believes there is some room to pick individual stocks for those who are interested.

This caused a big discussion with our panel after the interview, so make sure you listen all the way through.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Taylor Mr. FI Guy:

You hear the back story of Mr. FI Guy in the interview.

Check out his blog at www.mrfiguy.com
Check him out on Facebook www.facebook.com/mrfiguy
Follow him on Twitter www.twitter.com/mrfiguy

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
Miranda Marquit | Adulting.tv
Doug Goldstein | Goldstein on Gelt
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

Finding the Right Financial Advisor with Lorraine Ell

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.

Are there clear signs for when you need to seek the advice of a financial advisor?

You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings.

Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates.

Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”.

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Lorraine Ell:

Lorraine Ell is CEO and Senior Financial Advisor at Better Money Decisions. She helps clients get through the six levels of the Investment Pyramid.

She recently authored a book, Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It – which you can find at Amazon.com.

Company: https://bettermoneydecisions.com
Book website: https://bozosmonsterswhizbangs.com

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Doug Goldstein | Goldstein on Gelt
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

REITs, Stock Options, and IRAs: We Answer Your Listener Questions

Jake writes: If he is investing for the long term and focusing on dividends, should I invest into one REIT and continue to reinvest dividends until I retire?

This just one of the questions we tackle on today’s show.

We also hear from Janelle, who has had a mutual fund IRA for 10 years and has grown by $3,000. However, she is considering moving it to another brokerage account due to the $96 fees she is paying.

JD asks about incentive stock options. ISOs are on a 4-year monthly investing schedule and have passed the cliff date. This means I am able to exercise over a quarter of the outstanding shares. It’s possible I could be subject to AMT (alternative minimum tax).

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Doug Goldstein | Goldstein on Gelt
Miranda Marquit | Planting Money Seeds
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.

 

Student Loans and Investing in Your Future with Robert Farrington

Student Loans have become the single most concerning financial issue with young people and the millennial generation. Whether you signed the dotted line with full knowledge of what happens when you take on student loans or you unknowingly signed your life away for a college degree, the debt must be satisfied in some way.

Robert Farrington of TheCollegeInvestor.com led the charge last month with the Student Loan Movement. He discusses the challenge and answers the following questions from Joe:

  • When are student loans a good idea?
  • What should people look at when deciding to refinance student loans?
  • What’s better: Invest or pay off student loans first?

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Robert Farrington:

Robert Farrington went to college and found his peers were oblivious to personal finance and investing. He founded The College Investor to help educate people about the dangers of debt and the importance of investing at a young age.

In March 2018 he launched the Student Loan Movement, a month-long challenge to encourage people to pay down their student loan debt. The total debt eliminated as of the date of this release is over $1.4 million! Check out the totals some of the participants paid off here: https://thecollegeinvestor.com/student-loan-debt-movement

Links to Robert’s resources:

The College Investor website

The College Investor Audio Show

The College Investor on Facebook

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
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

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)

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.