Impact Investing with Eddie Lorin

Do you take into account the social mission or the social impact of the investments you buy?

Eddie Lorin from ImpactHousing.com shares ways to invest well while doing good.

Eddie helps people invest in ways that help people through the investments they purchase, such as REITs that invest in multi-family properties.

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guest, Eddie Lorin:

Eddie Lorin is an experience real estate veteran on a mission to improve apartment communities and make them more affordable through real estate crowdfunding.

Their motto is “Doing well by doing good”, which they hope to do by raising capital for their Impact Housing REIT.

Website: ImpactHousing.com
Twitter: @TheGOODREIT

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Joe Saul-Sehy | Money in the Morning
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.

 

How to Invest in Real Estate with Jake and Gino of Wheel Barrow Profits

Real estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”.

But they didn’t quit, and they own more than 900 multifamily units.

They speak with Linda P. Jones about what it’s like to own multifamily units – and what to look out for.

“You make money on the buy”, says Gino.

Our panel agrees, and discusses more on the topic of multi-unit rental real estate:

  • Is rental real estate the place to go if you don’t have confidence in the stock market?
  • Will financing become more difficult for real estate investors in a rising interest rate environment?
  • and what is the real estate market like in Israel compared to the United States?

Listen to find out more about multifamily rental real estate.

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guests, Jake Stenziano and Gino Barbaro:

Partners in real estate, Jake and Gino hold more than 900 rental units with a current asset value of $54 million. They offer training, video courses, and host the Wheelbarrow Profits podcast.

Website: jakeandgino.com

Podcast: Wheelbarrow Profits

Book: Wheelbarrow profits

YouTube: Jake and Gino YouTube

Twitter: @JakeandGino

Today’s Panelists

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

 

Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray

Mark Byelich and Paul Murray from Wealth & Advisory Associates look at saving and investing as three buckets:

  • Taxable buckets include checking accounts, stocks and bonds outside of retirement accounts
  • Retirement buckets include 401(k), IRAs, 403(b) plans
  • Tax-free buckets include Roth IRAs, Roth 401(k)s, and cash value of life insurance policies

They say the best and most advantageous bucket is the tax-free bucket.

Mark and Paul share their thoughts on why the tax-free bucket is the best and most advantageous bucket which led to an interesting discussion with the panel about:

  • Can you live a lifestyle and pay no tax?
  • Is permanent life insurance a good tax savings vehicle?
  • What tax strategy is most commonly overlooked or underutilized?

Listen to learn how to make decisions on taxation today that will effect your overall withdrawal strategy in your future.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s guests, Mark Byelich and Paul Murray:

Mark Byelich is a CFP®, CDFA®, and AIF®. Paul Murray is a ChFC®, AIF® and CDFA. They help people focus on zero-tax strategies, investment services, and fiduciary services.

Together they run Wealth & Advisory Associates at https://planwithadvice.com.

Follow them at:

Website
Facebook
LinkedIn

 

Today’s Panelists

Joe Saul-Sehy | Money in the Morning
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.

 

Target Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener Questions

We are starting the next 200 episodes with another Listener Questions episode:

Michael is 35 years old, has no debt, and has $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute more or just change out of a target date fund?

John wants to understand the difference between an exchange traded note and an exchange traded fund. Also, inverse index ETFs like DXD or XQQQ, which are leveraged shorting of the NASDAQ and DOW respectively, is it not true that over time the value must degrade towards zero as markets invariably rise over long periods of time and the ETF price is designed to increase only when the index falls? Why invest in inverse ETFs?

Semone feels like she can stand the volatility of the market, but wonders if it is time to increase her position with bonds in her portfolio.

Jerry and his wife received a small windfall. His wife wants to pay off the car and mortgage, but Jerry thinks it’s time to invest because they have nothing saved other than a little money in a 401(k).

Devin Carroll from Social Security Intelligence and the Big Picture Retirement podcast joins us to answer these questions.

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

Doug Goldstein | Goldstein on Gelt
Devin Carroll | Social Security Intelligence
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.

 

Investing Success and Failure with the Money Tree Crew

We are celebrating our 200th episode with stories of our biggest successes and financial mistakes.

  • Doug remembers the lesson he learned about how to treat clients from begin mean to another kid as he was growing up.
  • Joe owed the IRS big-time money when he became started making serious money, but didn’t keep good records or withhold money for income taxes.
  • Miranda has a similar story to Joe’s. While she did begin to withhold Federal income taxes, she didn’t do the same for her State income taxes.
  • Linda says she missed out on 1.7 million dollars by selling her house to move to the desert.

The gang also shares their successes. Listen in for more.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

 

Today’s Panelists

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

 

For a quick bio of each of our show participants, including some of the original Money Tree Investing Podcast hosts, 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.

 

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.