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

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

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

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

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

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

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


Today’s episode is sponsored by BUZZ Index

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Today’s Panelists

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


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

Send us your questions for a future Listener Letters episode


About our sponsor, BUZZ Index

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

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

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

Invest in the wisdom of crowds. Visit for more information.

Proudly sponsored by Buzz indexes (BUZ on the NASDAQ)


Speak Your Mind