How to Outlive Your Money

Imagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair. Would you be worried that your mom will run out of money?

This is the situation Pat is in. He thinks his sister is taking advantage of the situation and doesn’t want mom to end up in the poor house.

Listen to his real-life story and to the solutions the panel shares that could help you outlive your money.

 

Our show sponsors

Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

health iq sponsor of money tree investing podcast

 

 

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

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.

 

About our sponsor, Health IQ

health iq sponsor of money tree investing podcast

HealthIQ is a sponsor of the Money Tree Investing Podcast.

You invest your money, don’t forget to invest in your life and take care of your loved ones with life insurance.

If you live a healthy lifestyle, you could save up to 33% on your life insurance.

  • 56% of Health IQ customers save between 4-33% on their life insurance.
  • Health IQ can save our customers up to 33% because physically active people have a 56% lower risk of heart disease, 20% lower risk of cancer and a 58% lower risk of diabetes compared to people who are inactive.
  • Like saving money on your car insurance for being a good driver, Health IQ saves you money on your life insurance for living a health conscious lifestyle.
  • These savings are exclusive to Health IQ and you must qualify to get the special rate (visit the site for more details).

Head over to HealthIQ.com/moneytree and see if you qualify, based on your overall wellness.

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