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.

 

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