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Listener Letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.
Drew: Investing in all the right ways, including the ESPP at his workplace. His company offers a 15 percent discount on the company stock, which he plans to sell the same day he acquires them. Is this a good idea?
Ivan: Ivan bought a mREIT, but didn’t quite understand all the intricacies of such an investment. We go through the definition of what a mREIT is and what to look out for.
Jason: Contemplating taking money out of his ROTH IRA before full retirement age. Is there any way he can avoid paying the penalty? Could he use Rule 72T?
Todd: I want to start a financial podcast about Bitcoin. What do you think?
Today’s episode is sponsored by BUZZ Index
Joe Saul-Sehy | Stacking Benjamins
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
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.