Retirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141


Retirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141

Tax strategies in retirement planning, defensive allocations, and where to invest when you have extra money every month…these are some of the questions we tackle in our Listener Letters episode.

Today’s episode is sponsored by BUZZ Index


Proudly sponosred by Buzz indexes (BUZ on the NASDAQ)

Listener Questions

Matt Has money working in various investments, but wonders if he should move away from some of his defensive positions for his retirement accounts.

Ice says: She and her hubs are still paying down student loan debt. The plan is to move in with relatives to reduce expenses. Should they throw the extra money at the student loan debt or investing instead?

Aaron asks Linda about the market correction she has been warning us to watch out for. What are the signs she sees that make her think a correction is imminent?

Michael recently graduated in accounting and “grinding out 80 hours a week”.  He wants to know if his 50/50 split to his 401(k) and ROTH or throw it all into the ROTH while he’s in a lower tax bracket?

Jacob is a 21 year old from Germany and wants to know where to find information about investments he can get in Germany.

Jeffrey wants to actively define his portfolio allocation. How do you integrate the new product offerings, like Smart ETF’s, into his future allocation plan?

Mason is in college and ready to figure out how to create a step-by-step plan he can execute on now.  How much should he put into an emergency fund before investing in his company’s 401(k) and then move onto a ROTH?


Today’s Panelists

Miranda Marquit |
Linda P. Jones | Be Wealthy and Smart
Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Stacking Benjamins

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)

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