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Money Tree Investing

Listener Questions - Stock Buybacks, Investing with ETFs, HSAs for Retirement, and Figuring out When to Sell Your Stocks

Money Tree Investing

Money Tree Investing Podcast

Stockmarket, Valuestocks, Investing, Finance, Passiveincome, Wealth, Business, Personalfinance

4.6658 Ratings

🗓️ 22 February 2019

⏱️ 53 minutes

🧾️ Download transcript

Summary

The mailbag is full again, so we spent time answering your questions!

Justin asks: Is GM justified with cutting it’s workforce when spending more than $10M buying back shares?

Tyler read that buying small cap funds in a taxable brokerage account isn’t wise because of capital gains. He has been buying small cap ETFs in a regular brokerage account when earning overtime. Should he be concerned?

CJ has heard that HSAs are the holy grail of retirement investing. They already have great insurance through his wife’s government job. Does it make sense to open a high-deductible plan just for the benefit of being able to max out an HSA for retirement purposes?

Antonio understands the benefits of holding investments for the long term but wants to know how to determine the right time to sell.

For more information, visit the show notes at http://moneytreepodcast.com/231 

Transcript

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0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.0

Stock market, wealth, personal finance, value stocks, invest in your life.

0:10.5

Welcome to this week's episode of the Money Tree Investing Podcast. Before we get started,

0:14.8

we need to talk a little bit about Betterment. Betterment is a robo-advisor that uses

0:19.3

modern portfolio theory to help you manage your portfolio and reach your financial goals. With Betterment is a robo-advisor that uses modern portfolio theory to help you manage your portfolio

0:22.1

and reach your financial goals.

0:24.5

With Betterment, you don't have to worry about what the market is doing on a day-to-day basis.

0:28.3

And indeed, here at the beginning of 2019, it is really hard to be excited about what the market

0:33.4

is doing on a day-to-day basis.

0:35.7

Instead, use the stock market to consistently build wealth.

0:39.5

For more information, visit moneytreepodcast.com slash betterment. Full disclosure,

0:45.6

I use betterment myself to manage my retirement fund and my travel fund. That doesn't mean

0:50.2

it's right for you. Check out moneytreepodcast.com slash betterment to see if it might

0:56.2

work for your own portfolio. So yeah, here we are. We're back at the Money Tree Investing podcast.

1:02.6

Kirk is joining us again. Hey, Kirk. How's it going? Good. How you doing, Miranda?

1:06.8

All right. Excited to be here again. And we've got Josephph hoge joe is back so joe how are you doing

1:13.0

today miranda kirk great to be here thanks for having me yeah so today we thought we'd do some

1:19.3

listener questions they're starting to pile up a little bit which we're always happy at you can

1:23.6

always send us questions contact at moneytree podcast dot com and we're always happy to take your questions you can also send us questions. Contact at moneytreepodcast.com and we're always happy to take

1:29.5

your questions. You can also send them into us via our Facebook page. We don't always update

1:35.4

the Facebook page, but if you send us a message to the Facebook page, we get it. So let's go ahead

1:40.5

and jump right in. This question is from Justin. He says in November 2018, General Motors

...

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