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Money Tree Investing

Manage Your Inheritance Like a Boss with Doug Goldstein

Money Tree Investing

Money Tree Investing Podcast

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

4.6658 Ratings

🗓️ 14 September 2018

⏱️ 37 minutes

🧾️ Download transcript

Summary

75% of people who receive inheritances go through all the money within 5 years. Aretha Franklin passed away intestate (without having made a will).

Doug Goldstein knows a thing or two about inheritances and released a book with helpful advice about how to handle a windfall - and how to properly leave an inheritance to your loved ones.

For more information, visit the show notes at http://moneytreepodcast.com/208

Transcript

Click on a timestamp to play from that location

0:00.0

Welcome to the Money Tree Investing Podcast.

0:04.0

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

0:10.0

Well, hey, welcome back.

0:12.0

We're so glad you're back with us for another fun week.

0:15.0

We're going to get to Linda P. Jones here just a moment.

0:18.0

But if you've ever wondered if there were a way to capitalize on all that chatter that you see investors doing on social media, your way it's over because

0:26.6

the Buzz Index uses the same artificial intelligence techniques that some of the world's most

0:31.0

sophisticated hedge funds use, and you'll have their expertise at your fingertips, make their

0:36.2

edge your edge. It's called the Buzz Index.

0:38.6

It's licensed to an exchange traded fund and trades under ticker symbol BUZ,

0:43.0

and it gives investors like you and I a portfolio securities that show the highest degree

0:47.5

of positive investor sentiment online.

0:50.4

What does that mean?

0:51.6

Maybe I'll tell you a little bit more about that later, but for now, if you want to just go check it out, it's at moneytreepodcast.com forward slash buzz. It's moneytree podcast.com forward slash buzz. And now here she is, Linda P. Jones.

1:08.6

Welcome to the podcast, Doug Goldstein, author of The Inheritance Book and my co-podcaster

1:15.4

on the Money Tree Investing podcast. Hey, welcome to the show, Doug. Thank you so much, Linda. A real

1:20.6

pleasure to be here. I want to talk with you about your new book, The Inheritance Book, because I think

1:26.2

this is a really important topic for people.

1:28.6

And I wanted to hear what you had to say. First of all, why did you write this book?

1:32.5

You know, in my day job as a financial advisor, being that I don't spend all my time doing podcasting,

1:37.6

I find that this is one of the topics that either people really like talking about or they hate talking about it. And when eventually everyone has

1:44.8

to talk about it, because we all got two parents and eventually we're going to have to deal with

...

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