MTI116: Answering Your Questions about investing in real estate, diversification and how to retire early
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 9 December 2016
⏱️ 48 minutes
🧾️ Download transcript
Summary
Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones David 1 writes in with his full portfolio standings, but isn’t contributing to
The post MTI116: Answering Your Questions about investing in real estate, diversification and how to retire early appeared first on Money Tree Investing Podcast.
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 | Welcome to this week's episode of the Money Tree Investing Podcast. |
| 0:14.0 | Today we are going to answer your questions. |
| 0:17.0 | We do this every now and again. |
| 0:19.0 | We don't know why people keep wanting our opinions, |
| 0:22.3 | but there it is. People want our opinions, so we'll give them to you. And you'll get exactly |
| 0:26.9 | what you pay for. So let's go ahead and jump right into it. This is going to be an interesting |
| 0:32.0 | episode because there are lots of guys named David or Dave in this one. But let's just go for it |
| 0:36.5 | anyway. The first one comes from David. |
| 0:38.9 | He says he is looking for some advice. He is going to tell us a little bit about him. He's 30 years old. |
| 0:43.9 | He has a high risk tolerance. He's got a high salary of $120,000 a year with bonuses. He's got a rental |
| 0:51.0 | property that gives him $1,600 a month without a mortgage. |
| 0:55.2 | He's got some cash. |
| 0:56.6 | He's got some student loan debt, not very much. |
| 1:00.6 | And here it comes, investments. |
| 1:02.3 | He's got a 90-10 stock to bond split at Betterment in a, I'm going to call it a taxable account. He's got a Roth. He's got a 401k. He's got |
| 1:13.4 | something in Vanguard. And he's got an ESPP, which is not enrolled. He's currently vest $2,000 |
| 1:20.4 | a month of stock with the company. So he's not enrolled because it didn't seem like a great |
| 1:24.3 | option due to the blackout dates and purchase dates. I have another 35 years to retire. My question is more towards the goal. I am not sure what I am |
| 1:32.4 | saving for. It seems that really vague and nebulous right now, being that the majority of my wealth |
| 1:38.2 | is pre-tax, I've obviously debated moving to a friend of your state or country abroad. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Money Tree Investing Podcast, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Money Tree Investing Podcast and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.