Retirement FAIL with Greg Sullivan

Money Tree Investing

Money Tree Investing Podcast

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

4.6 • 658 Ratings

🗓️ 13 July 2018

⏱️ 47 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

For more information, visit the show notes at http://moneytreepodcast.com/199

Transcript

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0:00.0	Welcome to the Money Tree Investing Podcast.
0:04.5	Stock market, wealth, personal finance, value stocks, invest in your life.
0:10.5	Hey, guys, welcome to another episode.
0:13.1	I'm Joe Saul-Chi.
0:14.4	Buckle up because we're going to have a lot of fun today.
0:17.4	Part of that fun is telling you about the Buzz Index,
0:20.2	because if you've ever wondered if there were a way to capitalize on all of that fun is telling you about the Buzz Index because if you've ever wondered if
0:21.5	there were a way to capitalize on all of that online chatter about social media and investments,
0:28.5	well, guess what, your way is over because those artificial intelligence techniques used by
0:32.9	some of the world's most sophisticated hedge funds, those are now at your fingertips and you
0:36.9	can make their edge your edge.
0:38.0	It's called the Buzz Index, licensed to an exchange traded fund.
0:41.1	Trades under ticker symbol BUZ, and it gives investors like you and I a basket of
0:46.0	securities that show the highest degree of positive investor sentiment online.
0:49.8	They don't do surveys.
0:51.1	They don't guess.
0:52.0	You've seen how surveys can be slanted.
0:54.4	Guessing obviously doesn't. It doesn't work. Instead, buzz targets the most mentioned large-cap
1:00.6	U.S. stocks that have the most buzz online. For more about how it works, head to Moneytree
1:05.2	podcast.com forward slash BuzZ for a link to the Buzz Index and to their Buzz newsletter.
1:11.5	That's MoneyTreepodcast.com forward slash buzz.
1:14.8	I'm happy today that I get to speak with certified financial planner and CPA Greg Sullivan.
	...

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