Money Tree Investing Podcast | Value Stocks Podcast
The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income.
Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your golden years.
Jack Bosch describes this as “The Pile of Money Theory”: Work until you are age 65, put 10 percent of your income to the side, and by retirement you will have saved up enough to live without running out of cash.
Jack proposes the “Cash Flow for Life” approach: Money that comes in from the investments you have built such as:
• Dividend stocks • Royalty payments • Business investments • Real estate
Listen as Jack shares his story out of debt, the strategies they used to generate income, and ultimately purchase assets that provide him Cash Flow for Life.
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.