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CFP Rich Rodgers described the three legs of a tax-efficient retirement strategy:

  • Pre-tax
  • After-tax
  • Tax-free

Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.

For more information, visit the show notes at http://moneytreepodcast.com/220 

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Kip Meadows joins us to talk about how ETFs are constructed.

He explains that an ETF is a type of mutual fund that trades like a stock. While mutual funds aren’t technically traded until the end of the day, ETF transactions can be conducted during intraday trading.

“They’re organized in a structure that allows buying shares in an underlying portfolio. That's why you go through an exchange because you have to to go through a broker dealer in order to purchase an ETF. The broker-dealer will purchase the shares in the underlying ETF and the broker-dealer is who keeps up with how many shares you own. The broker-dealer then handles the accounting to show you how many shares you own - which is different than an open-end fund where the transfer agent for the open end fund directly carries your shares at the fund.

They're created the same way as any sort of registration with the Securities and Exchange Commission - you have to file the registration to become effective, and once it’s effective then you can purchase those shares through the broker-dealer.”

Then our panel gets into a discussion about alternative medicinal ETFs and who’s getting into marijuana stocks.

For more information, visit the show notes at http://moneytreepodcast.com/219

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Kevin Quigg describes the differences between ETFs, mutual funds, and the type of person who would benefit from hedge funds.

Exchange Traded Funds (ETF) is traded during the day, just as a single stock would be.

Mutual funds are typically bought directly through the mutual fund manager. The price is determined by the net asset value of the securities held within the fund at the end of the trading day.

Kevin Quigg describes hedge funds as different from ETFs and mutual funds as “sharp tools rather than dull instruments”. He goes on to explain that hedge funds are only available to qualified investors…those who have met certain requirements and proven themselves to be able to truly understand the amount of risk they are taking.

There are also numerous restrictions with hedge funds. Listen to Miranda’s interview with Kevin Quigg and then the discussion our roundtable has immediately following.

For more information, visit the show notes at http://moneytreepodcast.com/216

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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

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If you believe we are due for a correction in the market, would you plan to borrow money on your house to invest during the downturn?

That’s what one listener, Sigmund from Norway, plans to do. He’s debt free and has a paid-for cabin, which he plans to mortgage during the next recession. What does the panel think?

Charles’s daughter has $1,000 worth of EE Savings Bonds that were given to her over the years by her step-grandmother. They already have enough saved for her to go to college, so what should he do about the savings bonds?

We dive deep into these topics with our varying experiences and opinions. Listen closely.

 

For more information, visit the show notes at http://moneytreepodcast.com/206

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Real estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”.

But they didn’t quit, and they own more than 900 multifamily units. They speak with Linda P. Jones about what it's like to own multifamily units - and what to look out for.

"You make money on the buy", says Gino.

Our panel agrees, and discusses more on the topic of multi-unit rental real estate:

  • Is rental real estate the place to go if you don't have confidence in the stock market?
  • Will financing become more difficult for real estate investors in a rising interest rate environment?
  • and what is the real estate market like in Israel compared to the United States?

Listen to find out more about multifamily rental real estate.

For more information, visit the show notes at http://moneytreepodcast.com/203

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We are starting the next 200 episodes with another Listener Questions episode:

Michael is 35 years old, has no debt, and $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute more or just change out of a target date fund?

John wants to understand the difference between an exchange traded note and an exchange traded fund. Also, inverse index ETFs like DXD or XQQQ, which are leveraged shorting of the NASDAQ and DOW respectively, is it not true that over time the value must degrade towards zero as markets invariably rise over long periods of time and the ETF price is designed to increase only when the index falls? Why invest in inverse ETFs?

Semone feels like she can stand the volatility of the market, but wonders if it is time to increase her position with bonds in her portfolio.

Jerry and his wife received a small windfall. His wife wants to pay off the car and mortgage, but Jerry thinks it’s time to invest because they have nothing saved other than a little money in a 401(k).

Devin Carroll from Social Security Intelligence and the Big Picture Retirement podcast joins us to answer these questions.

 

For more information, visit the show notes at http://moneytreepodcast.com/201 

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What happens when you win BIG in the lottery? This is the topic Miranda has been pondering when the Mega Millions jackpot reached $1.5 billion.

Linda talks about how mortgage rates over 5 percent can impact the market and what it means to you while Doug shares a story of siblings inheriting property from their parents. What could go wrong?

For more information, visit the show notes at http://moneytreepodcast.com/215

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