What are the most important moves to make in retirement? Harlan Landes (Adulting.tv, Plutus Foundation) joins Paula (AffordAnything) and Len (LenPenzodotcom) to tackle a recent Wisebread piece that claims to give us the MOST urgent items on your retirement planning list. Does our panel agree? You’ll find out on today’s show. Also, we mull over real estate home improvements (where do you get the most bang for your hard-earned dollar?) AND dream about what we’d do if we could get unlimited points/miles. Heck, even ChiChi’s gets a mention on today’s show. You know it’s going to be a wild one when we’re talking ChiChi’s.
In our FinTech segment we talk to Jamie Wise from Buzz Indexes (BUZ) about their index and ETF. Hedge fund managers have been following the wisdom of social media crowds…now Jamie and his firm are bringing the same technology to the average investor.
Thanks to MagnifyMoney and SoFi for sponsoring our podcast!
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Show Notes:
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<4:15>Today’s Roundtable Contributors
Len Penzo
Len’s website: LenPenzo.com
Len on Twitter: @LenPenzo
Paula Pant
AffordAnything.com (Read: Personal Finance App Review: You Need a Budget)
Follow Paula on Twitter: @AffordAnything
Harlan Landes
Harlan’s podcast and videos: Adulting.tv
The Plutus Foundation: PlutusFoundation.org
Say hello to Harlan on Twitter: @luke_landes
Our Topics:
12 Money Moves To Make The Moment You Decide To Retire (Wisebread)
The Secret to Updating Your Home for Less, According to Scott McGillivray (HouseBeautiful)
19-year-old Dutch Man Earned One Million Miles by Hacking United Airlines (Travelandleisure.com)
<31:33> Our FinTech Segment:n Buzz Indexes (BUZ)
We talk to creator Jamie Wise about how Buzz Indexes work.
Check out Buzz Indexes here: BuzzIndexes.com
<> Join Us Monday
We’re going to talk debt pay down on Monday, investing on Wednesday and mostly real estate next Friday! It’s a great week of guests with the Wealth Yogi: Roshawnna Novellus, Matt Rodak from Fund That Flip, and Linda P Jones of the “Be Wealthy & Smart” Podcast.
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