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Be Wealthy & Smart

May 27, 2016

Learn the advantages and disadvantages of renting vs. owning a home, how to decide what's right for you and the ONE thing that should be the deciding factor.

Advantages of Home Ownership:

Forced savings in the form of equity
Tax benefits (interest deduction)
In control
You own the property
Can do what you want to...

May 25, 2016

Learn how much money you need to invest in stocks.

I worked in the mutual fund industry for most of my career. That’s where professional money managers manage a pool of stocks, bonds or a combination on behalf of investors. The investor pays a commission or fee or both for it.

One of the reasons mutual funds became so...

May 23, 2016

Learn how to choose a Financial Adviser and what questions to ask for investment advice. Interview with best selling author of Rich as a King, Doug Goldstein.

Places to check up on Financial Advisers:

Doug’s book: Rich as a King

Doug’s website:

May 20, 2016

Learn 2 ways you can make money during a stock and/or bond market decline: inverse ETFs and Puts.

Listener question:

Hi Linda,

I’ve been listening to you and I’m concerned about the stock and bond markets. How do you recommend I protect my account? Christy

There are 2 ways you can make money during a stock and/or...

May 18, 2016

Learn are a few of the important terms you need to know as an investor.

1. What is a stock?

Shares in a company. A way to raise capital.
It creates wealth. Increases in value if growing earnings. Risk is limited to amount invested.

Example of Tory Burch - wants to open boutiques worldwide and sells stock in an IPO -...