Be Wealthy & Smart

Latest Episodes:

369: Why Wealth is a Matter of Making the Right Decisions Jan 26, 2018

Show notes

Learn why wealth building is about making good decisions.

An example is the popular trend of buying subscription boxes which could be usurping your future wealth. Find out why $1,000,000 could be the opportunity cost.

Be Wealthy & Smart has over 1.2 million downloads. Subscribe and don't miss a single episode!

Get easy wealth tips at http://lindapjones.com.

368: Determining if a Financial Advisor is a Good Fit For You With Joe Saul-Sehy Jan 24, 2018

Show notes

Learn if a Financial Advisor is a good fit for you and what the signs are to look for with Joe Saul-Sehy of the Stacking Benjamins podcast.

In this episode, I interview Joe Saul-Sehy. He's also my co-host (along with Miranda Marquit and Doug Goldstein) on the Money Tree Investing podcast.

Joe and I talk about what makes a good Financial Advisor and when to cut them loose.

Did you know Betterment is the largest independent online financial advisor with more than $10 billion in assets under management with more than 300,000 customers?

Their service helps to improve long-term returns and lower taxes for retirement planning, building wealth, and other financial goals.

Betterment's tax coordinated portfolio can increase a portfolio's value by an estimated 15% over 30 years.

Their annual advisory fee is only .25%, with unlimited messaging access to their team of licensed financial experts through a mobile app.

Of course, investing involves risk. For listeners of Be Wealthy & Smart, you can get up to 1 year managed free, visit:

http://www.betterment.com/bewealthy

I'll also post these links on my website at http://lindapjones.com, podcast 368.

Please subscribe to Be Wealthy & Smart so you're updated when new episodes are available and leave us a review - we love to hear from you!

367: Increase Your Credit Score From Great to Perfect Jan 22, 2018

Show notes

Learn how the tweak made in a prior podcast moved my credit score from 817 to a perfect 850.

This is part two of a podcast I did about investigating a 30 point drop in my credit score, even though I pay it off every month.

I made a tweak in podcast number 251 and I share the results with you on this podcast.

Even if you pay your bills off every month and don't carry a balance on your credit cards, there's one thing that might be impacting your credit negatively.

I fixed it in podcast 251 (listen for all the details on how to raise your credit score) and on this podcast I give you the awesome results of the tweak.

My FICO score report is posted on my website at http://www.lindapjones.com, podcast 367.

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

Please subscribe to the podcast to get notified as soon as new podcasts are uploaded.

366: The ONE Thing to Do For Financial Success in 2018 Jan 17, 2018

Show notes

Learn the one thing to focus on for financial success this year.

This is the most important thing you can do financially this year.

You'll have to listen to find out what it is!

Please subscribe to the Be Wealthy & Smart podcast and get new episodes as soon as they are added.

365: 6 Misconceptions About Millionaires Jan 15, 2018

Show notes

Learn the 6 things about millionaires you may think are true but aren't.

We learned in Be Wealthy & Smart podcast #286, that $2.4 million is what most American's consider "wealthy". See that podcast for other interesting facts about millionaires.

Link to the Business Insider article is here: http://www.businessinsider.com/fascinating-facts-about-american-millionaires-2017-11/#theyre-not-all-filthy-rich-in-fact-95-have-a-net-worth-between-1-million-and-5-million-1

The link to the Millionaire Next Door book is here: http://amzn.to/2D31rWE

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

364: Performance of Overseas Stock Funds and World Equities Jan 12, 2018

Show notes

Learn what regions/countries are the best performers on a 1, 3, 5, 10 and 15 year average annual return basis.

Chart from Investor's Business Daily is posted on my website at http://lindapjones.com, podcast 364.

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

363: Performance of US Diversified Stocks by Category Jan 10, 2018

Show notes

Learn which asset classes have performed the best on a 1, 3, 5, 10 and 15 year basis.

Review of U.S. Diversified Stocks like the S & P 500, Large-cap growth, Large-cap core, Multi-cap growth, Midcap growth, Multicap core, Large-cap value, Multicap value, etc.

Chart from Investor's Business Daily is posted on my website at http://lindapjones.com, podcast 363.

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

362: Top Performing Global Equity Sector Funds of 2017 Jan 08, 2018

Show notes

Learn the top performing global equity sector funds of 2017.

The chart from Investor's Business Daily is posted on my website with the bonus chart of top performing Fixed Income funds. You can find them on my website at:

http://www.lindapjones.com/wp-admin/post.php?post=13352&action=edit

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

361: Performance of the 10 Largest ETF's by Assets Jan 05, 2018

Show notes

Learn the best performing ETF's for 2017 that are the 10 Largest ETF's by assets.

The article is posted on my website at http://lindapjones.com.

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.

360: Best Performing ETF's of 2017 Jan 03, 2018

Show notes

Learn the best performing ETF's for 2017 that are U.S. Diversified Stock and Sectors.

The article is posted on my website at http://lindapjones.com.

Get "11 Quick Financial Tips to Boost Your Wealth" at http://lindapjones.com.