Money Tree Investing
Episodes
Filing for Bankruptcy the Right Way with Ashley Morgan
16 May 2025
Contributed by Lukas
Ashley Morgan is here to share on filing for bankruptcy the right way. There has been a rising demand for bankruptcy services amid job losses and cont...
This Hidden Bull Market Is Hiding In Plain Sight
14 May 2025
Contributed by Lukas
This hidden bull market is actually lying in plain sight! Find out what it is today as we discuss media fear-mongering, unhelpful propaganda, Bitcoin ...
Venture Capital in the Age of AI with Anthony Georgiades
09 May 2025
Contributed by Lukas
Anthony Georgiades shares the future of venture capital in the age of AI. He shares his journey from an early failed startup to becoming a deeply tech...
Central Banks Are Hoarding This Asset Expecting Trump’s Next Move
07 May 2025
Contributed by Lukas
The central banks are hoarding this asset while they wait for Trump's next move! In the meantime, Warren Buffett’s announced his official retiremen...
Emotional Discipline for Trading Success with Diana Perkins
02 May 2025
Contributed by Lukas
Diana Perkins shares how you can master your emotions through discipline for trading success. Her journey has taken her from a childhood fascination w...
Big Move In This Shiny Asset
30 Apr 2025
Contributed by Lukas
This is a big move in this shiny asset! While everything else in the market is seeing big changes, gold is not different. We are also in earnings seas...
Long Term Care or Roll The Dice?
25 Apr 2025
Contributed by Lukas
We're joined by Frances Reaves, who shares insights from her work in estate and Medicaid planning, on how to get your parents ready for long term care...
Good Friday… Good Times… Bad Markets
23 Apr 2025
Contributed by Lukas
Good times... Bad markets! Today we talk about recent volatility in the market, particularly in the bond market, as there is a lot of geopolitical unc...
The New Global Paradigm Shift And How To Invest
18 Apr 2025
Contributed by Lukas
Dan Rasmussen returns to talk about how to invest during this global paradigm shift. Rasmussen shares how the post-2008 investment environment has shi...
A Second Big Move In The S&P 500 Will Change How You Think About Stock Investing
16 Apr 2025
Contributed by Lukas
There's a second big move in the S&P 500 and it's going to change things! Today we reflect on a historic and volatile week in the markets, highlightin...
What 96% of People Get Wrong About Social Security Planning
11 Apr 2025
Contributed by Lukas
Beau Henderson joins us to dive into the often misunderstood world of Social Security planning. Beau highlights how only 4% of people claim their bene...
A Big Move In The S&P 500 Is Coming
09 Apr 2025
Contributed by Lukas
There is a big move coming in the S&P 500. In today's episode we dive into the recent market volatility triggered by geopolitical tensions, tariffs, ...
The Growth of Global Investing with Ladislas Maurice
04 Apr 2025
Contributed by Lukas
Ladislas Maurice joins us today to discuss the benefits of global investing. He shares his experience in emerging markets, and the investing benefits ...
Is Your Social Security Safe From DOGE?
02 Apr 2025
Contributed by Lukas
Is your social security safe from DOGE? Today we talk about the big changes coming to the Social Security Administration and how (or if) they impact y...
Investment Management in a Volatile Market with Shelby McFaddin
28 Mar 2025
Contributed by Lukas
Shelby McFaddin is here to discuss investment management for your portfolio in 2025's volatile stock market. Shelby discusses her time at Motley Fool ...
Extreme Overvaluation In These Stocks May Shock You
26 Mar 2025
Contributed by Lukas
There are some overvaluation in these stocks that may shock you! Today we discuss concerns over the stock market's high valuations, with a historical ...
Trading Mindset Revealed
21 Mar 2025
Contributed by Lukas
Lia Holmgren, a former psychotherapist turned full-time stocks trader and trading coach, joins the podcast to discuss the trading mindset. As a stock ...
Shocking Revelation…Housing Bubble 2.0
19 Mar 2025
Contributed by Lukas
We are back in the middle of housing bubble 2.0. Today we cover recent market corrections, investor psychology, and the importance of perspective when...
Venture Capital AI Trends
14 Mar 2025
Contributed by Lukas
Kate McAndrew shares her experience with venture capital AI and how it is disrupting the industy. She also talks about unconventional journey into ven...
Warren Buffett’s Predictions
12 Mar 2025
Contributed by Lukas
Will Warren Buffett's Predictions come true? We'll find out as today, the discussion centers around frustrations with the U.S. healthcare system, how ...
The Future of Copper and Clean Energy with Gord Neal
07 Mar 2025
Contributed by Lukas
Gord Neal, CEO of World Copper, joins us to talk about the future of copper! Gord shares his extensive experience and background in mining commodities...
Buffett’s Final Letter To Investors…
05 Mar 2025
Contributed by Lukas
Today we discuss Buffett's final letter as his recent shareholder letter has just released. We talk about Buffett Indicator’s warning of market over...
Disrupting Taxes with Thomas J. Cryan
28 Feb 2025
Contributed by Lukas
Thomas J. Cryan joins us to discuss his new book Disrupting Taxes. He highlights how tariffs historically served as the primary source of U.S. federal...
Extreme Overvaluations In This Market May Shock You
26 Feb 2025
Contributed by Lukas
There have been some extreme overvaluations in this market and we are here to discuss them! Today we take a deep dive on market valuations and the rel...
Fix and Flip Real Estate with Charles Goodwin
21 Feb 2025
Contributed by Lukas
Charles Goodwin is here to talk about how to broaden your investment portfolio with fix and flip real estate. Charles discusses how he transitioned in...
The Mar-a-Lago Accord Revealed... And It Will Send Shockwaves Across the Globe
19 Feb 2025
Contributed by Lukas
The Mar-a-Lago Accord could shake up the world economy. We also chat about resource efficiency, economic trends, geopolitical shifts, and the evolving...
The Best EFT Diversification for Your Investment Strategy
14 Feb 2025
Contributed by Lukas
Graham Day joins us to talk about the best EFT diversification you can have in your investment portfolio. Graham shares his experience in the ETF worl...
The Problem With Post Election Tariffs
12 Feb 2025
Contributed by Lukas
There a problem with the post election tariffs! Today we talk about all the breaking political developments following Trump's election, his rapid use ...
The Soul of Wealth with Daniel Crosby
07 Feb 2025
Contributed by Lukas
Today we talk The Soul of Wealth with Daniel Crosby, a behavior finance expert. Daniel shares his transition from clinical psychology to Wall Street d...
2025 Predictions Continue
05 Feb 2025
Contributed by Lukas
With all of the new Senate confirmations and executive orders from the past week, the 2025 stock market predictions continue! We explore how higher in...
Trend Alert…Unchaining The Block Chain
31 Jan 2025
Contributed by Lukas
Joe Kelly shares how he is unchaining the block chain through his company Unchained. He shares his entrepreneurial journey and insights on Bitcoin and...
Is Donald Trump Inflationary?
29 Jan 2025
Contributed by Lukas
Today we ask a burning question: is Donald Trump inflationary? We dive into the economic implications of Trump's policies, emphasizing their inflation...
All Weather Investing Strategies
24 Jan 2025
Contributed by Lukas
Eric Crittenden is here to share the investing strategies for all weather! No matter what the situation is, you should be prepared to invest your mone...
The Two Handed Economist Surprise Prediction
22 Jan 2025
Contributed by Lukas
The two handed economist has a surprise prediction! Today we cover a wide range of topics such as market movements and our perceptions of the current ...
Technological Revolution in Manufacturing
17 Jan 2025
Contributed by Lukas
Renan Devillieres discusses the currect techological revolution in manufacturing! This revolution is caused by geopolitical shifts and technological a...
2025 Inflation Predictions
15 Jan 2025
Contributed by Lukas
Ready for inflation predictions? We discuss the places inflation could strike again in 2025. We also talk economic trends, inflationary patterns, and ...
The Housing Crisis and Inflation: Barriers to the American Dream
10 Jan 2025
Contributed by Lukas
Economist Bob Frick joins us to talk about how the housing crisis and inflation and how they have become barriers to the American Dream. Bob draws fro...
2025 Stock Market Predictions
08 Jan 2025
Contributed by Lukas
Get ready to invest because today we have your 2025 stock market predictions! Today we talk about how market predictions are typically futile due to t...
Supercommunicators
03 Jan 2025
Contributed by Lukas
We are joined by one of my favorite authors Charles Duhigg to discuss his new book, Supercommunicators! We also jump around to chat about other topics...
Year End 2024 Wrap Up And Good Cheer
01 Jan 2025
Contributed by Lukas
2024 is over so we're going to share a 2024 wrap up! We explore reflections on the holiday season and its implications for financial markets. We share...
Trailblazers, Heroes and Crooks
27 Dec 2024
Contributed by Lukas
Steve Foerster, a finance professor and investment historian, to talk his latest book, Trailblazers, Heroes and Crooks: Stories to Make You a Smarte...
Happy Festivus & Christmas Trends
25 Dec 2024
Contributed by Lukas
Today we cover a mix of festive holiday reflections and current Christmas trends. We debate the merits of artificial versus real trees, the Federal Re...
Asset Protection For Lawsuits and Divorce
20 Dec 2024
Contributed by Lukas
Blake Harris shares tips for how to improve your asset protection! The conversation delves into how offshore trusts differ from domestic ones. Blake a...
Where Is The Santa Claus Rally???
18 Dec 2024
Contributed by Lukas
Where is the Santa Clause Rally and why isn't it here yet? What is here however, is drones! Today we talk about the current events including drone sig...
How Credit Impacts Your Daily Life
13 Dec 2024
Contributed by Lukas
Rod Griffin shares how credit impacts your daily life! As a consumer education and advocacy expert at Experian, Rod discuss the critical role of credi...
Thanksgiving And Turkey Hangover Is Over… Santa Clause Rally Here We Come
11 Dec 2024
Contributed by Lukas
Thanksgiving is over and now we're heading into Christmas season! Today we touch on financial planning, likening it to solving a maze by starting at t...
A Golden Opportunity In Small and Mid-Sized Banks
06 Dec 2024
Contributed by Lukas
John Palmer delves into his extensive career in banking, and highlights the golden opportunity that lies in small and mid-sized banks. He highlights t...
Turkey Hangover
04 Dec 2024
Contributed by Lukas
We're in a turkey hangover but that won't stop us from diving into investing strategies. We share how, by playing to their strengths and finding exter...
Macro Trading Opportunities
29 Nov 2024
Contributed by Lukas
Tony Greer is here to share Macro Trading opportunities based on his insights from his dynamic career as a trader, spanning roles in FX and more, to h...
Cryptocurrency Up… Gold Down… What Could Possibly Go Wrong?
27 Nov 2024
Contributed by Lukas
As the Friday before Thanksgiving unfolds, we are seeing cryptocurrency up and gold down! The markets are in a reflective yet volatile state. The emer...
Retirement Solutions & Challenges For Each Generation
22 Nov 2024
Contributed by Lukas
Anne Lester is here to discuss the retirement solutions and challenges that are facing each generation. Ann shares insights into the challenges of sav...
A Summary of How a Trump Presidency Affects Your Investments
20 Nov 2024
Contributed by Lukas
The Trump presidency is going to affect your investments and today we discuss how! We talk about focusing on shifting paradigms, market trends, and th...
Real Estate Opportunities for 2025
15 Nov 2024
Contributed by Lukas
Marco Santarelli returns to share real estate opportunities you should be jumping on in 2025! Despite rising interest rates, Marco remains optimistic ...
Election Results… And the Winners Are…
13 Nov 2024
Contributed by Lukas
The election results are in and the real winners are the American people who do not have to watch politics ads anymore! Today we dive into the afterma...
Becoming a Super Host: Secrets to Creating a Successful AirBNB
08 Nov 2024
Contributed by Lukas
Mark Lumpkin is here to discuss real estate investing through creating a successful AirBNB. He delves into what it means to be a "super host," by enha...
Election Shenanigans… Here’s What You Can Expect After the Election
06 Nov 2024
Contributed by Lukas
The election just happened and that means there will be some shenanigans after the election! Today we talk divisiveness in political discourse, the in...
The US Sovereign Wealth Fund… Origins Revealed
01 Nov 2024
Contributed by Lukas
Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public inve...
The Problem with the Election… It’s Not You… It’s Me
30 Oct 2024
Contributed by Lukas
There's a problem with the election and it's not just about you, it's me too. Our conversation today highlights how U.S. political party priorities ha...
How the Profit First System Will Transform Your Taxes
25 Oct 2024
Contributed by Lukas
Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minim...
Where is Bitcoin going next?
23 Oct 2024
Contributed by Lukas
Where is Bitcoin going next? Today we discuss Bitcoin and how it's currently crashing and what that means for it's future! We also talk about how cons...
Balancing Business and Family: Jenny Groberg’s Journey to Success
18 Oct 2024
Contributed by Lukas
Jenny Groberg joins us to share how she has because a master of balancing business and family. Her journey led her to starting a consulting business f...
The US Government’s Secret Tax Is Revealed
16 Oct 2024
Contributed by Lukas
We reveal the secret tax the government is hiding from us! We also talk the misunderstandings of inflation and all it's complexities. We also help you...
Get Your Masters In Personal Finance Education In 30 Minutes Or Less
11 Oct 2024
Contributed by Lukas
Jeff Hulett shares how a proper personal finance education can build the habits that grow lifelong wealth. Our cognitive biases impact financial decis...
The Hurricane Destroyed the Stock Market
09 Oct 2024
Contributed by Lukas
Hurricane Helene was devastating, and it impacted so much more than just Asheville. Hurricanes can cause major claims, leading to a temporary dip in s...
Decoding ISOs, RSUs, and NSOs… Oh My!
04 Oct 2024
Contributed by Lukas
Josh Radman joins us today to discuss a little discussed topic on Money Tree Podcast: Decoding RSU, ISO and NQ SOs. He also shares how government prog...
The Irrational Impact of Politics on the Market
02 Oct 2024
Contributed by Lukas
Election season upon us so you know that there will be an irrational impact of politics that is going to hit the market this fall. We also discuss the...
Macro Economist Reveals… Global Meltdown Is At Hand
27 Sep 2024
Contributed by Lukas
Peter Berezin is here today to discuss the global meltdown that is coming! The chief strategist at BCA Research discusses the potential for an upcomin...
Fed Wow… Heavy On The Propaganda
25 Sep 2024
Contributed by Lukas
Corporate media is heavy on the propaganda these day! It's hard to tell what is real in the news anymore. But what we do know for sure is the Federal ...
Top Ways To Invest In Cannabis Stocks So Your Investments Don’t Go Up In Smoke
20 Sep 2024
Contributed by Lukas
Anthony Coniglio is here today to talk about how you can invest in cannabis stocks! Anthony co-founded New Lake Capital Partners, a real estate invest...
Is Ai Stealing Your Jobs And Causing Inflation?
18 Sep 2024
Contributed by Lukas
Is Ai stealing your jobs? Today we discuss how Ai is impacting the job market and inflation. We also highlight the states where people are having a lo...
The Secret Future Of Banking
13 Sep 2024
Contributed by Lukas
Emmanuel Daniel is here today to discuss the secret future of banking! He shares his background, and how he established "The Asian Banker," a publicat...
The Inverted Yield Curve Distorting The Financial Markets And Your Portfolio
11 Sep 2024
Contributed by Lukas
Historically, every time the yield curve inverts, a recession follows, but don't fret just yet, this could be correlation, not causation. Recession te...
World War 2.5 Is Still a Go. What You Need to Know
06 Sep 2024
Contributed by Lukas
Andrew Stotz returns to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market...
Can You Smell What The Fed Is Cookin?
04 Sep 2024
Contributed by Lukas
The fed is cookin' up something and today we talk about their upcoming decision on interest rates, and debate on whether and how much rates should be ...
VC Investing In the Next Generation Of Technology
30 Aug 2024
Contributed by Lukas
Kepmton Schwab is here to discuss Venture Capital (VC) investing! We also discuss the emotional and strategic aspects of selling a business and how su...
Jackson Hole Revelation… Powell Reveals His Secret Thoughts on Inflation and the Economy
28 Aug 2024
Contributed by Lukas
Powell was in Jackson Hole last week and today we discuss some Jackson Hole Revelation on the future of the market and interest. We also talk the curr...
TIPS, Treasuries and Inflation
23 Aug 2024
Contributed by Lukas
Roger Silk joins us to discuss TIPs, treasuries, and inflation, and more! He explains the nuances of the repo market, potential risks, and its role in...
Why Volatility Exists In The Market… And How You Can Benefit
21 Aug 2024
Contributed by Lukas
A lot of volatility exists in the stock market right now, but did you know you can actually benefit from it? Today we talk about how market reactions ...
Golden Protection For Your Portfolio
16 Aug 2024
Contributed by Lukas
Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold ...
IMPORTANT: New Investing Framework You Need To Know
14 Aug 2024
Contributed by Lukas
There's new investing framework you need to be aware of! Join us today as we discuss what it is. Today we chat about the recent performance of the S&P...
Investing In Hedge Funds For the Average Joe
09 Aug 2024
Contributed by Lukas
Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in ...
Spurious Correlations in Financial Markets
07 Aug 2024
Contributed by Lukas
In the financial markets, it's common to spurious correlations based on historical data. However, the economic landscape has evolved, and banks now in...
The Crypto Trade Continues To Bear Fruit. Learn Where To Invest Next
02 Aug 2024
Contributed by Lukas
The crypto trade continues to stay strong! Do you know where to invest? Join us for an interesting conversation with Paul Rosenberg as he shares some ...
How Ice Baths Can Keep You From Freaking Out When The Index Experiences A Small Pullback
31 Jul 2024
Contributed by Lukas
Did you know ice baths can help you keep a cool head when the markets experience a small pullback? They have so many additional benefits you may never...
Blake Christian Reveals the Secrets of Opportunity Zone Funds
26 Jul 2024
Contributed by Lukas
Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. ...
Revealed… The Next Hot Trend Is Officially A Go
24 Jul 2024
Contributed by Lukas
We reveal the next hot trend and cover all the hot topics. We discuss free speech, political violence, and how bad ideas are necessary to recognize go...
The Rise of Private Credit in a Post 2008 World
19 Jul 2024
Contributed by Lukas
Nelson Chu joins us today to discuss the rise of private credit! He's here to share how private credit emerged as a significant player post-2008 finan...
Legendary Investor Secret #24: How Confirmation Bias Blinds You To Some Of The Best Investments
17 Jul 2024
Contributed by Lukas
Are you losing out on good investments due to confirmation bias? We often want clear, definitive answers to how to invest, but in financial markets ...
The Growing Popularity of Covered Call Option Strategy
12 Jul 2024
Contributed by Lukas
Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the gr...
Independence From Bad Investing
10 Jul 2024
Contributed by Lukas
We are here to celebrate your independence from bad investing. Today we discuss investing, political commentary, and of course the U.S. debate. Listen...
How to Give the Gift of College With a 529 Plan
05 Jul 2024
Contributed by Lukas
Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to p...
Revealed... How Your Food Choices Effect Your Investing
03 Jul 2024
Contributed by Lukas
Did you know your food choices effect your investing? Take the time to think about investing and the importance of knowing what you're getting into. J...
The Future of Investing in International Markets with Jason Crawshaw
28 Jun 2024
Contributed by Lukas
Today we welcome Jason Crawshaw from Polaris to talk about investing in international markets. Originally from South Africa, he is now a portfolio man...
What Willie Mayes Can Teach Us About the Stock Market
26 Jun 2024
Contributed by Lukas
Did you know that Willie Mayes can teach us a lot about the stock market? Baseball and investing may have more in common than you think! We talk marke...
Exploring Business Cycles with Liz Young: Insights for Young Professionals
21 Jun 2024
Contributed by Lukas
Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-relat...
Consumer Sentiment Leads The Way. So Where IS The Problem…
19 Jun 2024
Contributed by Lukas
Today’s markets have been quite uneventful, but consumer sentiment leads the way! Consumer confidence is down, potentially influenced by upcoming el...
Michael Edesess Exposes the Conspiracies in Common Financial Practices
14 Jun 2024
Contributed by Lukas
Do you think there are conspiracies in common financial practices? I do. Michael Edesess thinks so too. He thinks there may be some conspiracies with ...
Stonks Are Back… And So is Inflation
12 Jun 2024
Contributed by Lukas
Mr. Roaring Kitty and stonks are back! Today we have a discussion about GameStop's recent stock movements and the role of individual investors in mark...
Can Bitcoin Reshape the Economy? Jeff Booth's Solution to Deflation
07 Jun 2024
Contributed by Lukas
Do you think that Bitcoin can reshape the economy for a better future? Today Jeff Booth is here to discuss the future here sees for the economy and Bi...
Trend Confirmed... Nuclear Energy Is Coming To A Neighborhood Near You
05 Jun 2024
Contributed by Lukas
Nuclear energy is coming sooner than you think! Today we discuss the sudden shift in media coverage around energy, where negative talk about nuclear p...