Money Tree Investing

Beware of Inflation: The Impact Of Inflation On Valuations – Growth Vs Value, Current Markets, Valuations and More…

06 Jul 2022

Contributed by Lukas

Happy Independence Day! (2 Days Belated) I hope you all enjoyed the holiday and spent some time reflecting on what is important in your life. We are a...

Secrets of The Rich #17 – Investing in Agriculture For Income, Growth and Protection From Inflation

01 Jul 2022

Contributed by Lukas

This is another episode of Secrets of the Rich. Secret #17, Investing in Agriculture. Have you asked yourself why so many Billionaires are investing i...

Beware of Inflation: The Impact Of Inflation On Investments – How Do You Know When You Are Wrong?

29 Jun 2022

Contributed by Lukas

Inflation Alert... Here is what you need to know about the impact of inflation on investments in your portfolio. We discuss stocks, bonds, real estate...

Get Higher Income From Your Investments – Covered Call Writing and Dividend Stocks

24 Jun 2022

Contributed by Lukas

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated...

Beware of Inflation – How Does Inflation Affect Real Estate & Your Portfolio Asset Allocation?

22 Jun 2022

Contributed by Lukas

Are you curious about how inflation affects real estate? Your home, investment property, land, etc. will all be affected by inflation. This is the big...

Historical Perspective On Inflation From The Former Editor of Barrons, Gene Epstein

17 Jun 2022

Contributed by Lukas

High inflation is causing big problems in the economy, stock market and family budgets. When will it go back to "normal"? What is the Federal Reserve ...

Why Do We Have Inflation? The #1 Reason (Bonus Episode)

15 Jun 2022

Contributed by Lukas

Why do we have inflation? I'm sure you have heard about 100 reasons why this is happening, yet none of them make sense to you. We are in a paradigm sh...

101 Guide To Investing Distressed Assets During Times Of Market Stress

10 Jun 2022

Contributed by Lukas

If you are worried about paying too much for your investments, this episode we discuss how to invest in distressed assets. As we move towards a recess...

Beware Of Inflation – (Bonus Episode) The Impact of Inflation on Cryptocurrencies, Gold, and Your Cash

05 Jun 2022

Contributed by Lukas

This is the second bonus episode in our Beware of Inflation series where we discuss the impact of inflation on different assets and aspects of your li...

Investing In High Yield Bonds To Find Higher Yields

03 Jun 2022

Contributed by Lukas

Are you looking for higher yields? High yield bonds are historically an interesting way to increase the yields you get from your investments. Markets ...

Is Passive Investing Truly The Best Strategy?

27 May 2022

Contributed by Lukas

We have a thorough discussion this week with Rick Ferri about passive investing and whether it makes sense for your portfolio. We also discuss why War...

7 Best Ways To Provide Financial Education For Kids

20 May 2022

Contributed by Lukas

Debbie Todd discusses the 7 best ways to teach financial education to kids. This is one of the biggest problems in this country... adults not having ...

Money Revolution Book – Richard Duncan

13 May 2022

Contributed by Lukas

Richard Duncan is once again a guest on our show. Richard is going to explain to us why our economy is hitting a speedbump and why this is the sympto...

Beware Of Inflation – The Bonus Interview That Will Change Your Life… For The Better

11 May 2022

Contributed by Lukas

This is an important announcement... This is a special bonus episode that will thoroughly explain this new inflation trend and the implications for y...

Investing In Gold For Protection and Profit

06 May 2022

Contributed by Lukas

Is high inflation keeping you up at night? If not it should. The financial markets are going through a paradigm shift that most people are not aware ...

Global Macro Trading Strategies & The Perfect Trade

29 Apr 2022

Contributed by Lukas

Some of the best hedge funds use a global macro trading strategy to beat the markets. Alex explains how he is able to use this strategy to understand ...

Learn How To Pick High Quality Value Stocks From The Pros

22 Apr 2022

Contributed by Lukas

This week we interview Eric Schoenstein about picking high quality value stocks in a volatile environment. The nature of the stock market has changed ...

Investment Decision Making Made Easy With Victor Haghani

15 Apr 2022

Contributed by Lukas

Good investment decision making is hard work and requires an understanding of how the markets operate. You cannot learn this in a textbook. We discuss...

Top 5 conservative Option Strategies to Generate Additional Income

08 Apr 2022

Contributed by Lukas

This is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that c...

Commercial opportunities in space – Brittany Zimmerman

01 Apr 2022

Contributed by Lukas

This week we talk to Brittany Zimmerman, who has worked with NASA, ISS, and the US DoD. She has an inside track on the current and future technologies...

Investing In China And Technology

25 Mar 2022

Contributed by Lukas

We interview Bruce Liu about the best strategy for investing in China. We discuss the role of technology, why you old investing in China strategy is ...

Is Investing In Dividend Stocks The Best Strategy?

18 Mar 2022

Contributed by Lukas

Want to buy some boring dividend stocks? These are stocks that people would look at your funny if you bragged about them at a party. Yet these are so...

What’s In Store for 2022

11 Mar 2022

Contributed by Lukas

This is a great opportunity to pick the brain of the Chief Global Investment Strategist at Charles Schwab. Jeff Kleintop talks about what he thinks i...

Life After Debt - Marcus Garrett

04 Mar 2022

Contributed by Lukas

This week we interview Marcus Garrett about life after debt. We discuss the learn apply teach method, how different generations perceive debt differe...

Benefits Of Investing In Real Estate At Any Age

25 Feb 2022

Contributed by Lukas

These days, there are many options for investing. From the tried and true methods of investing such as mutual funds and bonds, to the more risky and v...

Zillow Real Estate Market Insights With Jeff Tucker

18 Feb 2022

Contributed by Lukas

This week we interview Senior Economist at Zillow, Jeff Tucker. We discuss the state of the real estate market, what's changed, and what trends you n...

What Does The UFC, Gambling, and Financial Coaching Have In Common?

11 Feb 2022

Contributed by Lukas

This week we interview the financial coach for UFC fighters. We discuss some best practices that work for both UFC fighters and normal people. Person...

Socially Responsible Real Estate Development

04 Feb 2022

Contributed by Lukas

Check out this great interview with Yusef Alexander about socially responsible real estate development for multi family housing. We talk about some un...

This Odd House... Let's Do A Fix and Flip

28 Jan 2022

Contributed by Lukas

Have you considered using the fix and flip strategy to make some extra money on the side? Everyone should have multiple streams of income... But how ...

COVID Getting You Down? You Need A Midlife Gap Year

21 Jan 2022

Contributed by Lukas

So many people have midlife crisis, and COVID has not helped. You might need a break... This week we interview Lisette Smith about the idea of taking...

Assets Protection Strategies – Douglass Lodmell

14 Jan 2022

Contributed by Lukas

Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable? This week we interview Doug Lodmell on som...

Year End Review – 2022 Year Ahead

07 Jan 2022

Contributed by Lukas

2021 is finally in the books. Whew. A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see al...

Developing Real Estate – An Interview With Josh Benaim

31 Dec 2021

Contributed by Lukas

What does an opera singer have to do with being successful in real estate?  We find out this week as we interview Josh Benaim, an expert in developin...

Investing in Small Cap Value: Interview with Francis Gannon

24 Dec 2021

Contributed by Lukas

We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find va...

Investing in Uranium – The Next Generation of Cheap Clean Energy

17 Dec 2021

Contributed by Lukas

Are you looking for the next big trend? Are you looking to invest in environmentally green energy before everyone else? We dive right into this big en...

11 Top Strategies For Raising Money Smart Kids

10 Dec 2021

Contributed by Lukas

Are your kids money smart? This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a...

Investment Fraud 101: How to Protect Yourself From Fraudsters

03 Dec 2021

Contributed by Lukas

Are you a victim of investment fraud? You might be but don't know it yet. We interview David Meyer, an attorney representing investment fraud victims....

Real Stories: Currency Trading 101 with Rob Booker

26 Nov 2021

Contributed by Lukas

Real Stories of real investors: Currency Trading This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes ...

Creative Seller Financing Secrets with Terry Hale

19 Nov 2021

Contributed by Lukas

Want to buy real estate with no money down? Don't have any money, credit, or experience? Carleton Sheets tells us you can do it. So does Terry Hale. W...

Story: Physician Real Estate Investor Mas Oishi

12 Nov 2021

Contributed by Lukas

Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of th...

Julio Gonzalez: Engineered Tax Services

05 Nov 2021

Contributed by Lukas

This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio...

Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier

29 Oct 2021

Contributed by Lukas

We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his mar...

Debate Of The Century: Active Vs Passive Investing… Which Is Better?

22 Oct 2021

Contributed by Lukas

I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like...

Secret Of the Rich #15: Investing in Music Royalties

15 Oct 2021

Contributed by Lukas

Want to get paid every time a Taylor Swift song is played? I do. You can too. This week we dive into another secret of the rich and famous. Investing ...

Technical Analysis For Fun and Profit with JC Parets

08 Oct 2021

Contributed by Lukas

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete pict...

Richard Duncan and Macro Economics

01 Oct 2021

Contributed by Lukas

Worried about a global financial crisis? You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss thi...

Charles Sunnucks: Value Investing

24 Sep 2021

Contributed by Lukas

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We dis...

US Trading Championship 2020 – Learn How Oliver Kell Made 941.1% In One Year Trading Stocks

17 Sep 2021

Contributed by Lukas

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Champio...

Startup investing 101: An Interview with Startup Incubator and Accelerator Founder Space Founder, Steven Hoffman

10 Sep 2021

Contributed by Lukas

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how y...

Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more.

03 Sep 2021

Contributed by Lukas

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big ...

The Chart Report - Learn Why Charting Is An Important Part Of Investing

27 Aug 2021

Contributed by Lukas

Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of inv...

Larry Kotlikoff: US Economic Policy, Social Security & The US Debt Crisis

20 Aug 2021

Contributed by Lukas

Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We ...

Options Trading Strategies Expert Tom Sosnoff Exposes Fact from Fiction with Options Trading

13 Aug 2021

Contributed by Lukas

Great interview this week with Options Trading Strategies expert, Tom Sosnoff. We discuss how Tom got started, what options trading strategies work, a...

The Importance Of Investing In Gold For Your Portfolio

06 Aug 2021

Contributed by Lukas

We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you sho...

Conducting Due Diligence On Your Investments 101

30 Jul 2021

Contributed by Lukas

This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for a...

Cell Tower Leasing: Creating Extra Income From Your Real Estate With The 5G Revolution

23 Jul 2021

Contributed by Lukas

Are you looking to profit from the 5G  revolution which is changing the future of technology? Have you considered cell tower leasing as a way to gene...

The Cost of College - How Much Is Too Much

16 Jul 2021

Contributed by Lukas

How can I afford to send my kids to college without putting myself into the poorhouse? Is the cost of college worth the price? Does everyone need a co...

Technical Analysis 201: Swing Trading, VWAP, Time Frames and more with Brian Shannon

09 Jul 2021

Contributed by Lukas

Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more......

Daniel Crosby: Behavioral Finance

02 Jul 2021

Contributed by Lukas

The secrets to investing are all in your head... Also known as behavioral finance. You don't need to be a psychologist. Daniel Crosby distills hundred...

A Historical Approach To Asset Allocation Investing

25 Jun 2021

Contributed by Lukas

This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the h...

Real Estate Tax Loopholes of the Rich #11: Cost Segregation, Tax Credits, and Tax Incentives

18 Jun 2021

Contributed by Lukas

Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax i...

Secured Mortgage Notes: Finding Yield in a Low Yield Environment

11 Jun 2021

Contributed by Lukas

Have you been looking for yield in all the wrong places? Lets talk about the right ones... Secured Mortgage Notes. Never heard of it? You are not alo...

Brian Adams: Real Estate Syndication Trends

04 Jun 2021

Contributed by Lukas

Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, i...

Real Estate Inflation – Should You Be Afraid Of This New Trend?

28 May 2021

Contributed by Lukas

Real estate prices are continuing to skyrocket. People continue to flee to the suburbs. Lumber prices are up 300%+ People are paying above listed pric...

Berkshire Hathaway Annual Meeting 2021

21 May 2021

Contributed by Lukas

Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually. This week we discuss the points made by Buffett and Munger at ...

Gold Vs. Bitcoin Debate

14 May 2021

Contributed by Lukas

Which would you rather have Gold or Bitcoin? No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position. ...

Listener Questions: When Is The Housing Market Going To Crash, Inflation, and Dividend Stocks

07 May 2021

Contributed by Lukas

It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to g...

Everything You Need To Know About Investing In Cryptocurrencies

30 Apr 2021

Contributed by Lukas

Are you still wondering what all the fuss is about? Still think cryptocurrencies are the next tulip bubble? This week we interview Paul Rosenberg abo...

Tiger 21: Learn The Secrets Of How Successful Entrepreneurs Preserve Their Wealth

23 Apr 2021

Contributed by Lukas

A great interview with Michael Sonnenfeldt, founder and chairman of Tiger 21, a peer network of successful high net worth individuals. We discuss what...

Are You A Prolific Investor? Chris Odegard The Employee To Investor Transformation

16 Apr 2021

Contributed by Lukas

Are you a prolific investor? We interview Chris Odegard about his story of going from employee to full time investor. He talks about how he learn to ...

Everything You Wanted To Know About Investing In Overseas Real Estate

09 Apr 2021

Contributed by Lukas

What is the easiest way to ease your way into overseas real estate investing?  Are you a Pioneer or a Settler? What country should you consider? Wha...

Choosing Real Estate Syndications Over Technology Due Diligence Investing Secrets

02 Apr 2021

Contributed by Lukas

Have you considered investing in real estate syndications? They can be a great way to invest if you do your due diligence properly. Learn the secret q...

Do You Need Financial Therapy? We Discuss This New Field Of Financial Planning

26 Mar 2021

Contributed by Lukas

Do you need financial therapy? Studies suggest you do... Are you money avoidant, money vigilant, or money worship? This week we discuss financial ther...

Smart Estate Planning Can Save You Money and Your Privacy

19 Mar 2021

Contributed by Lukas

Want to learn the secrets of smart estate planning strategies?  This week we interview an estate planning attorney, Ali Katz, who is an expert in es...

Where to Invest Today

12 Mar 2021

Contributed by Lukas

The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has...

Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit

05 Mar 2021

Contributed by Lukas

Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it w...

What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?

26 Feb 2021

Contributed by Lukas

Looking to invest in a business, real estate or a horse? Ever wonder why some people are good at investing in anything they invest in while others ca...

Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang

19 Feb 2021

Contributed by Lukas

Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vi...

Charles Schwab’s State of the Global Markets with Jeffery Kleintop

12 Feb 2021

Contributed by Lukas

Jeff Kleintop is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal. This week we discuss ...

Getting Financially Naked With Jackie Porter

05 Feb 2021

Contributed by Lukas

We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked ...

Flipping Real Estate with Paul Thompkins – Here’s what you need to know…

29 Jan 2021

Contributed by Lukas

We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip...

How I Lost $50,000,000 In Real Estate With Rod Khleif

23 Jan 2021

Contributed by Lukas

This week we interview multi family real estate expert, Rod Khleif, about how he lost $50,000,000 in real estate and bounced back even stronger in his...

2020 Year End Wrap Up

15 Jan 2021

Contributed by Lukas

Join us for the 2020 Year End Wrap Up and Review. We discuss what happened in 2020, where we are now, and where things are going for 2021. We also di...

Should You Get a Reverse Mortgage?

08 Jan 2021

Contributed by Lukas

Are you considering a reverse mortgage as a part of your retirement plan? Are you worried these products are still the black sheep of retirement plann...

Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money

01 Jan 2021

Contributed by Lukas

This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, opt...

Private Mortgage Lenders Are In For A Surprise This Year

25 Dec 2020

Contributed by Lukas

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this mean...

Emerging Market Investing For 2020 and Beyond – Locating Opportunities With Tremendous Growth Potential

18 Dec 2020

Contributed by Lukas

Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets? Most people are scar...

Investing Secrets Of The Rich #11: Litigation Finance: How to Make Money of Someone Else’s Lawsuit

11 Dec 2020

Contributed by Lukas

Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too. Fortunately there is a way to ...

Interest Rate Volatility and Inflation Nancy Davis

04 Dec 2020

Contributed by Lukas

Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy ...

Day Trading Secret #4: Master This and You Will Ensure Your Success, And It Doesn’t Come In A Black Box

27 Nov 2020

Contributed by Lukas

Want to be a successful day trader? Think you have the chops to do it for a living? This interview with Chris Tate gives you exactly what you need to ...

Homeowners Insurance Innovations – How to Save Money On Your Insurance

20 Nov 2020

Contributed by Lukas

Have you been over paying for your homeowners insurance? Would you even know if you were? We interview industry insider Sean Harper about how he is in...

Roger Ibbotson - Yale Professor Talks About the Future of Interest Rates, The Stock Market, and More

13 Nov 2020

Contributed by Lukas

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how...

Learn How To Start a Fund to Grow Your Wealth

06 Nov 2020

Contributed by Lukas

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not s...

The Future of Oil and Natural Gas Investing

30 Oct 2020

Contributed by Lukas

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? This week we inte...

Tax Advantaged Investments in real estate DST

23 Oct 2020

Contributed by Lukas

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax s...

Money Honey Rachel Richards – Retire Early With Passive Income

16 Oct 2020

Contributed by Lukas

Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Fi...

Investing in Small Businesses For Profit

09 Oct 2020

Contributed by Lukas

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you...

Investing in Tax Liens For Profit and Fun – One of Kirk’s Favorite Asset Classes

02 Oct 2020

Contributed by Lukas

This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too. Industry insider, Joanne Musa, talks about...

Mobile Home Park Investing – Digging For Gold In A Trailer Park

25 Sep 2020

Contributed by Lukas

This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take ...

Venture Capital Investing: Wall Street’s Secret Club They Don’t Want You To Join

18 Sep 2020

Contributed by Lukas

We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. It's...