Money Tree Investing
Episodes
Black Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob Arnott
11 Sep 2020
Contributed by Lukas
Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He ...
Investing in Raw Land… The Simplest Form Of Real Estate Without The Headaches – Mark Podolsky
04 Sep 2020
Contributed by Lukas
This week we interview the Land Geek, Mark Podolsky. We discuss investing in raw land as a professional investor, the pros and cons, and how you can m...
Investing At A Young Age… Inspiring Younger Investors With Caleb Gulliams
28 Aug 2020
Contributed by Lukas
You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrifi...
Learn The Secrets of Money Through Storytelling – Mesh Lakhani
21 Aug 2020
Contributed by Lukas
This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling. We discu...
Mindful Money Interview with Jonathan Deyoe
14 Aug 2020
Contributed by Lukas
I have interviewed some great investors on this show and one thing comes to mind... While all the greats are using a form of mindfulness, they never d...
Leveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan Stavasski
07 Aug 2020
Contributed by Lukas
Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair yo...
Real Estate Crowfunding Review Episode with Ian Ippolito
31 Jul 2020
Contributed by Lukas
How are you looking to invest in real estate? Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site? We interview the guru of...
The Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And More
24 Jul 2020
Contributed by Lukas
Richard Smith spent the last 16 years leveling the playing field for individual investors. We discuss some risk management secrets of professional hed...
The Fioneers – Learn How SloFi Can Make Your Life Better – interview with Jessica Fioneers
17 Jul 2020
Contributed by Lukas
This week we interview Jessica Fioneers about SloFi. It is a acronym bonanza SloFI... FIRE... YOLO... and F-You money... well the last one is not qui...
Offshore Investing and Life As An Expat Interview With Mikkel Thorup
10 Jul 2020
Contributed by Lukas
Do you like the country you live in? Have you imagined living in another country? What about investing in another country? On this week's show we dis...
Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins
03 Jul 2020
Contributed by Lukas
Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Fina...
Financial Literacy for Kids, with Debbie Todd
26 Jun 2020
Contributed by Lukas
Ever wondered why financial literacy for kids is not taught in school? Me too... We discuss why this is the case and how to make your kids financially...
Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting
19 Jun 2020
Contributed by Lukas
This week we discuss how to think about budgeting when you don't want to think about budgeting. This is a great episode where we discuss a number o...
Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia
12 Jun 2020
Contributed by Lukas
The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missi...
The History of Money Interview With John Sneisen
05 Jun 2020
Contributed by Lukas
Have you ever wondered why there is such a large wealth gap in the US? Do you know why the middle class is disappearing? Have you thought about why o...
Smart Beta vs Dumb Beta … Which is Better? A Discussion About ETFs
29 May 2020
Contributed by Lukas
Is your ETF employing the best strategies for this market? This week we discuss ETFs and why you should consider them for your portfolio. We discuss ...
Social Security Benefits: What You Need To Know About Maximizing Your Benefits
22 May 2020
Contributed by Lukas
Are you trying to maximize your social security benefits? Confused by the complexity of when to apply? Looking for someone to make it easy? This we...
The 5 F’s of Financial Fraud
15 May 2020
Contributed by Lukas
The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and mo...
Are Generation 4 Nuclear Reactors The Holy Grail of Energy? Mark Schneider Explains What We Don’t Know About This Secret Trend
08 May 2020
Contributed by Lukas
This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors Think about all the problems you think you know about ...
The Wealthy Gardner Interview with John Soforic
01 May 2020
Contributed by Lukas
Looking to create $20,000 a month in passive income? We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a...
Learn How Your Company’s Financial Wellness and 401k Plan Can Make Your Life Better
24 Apr 2020
Contributed by Lukas
Does your employer love you? Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most em...
Real Estate Note Investing With Penni Zelincoff – Learn How To Invest In Real Estate Without The Headaches
17 Apr 2020
Contributed by Lukas
Are you looking to invest in real estate? How would you like to invest in real estate without fixing toilets, roofs, dealing with tenants or contra...
The CARES Act Simplified – Everything You Need To Know In Easy To Follow Terminology
14 Apr 2020
Contributed by Lukas
Have you heard of the CARES Act? It's the government's attempt to give you free money... Interested in learning more? We discuss the ins and outs o...
3 Famous Investors You Need To Know To Invest Successfully
10 Apr 2020
Contributed by Lukas
How would you like to get into the minds of the top 3 investors of all time? We do that this week on our show... We interview Scott Chapman about h...
Investing in Natural Resources With Industry Legend Rick Rule
03 Apr 2020
Contributed by Lukas
Investing in natural resources is hard... no, its foolish... unless you know what you are doing. If you understand the industry it is a gold mine (pun...
How To Deal With An Economic Crisis (COVID 19)
02 Apr 2020
Contributed by Lukas
How are you acting during this health and economic crisis? Are you being reactive, proactive, or are you leading others to help your community? Are yo...
Learn How Tactical Asset Allocation Investing Strategies Could Protect Your From The Market Next Downturn
27 Mar 2020
Contributed by Lukas
Are you worried about the next market downturn? Want to know how to protect yourself? Want to know why you have never heard about this type of invest...
Historical Stock Market Returns – Learn From The Past To Predict The Future – Barbara Friedberg
20 Mar 2020
Contributed by Lukas
Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss ...
Investing Legends: Steven Bregman – Value Investing In Uncertain Market Conditions
13 Mar 2020
Contributed by Lukas
Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This i...
Market Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price Drop
12 Mar 2020
Contributed by Lukas
Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing th...
Market Monday: How to Protect Yourself In This Market, The Coronavirus, Lebanon Debt Default, and Fed Manipulation – March 8 2020
09 Mar 2020
Contributed by Lukas
Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Las...
Investing in apartments and syndicates - Aaron Fragnito
06 Mar 2020
Contributed by Lukas
Are you looking to invest in real estate that is too expensive? Are you looking to invest in real estate but don't feel you have the expertise or t...
The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin
28 Feb 2020
Contributed by Lukas
Are you worried about risk in your portfolio? If you are not worried about risk you should be. If you are worried about risk, this show will discu...
The Ultimate Insider’s Guide To The Deferred Sales Trust
21 Feb 2020
Contributed by Lukas
Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This ep...
Types of Business Entities - What's The Best Entity For Your Business?
14 Feb 2020
Contributed by Lukas
Are you looking to start a business? Struggling to figure out what types of business entities to create? Trying to optimize the structure to minimize ...
Listener Questions: Asset Allocation Methods, Evaluating REITs, Emergency Funds, Personal Budgets, and more
07 Feb 2020
Contributed by Lukas
Top Listener Questions from our favorite listeners. Where should I invest my emergency fund? Do I need a formal Budget? How do I evaluate REITs? What...
Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?
31 Jan 2020
Contributed by Lukas
Want to know how most financial advisors communicate with their clients? A recent survey from Sean Brown at Ycharts discusses the current state of com...
Tax Loopholes Of The Rich: Economic Opportunity Zone Investments – An Insider’s View With Brandon Lacoff
24 Jan 2020
Contributed by Lukas
Are you looking at economic opportunity zone investments for your capital gains? This episode is for you. Want to know how the rich take advantage of ...
Buying Real Estate on Term
17 Jan 2020
Contributed by Lukas
Have you ever wondered how people buy real estate with no money down? Me too. That's why we interviewed expert Chris Prefontaine about buying real est...
The Top 5 Reasons To Consider International Asset Protection And Offshore Banking – Interview with Joel Nagel
10 Jan 2020
Contributed by Lukas
Do you work in a profession that is at high risk for lawsuits? Do you worry about creditors taking advantage of your wealth? Do you want to take a tri...
Financial New Year’s Resolutions – Starting The Year Right
03 Jan 2020
Contributed by Lukas
Happy New Year!!! Welcome to the new decade of 2020. We are starting off the new year on the right foot by discussing the best way to create your fina...
Paying Off Debt Quickly – We Interview the Experts – Katie Welsh And Denis O’Brien
27 Dec 2019
Contributed by Lukas
Did you end up spending way more during the holidays than you expected? Did you max out your credit cards? Did you know that debt is probably causing ...
Incentive-Based Corporate Tax Policy: Innovative Ideas For The US Tax Code – Interview with Chris Macke – Solutionomics
20 Dec 2019
Contributed by Lukas
Are you worried about how global trade wars are going to affect your portfolio? What about changes in tax policy? This is the episode for you. Chris M...
Tax Loopholes of the Rich: Defined Benefit plans- Brent Henningson
13 Dec 2019
Contributed by Lukas
Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a...
Millennial Investing Interview with Kara Perez
06 Dec 2019
Contributed by Lukas
Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and ...
Self Storage Investing – Interview with Kris Benson
29 Nov 2019
Contributed by Lukas
Having a tough time throwing away all your extra junk... sorry - treasures? You are not alone. Everyone else has this problem too. This is one of the ...
Shareholder Yield – A Secret Investing Methodology That Leaves Dividend Yield in the Dust – Interview with Meb Faber
22 Nov 2019
Contributed by Lukas
Are you looking for high dividend yield stocks? You are probably missing out on some of the best shareholder friendly stocks. Today we dive into the c...
The Formula for a Relaxing Retirement – Retirement Coach Jack Phelps Discusses The Essential Parts Retiring Wel
15 Nov 2019
Contributed by Lukas
What are your biggest concerns about retirement? Are you concerned about retiring well? Are you worried about having enough money at retirement?Are y...
Danielle Martino - Federal Reserve, Monetary policy, and Central Banking
08 Nov 2019
Contributed by Lukas
We love talking to Wall Street Insiders. This week we have an insider from the Federal Reserve Bank of Dallas. We dig into why the Federal Reserve mon...
Space Economy – Are There Moonshot Opportunities Or Is It Too Early To Shoot The Moon?
01 Nov 2019
Contributed by Lukas
Space... The final frontier. A universe of endless possibilities. There is a emerging trend of investing in the space economy. This week we discuss wh...
How do Central Banks Influence Interest Rates?
25 Oct 2019
Contributed by Lukas
Are you wondering how the Federal Reserve interest rates impact your life? Probably not... But you should. Interest rates impact everything that you ...
How to Talk to Aging Parents about Money, with Cameron Huddleston
18 Oct 2019
Contributed by Lukas
What is more awkward that talking to your parents about money? If you are like me, not much. Its a close call between talking to them about money or a...
How do bloggers make money: Logan Allec went from zero to financial independence
11 Oct 2019
Contributed by Lukas
Can you make a living by blogging? Logan Allec blogged his way to financial independence in 1 year. Listen to his story and other ways blogging can cr...
ESG Investing Socially Responsible Investing and Climate Change – Dale Wannen
04 Oct 2019
Contributed by Lukas
Want to invest to make the world a better place? Want to invest in companies that are changing the world? Interested in ESG Investing? You have come t...
My Worst Investments Ever and The Stories from Personal Finance Professionals
27 Sep 2019
Contributed by Lukas
Live from Bankok and Live from Washington DC... We discuss our worst investments ever. Want to learn from the mistakes of others? Good. It is a lot sm...
Investing in Pot Stocks - Are They On Fire ... Or Going Up In Smoke
20 Sep 2019
Contributed by Lukas
Are you wondering if you should invest in Cannabis? No, not for personal reflection or chilling out. This week we discuss the enormous potential for t...
Retirement Distribution Strategies for Smart People Interview with Brandon Renfro
13 Sep 2019
Contributed by Lukas
Want to know how much you are going to need in order to retire? You may be surprised at the answer... and its not what you think. This week we discuss...
How Health Care Costs are going to impact your life and retirement - Scott Heiser
06 Sep 2019
Contributed by Lukas
Scott is a strategic innovator who knows the ins and outs of what feels like an overwhelming world of healthcare and insurance. Today, he shares his k...
The Importance of Employee Benefits and Why You Need To Look Beyond Your Salary
30 Aug 2019
Contributed by Lukas
What you don't know about your employee benefits could be costing you $100,000 or more. We discuss the important of employee benefits with Natalie Pin...
Q&A: Financial Independence, FIRE, And Investing Like a Noob With Our Special Guest Shane Dillon
23 Aug 2019
Contributed by Lukas
We have a special question and answer show this week with Shane Dillon as our guest to discuss financial independence. Shane wrote a finance book whil...
Student Loan Planning - Get Rid of The Anxiety and Quickly Pay Your Debt With This Alternative Strategy Interview with Travis Hornsby
16 Aug 2019
Contributed by Lukas
Do you have massive student loans? Do your loans make you anxious? We interview Travis Hornsby at Student Loan Planner about some of his alternative s...
This Stock Options Expert Shows You How He Makes 100% Gains With Options - Interview with Jeff Bishop
09 Aug 2019
Contributed by Lukas
Multi-millionaire and stock options expert, Jeff Bishop, talks about how he makes over 100% gains by investing in options to boost his growth. Not fam...
6 Pillars of Building Wealth Interview with Michael Zhuang
02 Aug 2019
Contributed by Lukas
Learn more about the 6 Pillars of building wealth from Michael Zhuang: Wealth preservation, tax mitigation, asset protection, and more. For more infor...
Essential Investor Mindset Tips for Real Estate Investors Interview with Steven Pesavento
26 Jul 2019
Contributed by Lukas
Are you looking to invest in real estate? Sounds simple right? There are countless real estate courses out there telling you how to start investing in...
Financial Matters When Losing Someone You Love - Jennifer Luzzatto
19 Jul 2019
Contributed by Lukas
How do you deal with losing someone you love? Jennifer Luzzatto joins us to talk about dealing with personal and financial loss. For more information,...
Day Trading Stocks for Profit and Financial Freedom Interview with Jason Bond
12 Jul 2019
Contributed by Lukas
This former school teacher went from a -$250,000 negative net worth to a net worth of over 50 million dollars by day trading stocks. This week we inte...
Listener Questions: Investing with no money, when is the next stock market crash, extreme investing, emergency funds, and more
05 Jul 2019
Contributed by Lukas
Back by popular demand, we are answering your questions. Bill wants to know how to begin investing in crypto-currencies. Will is wondering if a stock ...
Doug Casey – The International Man Interview – We Discuss His Best and Worst Speculations, Dinner With Dictators, International Investing In War Zones and More
28 Jun 2019
Contributed by Lukas
Doug Casey is a world-class thinker, speculator, traveler, and in my opinion the most interesting guy in the world. Think about it. Who do you know wh...
The Best Robo Advisors and why you should care - Interview with Barbara Friedberg
21 Jun 2019
Contributed by Lukas
Veteran portfolio manager Barbara Friedberg is also an author, fintech consultant, and former university finance instructor. She joins us today to ...
Flipping Real Estate for Profit
14 Jun 2019
Contributed by Lukas
Have you considered investing in real estate for extra income, as a career, or a hobby? Think again… This week we have Dominic Kirchner on our show ...
Women and Money - Interview with Belinda Rosenblum
07 Jun 2019
Contributed by Lukas
Author, Wealth Expert, and speaker Belinda Rosenblum joins us to talk about women and money. For more details and information, visit the show notes at...
Victor Sperandeo - Legendary Futures and Options Trader and Market Wizard
31 May 2019
Contributed by Lukas
Victor Sperandeo is to Wall Street what Warren Buffett is to Main St. Unless you are a student of the market you may have never heard of him, but you ...
The Debt Mindset: Debt Resolution, Bankruptcy, Student Loans, and More
24 May 2019
Contributed by Lukas
You should love your debt. That's the message from Leslie H. Tayne, Esq., a debt resolution attorney. She explains some of the technical issues that e...
A Deeper Look into Annuities (our panel discussion)
20 May 2019
Contributed by Lukas
In this bonus episode, our panel discusses the previous episode's interview about annuities with Stan The Annuity Man Haithcock. To listen to the Stan...
Stan The Annuity Man Hates Annuities… Find out why.
17 May 2019
Contributed by Lukas
You have likely heard, "Annuities are not bought, they’re sold". Stan “the annuity man” Haithcock knows all about annuities, and knows why there...
Passive Cash Flow Real Estate Investments with Lane Kawaoka
10 May 2019
Contributed by Lukas
Lane Kawaoka recently quit his job because he’s built an income from real estate investments. He shares the journey to owning more than 2,100 units ...
Financial Literacy For Kids: Teaching your kids to invest - interview with John Lanza
03 May 2019
Contributed by Lukas
How do you bring up the concept of money with your kids? John Lanza joins us to talk about age-appropriate conversations about money, allowance, and h...
Tax Loopholes for the Rich #1: Economic Opportunity Zones Interview Matt Chancey CFP
26 Apr 2019
Contributed by Lukas
Are you getting all the tax benefits possible? How about getting benefits after the taxable event? Matt Chancey joins us to talk about Economic Opport...
Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy
19 Apr 2019
Contributed by Lukas
Brynne has one child with special needs. How does this change the way she does her financial planning and investing? In general, her plan is to “sav...
Creating Legacy Wealth from Real Estate
12 Apr 2019
Contributed by Lukas
Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued bui...
Self Directed IRA Investing, with Kirk Chisholm
05 Apr 2019
Contributed by Lukas
What is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money...
Trends in Accounting and Finance, with Sean Stein Smith
29 Mar 2019
Contributed by Lukas
FinTech is making an impact in the world if investing. Dr. Sean Stein Smith joins us to share what he says are the three major trends in accounting an...
Creating Cash Flow with Jack Bosch
22 Mar 2019
Contributed by Lukas
Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your go...
Investing for a Living with Roger Dowd
15 Mar 2019
Contributed by Lukas
Wouldn’t it be great if you could trade for a living? Roger Dowd traded for a living and shares his experiences, and warnings, for people who want t...
How to Invest in a Business with Kelly Coughlin
08 Mar 2019
Contributed by Lukas
Kelly Coughlin from EverydayCPA.com helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful b...
How to Invest in Tax Liens with Melanie Finnegan
01 Mar 2019
Contributed by Lukas
When property taxes aren’t paid, tax liens can be levied against the property. The liens are then sold to investors. If the liens are not paid withi...
Listener Questions - Stock Buybacks, Investing with ETFs, HSAs for Retirement, and Figuring out When to Sell Your Stocks
22 Feb 2019
Contributed by Lukas
The mailbag is full again, so we spent time answering your questions! Justin asks: Is GM justified with cutting it’s workforce when spending more th...
Investing with P2P Lending
15 Feb 2019
Contributed by Lukas
Joseph Hogue and Kirk Chisholm join us again this week as we discuss P2P Lending. P2P lending, more specifically defined as Peer-to-Peer lending, repl...
Real Estate Blockchain Investing with Matthew Sullivan
08 Feb 2019
Contributed by Lukas
Would you invest in someone else’s home? Using blockchain technology, you could own a portion of someone’s home. Or as a home owner, you could sel...
Investing in Cryptocurrencies with Barbara Longue
01 Feb 2019
Contributed by Lukas
Bitcoin, Etherium, Litecoin, Monero…there are dozens of cryptocurrencies. Barbara Longue says thousands are still to come. Are cryptocurrencies trul...
Listener Questions - Dogs of the Dow, When to Pay Down Debt, Real Estate, Investing and Cash Flow
25 Jan 2019
Contributed by Lukas
You wrote in, and we answered. Here are some of the topics covered in today's Listener Questions episode: Beating the DOW strategy, also known as "Th...
Frugal Your Way to Financial Independence with Taylor the FI Guy [Encore presentation]
18 Jan 2019
Contributed by Lukas
Taylor and his wife are pursuing Financial Independence by saving 40 percent of their income every year. As they got raises and increased their take-h...
3 Paths to Financial Independence with Deacon Hayes [Encore presentation]
11 Jan 2019
Contributed by Lukas
Deacon and his wife combined finances shortly after marriage – only to find $52,000 in consumer debt was weighing them down. They made the choice –...
Investing in Raw Land with Mark Podolsky, The Land Geek
04 Jan 2019
Contributed by Lukas
Raw land. Is it the undiscovered country of the investing world? Mark Podolsky shares his experience buying, selling, and leasing raw land as an inves...
Women & Divorce with Shannah Compton Game
28 Dec 2018
Contributed by Lukas
Shannon Compton Game went through a divorce. Today she shares things she learned that helped get through the process of separating finances in a way t...
Start a Business and Cultivate Multiple Income Streams with Johnny Gabriele
21 Dec 2018
Contributed by Lukas
Investing in equities can help you build wealth, but creating a business and finding other streams of income can help accelerate building your net wor...
Investing and Intellectual Property with Attorney Daniel Goldstein
14 Dec 2018
Contributed by Lukas
Why is knowing about intellectual property important for normal investors? A patent gives you a specific right in a given country. It give the right o...
Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing
07 Dec 2018
Contributed by Lukas
CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy: Pre-tax After-tax Tax-free Then the panel comes on to discuss Soci...
Constructing ETFs with Kip Meadows - PLUS the Panel Talks Marijuana Stocks
30 Nov 2018
Contributed by Lukas
Kip Meadows joins us to talk about how ETFs are constructed. He explains that an ETF is a type of mutual fund that trades like a stock. While mutual f...
How to Make Money in the Stock Market with Insider Trading, Stock Buybacks, Consumer Confidence, and the Fed
23 Nov 2018
Contributed by Lukas
Insider Trading may not be what you think it is. But it is clear that there are rules to follow when certain knowledge is obtained when it comes to bu...