Money Tree Investing

How Do ETFs and Other Funds Work with Kevin Quigg

09 Nov 2018

Contributed by Lukas

Kevin Quigg describes the differences between ETFs, mutual funds, and the type of person who would benefit from hedge funds. Exchange Traded Funds (ET...

Winning the Lottery, Real Estate Investing, and Family Inheritance

02 Nov 2018

Contributed by Lukas

What happens when you win BIG in the lottery? This is the topic Miranda has been pondering when the Mega Millions jackpot reached $1.5 billion. Linda ...

Rule 72t, How to Choose Investments, and Binary Options - We answer Listener Questions

26 Oct 2018

Contributed by Lukas

Can you take advantage of any loopholes in ROTH IRA contributions to withdraw earnings tax and penalty free? That’s our first question from Jason wh...

Investing Apps, Paying Off Debt and Asset Allocation - Listener Questions

19 Oct 2018

Contributed by Lukas

ADD, Apps, and Asset Allocation: It's all covered in today's episode. Listeners Alicia, Sally, Katie, Jillian and Shanna sent in questions for this ep...

Better Money Moves with Chris Hogan

12 Oct 2018

Contributed by Lukas

Chris Hogan speaks to people all over the nation about how to make better moves with their money. As one of Ramsey Solution’s speakers, he has the o...

How Banks Make Their Money with Anand Talwar from Ally Bank

05 Oct 2018

Contributed by Lukas

Anand Talwar from Ally Bank explains how banks make their money. The primary way is through loans. Consumer loans, such as Ally’s leading auto finan...

How to Retire in a Different Country

28 Sep 2018

Contributed by Lukas

Would you move to an overseas city if it only cost $40k a year to live? CNBC wrote an article about five overseas cities where you could have a comfor...

How to Use Fintech to Make Better Money Decisions with Joe Saul-Sehy

21 Sep 2018

Contributed by Lukas

Recently JP Morgan announced the release of their new investing app, which leave many saying “Welcome to the club”. Fintech is changing the way we...

Manage Your Inheritance Like a Boss with Doug Goldstein

14 Sep 2018

Contributed by Lukas

75% of people who receive inheritances go through all the money within 5 years. Aretha Franklin passed away intestate (without having made a will). Do...

The Laws of Investing Success, with Dr. Daniel Crosby [ENCORE]

07 Sep 2018

Contributed by Lukas

Dr. Daniel Crosby shares the fundamental methods for investing success based on his studies of human behavior and finance.  The 4 C’s to behavioral...

Should You Mortgage Your Cabin and Ditch the Savings Bonds - We Answer Your Questions

31 Aug 2018

Contributed by Lukas

If you believe we are due for a correction in the market, would you plan to borrow money on your house to invest during the downturn? That’s what on...

How to Build Wealth with Linda P. Jones

24 Aug 2018

Contributed by Lukas

Linda P. Jones feels the financial industry hasn't done a good job getting women interested in investing like it has for men. But what's the real harm...

Impact Investing with Eddie Lorin

17 Aug 2018

Contributed by Lukas

Do you take into account the social mission or the social impact of the investments you buy? Eddie Lorin from ImpactHousing.com shares ways to invest ...

How to Invest in Real Estate with Jake and Gino of Wheel Barrow Profits

10 Aug 2018

Contributed by Lukas

Real estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”. But they didn’t quit, and they own mo...

Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray

03 Aug 2018

Contributed by Lukas

Mark Byelich and Paul Murray say the best and most advantageous bucket is the tax-free bucket. A tax-free bucket includes things like Roth IRAs, Roth ...

Target Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener Questions

27 Jul 2018

Contributed by Lukas

We are starting the next 200 episodes with another Listener Questions episode: Michael is 35 years old, has no debt, and $30,000 in his checking accou...

Investing Success and Failure with the Money Tree Crew

20 Jul 2018

Contributed by Lukas

Celebrating our 200th episode with stories of our biggest successes and financial mistakes. For more information, visit the show notes at http://money...

Retirement FAIL with Greg Sullivan

13 Jul 2018

Contributed by Lukas

It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years. Greg S...

The Magic Pill to Wealth, with Julia Carson

06 Jul 2018

Contributed by Lukas

The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her ...

Investing in the Next Generation of Entrepreneurship with Tracy Worthington

29 Jun 2018

Contributed by Lukas

Tracy Worthington didn't want to go to college, so she got a cosmetology license. She began by selling candles and soaps to friends but ended up creat...

How to Use Investing to Reach Your Goals with Rick Frisbie

22 Jun 2018

Contributed by Lukas

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning. Rick Frisbie from Robust...

Long Term Care Insurance, Stock Market Timing, and Roth 401k - We Answer YOUR Questions

15 Jun 2018

Contributed by Lukas

When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer ...

Stock Market Predictions Investing for Retirement and Getting Out of the Rental Property Game Your Listener Questions

08 Jun 2018

Contributed by Lukas

Why does the market drop when financial news is good? This is just one listener question we answer in today's Listener Questions episode. Justin saw t...

Frugal Your Way to Financial Independence with Taylor the FI Guy

01 Jun 2018

Contributed by Lukas

Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife ar...

Finding the Right Financial Advisor with Lorraine Ell

25 May 2018

Contributed by Lukas

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial a...

REITs, Stock Options, and IRAs: We Answer Your Listener Questions

18 May 2018

Contributed by Lukas

Jake focuses on dividends. Should he invest in a single REIT and reinvest dividends until retirement? This is just one of the questions we tackle from...

Student Loans and Investing in Your Future with Robert Farrington

11 May 2018

Contributed by Lukas

Student Loans have become the single most concerning financial issue with young people and the millennial generation. Whether you signed the dotted li...

Modern Entrepreneurship with Raoul Davis Jr.

04 May 2018

Contributed by Lukas

Raoul Davis Jr from AscendantStrategy.net talks with Linda about what an entrepreneur is and how important they are to our future. The internet has ma...

Investing in Blockchain Technology with Eric Ervin

27 Apr 2018

Contributed by Lukas

Eric Ervin created an ETF of blockchain technologies. He knows the power behind the technology, and can see larger companies using blockchains in a va...

Financial Basics for Money Smart Week with Karen Chan

20 Apr 2018

Contributed by Lukas

Our guest today is Karen Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen share...

Roth IRA and HSA with Eric Brotman

13 Apr 2018

Contributed by Lukas

Eric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts. For more info...

Change Your Money Beliefs with Belinda Rosenblum

06 Apr 2018

Contributed by Lukas

We form self-limiting beliefs based on negative things we’ve seen, or perceive to be negative, that subconsciously prevent us from being or doing th...

Diversified Investing Retirement Accounts and Rebalance Listener Questions

30 Mar 2018

Contributed by Lukas

We love getting your questions. Today we tackle questions from Kai, Matt, Gary, Justin, Nora and Don. For more information, visit the show notes at ht...

Real Estate Investing for Cash Flow with Kevin Bupp

23 Mar 2018

Contributed by Lukas

While many real estate investors seek capital appreciation, cash flow investors like Kevin Bupp look for recurring revenue they can use to spend, inve...

How to Outlive Your Money

16 Mar 2018

Contributed by Lukas

Imagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair. Wo...

What Happens When Someone Steals Half a Million from You?

09 Mar 2018

Contributed by Lukas

A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account. More than $500,...

Taxes, Early Retirement, Roth IRA - We Answer Your Questions

02 Mar 2018

Contributed by Lukas

A couple listeners with more than $2M in investments emailed us with questions about retiring, their 401(k) accounts, and how to beat taxes. For a ful...

3 Paths to Financial Independence with Deacon Hayes

23 Feb 2018

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 - an...

How to Make Money in the New Market with Will Denyer

16 Feb 2018

Contributed by Lukas

Can a demographic have such an impact on a national economy that it keeps interest rates low? Will the end of a "global savings glut" force interest r...

Money Stories and Investing Buckets with Jason Smith

09 Feb 2018

Contributed by Lukas

Challenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets. He begins to e...

Choose the Right Financial Advisor with Joe Saul-Sehy

02 Feb 2018

Contributed by Lukas

Most people think picking an advisor means finding someone who can pick the best investments. Joe Saul-Sehy, one of our regular panelists, used to be ...

How to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your Questions

26 Jan 2018

Contributed by Lukas

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent...

Investing in Gold with Rich Checkan

19 Jan 2018

Contributed by Lukas

“Securities do not always prove good. Money is gold, and nothing else”. This quote is attributed to J.P. Morgan in 1912. Does it still hold some t...

Open a Child IRA, with Chris Carosa

12 Jan 2018

Contributed by Lukas

Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime? Chris Carosa wants children to hav...

Wall Street Walkers - Build Wealth Without the Stock Market

05 Jan 2018

Contributed by Lukas

A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a0...

Why do Men and Women Approach Financial Planning Differently?

29 Dec 2017

Contributed by Lukas

CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally a...

Where to Invest $300 to $500 by Linda P. Jones

22 Dec 2017

Contributed by Lukas

A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones...

Build Wealth Faster (with David Osborn and Paul Morris)

15 Dec 2017

Contributed by Lukas

A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stacking...

Invest in Bitcoin, Roth IRA, and mREITs from Your Listener Letters

08 Dec 2017

Contributed by Lukas

Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to reti...

When a Home is an Investment with Dan Green - MTI167

01 Dec 2017

Contributed by Lukas

Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit ...

Dividend Investing Student Loans and Retirement Your Listener Questions - MTI166

24 Nov 2017

Contributed by Lukas

Listener questions keep pouring in, so this episode is full of questions about investing - or not. Steven wants to know if it’s better to use a divi...

Telling Financial Stories with Mihir Desai – MTI165

17 Nov 2017

Contributed by Lukas

Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Fi...

How to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164

11 Nov 2017

Contributed by Lukas

What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight...

Worst Investments Ever with Jim Wang LIVE at FinCon – MTI163

03 Nov 2017

Contributed by Lukas

Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins u...

Kids and Money with Jen Hemphill – MTI162

27 Oct 2017

Contributed by Lukas

Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen’s interv...

How Do You Feel About Investment Buckets with Buck Joffrey – MTI161

20 Oct 2017

Contributed by Lukas

Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow. In this episode h...

The Perfect Portfolio with Ken French – MTI160

13 Oct 2017

Contributed by Lukas

Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing. Then our panel ...

Equifax Shenanigans and Trading Systems with Laurens Bensdorp – MTI159

06 Oct 2017

Contributed by Lukas

Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he...

State Income Taxes, Retirement Account Tax Issues, What Is a Short-Term Investment – Your Listener Questions – MTI158

29 Sep 2017

Contributed by Lukas

Listener questions again? Yes, and we love it so keep them coming! Today we talk about making personal finance decisions when your state raises their ...

Paying for Investment Newsletters, Index ETFs, Retirement Account Diversification – Your Questions Answered – MTI157

22 Sep 2017

Contributed by Lukas

When does it make cents to pay for information about investing? Well, you are listening to a free podcast – but we have an answer for that question ...

Investment Analysis and Indexing with Spencer Jakab from the Wall Street Journal – MTI156

15 Sep 2017

Contributed by Lukas

Can someone really beat the market on a consistent basis? Spencer Jakab, Deputy Editor of the Wall Street Journal’s “Heard on the Street” column...

Investing in a Side Hustle LIVE from Podcast Movement – MTI155

08 Sep 2017

Contributed by Lukas

Want to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle!   Live from the floor at the Pod...

Student Loans, Debt, Gold and Financial Windfalls: We Answer Your Listener Questions – MTI154

01 Sep 2017

Contributed by Lukas

Lots of our listeners are asking what to do with money they have laying around. It’s a good problem to have, and most want to put it to work wisely....

Investing in a Family Office with Richard Wilson – MTI153

25 Aug 2017

Contributed by Lukas

Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management adviso...

Suze Orman explains Who Invests Best – MTI152

18 Aug 2017

Contributed by Lukas

Can women invest better than men? That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their persona...

Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151

11 Aug 2017

Contributed by Lukas

Great questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely ...

Value Investing: What You Should Know with Trip Miller – MTI150

04 Aug 2017

Contributed by Lukas

What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitat...

Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149

28 Jul 2017

Contributed by Lukas

We’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long...

How to Retire Early with Billy and Akaisha Kaderli – MTI148

21 Jul 2017

Contributed by Lukas

Is it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years. While Social Securi...

Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147

14 Jul 2017

Contributed by Lukas

We are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different targ...

What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146

07 Jul 2017

Contributed by Lukas

It's the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used t...

Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145

30 Jun 2017

Contributed by Lukas

You’ve got questions? Our panel has answers. Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs...

Commercial Real Estate with Paul Moore – MTI144

23 Jun 2017

Contributed by Lukas

Paul Moore, author of “The Perfect Investment” shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the...

Dividend Stocks, Super-Charge Your Savings, and Mortgages…We Answer Your Questions – MTI143

16 Jun 2017

Contributed by Lukas

Today’s letter bag is full of questions about best places to save and invest emergency funds, down-payments and other big-time purchases. We also ta...

How To Pick Winning Investments with Stig Brodersen – MTI142

09 Jun 2017

Contributed by Lukas

Stig Brodersen co-hosts the Investors Podcast, a show that studies billionaires and talks about books they read while interviewing people they like to...

Retirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141

02 Jun 2017

Contributed by Lukas

Tax strategies in retirement planning, defensive allocations, and where to invest when you have extra money every month...these are some of the questi...

Worst Financial Advice from Podcasts with Hilary Hendershott – MTI140

26 May 2017

Contributed by Lukas

Hilary Hendershott from Profit Boss Radio shares her Top 10 List of Worst Financial Advice from Podcasts, things like: Discounted Life Insurance House...

MTI139: Listener Questions – HSAs, 401k Early Withdrawals, Backdoor Roth IRA and more

19 May 2017

Contributed by Lukas

A jam-packed show with your letters answered: Simone wants to know about signing up for a high-deductible health plan at work and using an HSA to sock...

MTI138: How Debt Can Help You Build Wealth with Tom Anderson

12 May 2017

Contributed by Lukas

“All debt is not created equally”, says Tom Anderson, author of The Value of Debt. Tom explains why it’s important to eliminate Oppressive Debt,...

MTI137: Should You Trust Fund Ratings? with Christine Benz

05 May 2017

Contributed by Lukas

Morningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also...

MTI136: Trend Following, Speculation, and More with Daniel Ameduri

28 Apr 2017

Contributed by Lukas

Daniel Ameduri believes 90 percent of your liquid net worth should be in reliable performers. The remaining 10 percent is for speculation by those who...

MTI135: Listener Questions Early Retirement, Investing in ETFs and When to Pay Down Your Mortgage

21 Apr 2017

Contributed by Lukas

Answering listener questions about investing on today’s episode: Matthew from Australia is 27 years old, has no debt, and plans to retire in the nex...

MTI134: Dividend Investing with Andrew Sather

14 Apr 2017

Contributed by Lukas

Andrew Sather comes back to the Money Tree Investing podcast to talk about Dividend Investing: The importance of investing in dividend-paying stocks D...

MTI133: Do Credit Cards Make Sense in Your Life? with Jason Steele

07 Apr 2017

Contributed by Lukas

Jason Steele, an expert in the credit card industry, discusses the benefits and risks of using a credit card. Find out who truly benefits from your cr...

MTI132: The Future of Active Trading with Jamie Wise

31 Mar 2017

Contributed by Lukas

Imagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s w...

MTI131: Successful Retirement & Social Security

24 Mar 2017

Contributed by Lukas

When does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations...

MTI130: Taming the High Cost of College, with Brad Baldridge

17 Mar 2017

Contributed by Lukas

Deferring saving for retirement or taking on your child’s student loan debt may not be the only option you have to pay for your kid’s higher educa...

MTI129: Millennial Money Decisions, with Amanda Abella

10 Mar 2017

Contributed by Lukas

Millennials are probably right to be scared of the market since they have witnessed some really bad experiences. Our guest today, Amanda Abella, answe...

MTI128: Marriage and Money, with Couple Money’s Elle Martinez

03 Mar 2017

Contributed by Lukas

Elle Martinez from Couple Money joins us to talk about the HOW of talking about money with your partner. Elle says to avoid talking about numbers when...

MTI127: Investing in Private Equity, with Douglas McCormick

24 Feb 2017

Contributed by Lukas

Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a...

MTI126: Are Your Emotions Screwing Up Your Investing Plan? with T. Michelle Jones

17 Feb 2017

Contributed by Lukas

The DOW recently broke the 20,000 mark. How does that make you feel? T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotio...

MTI125: Listener Letters – Tax Advantages of Roth IRA vs Traditional, Using Insider Trading News, and Reallocating ETFs

10 Feb 2017

Contributed by Lukas

It’s our favorite time again where we answer your letters. Scott wants to understand: “By being taxed on deposit into the Roth, I lose out on comp...

MTI124: Selling the Big House to Get Out Of Debt Faster

03 Feb 2017

Contributed by Lukas

Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for ...

MTI123: Money Moves for the New Year with Maria Bruno from Vanguard

27 Jan 2017

Contributed by Lukas

Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we b...

MTI122: Listener questions what to do with $100k and why index investing RULES!

20 Jan 2017

Contributed by Lukas

We are back and in full force for your investing questions. Chris is 25 years old and inherited $100,000. How should he invest it without putting it i...

MTI121 REWIND: Mistakes in Investing, with Phil Ash

13 Jan 2017

Contributed by Lukas

Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns....

MTI120 REWIND: Rent vs Buy with Jason Hull

06 Jan 2017

Contributed by Lukas

Just because we are on vacation doesn’t mean we’ve forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so ...

MTI119 REWIND: Selling on CraigsList and Why Budgets Are Sexy, with J. Money

30 Dec 2016

Contributed by Lukas

We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away....

MTI118: How to Not Run Out of Money In Retirement, with Jane Bryant Quinn

23 Dec 2016

Contributed by Lukas

Are you close to retirement without adequate savings? Jane Bryant Quinn’s most recent book, How to Make Your Money Last, addresses this problem for ...

MTI117: DIY Investing vs the Pros, with Eric and Wendy Nissan

16 Dec 2016

Contributed by Lukas

Eric and Wendy Nissan know what it’s like to be on both sides of the market: As both professional and as investors. Today they share tools, strategi...