Money Tree Investing

MTI116: Answering Your Questions about investing in real estate, diversification and how to retire early

09 Dec 2016

Contributed by Lukas

Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones   Da...

MTI115: Market Timing, with Garrett Jones

02 Dec 2016

Contributed by Lukas

Market Timing: When should you get out of the market and when is the right time to get back in? The market has been volatile, but not as often as you ...

MTI114: The Breaking Point, with James Dale Davidson

25 Nov 2016

Contributed by Lukas

James Dale Davidson says we are headed for a money cataclysm, after about 42 trillion dollars in wealth has been “created out of vapors”. In the 2...

MTI113: The Laffer Curve, with Dr. Arthur Laffer

18 Nov 2016

Contributed by Lukas

Arther Laffer is best known for the Laffer Curve, an illustration of the theory that there exists some tax rate between 0% and 100% that will result i...

MTI112: BitCoin – Investment or Currency? (with Ashe Whitener)

11 Nov 2016

Contributed by Lukas

Crypto-currency is as controversial as the recent Presidential election. Will it become the medium of exchange in the near future? Ashe Whitener, host...

MTI111: Lessons From Epic Entrepreneur Fails, with John Lee Dumas

04 Nov 2016

Contributed by Lukas

John Lee Dumas, host of Entrepreneur On Fire, knows more stories about failure than anyone we know. He has asked more than 1,400 entrepreneurs to tell...

MTI110: Indexing is a Local Sport, with David Stein

28 Oct 2016

Contributed by Lukas

David Stein from the popular “Money For The Rest Of Us” podcast talks about indexing: Is Indexing really making you an active money manager? Why d...

MTI109: Listener Letters about Big Buyouts, How to Research Stocks, and SRI for Atheists

21 Oct 2016

Contributed by Lukas

How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for ...

MTI108: Option Alpha, with Kirk Du Plessis

14 Oct 2016

Contributed by Lukas

“The first thing people need to understand about options is that the market is incredibly efficient”, says Kirk Duplesis from OptionAlpha.com. The...

MTI107: Know Your Advisor, Monitor Your Credit, and Watch Wells Fargo

07 Oct 2016

Contributed by Lukas

Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without ...

MTI106: Listener’s Letters – Beginning with Robinhood, Acorns and Betterment

30 Sep 2016

Contributed by Lukas

Today we answer listener letters from Shylowe, Christopher, Michael and Justin. Shylowe is living paycheck to paycheck and wants to learn about invest...

MTI105: Top 7 Investment Strategies of Centimillionaires, with Richard C Wilson

23 Sep 2016

Contributed by Lukas

Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires. Richard explains how centimillion...

MTI104: Crowd Investing, with Annie Wyatt of CrowdInvest

16 Sep 2016

Contributed by Lukas

Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market. What is crowd investing? The theory is that independent and...

MTI103: Finding Your Investing Philosophy, with Matt Hall

09 Sep 2016

Contributed by Lukas

Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frus...

MTI102: Rebounders Don’t Fail, They Pivot – Rick Newman

02 Sep 2016

Contributed by Lukas

Success comes with hard work and tough decisions. Sometimes you need to quit and pivot. Rick Newman wrote the book, “Rebounders: How Winners Pivot F...

MTI101: Cyclical, Linear and Hybrid Real Estate, with Jason Hartman

29 Aug 2016

Contributed by Lukas

Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate mark...

MTI100: Listener Letters about Bonds effecting Equities, how Credit Card Rewards are paid for, and more

19 Aug 2016

Contributed by Lukas

Today we get together to answer YOUR questions: Kevin wants to know if bonds are in for a “day of reckoning”. How do bonds effect equity valuation...

MTI099: Making Better Women Investors, with Ellen Jordan

12 Aug 2016

Contributed by Lukas

What you be done to improve the financial system for woman breadwinners in today’s world? Our guest, Ellen Jordan, talks about the problems she is s...

MTI098: How to Avoid a House Sale Fail, with Jules Haas

05 Aug 2016

Contributed by Lukas

New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate. Today he talks about the basics of a real estate transaction...

MTI097: The Morality of SRI and Google Cars, with Rabbi Shaya Karlinsky

29 Jul 2016

Contributed by Lukas

Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this: Would you i...

MTI096: The Laws of Investing Success, with Dr. Daniel Crosby

22 Jul 2016

Contributed by Lukas

Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan. His newest book, The Laws of Wealth: Psychology and ...

MTI095: Using the News to Make Investing Decisions – with Matt Towery

15 Jul 2016

Contributed by Lukas

Matt Towery believes we can use the news to make investment decisions. “News effects all of our investments. Anyone can watch the news but by the ti...

MTI094: Listener Letters about selling ESPP discount stocks, how to grow investments when most is cash, and more

08 Jul 2016

Contributed by Lukas

We are back to answer your questions: Tommy asks for ideas to grow his investments. Most of his investments are in cash, the rest in a brokerage accou...

MTI093: Crowdfunding Securities with Gregg Flinn

01 Jul 2016

Contributed by Lukas

Have you ever wanted to get in on some of those Shark Tank-like deals? The US Government has a new ruling that appears to let you do that now under Re...

MTI092: How to Raise Financially Fit Kids with Shannon McLay

24 Jun 2016

Contributed by Lukas

Our guest, Shannon McLay from FinancialGym.net, says ““Financial Literacy starts in the home”. She shares stories of her son’s experiences wit...

MTI091: Listener Letters about Finding an Investment Mentor, Stock Target Prices, and Investing Too Much

17 Jun 2016

Contributed by Lukas

Time again for our panel to answer your questions: *Justin wants to know what analysts mean by a stock target price? *Emily is worried she may be savi...

MTI090: Peter Schiff on Government Regulation and Financial Troubles

10 Jun 2016

Contributed by Lukas

Economist and stockbroker, Peter Schiff, wonders if we would have Jetsons-like lives if the government didn’t put so many regulations on business. I...

MTI089: Investing in Mobile Home Parks with Jefferson Lilly

03 Jun 2016

Contributed by Lukas

Many investors don’t think about investing in mobile home parks. Jefferson Lilly shares the benefits of owning mobile home parks and why it's the on...

MTI088: Making the Most of Credit Card Rewards with David Shelhammer

27 May 2016

Contributed by Lukas

David Shelhammer is a credit card reward enthusiast. He believes collecting credit card rewards or cash back from using credit cards can be a lucrativ...

MTI087: Being a Socially Responsible Investor with Bill Holliday

20 May 2016

Contributed by Lukas

Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an...

MTI086: Burton Malkiel on Low Interest Rates, Corporate Bonds, and Dividend-paying Stocks for Retirees

13 May 2016

Contributed by Lukas

  Burton Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street. He discusses ways reti...

MTI085: Investing an Inheritance, Dollar Cost Averaging, and Universal Basic Income

06 May 2016

Contributed by Lukas

The panel discusses questions from YOU, the listeners! Daniel is worried about pricing limit orders below flash-crash prices. How does he protect his ...

MTI084: Ty Crandall on Business Funding

29 Apr 2016

Contributed by Lukas

Investing in your business is investing in yourself. A business can contribute to your retirement as an asset you could either sell or create an incom...

MTI083: Adaptive Asset Allocation with Adam Butler

22 Apr 2016

Contributed by Lukas

Adam Butler is CFA and CEO of ReSolve Asset Management. He co-wrote a book, Adaptive Asset Allocation, with Michael Philbrick and Rodrigo Gordillo. Ad...

MTI082: Terrance Odean – Making Simple Smart Financial Decisions

15 Apr 2016

Contributed by Lukas

In this complex world of finance, we need to keep these main areas simple: Saving, insurance and investing 1. Saving, Spending, and Credit If you aren...

MTI081: Build Wealth, Not a Credit Score with Steve Stewart

08 Apr 2016

Contributed by Lukas

Can you be credit worthy without a credit score? That’s what Financial Wellness Coach, Steve Stewart, believes. A credit score is based on your cred...

MTI080: Safety Scores with Kevin Stewart

01 Apr 2016

Contributed by Lukas

Kevin Stewart introduced the Safety Score to StocksForTheWeek.com. The Safety Score looks at the typical income statement items a financial analyst wo...

MTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or Invest

25 Mar 2016

Contributed by Lukas

We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest ...

MTI078: Pessimistic About the Market? David Holland rests our fears

18 Mar 2016

Contributed by Lukas

If advisers can list the serious risks of the market, like the drop in oil prices or possibility the Fed makes a bad decision, how can they still say ...

MTI077: Biotech Sector Investing with Brad Loncar

11 Mar 2016

Contributed by Lukas

Biotechnology has been the stock market’s best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotec...

MTI076: Options Trading with John Richardson

04 Mar 2016

Contributed by Lukas

Options trading isn’t something we come across on a daily basis. Today’s guest, John Richardson, explains how options trading can be a great way t...

MTI075: Securities Crowdfunding with Rick Andrade

27 Feb 2016

Contributed by Lukas

There’s a lot going on with securities crowdfunding. It can provide a way for startups, small businesses, and medium business to raise funds. It’s...

MTI074: Where to find the best money managers with Chris Cogswell

19 Feb 2016

Contributed by Lukas

How do the best money managers handle portfolios? Along with sharing their views on the best money managers, the Money Tree Podcast panelists also dis...

MTI073: Wayne Connors on Portfolio Building 2016-Style

13 Feb 2016

Contributed by Lukas

Wayne Connors from RetirementInvestor.com builds portfolios and teaches investors how to use investing tools for a living. How do you avoid some commo...

MTI072: Managing and Making Money with Online Business, Budgets and Craig’s List with J. Money

05 Feb 2016

Contributed by Lukas

This week we talk about managing and making money with online business, budgets, and Craig’s List. Our guest is J. Money from BudgetsAreSexy.com. Th...

MTI071: Millennials and Investing with Katie Brewer

29 Jan 2016

Contributed by Lukas

There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement...

MTI070: Day Trading with Brady Dahl (Andrew’s Farewell Episode)

22 Jan 2016

Contributed by Lukas

Do you know what it takes to be successful at day trading? It’s not for everyone, but it is something that can work well if you have the right tempe...

MTI069: How’s My Portfolio Looking? (and new contributors!)

17 Jan 2016

Contributed by Lukas

On today’s first show of 2016 we answer a slew of your letters…everything from bitcoin to diversification to international investments, investing ...

MTI068: Money Tree Classic, Robo-Advisors with Rob Berger

01 Jan 2016

Contributed by Lukas

Happy New Year! We’re still on break as we spend time with our families and get ready to add new panelists to the show. We hope you enjoy this class...

MTI067: Money Tree Classic, Real Estate Investing with Brandon Turner

25 Dec 2015

Contributed by Lukas

We hope you are enjoying a Merry Christmas! We’re on break right now, enjoying time with family, so we thought we’d share a classic podcast episod...

MTI066: Money Tree Classic, David Stein on MPT

18 Dec 2015

Contributed by Lukas

Enjoy this classic episode of the Money Tree Podcast. David Stein, from Money for the Rest of Us, talks about Modern Portfolio Theory, and where it fi...

MTI065: College Savings Basics with Abby Brooks from Sallie Mae

11 Dec 2015

Contributed by Lukas

In this episode we talk with Abby Brooks from Sallie Mae about college savings and what you need to consider when planning for your kids to go to coll...

MTI063: Investing Like a King with Doug Goldstein

06 Dec 2015

Contributed by Lukas

Doug Goldstein, author of Rich as a King, a book comparing investing to chess, joins us this week to talk about fundamental investing practices. How s...

MTI062: Listener Questions on Beginning Investing

20 Nov 2015

Contributed by Lukas

It’s another episode with listener questions. This time, most of the questions deal with beginning investing. If you want to know what you can do to...

MTI061 Alternative Investments

13 Nov 2015

Contributed by Lukas

Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Toda...

MTI060: Are Options Difficult and Risky?

06 Nov 2015

Contributed by Lukas

Joshua Belanger from OptionSizzle.com joins us to talk options: why do people see them as risky? Joshua sees the opposite: options are a great way to ...

MTI059: Football + Finances, Stock Splits, Insurance

30 Oct 2015

Contributed by Lukas

Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, an...

MTI058: Is Paying Down Student Loans a Good Investment?

23 Oct 2015

Contributed by Lukas

We are told that paying down student loans — or any debt — offers a “guaranteed” return on investment. Even if that’s true, is speeding up t...

MTI057: Where Does Investing Fit In Your Financial Plan?

16 Oct 2015

Contributed by Lukas

Jason Hull CFP from MyFinancialAnswers.com joins us to talk about where investing fits in your overall plan. Then our roundtable team discusses planni...

MTI056: Emerging Markets and Market Volatility

09 Oct 2015

Contributed by Lukas

The markets lately have been on a crazy roller coaster.  Much of this volatility is due not to our own conditions in the US, but to the economies of ...

MTI055: Historic 1,000 Point Dow Plunge with Trading Justice

25 Sep 2015

Contributed by Lukas

Topics covered include: Why trading was halted, with comparisons to 2010 flash crash How markets across the world move depending on the time of day Th...

MTI054: Investing in a Two Tier Market with Jim Pearce

19 Sep 2015

Contributed by Lukas

Are you looking for some good bargains in the current volatile market? In this episode, Jim Pearce from Investing Daily talks about the two tier marke...

MTI053: Listener Questions – Retirement, Real Estate and Gold

04 Sep 2015

Contributed by Lukas

We answer listener questions brought to us via email. We welcome guest panelist Jeremy Balkin, the author of Investing with Impact: Why Finance Is a F...

MTI052: Investing in a Franchise with Scott McIntosh from Nestle Toll House Cafe

29 Aug 2015

Contributed by Lukas

Scott McIntosh, VP of Franchise Development for Nestle Toll House Cafe, joins us to talk about investing in a franchise. We cover lots of ground in th...

MTI051 Small Business Retirement Accounts

21 Aug 2015

Contributed by Lukas

In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should co...

MTI050: Roth IRA and Tax Management with Ron Nawrocki

14 Aug 2015

Contributed by Lukas

Topics covered include: Why 95% will never be wealthy Multiple IRAs, Roth IRA, and Self Directed IRA Overcoming information overload Resources The Ric...

MTI049: Listener Investing Questions and Answers

07 Aug 2015

Contributed by Lukas

Today we answer more of your investing questions and answers .  We take your questions and answer them in great detail with a little fun debate. The ...

MTI048: Currency Trading with Linda P. Jones

31 Jul 2015

Contributed by Lukas

What’s next for the U.S. dollar? Is it really headed for weakness after recent years of strength? And if the greenback is ready for weakness, is it ...

MTI047: Beginner Technical Analysis with Greg Harmon

24 Jul 2015

Contributed by Lukas

Technical analysis is the study of past prices, used for risk management and to help obtain a possible directional bias going forward.  In this episo...

MTI046: Emerging Markets with Professor Andrew Karolyi

17 Jul 2015

Contributed by Lukas

Topics covered include: Perspective on current emerging markets landscape How to assess risk in the over 50 emerging markets countries The effect of p...

MTI045: Hedge Fund ETFs with Ethan Powell of Highland Capital Management

11 Jul 2015

Contributed by Lukas

Hedge funds inside of an ETF? Ethan Powell is Chief Product Strategist and Executive Vice President at Highland Capital Management in Dallas, Texas. H...

MTI044: Investing Mistakes with Phil Ash

06 Jul 2015

Contributed by Lukas

Are you making some of the most common investing mistakes? Many of us aren’t doing all we can to maximize our returns — and we don’t even know i...

MTI043: Buy vs Rent with Jason Hull

26 Jun 2015

Contributed by Lukas

Buy vs rent – the constant debate! In this episode we look to the pros and cons of both sides and how to decide if the time is right to buy a home. ...

MTI042: Is Capitalism Evil or Good with Jeremy Balkin

19 Jun 2015

Contributed by Lukas

Capitalism is a hotly contested topic as it relates to the government and the economy. We’ll discuss whether each of us believes that capitalism is ...

MTI041: A Silver Bullet For Your Portfolio? with Andrew Chanin of PureFunds

12 Jun 2015

Contributed by Lukas

Andrew Chanin, CEO of PureFunds joins us to talk about silver and miners. Where does silver go in your portfolio? Why is it on such a run lately? What...

MTI040: Your Letters – Quarterly Earnings, College Degrees and More

06 Jun 2015

Contributed by Lukas

Today we empty the mailbag, answering your letters about quarterly earnings, bonds, college degrees and more. Have a question for the show? Write us a...

MTI039: Commodities for the Individual Investor

29 May 2015

Contributed by Lukas

Commodities always seem like the sophisticated advanced investing thing to do.  However, is it really an area that the individual investor should be ...

MTI038: Investing in P2P Loans with Simon Cunningham

22 May 2015

Contributed by Lukas

P2P loans offer an interesting investing opportunity. There is the potential for diversification and reasonably good returns. We talk with Simon Cunni...

MTI037: The World’s Deleveraging Situation with Preston Pysh

15 May 2015

Contributed by Lukas

Today’s discussion centers on the global economic system and its inner workings. If you’ve ever wanted to know how market forces impact each othe...

MTI036: Broken Eggs Film – The Looming Retirement Crisis with Andrew Meadows

08 May 2015

Contributed by Lukas

Co-producer Andrew Meadows from the new documentary Broken Eggs – The Looming Retirement Crisis, joins us this week to tackle America’s “three l...

MTI035: Q&A Listener Questions What to Do With Lump Sums

01 May 2015

Contributed by Lukas

Today is our inaugural questions and answers episode.  We take three questions from readers and answer them in great detail. The questions were: 1. H...

MTI034: Trend Following with Niels Kaastrup-Larsen

24 Apr 2015

Contributed by Lukas

Today we talk about an investing strategy called Trend Following.  Our guest Niels Kaastrup-Larsen guides us through what a beginner needs to know ab...

MTI033: Investing Priorities with Carl Richards

17 Apr 2015

Contributed by Lukas

How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about so...

MTI032: Growth Traps and Global Strategies with Sean Emory

10 Apr 2015

Contributed by Lukas

Today’s episode takes a deep dive look into the world of small cap growth, and discusses some of the dangers of investing in that space. We also get...

MTI031: Avoiding the Value Trap with Andrew Sather

03 Apr 2015

Contributed by Lukas

Andrew Sather (our esteemed co-host AND the mind behind eInvestingForBeginners) has written a new book called the Value Trap Indicator. We’ll discus...

MTI030: Annuities for Retirement

27 Mar 2015

Contributed by Lukas

In this episode we take a look at how you can use annuities to save for retirement.  Annuities always seem to be a good place to find controversy so ...

MTI029: Create a Retirement Spending Plan with Roger Whitney

20 Mar 2015

Contributed by Lukas

Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of...

MTI028: Evaluate Management and Earnings Calls with Andrea Travilian

13 Mar 2015

Contributed by Lukas

Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, ind...

MTI027: Real Estate, Hustle, and Successful Partnerships with Engelo Rumora

06 Mar 2015

Contributed by Lukas

Engelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending inju...

MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon

27 Feb 2015

Contributed by Lukas

Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting v...

MTI025: Joe Saul-Sehy and Who You Trust with Your Money

20 Feb 2015

Contributed by Lukas

Who do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when...

MTI024: Andrew Hallam and the Permanent Portfolio

13 Feb 2015

Contributed by Lukas

How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which ...

MTI023: Dual Momentum Investing with Gary Antonacci

06 Feb 2015

Contributed by Lukas

Learn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfoli...

MTI022: All About Robo Advisors with Rob Berger

04 Feb 2015

Contributed by Lukas

In this episode we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial a...

MTI021: How to Get Over Your Fear of Investing with Dan Egan of Betterment

23 Jan 2015

Contributed by Lukas

A fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to inves...

MTI020: Warren Buffett’s Books with Preston Pysh

17 Jan 2015

Contributed by Lukas

Today’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marke...

MTI019: Is Modern Portfolio Theory Wrong? with David Stein

26 Dec 2014

Contributed by Lukas

Interview David Stein of podcast Money for the Rest of Us about the flaws in asset allocation and modern portfolio theory. What are your other options...

MTI018: Retirement Investing for Millennials with Lauren Brouhard

19 Dec 2014

Contributed by Lukas

Investing is the best way to build wealth for the future, but many millennials are wary of investing. They aren’t sure how to trust others with thei...

MTI017: Managing Your Cash Flow with Chris Miles

12 Dec 2014

Contributed by Lukas

Many people and businesses struggle financially not because they have too little income, but because they have serious cash flow issues. Chris Miles ...

MTI016: Accredited Investor Newswire with Larry Farris

28 Nov 2014

Contributed by Lukas

In this episode about accredited investors, learn about: Investments outside of Wall Street How to find high yield investments Low risk, high reward i...