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Money Tree Investing

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Episodes

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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...

MTI015: Getting Started Investing in Real Estate with Brandon Turner

21 Nov 2014

Contributed by Lukas

Are you looking to start investing in real estate? What are the legit methods that require low or no money down? Brandon Turner of BiggerPockets has a...

MTI014: Investing in Websites with Tom Drake

14 Nov 2014

Contributed by Lukas

Want to make money by investing in websites? It’s possible. Depending on how you view your website, you can build a revenue source for the future. W...

MTI013: XBRL and Financial Data with Nate Anderson

07 Nov 2014

Contributed by Lukas

HTML shaped and revolutionized the internet, and XBRL is about to do the same with financial reporting. This digital way of reporting financial figure...

MTI012: Austrian Economics with Andy Duncan

31 Oct 2014

Contributed by Lukas

Great interview with the financial derivatives expert and Austrian economist Andy Duncan about the destruction of money and its effect on the world, w...

MTI011: Setting Time-Based Investing Goals with Robert Farrington

24 Oct 2014

Contributed by Lukas

Different assets are ideal for different goals, especially when you consider your time frame. When setting investing goals, it’s important to consid...

MTI010: Why Are Options Not Always Risky? with Brian Overby

17 Oct 2014

Contributed by Lukas

To the beginning investor, options trading can seem like it’s only a risky bet. In this episode we discuss how options can be used as a hedge, and i...

MTI009: Earnings Manipulation and Financial Statement Analysis with Hewitt Heiserman

10 Oct 2014

Contributed by Lukas

Earnings manipulation can make a company look very profitable, while in fact they are bleeding money. This week’s guest, Hewitt Heiserman, is an aut...

MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes

04 Oct 2014

Contributed by Lukas

This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her th...

MTI007: Dividend Investing with Andrea Travilian

26 Sep 2014

Contributed by Lukas

Do you want to super-charge your investment portfolio? One of the best ways to build your nest egg faster is with the help of dividends. Learn why div...

MTI006: Peer-to-Peer Investing with Peter Renton

19 Sep 2014

Contributed by Lukas

In this week’s episode, Larry Ludwig interviews Peter Renton on the topic of Peer-to-Peer investing. Resources mentioned: Is Lending Club or Prosper...

MTI005: Chris Moody on Trading versus Investing and How to Become an Expert Trader

12 Sep 2014

Contributed by Lukas

In this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the differen...

MTI004: Larry Ludwig on Asset Allocation

06 Sep 2014

Contributed by Lukas

Today’s interview is with our very own Larry Ludwig from Investor Junkie. As an experienced investor and business owner, Larry has plenty of great i...

MTI003: Andrew Sather on Investing for Beginners

06 Sep 2014

Contributed by Lukas

There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to ...

MTI002: Nick Kraakman on Value Investing

28 Aug 2014

Contributed by Lukas

This time Nick Kraakman from valuespreadsheet.com is interviewed by Larry Ludwig. Nick shares why he believes Value Investing is the best way to cons...

MTI001: Miranda Marquit on Personal Finance and Growing Your Wealth

06 Aug 2014

Contributed by Lukas

In this very first episode of the Money Tree Investing Podcast, Nick Kraakman interviews fellow panel member Miranda Marquit from PlantingMoneySeeds.c...

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