Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow. In this episode he talks about the problems with "investment buckets" and how Wall Street works. Then he goes into making Read more › The post How Do You Feel About Investment Buckets with Buck Joffrey – MTI161 appeared first on Money Tree Investing Podcast ....
Oct 20, 2017•44 min•Ep. 161
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 discuss what they think would make a perfect investing portfolio. Do money managers really add Read more › The post The Perfect Portfolio with Ken French – MTI160 appeared first on Money Tree Investing Podcast ....
Oct 13, 2017•34 min•Ep. 160
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 shares in his book, "The 30-minute Stock Trader". But first, the Read more › The post Equifax Shenanigans and Trading Systems with Laurens Bensdorp – MTI159 appeared first on Money Tree Investing Podcast ....
Oct 06, 2017•36 min•Ep. 159
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 taxes and can't balance their budget, where to invest when you are maxing out a Read more › The post State Income Taxes, Retirement Account Tax Issues, What Is a Short-Term Investment – Your Listener Questions – MTI158 appeared first on Money Tree Investing Podcast ....
Sep 29, 2017•35 min•Ep. 158
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 from listener Justin – and many more in this Listener Letters episode. Read more › The post Paying for Investment Newsletters, Index ETFs, Retirement Account Diversification – Your Questions Answered – MTI157 appeared first on Money Tree Investing Podcast ....
Sep 22, 2017•32 min•Ep. 157
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, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio Read more › The post Investment Analysis and Indexing with Spencer Jakab from the Wall Street Journal – MTI156 appeared first on Money Tree Investing Podcast ....
Sep 15, 2017•40 min•Ep. 156
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 Podcast Movement conference, we talk about: How to find a Read more › The post Investing in a Side Hustle LIVE from Podcast Movement – MTI155 appeared first on Money Tree Investing Podcast ....
Sep 08, 2017•37 min•Ep. 155
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. Jeremy is 26 years old and just moved home after Read more › The post Student Loans, Debt, Gold and Financial Windfalls: We Answer Your Listener Questions – MTI154 appeared first on Money Tree Investing Podcast ....
Sep 01, 2017•38 min•Ep. 154
Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer Read more › The post Investing in a Family Office with Richard Wilson – MTI153 appeared first on Money Tree Investing Podcast ....
Aug 25, 2017•49 min•Ep. 153
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 personal finances – and knows all to well the differences between how women and Read more › The post Suze Orman explains Who Invests Best – MTI152 appeared first on Money Tree Investing Podcast ....
Aug 18, 2017•40 min•Ep. 152
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 won't accept a cash gift, so could I give them stock instead? Georgie Read more › The post Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151 appeared first on Money Tree Investing Podcast ....
Aug 11, 2017•39 min•Ep. 151
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 quantitative and qualitative traits they look for as they decide to add Read more › The post Value Investing: What You Should Know with Trip Miller – MTI150 appeared first on Money Tree Investing Podcast ....
Aug 04, 2017•34 min•Ep. 150
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 Term Care Insurance should be part of her financial plan? If so, what is a good Read more › The post Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149 appeared first on Money Tree Investing Podcast ....
Jul 28, 2017•46 min•Ep. 149
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 Security and dividend growth stocks take care of their normal living expenses, they continue Read more › The post How to Retire Early with Billy and Akaisha Kaderli – MTI148 appeared first on Money Tree Investing Podcast ....
Jul 21, 2017•44 min•Ep. 148
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 target date funds? Michael has STASH, an app for saving and investing extra money you Read more › The post Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147 appeared first on Money Tree Investing Podcast ....
Jul 14, 2017•45 min•Ep. 147
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 to look like before technology was introduced to trading. Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation? Read more › The post What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146 appeared f...
Jul 07, 2017•42 min•Ep. 146
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, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy Read more › The post Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145 appeared first on Money Tree Investing Podcast ....
Jun 30, 2017•37 min•Ep. 145
Paul Moore, author of "The Perfect Investment" shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property Read more › The post Commercial Real Estate with Paul Moore – MTI144 appeared first on Money Tree Investing Podcast ....
Jun 23, 2017•43 min•Ep. 144
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 tackle questions about dividend paying stocks and what to look out for when choosing to work with Read more › The post Dividend Stocks, Super-Charge Your Savings, and Mortgages…We Answer Your Questions – MTI143 appeared first on Money Tree Investing Podcast ....
Jun 16, 2017•40 min•Ep. 143
Stig Brodersen co-hosts the Investors Podcast, a show that studies billionaires and talks about books they read while interviewing people they like to interact with. Stig says it isn't complicated to invest in stocks, "but it's definitely time consuming, and Read more › The post How To Pick Winning Investments with Stig Brodersen – MTI142 appeared first on Money Tree Investing Podcast ....
Jun 09, 2017•39 min•Ep. 142
Tax strategies in retirement planning, defensive allocations, and where to invest when you have extra money every month...these are some of the questions we tackle in our Listener Letters episode. Read more › The post Retirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141 appeared first on Money Tree Investing Podcast ....
Jun 02, 2017•42 min•Ep. 141
Hilary Hendershott from Profit Boss Radio shares her Top 10 List of Worst Financial Advice from Podcasts, things like: Discounted Life Insurance House-flipping seminars Cash Envelope Systems The "Bucket Investing" strategy Then our panelists discusses some of the bad advice Read more › The post Worst Financial Advice from Podcasts with Hilary Hendershott – MTI140 appeared first on Money Tree Investing Podcast ....
May 26, 2017•53 min•Ep. 140
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 money away for retirement. Kamille and her husband are trying to come up Read more › The post MTI139: Listener Questions – HSAs, 401k Early Withdrawals, Backdoor Roth IRA and more appeared first on Money Tree Investing Podcast ....
May 19, 2017•47 min•Ep. 139
"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, debt with interest rates higher than 10 percent. He also believes it is important to begin Read more › The post MTI138: How Debt Can Help You Build Wealth with Tom Anderson appeared first on Money Tree Investing Podcast ....
May 12, 2017•36 min•Ep. 138
Morningstar's Director of Personal Finance, Christine Benz, advises why an investor shouldn't only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual Read more › The post MTI137: Should You Trust Fund Ratings? with Christine Benz appeared first on Money Tree Investing Podcast ....
May 05, 2017•34 min•Ep. 137
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 want to play around in the markets. Daniel recently turned $83,000 from his liquid net Read more › The post MTI136: Trend Following, Speculation, and More with Daniel Ameduri appeared first on Money Tree Investing Podcast ....
Apr 28, 2017•49 min•Ep. 136
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 next 20-25 years. He deposited $150k into three ETFs: The S&P 500, All World, and ASX200 Read more › The post MTI135: Listener Questions Early Retirement, Investing in ETFs and When to Pay Down Your Mortgage appeared first on Money Tree Investing Podcast ....
Apr 21, 2017•41 min•Ep. 135
Andrew Sather comes back to the Money Tree Investing podcast to talk about Dividend Investing: The importance of investing in dividend-paying stocks Dividend success stories The Dividend Aristocrats: Walmart, Coca-Cola, Abbot Laboratories, Altria, Procter & Gamble Having high-yield dividend funds Read more › The post MTI134: Dividend Investing with Andrew Sather appeared first on Money Tree Investing Podcast ....
Apr 14, 2017•42 min•Ep. 134
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 credit card purchases and who should give up credit card usage altogether. Then, our Read more › The post MTI133: Do Credit Cards Make Sense in Your Life? with Jason Steele appeared first on Money Tree Investing Podcast ....
Apr 07, 2017•38 min•Ep. 133
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 what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk Read more › The post MTI132: The Future of Active Trading with Jamie Wise appeared first on Money Tree Investing Podcast ....
Mar 31, 2017•46 min•Ep. 132