Want to know how most financial advisors communicate with their clients? A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors. For more information, visit the show notes at https://moneytreepodcast.com/281
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 the tax code to grow their wealth? This episode is for you. Not familiar with what I'm talking about? Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an economic opportunity zone fund. If you are looking to defer your capital gains with this new secret ...
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 estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate. https://moneytreepodcast.com/279
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 trip to a beautiful destination and write it off as a tax deduction? This is an exciting episode where we explore the idea of using international asset protection strategies and offshore banking. Learn some of the top reasons people consider these strategies for protecting their wealth. For more information, visit the show notes at https://moneytreepo...
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 financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help you do this right. For more information, visit the show notes at https://moneytreepodcast.com/277
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 you much more stress that you realize? This week we discuss paying off debt with 2 experts who were able to quickly pay down a large amount of debt and go back to enjoying life without stress. For more information, visit the show notes at https://moneytreepodcast.com/276
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 Macke discusses these issues and some innovative solutions like Incentive-Based Corporate Tax Policy to make real change. We also discuss how you should look at these big issues in regards to your investments. For more information, visit the show notes at https://moneytreepodcast.com/incentive-based-corporate-tax-policy-chris-macke-solutionomics...
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 secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan. Want to know why your financial advisor never told you about it? We discuss that too. For more information, visit the show notes at https://moneytreepodcast.com/274...
Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and they are the biggest generation since the baby boomers. They want to make an impact. If you are a millennial, listen to Kara's view of how millennial investing can be done differently to make a difference and still be successful. For more information, visit the show notes at https://moneytreepodcast.com/273...
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 reasons that the trend in self storage investing has been experiencing a great run over the past 25 years, outperforming many other real estate sectors. Are you investing in self storage units? Kris Benson discusses what you are missing out with self storage investing and why you have not heard of these interesting trends in this space. Join us thi...
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 concept of Shareholder yield. Its like looking for dividend stocks on steroids. According to Meb's research companies with high shareholder yield outperform the S&P500 and their dividend yielding stock counterparts. Learn more about how shareholder yield can impact your investing strategy. For more information, visit the show notes at https://mo...
What are your biggest concerns about retirement? Are you concerned about retiring well? Are you worried about having enough money at retirement?Are you stressed about retiring period? You are not alone. Most Americans who are close to retiring are concerned about what the next step is. It makes sense right? How many people have retired before... So how would you know what to do. This week we interview retirement coach Jack Phelps about how to retire well. For more information, visit the show not...
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 monetary policy is bad for America, but more importantly we discuss what the actual problem is... And its not what you think. We cover many of the problem the US Federal Reserve faces today as well as down the road. For more information, visit the show notes at https://moneytreepodcast.com/269...
Space... The final frontier. A universe of endless possibilities. There is a emerging trend of investing in the space economy. This week we discuss whether this is an early chance to shoot the moon on some space investments or whether these investments will fizzle out. We interview Andrew Chanin about how investors can participate in this sector. For more information, visit the show notes at https://moneytreepodcast.com/268...
Are you wondering how the Federal Reserve interest rates impact your life? Probably not... But you should. Interest rates impact everything that you do related to money. This week we are discussing how the Federal Reserve's actions effect interest rates, inflation and deflation. We discuss why they manipulate interest rates, how this can effect your money, and what the Federal Reserve fears most (hint, its not ghosts). For more information, visit the show notes at https://moneytreepodcast.com/26...
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 about the birds and the bees. This week we discuss how to talk to your parents about money with Cameron Huddleston. She talks about why this is such an important topic and how you can make the conversation a lot less weird. For more information, visit the show notes at https://moneytreepodcast.com/266...
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 create another stream of income or be that side-hustle to help you make more and invest more. For more information, visit the show notes at https://moneytreepodcast.com/265
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 to the right place. This week we discuss socially responsible investing, ESG Investing, Impact Investing, and the pros and cons of trying to change the world with your investing dollars. We also discuss what people get right and what they get wrong about socially responsible investing. For more information, visit the show notes at https://moneytreep...
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 smarter than making them yourselves. This week we discuss some Titanic investing failures and the top 6 mistakes to avoid at all costs. For more information, visit the show notes at https://moneytreepodcast.com/263
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 the new trend of investing in pot stocks. We interview Kip Meadows about his views on the cannabis industry and we have some interesting guests who have experimented with some very creative ways to invest in pot stocks. You are going to be s"toked" that you listened to our guests and panelists discuss how you can take part in this industry. For more...
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 retirement distribution strategies in our interview with Brandon Renfro. Brandon is capital in the national guard with a PhD in finance as well as a professor of finance. We discuss the different methods you should consider if you are close to retirement or want to plan your retirement before it happens to you. For more information, visit the show...
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 knowledge to help educate and empower us about how health care costs are going to impact our retirement. For more information, visit the show notes at https://moneytreepodcast.com/260
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 Pine. She tells us how some obscure parts of the tax code can save you a lot of money in taxes and why if you don't talk to your employer about a "total compensation statement", you could be leaving a lot of money on the table. Do you have a total compensation statement for your job? For more information, visit the show notes at https://moneytreepodca...
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 while biking across Europe and lives a lifestyle most people dream of in an unconventional way. For more information, visit the show notes at https://moneytreepodcast.com/258
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 strategies and even some research that surprised him on how to quickly pay down student loan debt. Travis had extremely complex repayment decisions for him and his wife who is a physician. If you are burdened by student loans, you will not want to miss this episode. For more information, visit the show notes at https://moneytreepodcast.com/257...
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 familiar with options? You are not alone. Options are not for everyone, but he explains his philosophy and why he mixes his aggressive options strategies with conservative strategies to manage risk. Learn from an experienced professional how he grows his wealth. For more information, visit the show notes at https://moneytreepodcast.com/256...
Learn more about the 6 Pillars of building wealth from Michael Zhuang: Wealth preservation, tax mitigation, asset protection, and more. For more information, visit the show notes at https://moneytreepodcast.com/255
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 real estate. Then why are there not more real estate investors? In this episode, we interview Steven Pesavento about the real estate investor mindset. Steven flipped 150 houses in his first two years as a real estate investor, when most real estate investors struggle with one. It takes more than just money to be a successful real estate investor. ...
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, visit the show notes at https://moneytreepodcast.com/253
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 interview Jason Bond about how he turned his financial life around by trading stocks and teaching others his secrets. Jason talks about his mentors, his favorite investing styles, what he thinks about penny stocks and more. For more information, visit the show notes at https://moneytreepodcast.com/252...
