How are you looking to invest in real estate? Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site? We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding. For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The We...
Jul 31, 2020•1 hr 9 min•Ep. 307
Richard Smith spent the last 16 years leveling the playing field for individual investors. We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies. This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk. For more information, visit the show notes at http://moneytreepodcast.com/risk-management-stop-loss-volatilit...
Jul 24, 2020•1 hr 19 min•Ep. 306
This week we interview Jessica Fioneers about SloFi. It is a acronym bonanza SloFI... FIRE... YOLO... and F-You money... well the last one is not quite an acronym, but who doesn't want that. For more information, visit the show notes at https://moneytreepodcast.com/fioneers-slofi-make-your-life-better
Jul 17, 2020•49 min•Ep. 305
Do you like the country you live in? Have you imagined living in another country? What about investing in another country? On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well. For more information, visit the show notes at ...
Jul 10, 2020•1 hr 10 min•Ep. 304
Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers. We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space. For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-r...
Jul 03, 2020•59 min•Ep. 303
Ever wondered why financial literacy for kids is not taught in school? Me too... We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious. Today's Panelists Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection For more information, visit the show notes at https://moneytr...
Jun 26, 2020•1 hr 1 min•Ep. 302
This week we discuss how to think about budgeting when you don't want to think about budgeting. This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode. Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While...
Jun 19, 2020•1 hr•Ep. 301
The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missing??? How should an investor invest in this market? Buy and hold, DCA, market timing, or another secret strategy... We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update. For more information, visit the show notes at https://moneytreepodcast.com/types-of-w...
Jun 12, 2020•42 min•Ep. 300
Have you ever wondered why there is such a large wealth gap in the US? Do you know why the middle class is disappearing? Have you thought about why our financial system is so unstable? You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show. For more information, visit the show notes...
Jun 05, 2020•1 hr 27 min•Ep. 299
Is your ETF employing the best strategies for this market? This week we discuss ETFs and why you should consider them for your portfolio. We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out indexing, quant strategies, gold, and more. For more information, visit the show notes at https://moneytreepodcast.com/298
May 29, 2020•1 hr 8 min•Ep. 298
Are you trying to maximize your social security benefits? Confused by the complexity of when to apply? Looking for someone to make it easy? This week we interview a social security expert, Devin Carroll about the best practices, helpful tips and tools you can use to optimize your social security benefits. For more information, visit the show notes at https://moneytreepodcast.com/297
May 22, 2020•1 hr 6 min•Ep. 297
The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and more. The best part about this episode is literally the day we recorded it I got an email that hit all 5 Fs on their first outreach. It was priceless. Most frauds are easy to spot to the trained eye and the diligent investor. This special episode is the start of a series we are doing on financial fraud. This is a must listen episode... For more infor...
May 15, 2020•1 hr 31 min•Ep. 296
This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors Think about all the problems you think you know about nuclear energy... Those are all solved with generation 4 nuclear reactors. We talk with the leading expert in nuclear energy who has the ear of both political parties. Big changes are afoot. Find out how you can participate in the trend. For more information, visit the show notes at https://moneytreepodcast.com/295...
May 08, 2020•55 min•Ep. 295
Looking to create $20,000 a month in passive income? We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a strong passive cash flow, retired at 49 years old and why he has decided to teach others his secrets. For more information, visit the show notes at https://moneytreepodcast.com/294
May 01, 2020•1 hr 1 min•Ep. 294
Does your employer love you? Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most employers don't have them. Want to know why? This week we discuss financial wellness plans, 401k plans, and George's podcast, Money Savage. This is a great interview with one of the industry's famous podcast hosts. For more information, visit the show notes at https://moneytreepodcast.com/293...
Apr 24, 2020•1 hr 4 min•Ep. 293
Are you looking to invest in real estate? How would you like to invest in real estate without fixing toilets, roofs, dealing with tenants or contractors? Sound too good to be true? Its not. Learn how some of the expert real estate investors invest in real estate with less risk and less stress. For more information, visit the show notes at https://moneytreepodcast.com/292
Apr 17, 2020•1 hr 5 min•Ep. 292
Have you heard of the CARES Act? It's the government's attempt to give you free money... Interested in learning more? We discuss the ins and outs of the CARES act and how you can benefit from this new government bailout of America. Yes its that "Huge". We brought on 3 experts this week to discuss what you need to know. For more information, visit the show notes at https://moneytreepodcast.com/291b
Apr 14, 2020•1 hr 2 min•Ep. 291
How would you like to get into the minds of the top 3 investors of all time? We do that this week on our show... We interview Scott Chapman about his new book where he analyzes the top 3 investors of our time and why they were successful. We discuss Peter Lynch, John Templeton, and Warren Buffett. For more information, visit the show notes at https://moneytreepodcast.com/291
Apr 10, 2020•59 min•Ep. 291
Investing in natural resources is hard... no, its foolish... unless you know what you are doing. If you understand the industry it is a gold mine (pun intended). Industry insider Rick Rule talks about his decades of experience investing in natural resource stocks, warrants, and other related investments. He brings his practical experience to the pie in the sky ideas that most investors are looking for. Gold, Silver, Platinum, Uranium, and more. We discuss the best ways to invest in this sector w...
Apr 03, 2020•1 hr 22 min•Ep. 290
How are you acting during this health and economic crisis? Are you being reactive, proactive, or are you leading others to help your community? Are you financially resilient? Statistically, 10% or less people are leading and 80% are being reactive. Learn why and what you can do in times of crisis to thrive and come out of the crisis more resilient. For more information, visit the show notes at https://moneytreepodcast.com/289b...
Apr 02, 2020•1 hr•Ep. 289
Are you worried about the next market downturn? Want to know how to protect yourself? Want to know why you have never heard about this type of investing from your broker? We interview an up and coming quant and tactical asset allocation manager and discuss how tactical investing can protect your assets during adverse market conditions. Don't miss this episode with PJ DuWors of Q32 Capital Management. For more information, visit the show notes at https://moneytreepodcast.com/289...
Mar 27, 2020•1 hr 9 min•Ep. 289
Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at https://moneytreepodcast.com/288
Mar 20, 2020•58 min•Ep. 288
Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episod...
Mar 13, 2020•1 hr 26 min•Ep. 287
Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now. Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-...
Mar 12, 2020•15 min•Ep. 286
Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed m...
Mar 09, 2020•40 min•Ep. 286
Are you looking to invest in real estate that is too expensive? Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications? We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito. For more information, visit the show notes at https://moneytreepodcast.com/286
Mar 06, 2020•56 min•Ep. 286
Are you worried about risk in your portfolio? If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider. For more information, visit the show notes at https://money...
Feb 28, 2020•59 min•Ep. 285
Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts. For more information, visit the show notes at https://moneytreepodcast.com/284...
Feb 21, 2020•1 hr 3 min•Ep. 284
Are you looking to start a business? Struggling to figure out what types of business entities to create? Trying to optimize the structure to minimize taxes and potential liability? S-Corps, C-Corps, LLC, B-Corp, and more. We discuss why it is important for your company or your investment. For more information, visit the show notes at https://moneytreepodcast.com/283
Feb 14, 2020•50 min•Ep. 283
Top Listener Questions from our favorite listeners. Where should I invest my emergency fund? Do I need a formal Budget? How do I evaluate REITs? What is the best asset allocation for me? Listen to these questions and more... For more information, visit the show notes at https://moneytreepodcast.com/282
Feb 07, 2020•39 min•Ep. 282
