Money Tree Investing

A great interview with Michael Sonnenfeldt, founder and chairman of Tiger 21, a peer network of successful high net worth individuals. We discuss what it is like for successful entrepreneurs to have an successful exit, then deal with new wealth, how to raise kids around wealth, what surprises they encounter, how to deal with loss, why entrepreneurs have the opposite mindset of successful investors, and more. For more information, visit the show notes at https://moneytreepodcast.com/tiger-21-michael-sonnenfeldt-successful-entrepreneurs Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Are you a prolific investor? We interview Chris Odegard about his story of going from employee to full time investor. He talks about how he learn to be a smart investor, books he has read, and why he invests in alternative investments. Chris had some investments even I had not considered. This interview was a real eye-opener. He also talks about his hierarchy of investors. For more information, visit the show notes at https://moneytreepodcast.com/prolific-investor-chris-odegard Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

What is the easiest way to ease your way into overseas real estate investing? Are you a Pioneer or a Settler? What country should you consider? What is not listed in the brochures? All these questions and more are answered on the show. We also talk about one of my favorite topics... How to do due diligence. Mike talks about his 100 question questionnaire. This guy is thorough. You will learn a lot. I know I did. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-overseas-real-estate-michael-cobb Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you considered investing in real estate syndications? They can be a great way to invest if you do your due diligence properly. Learn the secret questions to ask real estate syndicators to make sure it is a good investment for you. Are you focusing on financial offense or financial defense? Vetting values and more... For more information, visit the show notes at https://moneytreepodcast.com/choosing-real-estate-syndications-over-technology-due-diligence-investing-secrets Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Do you need financial therapy? Studies suggest you do... Are you money avoidant, money vigilant, or money worship? This week we discuss financial therapy, money scripts, cognitive bias and more. For more information, visit the show notes at https://moneytreepodcast.com/megan-mccoy-financial-therapy/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Want to learn the secrets of smart estate planning strategies? This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early. For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has virtually said they are going to print money until they run out of paper. Where should you invest your money today? That is the question on everyone's mind. We discuss some areas your should be looking at and where the market is changing that you might not be aware. Barbara Friedberg penned a great article, Where to invest in an overvalued market: https://barbarafriedbergpersonalfinance.com/where-invest-overvalued-market For more information, visit the show notes at https://moneytreepodcast.com/where-to-invest-today Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google? You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing. For more information, visit the show notes at https://moneytreepodcast.com/angel-investing-tom-wallace Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Barbara Friedberg | Barbara Friedberg Personal Finance

Looking to invest in a business, real estate or a horse? Ever wonder why some people are good at investing in anything they invest in while others cannot seem to make it work? This week we interview J Scott about how he manages to invest in a wide variety of investments and do it well. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-a-business-j-scott

Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vintages, it is a short jump to become an investor. Follow Peter Lynch's advice and invest in what you know. Join us for this interesting episode about investing in wine. For more information, visit the show notes at https://moneytreepodcast.com/alternative-investments-not-just-for-the-wealthy-investing-in-wine-with-anthony-zhang Today's Panelists: Kirk Chisholm | Innovative Wealth Roger Nabedian | E & J Gallo Winery Megan Gorman | The Wealth Intersection

Jeff Kleintop is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal. This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering. 2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends. For more information, visit the show notes at https://moneytreepodcast.com/jeffrey-kleintop-charles-schwabs-state-of-the-global-markets-2021 Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance

We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more. For more information, visit the show notes at https://moneytreepodcast.com/getting-financially-naked-with-jackie-porter Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip. For more information, visit the show notes at https://moneytreepodcast.com/flipping-real-estate-paul-thompkins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we interview multi family real estate expert, Rod Khleif, about how he lost $50,000,000 in real estate and bounced back even stronger in his quest to create real estate wealth. We discuss the value of having the right mindset, how to pivot when you are wrong, the power of setting your intentions and being clear on what you want, real estate risk management tips and more... For more information, visit the show notes at https://moneytreepodcast.com/how-i-lost-50000000-in-real-estate-with-rod-khleif Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Join us for the 2020 Year End Wrap Up and Review. We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more. Don't miss this timely review to get your portfolio ready for 2021. Reference links from the show: Is a 10% return good or bad Is a 10% return good or bad (video) JP Morgan Market Insights - Guide to the Markets (January 2021) For more information, visit the show notes at https://moneytreepodcast.com/2020-year-end-wrap-up Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Are you considering a reverse mortgage as a part of your retirement plan? Are you worried these products are still the black sheep of retirement planning? You might be surprised that things have changed a bit in the reverse mortgage market. Check out this interview with Steve Resch where we discuss the ins and outs of reverse mortgages, why they have improved over the original products, and when it makes sense to consider for your retirement planning needs. For more information, visit the show notes at https://moneytreepodcast.com/reverse-mortgage-steve-resch Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-for-beginners-jerremy-newsome Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments. Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth. For more information, visit the show notes at https://moneytreepodcast.com/private-mortgage-lenders-eddie-speed Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets? Most people are scared to invest outside their home country. It is called home country bias. Investors around the world have this same bias. However we want you to move beyond your comfort zone to look outside your home country at where the growth is happening for the next 80+ years. We interview Kevin Carter and discuss emerging market investing and where he sees value in the world today. For more information, visit the show notes at https://moneytreepodcast.com/emerging-market-investing-for-2020-and-beyond-locating-opportunities-with-tremendous-growth-potential Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too. Fortunately there is a way to make money from someone else's lawsuit without going to court. This week we dive into Investing Secrets of The Rich Series (Episode #11): Litigation finance This investing secret for the rich is so secret that even some of Wall Street's Smartest investors are not aware that this is possible. We interview one of the industry's insiders to learn more about how this works. For more information, visit the show notes at https://moneytreepodcast.com/litigation-finance-jay-greenberg Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk. Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more. For more information, visit the show notes at https://moneytreepodcast.com/interest-rate-volatility-inflation-nancy-davis Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Want to be a successful day trader? Think you have the chops to do it for a living? This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful. We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books. This is a must listen to episode if you want to know how the sausage is made with successful traders. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-secret-chris-tate Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you been over paying for your homeowners insurance? Would you even know if you were? We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient? This insider interview has given me a lot of interesting insight in an industry we don't think much about, but should. For more information, visit the show notes at https://moneytreepodcast.com/homeowners-insurance-sean-harper Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Nicole Tanenbaum | Chequers Financial Management

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework. This is a good insight into how funds work and some steps you can take to set up your own fund. For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider. For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be. For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Miranda Marquit | MirandaMarquit.com

Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show. For more information, visit the show notes at https://moneytreepodcast.com/money-honey-rachel-richards-passive-income Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy. Join us this week to learn how to build wealth outside of your W2 income. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too. Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-tax-liens-joanne-musa-tax-lien-lady Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview. For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mindy Jensen | Bigger Pockets

We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more. For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers. We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem. For more information, visit the show notes at https://moneytreepodcast.com/pension-crisis-rob-arnott Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we interview the Land Geek, Mark Podolsky. We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land. I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Seth Williams | REtipster

You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrificing today vs tomorrow. why compounding is important to growing wealth and more... For more information, visit the show notes at https://moneytreepodcast.com/investing-at-a-young-age-caleb-gulliams

This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling. We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school. For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-money-mesh-lakhani Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

I have interviewed some great investors on this show and one thing comes to mind... While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor. We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex... And if that isn't enough we talk about how to create a happiness dividend. For more information, visit the show notes at https://moneytreepodcast.com/minful-money-jonathan-deyoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit. This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources. For more information, visit the show notes at https://moneytreepodcast.com/leveraging-credit-credit-repair-travel-hacking-yan-stavasski/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

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 Wealth Intersection

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-volatility-stock-picking-and-more Today's Panelists Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

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

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 https://moneytreepodcast.com/offshore-investing-life-as-an-expat-mikkel-thorup Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

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-rebecca-wiggins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Garret Philben | Be Awesome Not Broke

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://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa

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 I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time. Today's Panelists Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mark English | Innovative Wealth For more information, visit the show notes at https://moneytreepodcast.com/budgeting-made-easy-nick-true

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-wealth-management-firms/

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

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

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

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 information, visit the show notes at https://moneytreepodcast.com/296