Money Tree Investing

A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones.com/listener-q-where-to-invest-300-to-500

A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stackingbenjamins.com/building-wealth-faster

Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin. For more information, visit the show notes at http://moneytreepodcast.com/168

Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit into an investment portfolio? Dan Green, Founder of Growella.com, joins us to talk about the pros and cons of using a personal residence as an investment or a rental - or both. For more, visit the show notes at http://moneytreepodcast.com/167

Listener questions keep pouring in, so this episode is full of questions about investing - or not. Steven wants to know if it's better to use a dividend aristocrat's ETF or try to build a dividend yielding portfolio on my own? Eric wants to pay tuition out of pocket but is likely to run short. Should he take out student loans for the last year of school or withdraw some IRA funds to pay? Cato thinks index investing may be causing a relative overpricing of index stocks. Could this be a bubble on a bubble? Rocko wants to know if he should scale back on his 401k to help fund his next investment property. Get more information about this episode - or to send in your question - by going to http://moneytreepodcast.com/166

Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle Read more › The post Telling Financial Stories with Mihir Desai – MTI165 appeared first on Money Tree Investing Podcast.

What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money – and what not to do if Read more › The post How to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164 appeared first on Money Tree Investing Podcast.

Losing money sucks. We've had some investments go south and lost money, but the lessons shouldn't be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with Read more › The post Worst Investments Ever with Jim Wang LIVE at FinCon – MTI163 appeared first on Money Tree Investing Podcast.

Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen's interview: Jen married a military man. They moved 9 times before settling down. She couldn't find work Read more › The post Kids and Money with Jen Hemphill – MTI162 appeared first on Money Tree Investing Podcast.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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 first on Money Tree Investing Podcast.

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.

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.

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.

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.

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.

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.

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.

"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.

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.

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.

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.

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.

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.

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.

When does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations when it makes sense to wait and some situations when it makes sense Read more › The post MTI131: Successful Retirement & Social Security appeared first on Money Tree Investing Podcast.

Deferring saving for retirement or taking on your child's student loan debt may not be the only option you have to pay for your kid's higher education. Brad Baldridge, CFP®, is a College Funding Consultant specializing in late stage college Read more › The post MTI130: Taming the High Cost of College, with Brad Baldridge appeared first on Money Tree Investing Podcast.

Millennials are probably right to be scared of the market since they have witnessed some really bad experiences. Our guest today, Amanda Abella, answers the question, "What would you tell millennials to get them into investing?" Amanda is a millennial Read more › The post MTI129: Millennial Money Decisions, with Amanda Abella appeared first on Money Tree Investing Podcast.

Elle Martinez from Couple Money joins us to talk about the HOW of talking about money with your partner. Elle says to avoid talking about numbers when you first start a conversation about money. Instead, talk about your goals. The Read more › The post MTI128: Marriage and Money, with Couple Money's Elle Martinez appeared first on Money Tree Investing Podcast.

Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a security that isn't on the public exchange. The two most common types are Read more › The post MTI127: Investing in Private Equity, with Douglas McCormick appeared first on Money Tree Investing Podcast.

The DOW recently broke the 20,000 mark. How does that make you feel? T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotions get in the way of our investing plans and how to stay Read more › The post MTI126: Are Your Emotions Screwing Up Your Investing Plan? with T. Michelle Jones appeared first on Money Tree Investing Podcast.

It's our favorite time again where we answer your letters. Scott wants to understand: "By being taxed on deposit into the Roth, I lose out on compounding interest on the taxed portion. Under normal conditions, would the sum of the Read more › The post MTI125: Listener Letters – Tax Advantages of Roth IRA vs Traditional, Using Insider Trading News, and Reallocating ETFs appeared first on Money Tree Investing Podcast.

Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for a house when all they really wanted to do was travel. What started as Read more › The post MTI124: Selling the Big House to Get Out Of Debt Faster appeared first on Money Tree Investing Podcast.

Vanguard's Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we be investing? What about re-balancing? While every person's finances are different, there are logical Read more › The post MTI123: Money Moves for the New Year with Maria Bruno from Vanguard appeared first on Money Tree Investing Podcast.

We are back and in full force for your investing questions. Chris is 25 years old and inherited $100,000. How should he invest it without putting it into retirement savings? Sarah wants to understand the method of Tax Loss Harvesting. Read more › The post MTI122: Listener questions what to do with $100k and why index investing RULES! appeared first on Money Tree Investing Podcast.

Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns. Then our panelists discuss their "favorite" mistakes. About Phil Ash: Formerly of Baton Investing, Read more › The post MTI121 REWIND: Mistakes in Investing, with Phil Ash appeared first on Money Tree Investing Podcast.