Money Tree Investing

Imagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair. Would you be worried that your mom will run out of money? This is the situation Pat is in. He thinks his sister is taking advantage of the situation and doesn't want mom to end up in the poor house. Listen to his real-life story and to the solutions the panel shares that could help you outlive your money. For more information, visit the show notes at http://moneytreepodcast.com/182

A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account. More than $500,000 later she finds herself in jail, but who is to blame here? Desiree Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. who found out from an outside bank that this was going on. She is now on a mission to expose the neglect from all parties involved - not just the bookkeeper - to make sure things like blank checks never get through the system without notification again. There's much more to this story, so listen to her story and check out the show notes at http://moneytreepodcast.com/181

A couple listeners with more than $2M in investments emailed us with questions about retiring, their 401(k) accounts, and how to beat taxes. For a full list of questions, visit the show notes at http://moneytreepodcast.com/180

Deacon and his wife combined finances shortly after marriage - only to find $52,000 in consumer debt was weighing them down. They made the choice - and a plan - to pay down that debt in 18 month. Moving past debt freedom, Deacon began focusing on complete financial independence. In his book, "You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It" he describes the three ways to financial independence: • Real estate • Stock market • Entrepreneurship Listen in as Deacon shares each way and how it can help you achieve financial independence. For more information, visit the show notes at http://moneytreepodcast.com/179

Can a demographic have such an impact on a national economy that it keeps interest rates low? Will the end of a "global savings glut" force interest rates to go up? What will this mean for inflation? Our guest, Will Denyer, explains how three decades of investing by Asia's population helped keep interest rates low, but how it all could change once they begin taking money out for their retirement. For more information, visit the show notes at http://moneytreepodcast.com/178

Challenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets. He begins to explain with a story, then dives deeper into the Investing Buckets: The Now Bucket, the Soon Bucket, and the Later Bucket. Jason also cautions against "Freak-out Risk". Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time. For more information, visit the show notes at http://moneytreepodcast.com/177

Most people think picking an advisor means finding someone who can pick the best investments. Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments. Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client. For more information, visit the show notes at http://moneytreepodcast.com/176

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in. For more information, visit the show notes at http://moneytreepodcast.com/175

"Securities do not always prove good. Money is gold, and nothing else". This quote is attributed to J.P. Morgan in 1912. Does it still hold some truth today? Rich Checkan is the president of Asset Strategies International. Doug asks him about the benefits of owning gold and does gold truly keep its value? Then our panelists - who are worth more than their weight in gold - discuss the history of gold's value in economies and where gold fits into an investment portfolio. For more, visit the show notes at http://moneytreepodcast.com/174

Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime? Chris Carosa wants children to have a "Child IRA" available from birth - giving the money enough time to compound into $2.2 million dollars. Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast. For more information, visit the show notes at http://moneytreepodcast.com/173

A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks

CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently

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.