Money Tree Investing

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.

Just because we are on vacation doesn't mean we've forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so popular that we are bringing this popular episode back to you today. Our Read more › The post MTI120 REWIND: Rent vs Buy with Jason Hull appeared first on Money Tree Investing Podcast.

We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away. J. Money from BudgetsAreSexy.com shares funny stories of Read more › The post MTI119 REWIND: Selling on CraigsList and Why Budgets Are Sexy, with J. Money appeared first on Money Tree Investing Podcast.

Are you close to retirement without adequate savings? Jane Bryant Quinn's most recent book, How to Make Your Money Last, addresses this problem for those facing retirement and those in retirement. Social Security, working longer, and how large of a Read more › The post MTI118: How to Not Run Out of Money In Retirement, with Jane Bryant Quinn appeared first on Money Tree Investing Podcast.

Eric and Wendy Nissan know what it's like to be on both sides of the market: As both professional and as investors. Today they share tools, strategies, and things the pros use that the average investor doesn't. We also discuss Read more › The post MTI117: DIY Investing vs the Pros, with Eric and Wendy Nissan appeared first on Money Tree Investing Podcast.

Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones David 1 writes in with his full portfolio standings, but isn't contributing to Read more › The post MTI116: Answering Your Questions about investing in real estate, diversification and how to retire early appeared first on Money Tree Investing Podcast.

Market Timing: When should you get out of the market and when is the right time to get back in? The market has been volatile, but not as often as you think. Garrett Jones works with Peter Eliades' of Stock Read more › The post MTI115: Market Timing, with Garrett Jones appeared first on Money Tree Investing Podcast.

James Dale Davidson says we are headed for a money cataclysm, after about 42 trillion dollars in wealth has been "created out of vapors". In the 20th Century, we used more energy than at any point in our time. This Read more › The post MTI114: The Breaking Point, with James Dale Davidson appeared first on Money Tree Investing Podcast.

Arther Laffer is best known for the Laffer Curve, an illustration of the theory that there exists some tax rate between 0% and 100% that will result in maximum tax revenue for governments. He explains how there are two effects Read more › The post MTI113: The Laffer Curve, with Dr. Arthur Laffer appeared first on Money Tree Investing Podcast.

Crypto-currency is as controversial as the recent Presidential election. Will it become the medium of exchange in the near future? Ashe Whitener, host of the Liberty Entrepreneurs Podcast, explains where Bitcoin came from and how it works. Interesting points: • Read more › The post MTI112: BitCoin – Investment or Currency? (with Ashe Whitener) appeared first on Money Tree Investing Podcast.

John Lee Dumas, host of Entrepreneur On Fire, knows more stories about failure than anyone we know. He has asked more than 1,400 entrepreneurs to tell their stories of woe – and how they overcame it. John said that learning Read more › The post MTI111: Lessons From Epic Entrepreneur Fails, with John Lee Dumas appeared first on Money Tree Investing Podcast.

David Stein from the popular "Money For The Rest Of Us" podcast talks about indexing: Is Indexing really making you an active money manager? Why do people pick index funds from their local country? Does emotion play a part in Read more › The post MTI110: Indexing is a Local Sport, with David Stein appeared first on Money Tree Investing Podcast.

How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for an atheist? We are back for another round of Listener's Letters: Listener Joe Read more › The post MTI109: Listener Letters about Big Buyouts, How to Research Stocks, and SRI for Atheists appeared first on Money Tree Investing Podcast.

"The first thing people need to understand about options is that the market is incredibly efficient", says Kirk Duplesis from OptionAlpha.com. There is no free lunch, meaning you don't get anything without giving up something. Kirk describes buying an option Read more › The post MTI108: Option Alpha, with Kirk Du Plessis appeared first on Money Tree Investing Podcast.

Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without their customer's approval. The panel discusses who was affected by this, how it could happen, and Read more › The post MTI107: Know Your Advisor, Monitor Your Credit, and Watch Wells Fargo appeared first on Money Tree Investing Podcast.

Today we answer listener letters from Shylowe, Christopher, Michael and Justin. Shylowe is living paycheck to paycheck and wants to learn about investing. He uses Acorns and Robinhood because they really have no barrier to entry, has had some success, Read more › The post MTI106: Listener's Letters – Beginning with Robinhood, Acorns and Betterment appeared first on Money Tree Investing Podcast.

Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires. Richard explains how centimillionaires: Want to own the game rather than being a player in someone else's game Need to establish themselves Read more › The post MTI105: Top 7 Investment Strategies of Centimillionaires, with Richard C Wilson appeared first on Money Tree Investing Podcast.

Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market. What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers). CrowdInvest has tested Read more › The post MTI104: Crowd Investing, with Annie Wyatt of CrowdInvest appeared first on Money Tree Investing Podcast.

Matt Hall is the founder and President of Hill Investment Group. He wrote a book, "Odds On: The Making of An Evidence Based Investor", out of frustration with traditional investing books he calls "moderately technical". While other books gave great Read more › The post MTI103: Finding Your Investing Philosophy, with Matt Hall appeared first on Money Tree Investing Podcast.

Success comes with hard work and tough decisions. Sometimes you need to quit and pivot. Rick Newman wrote the book, "Rebounders: How Winners Pivot From Setback To Success". Doug interviews him about failing fast and making tough choices on the Read more › The post MTI102: Rebounders Don't Fail, They Pivot – Rick Newman appeared first on Money Tree Investing Podcast.

Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What's going on in the Real Estate markets and where the best places are to invest. In this episode, he Read more › The post MTI101: Cyclical, Linear and Hybrid Real Estate, with Jason Hartman appeared first on Money Tree Investing Podcast.

Today we get together to answer YOUR questions: Kevin wants to know if bonds are in for a "day of reckoning". How do bonds effect equity valuations? Paul wants to know if dollar cost averaging is a sustainable strategy all Read more › The post MTI100: Listener Letters about Bonds effecting Equities, how Credit Card Rewards are paid for, and more appeared first on Money Tree Investing Podcast.