Money Tree Investing

What you be done to improve the financial system for woman breadwinners in today's world? Our guest, Ellen Jordan, talks about the problems she is seeing as a CFP and Senior Vice President at Bryn Mawr Trust and our panel Read more › The post MTI099: Making Better Women Investors, with Ellen Jordan appeared first on Money Tree Investing Podcast.

New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate. Today he talks about the basics of a real estate transaction, particularly purchasing a primary residence. Tips from Jules Haas: Hire an engineer or architect Read more › The post MTI098: How to Avoid a House Sale Fail, with Jules Haas appeared first on Money Tree Investing Podcast.

Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this: Would you invest in a company that sells self-driving cars if it chose to kill the driver instead of Read more › The post MTI097: The Morality of SRI and Google Cars, with Rabbi Shaya Karlinsky appeared first on Money Tree Investing Podcast.

Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan. His newest book, The Laws of Wealth: Psychology and the Secret to Investing Success, talks about 'Forecasting is for Weathermen' and 'If You're Excited, Read more › The post MTI096: The Laws of Investing Success, with Dr. Daniel Crosby appeared first on Money Tree Investing Podcast.

Matt Towery believes we can use the news to make investment decisions. "News effects all of our investments. Anyone can watch the news but by the time you hear about it you couldn't take advantage of the event. It's already Read more › The post MTI095: Using the News to Make Investing Decisions – with Matt Towery appeared first on Money Tree Investing Podcast.

We are back to answer your questions: Tommy asks for ideas to grow his investments. Most of his investments are in cash, the rest in a brokerage account. Listener "In Need Of a Teacher" wants to know how to implement Read more › The post MTI094: Listener Letters about selling ESPP discount stocks, how to grow investments when most is cash, and more appeared first on Money Tree Investing Podcast.

Have you ever wanted to get in on some of those Shark Tank-like deals? The US Government has a new ruling that appears to let you do that now under Reg-CF. In the past, you had to be an "accredited Read more › The post MTI093: Crowdfunding Securities with Gregg Flinn appeared first on Money Tree Investing Podcast.

Our guest, Shannon McLay from FinancialGym.net, says ""Financial Literacy starts in the home". She shares stories of her son's experiences with money at a young age and how we too can raise a financially fit kid. 7 Tips to Teach Read more › The post MTI092: How to Raise Financially Fit Kids with Shannon McLay appeared first on Money Tree Investing Podcast.

Time again for our panel to answer your questions: *Justin wants to know what analysts mean by a stock target price? *Emily is worried she may be saving TOO much. *Listener "Invest Passionately" wants to know the panel's opinion of Read more › The post MTI091: Listener Letters about Finding an Investment Mentor, Stock Target Prices, and Investing Too Much appeared first on Money Tree Investing Podcast.

Economist and stockbroker, Peter Schiff, wonders if we would have Jetsons-like lives if the government didn't put so many regulations on business. In today's episode, we discuss inflation, regulation, and stagnation "Who knows what extra inventions we would have come Read more › The post MTI090: Peter Schiff on Government Regulation and Financial Troubles appeared first on Money Tree Investing Podcast.

Many investors don't think about investing in mobile home parks. Jefferson Lilly shares the benefits of owning mobile home parks and why it's the only real estate asset class that is actually shrinking. Read more › The post MTI089: Investing in Mobile Home Parks with Jefferson Lilly appeared first on Money Tree Investing Podcast.

David Shelhammer is a credit card reward enthusiast. He believes collecting credit card rewards or cash back from using credit cards can be a lucrative hobby. David admits, along with our roundtable panelists, that they aren't for everyone and you Read more › The post MTI088: Making the Most of Credit Card Rewards with David Shelhammer appeared first on Money Tree Investing Podcast.

Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of Read more › The post MTI087: Being a Socially Responsible Investor with Bill Holliday appeared first on Money Tree Investing Podcast.

Burton Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street. He discusses ways retires should look at the current state of interest rates, purchasing corporate bonds, and dividend-paying Read more › The post MTI086: Burton Malkiel on Low Interest Rates, Corporate Bonds, and Dividend-paying Stocks for Retirees appeared first on Money Tree Investing Podcast.

The panel discusses questions from YOU, the listeners! Daniel is worried about pricing limit orders below flash-crash prices. How does he protect his valuable assets from doom (his words, not ours) 30 year old, Sonny, wants to know if it Read more › The post MTI085: Investing an Inheritance, Dollar Cost Averaging, and Universal Basic Income appeared first on Money Tree Investing Podcast.

Investing in your business is investing in yourself. A business can contribute to your retirement as an asset you could either sell or create an income for years to come. Our guest, Ty Crandall, believes you can finance a business Read more › The post MTI084: Ty Crandall on Business Funding appeared first on Money Tree Investing Podcast.

Adam Butler is CFA and CEO of ReSolve Asset Management. He co-wrote a book, Adaptive Asset Allocation, with Michael Philbrick and Rodrigo Gordillo. Adaptive asset allocation is a form of market rotation. The presumption is you have "some sort of Read more › The post MTI083: Adaptive Asset Allocation with Adam Butler appeared first on Money Tree Investing Podcast.

In this complex world of finance, we need to keep these main areas simple: Saving, insurance and investing 1. Saving, Spending, and Credit If you aren't saving enough you are probably spending too much. One reason is today it is Read more › The post MTI082: Terrance Odean – Making Simple Smart Financial Decisions appeared first on Money Tree Investing Podcast.

Can you be credit worthy without a credit score? That's what Financial Wellness Coach, Steve Stewart, believes. A credit score is based on your credit report – but the only things on credit reports are debts, debt products, and bills Read more › The post MTI081: Build Wealth, Not a Credit Score with Steve Stewart appeared first on Money Tree Investing Podcast.

Kevin Stewart introduced the Safety Score to StocksForTheWeek.com. The Safety Score looks at the typical income statement items a financial analyst would use to come up with a score for more than 2,400 companies. At a glance someone could quickly Read more › The post MTI080: Safety Scores with Kevin Stewart appeared first on Money Tree Investing Podcast.

We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest Read more › The post MTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or Invest appeared first on Money Tree Investing Podcast.

If advisers can list the serious risks of the market, like the drop in oil prices or possibility the Fed makes a bad decision, how can they still say "Don't worry. It'll be OK and you should still invest." David Read more › The post MTI078: Pessimistic About the Market? David Holland rests our fears appeared first on Money Tree Investing Podcast.

Biotechnology has been the stock market's best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotech focus. Cancer immunotherapy caught his attention. It is a treatment that uses your body's own immune Read more › The post MTI077: Biotech Sector Investing with Brad Loncar appeared first on Money Tree Investing Podcast.

Options trading isn't something we come across on a daily basis. Today's guest, John Richardson, explains how options trading can be a great way to enhance your portfolio. Read more › The post MTI076: Options Trading with John Richardson appeared first on Money Tree Investing Podcast.

There's a lot going on with securities crowdfunding. It can provide a way for startups, small businesses, and medium business to raise funds. It's also a way for folks with a little less money to access opportunities in hedge funds Read more › The post MTI075: Securities Crowdfunding with Rick Andrade appeared first on Money Tree Investing Podcast.

How do the best money managers handle portfolios? Along with sharing their views on the best money managers, the Money Tree Podcast panelists also discuss whether the high-speed technical traders are taking a piece of your investment profits. On today's Read more › The post MTI074: Where to find the best money managers with Chris Cogswell appeared first on Money Tree Investing Podcast.

Wayne Connors from RetirementInvestor.com builds portfolios and teaches investors how to use investing tools for a living. How do you avoid some common mistakes people make in volatile, 2016-style markets? What's important to know (and NOT know) in today's markets. Read more › The post MTI073: Wayne Connors on Portfolio Building 2016-Style appeared first on Money Tree Investing Podcast.

This week we talk about managing and making money with online business, budgets, and Craig's List. Our guest is J. Money from BudgetsAreSexy.com. The post MTI072: Managing and Making Money with Online Business, Budgets and Craig's List with J. Money appeared first on Money Tree Investing Podcast.

There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is Read more › The post MTI071: Millennials and Investing with Katie Brewer appeared first on Money Tree Investing Podcast.

Do you know what it takes to be successful at day trading? It's not for everyone, but it is something that can work well if you have the right temperament and the right approach. In this episode, Brady Dahl from https://www.momotraders.com/ talks Read more › The post MTI070: Day Trading with Brady Dahl (Andrew's Farewell Episode) appeared first on Money Tree Investing Podcast.

On today's first show of 2016 we answer a slew of your letters…everything from bitcoin to diversification to international investments, investing abroad and while in the military. We also debut our new, exciting lineup of contributors. See links to their Read more › The post MTI069: How's My Portfolio Looking? (and new contributors!) appeared first on Money Tree Investing Podcast.

Happy New Year! We're still on break as we spend time with our families and get ready to add new panelists to the show. We hope you enjoy this classic Money Tree Podcast episode. Today's classic episode is about robo-advisors. Read more › The post MTI068: Money Tree Classic, Robo-Advisors with Rob Berger appeared first on Money Tree Investing Podcast.

We hope you are enjoying a Merry Christmas! We're on break right now, enjoying time with family, so we thought we'd share a classic podcast episode. In this Money Tree Classic episode, we revisit real estate investing with Brandon Turner Read more › The post MTI067: Money Tree Classic, Real Estate Investing with Brandon Turner appeared first on Money Tree Investing Podcast.

Enjoy this classic episode of the Money Tree Podcast. David Stein, from Money for the Rest of Us, talks about Modern Portfolio Theory, and where it fits in today's investing climate. Some of the topics covered include what MPT is, Read more › The post MTI066: Money Tree Classic, David Stein on MPT appeared first on Money Tree Investing Podcast.

In this episode we talk with Abby Brooks from Sallie Mae about college savings and what you need to consider when planning for your kids to go to college. Topics covered: Types of savings account What is your savings priority Read more › The post MTI065: College Savings Basics with Abby Brooks from Sallie Mae appeared first on Money Tree Investing Podcast.

Doug Goldstein, author of Rich as a King, a book comparing investing to chess, joins us this week to talk about fundamental investing practices. How should beginners invest? What's important about diversification (and when's it overblown)? How important is it Read more › The post MTI063: Investing Like a King with Doug Goldstein appeared first on Money Tree Investing Podcast.

It's another episode with listener questions. This time, most of the questions deal with beginning investing. If you want to know what you can do to start building wealth, we talk about some of your opportunities to invest while answer Read more › The post MTI062: Listener Questions on Beginning Investing appeared first on Money Tree Investing Podcast.

Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your Read more › The post MTI061 Alternative Investments appeared first on Money Tree Investing Podcast.

Joshua Belanger from OptionSizzle.com joins us to talk options: why do people see them as risky? Joshua sees the opposite: options are a great way to invest, and he'll share why on today's show! In our second half, our usual Read more › The post MTI060: Are Options Difficult and Risky? appeared first on Money Tree Investing Podcast.

Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, and special teams in your investing and a complete insurance breakdown Examples of stock splits, the reasons behind them, and Read more › The post MTI059: Football + Finances, Stock Splits, Insurance appeared first on Money Tree Investing Podcast.

We are told that paying down student loans — or any debt — offers a "guaranteed" return on investment. Even if that's true, is speeding up the pay down on low-interest, tax-deductible debt really the best use of your resources? Read more › The post MTI058: Is Paying Down Student Loans a Good Investment? appeared first on Money Tree Investing Podcast.

Jason Hull CFP from MyFinancialAnswers.com joins us to talk about where investing fits in your overall plan. Then our roundtable team discusses planning and investing. Enjoy! Today's Panelists Miranda Marquit | Planting Money Seeds Joe Saul-Sehy | Stacking Benjamins Andrea Travillian | Take Read more › The post MTI057: Where Does Investing Fit In Your Financial Plan? appeared first on Money Tree Investing Podcast.

The markets lately have been on a crazy roller coaster. Much of this volatility is due not to our own conditions in the US, but to the economies of other countries. In this episode we talk to guest Andrew Stotz Read more › The post MTI056: Emerging Markets and Market Volatility appeared first on Money Tree Investing Podcast.

Topics covered include: Why trading was halted, with comparisons to 2010 flash crash How markets across the world move depending on the time of day The effects of the current bear market in commodities The best way for the long Read more › The post MTI055: Historic 1,000 Point Dow Plunge with Trading Justice appeared first on Money Tree Investing Podcast.

Are you looking for some good bargains in the current volatile market? In this episode, Jim Pearce from Investing Daily talks about the two tier market and how to find good values when things get interesting. We talk about the Read more › The post MTI054: Investing in a Two Tier Market with Jim Pearce appeared first on Money Tree Investing Podcast.

We answer listener questions brought to us via email. We welcome guest panelist Jeremy Balkin, the author of Investing with Impact: Why Finance Is a Force for Good to help us provide insight. Some of the topics we cover in Read more › The post MTI053: Listener Questions – Retirement, Real Estate and Gold appeared first on Money Tree Investing Podcast.

Scott McIntosh, VP of Franchise Development for Nestle Toll House Cafe, joins us to talk about investing in a franchise. We cover lots of ground in this area that many investors don't consider: – Can you invest passively in franchises Read more › The post MTI052: Investing in a Franchise with Scott McIntosh from Nestle Toll House Cafe appeared first on Money Tree Investing Podcast.

In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should consider when looking at setting one up. The discuss: The SIMPLE, SEP, Solo 401K Traditional Pension Read more › The post MTI051 Small Business Retirement Accounts appeared first on Money Tree Investing Podcast.

Topics covered include: Why 95% will never be wealthy Multiple IRAs, Roth IRA, and Self Directed IRA Overcoming information overload Resources The Richest Man in Babylon by George S. Clason Today's Panelists Andrew Sather | eInvestingforBeginners Miranda Marquit | Planting Money Seeds Shannon Read more › The post MTI050: Roth IRA and Tax Management with Ron Nawrocki appeared first on Money Tree Investing Podcast.

Today we answer more of your investing questions and answers . We take your questions and answer them in great detail with a little fun debate. The topics we covered were: What to do with extra money beyond the 401K Read more › The post MTI049: Listener Investing Questions and Answers appeared first on Money Tree Investing Podcast.