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Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not ...
 
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So many people have midlife crisis, and COVID has not helped. You might need a break... This week we interview Lisette Smith about the idea of taking a midlife gap year. College students take a gap year, why can't adults take one too. While this can take some planning, it can provide so many benefits to you and your family. Today's Panelists: Kirk …
 
Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable? This week we interview Doug Lodmell on some of the best asset protection strategies to Protect Your Wealth. We discuss the simple and complex strategies that Uber wealthy families use to protect themselves from outside and inside risks. For mo…
 
2021 is finally in the books. Whew. A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities. This week we discuss year end returns, what happened, what you missed, and how to invest for 2022. Dual I…
 
What does an opera singer have to do with being successful in real estate? We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. Today's Pan…
 
We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 …
 
Are you looking for the next big trend? Are you looking to invest in environmentally green energy before everyone else? We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your…
 
Are your kids money smart? This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for…
 
Are you a victim of investment fraud? You might be but don't know it yet. We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with. Dual Impact Funds is the s…
 
Real Stories of real investors: Currency Trading This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed. Dual Impact Funds is the sponsor of this episode.…
 
Want to buy real estate with no money down? Don't have any money, credit, or experience? Carleton Sheets tells us you can do it. So does Terry Hale. We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your l…
 
Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth. We also discuss why it is important for physicians to plan for their later years today. Today's Panelists: Kirk Chisholm | Innovative Wealth Barb…
 
This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez. We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you ca…
 
We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities. Don't miss this great insight into fix and flip real estate done the right way. Today's Panelists: Kirk Chisholm | Innovative Wealth…
 
I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this. Tom Sosnoff, founder and CEO of tastytrades, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his a…
 
Want to get paid every time a Taylor Swift song is played? I do. You can too. This week we dive into another secret of the rich and famous. Investing in music royalties. This is a cool and lucrative investment that you probably would not have thought of. Prior to this you need to have connections to invest in music royalties. Institutional money ha…
 
Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture. We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would d…
 
Worried about a global financial crisis? You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the c…
 
Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us ide…
 
2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true. I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy. For mor…
 
The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies. We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how…
 
We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more... Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great…
 
Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of investing. Patrick works with a lot of top traders, so you will learn a lot from this episode. For more information, visit the show notes at https://moneytreepodcast.com/the-chart-report-patrick-dunuwila…
 
Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more). Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss t…
 
Great interview this week with Options Trading Strategies expert, Tom Sosnoff. We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management? Listen to this episode with a lifelong industry insider from the o…
 
We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinu…
 
This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic. For more information, visit the show notes at https://moneytreepodcast.com/due-dilig…
 
Are you looking to profit from the 5G revolution which is changing the future of technology? Have you considered cell tower leasing as a way to generate passive income from your real estate? We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector. For more information, visit the sh…
 
How can I afford to send my kids to college without putting myself into the poorhouse? Is the cost of college worth the price? Does everyone need a college education? We discuss these questions and more on this weeks show. This is a topic we will come back to time and time again to help people make the most of college for their kids. For more infor…
 
Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more... Brian is a great educator of other traders and he eats his own cooking. He brings a great perspective of how to think about trading differently using different time frames, VWAP, and more. Price Volum…
 
The secrets to investing are all in your head... Also known as behavioral finance. You don't need to be a psychologist. Daniel Crosby distills hundreds of behavioral bias down to 4 main categories and makes is simple to understand so you too can be a successful investor. The best investors in the world and large financial institutions understand th…
 
This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more. Topics we address: What assets are the best ones to buy in a crisis Why do crisis happen…
 
Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax incentives and cost segregation. If you own real estate and you have not considered this, you need to listen to this episode. For more information, visit the show notes at https://moneytreepodcast.com/…
 
Have you been looking for yield in all the wrong places? Lets talk about the right ones... Secured Mortgage Notes. Never heard of it? You are not alone. This is an enormous market place where people lend and borrow money for real estate privately... not through the banks. So the yields can be much higher. Check out our episode this week on Secured …
 
Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications. We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more. For more in…
 
Real estate prices are continuing to skyrocket. People continue to flee to the suburbs. Lumber prices are up 300%+ People are paying above listed price all cash offers sight unseen. Where is this madness going to end? On top of that, Inflation is starting to pick up. Commodity prices are rising... when they have done nothing but drop for over 10 ye…
 
Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually. This week we discuss the points made by Buffett and Munger at the annual meeting as well as some of things that Buffett missed. For more information, visit the show notes at https://moneytreepodcast.com/berkshire-hathaway-annual-meeting-2021 Today's Panelists: Ki…
 
Which would you rather have Gold or Bitcoin? No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position. We have 4 experts debating whether Gold vs Bitcoin is better. You don't want to miss this debate. The big topics we discuss: What is the best store of wealth, liquidity, potential threats, transparenc…
 
It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks. Send us your questions and you can be famous on our show. For more information, visit the show notes at https://moneytreepodcast.com/listener-questi…
 
Are you still wondering what all the fuss is about? Still think cryptocurrencies are the next tulip bubble? This week we interview Paul Rosenberg about why everyone is excited about investing in cryptocurrencies. We discuss what is preventing widespread adoption, "stock to flow", privacy coins, and why you need to take a second look at how blockcha…
 
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…
 
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 hi…
 
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 questio…
 
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…
 
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 Wea…
 
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.…
 
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 looki…
 
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. Fo…
 
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://moneytree…
 
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 …
 
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 …
 
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