Money Tree Investing

Are you looking to invest in real estate that is too expensive?  Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications?  We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito.  For more information, visit the show notes at https://moneytreepodcas...

Are you worried about risk in your portfolio? ​ If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments hav...

Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts.  For more informatio...

Are you looking to start a business? Struggling to figure out what types of business entities to create? Trying to optimize the structure to minimize taxes and potential liability? S-Corps, C-Corps, LLC, B-Corp, and more. We discuss why it is important for your company or your investment. For more information, visit the show notes at https://moneytreepodcast.com/283

Top Listener Questions from our favorite listeners. Where should I invest my emergency fund? Do I need a formal Budget? How do I evaluate REITs? What is the best asset allocation for me? Listen to these questions and more... For more information, visit the show notes at https://moneytreepodcast.com/282

Want to know how most financial advisors communicate with their clients? A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors. For more information, visit the show notes at https://moneytreepodcast.com/281

Are you looking at economic opportunity zone investments for your capital gains? This episode is for you. Want to know how the rich take advantage of the tax code to grow their wealth? This episode is for you. Not familiar with what I'm talking about? Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an...

Have you ever wondered how people buy real estate with no money down? Me too. That's why we interviewed expert Chris Prefontaine about buying real estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate. https://moneytreepodcast.com/279

Do you work in a profession that is at high risk for lawsuits? Do you worry about creditors taking advantage of your wealth? Do you want to take a trip to a beautiful destination and write it off as a tax deduction? This is an exciting episode where we explore the idea of using international asset protection strategies and offshore banking. Learn some of the top reasons people consider these strat...

Happy New Year!!! Welcome to the new decade of 2020. We are starting off the new year on the right foot by discussing the best way to create your financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help you do this right. For more information, visit the show notes at https://moneyt...

Did you end up spending way more during the holidays than you expected? Did you max out your credit cards? Did you know that debt is probably causing you much more stress that you realize? This week we discuss paying off debt with 2 experts who were able to quickly pay down a large amount of debt and go back to enjoying life without stress. For more information, visit the show notes at https://mon...

Are you worried about how global trade wars are going to affect your portfolio? What about changes in tax policy? This is the episode for you. Chris Macke discusses these issues and some innovative solutions like Incentive-Based Corporate Tax Policy to make real change. We also discuss how you should look at these big issues in regards to your investments. For more information, visit the show note...

Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan. Want to know why your financial advisor never told you about it? We discuss that too. For more information, visit the s...

Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and they are the biggest generation since the baby boomers. They want to make an impact. If you are a millennial, listen to Kara's view of how millennial investing can be done differently to make a difference and still be successful. For more information...

Having a tough time throwing away all your extra junk... sorry - treasures? You are not alone. Everyone else has this problem too. This is one of the reasons that the trend in self storage investing has been experiencing a great run over the past 25 years, outperforming many other real estate sectors. Are you investing in self storage units? Kris Benson discusses what you are missing out with self...

Are you looking for high dividend yield stocks? You are probably missing out on some of the best shareholder friendly stocks. Today we dive into the concept of Shareholder yield. Its like looking for dividend stocks on steroids. According to Meb's research companies with high shareholder yield outperform the S&P500 and their dividend yielding stock counterparts. Learn more about how shareholder yi...

What are your biggest concerns about retirement? Are you concerned about retiring well? Are you worried about having enough money at retirement? Are you stressed about retiring period? You are not alone. Most Americans who are close to retiring are concerned about what the next step is. It makes sense right? How many people have retired before... So how would you know what to do. This week we inte...

We love talking to Wall Street Insiders. This week we have an insider from the Federal Reserve Bank of Dallas. We dig into why the Federal Reserve monetary policy is bad for America, but more importantly we discuss what the actual problem is... And its not what you think. We cover many of the problem the US Federal Reserve faces today as well as down the road. For more information, visit the show...

Space... The final frontier. A universe of endless possibilities. There is a emerging trend of investing in the space economy. This week we discuss whether this is an early chance to shoot the moon on some space investments or whether these investments will fizzle out. We interview Andrew Chanin about how investors can participate in this sector. For more information, visit the show notes at https...

Are you wondering how the Federal Reserve interest rates impact your life? Probably not... But you should. Interest rates impact everything that you do related to money. This week we are discussing how the Federal Reserve's actions effect interest rates, inflation and deflation. We discuss why they manipulate interest rates, how this can effect your money, and what the Federal Reserve fears most (...

What is more awkward that talking to your parents about money? If you are like me, not much. Its a close call between talking to them about money or about the birds and the bees. This week we discuss how to talk to your parents about money with Cameron Huddleston. She talks about why this is such an important topic and how you can make the conversation a lot less weird. For more information, visit...

Can you make a living by blogging? Logan Allec blogged his way to financial independence in 1 year. Listen to his story and other ways blogging can create another stream of income or be that side-hustle to help you make more and invest more. For more information, visit the show notes at https://moneytreepodcast.com/265

Want to invest to make the world a better place? Want to invest in companies that are changing the world? Interested in ESG Investing? You have come to the right place. This week we discuss socially responsible investing, ESG Investing, Impact Investing, and the pros and cons of trying to change the world with your investing dollars. We also discuss what people get right and what they get wrong ab...

Live from Bankok and Live from Washington DC... We discuss our worst investments ever. Want to learn from the mistakes of others? Good. It is a lot smarter than making them yourselves. This week we discuss some Titanic investing failures and the top 6 mistakes to avoid at all costs. For more information, visit the show notes at https://moneytreepodcast.com/263

Are you wondering if you should invest in Cannabis? No, not for personal reflection or chilling out. This week we discuss the enormous potential for the new trend of investing in pot stocks. We interview Kip Meadows about his views on the cannabis industry and we have some interesting guests who have experimented with some very creative ways to invest in pot stocks. You are going to be s"toked" th...