Money Tree Investing

Want to know how much you are going to need in order to retire? You may be surprised at the answer... and its not what you think. This week we discuss retirement distribution strategies in our interview with Brandon Renfro. Brandon is capital in the national guard with a PhD in finance as well as a professor of finance. We discuss the different methods you should consider if you are close to retir...

Scott is a strategic innovator who knows the ins and outs of what feels like an overwhelming world of healthcare and insurance. Today, he shares his knowledge to help educate and empower us about how health care costs are going to impact our retirement. For more information, visit the show notes at https://moneytreepodcast.com/260

What you don't know about your employee benefits could be costing you $100,000 or more. We discuss the important of employee benefits with Natalie Pine. She tells us how some obscure parts of the tax code can save you a lot of money in taxes and why if you don't talk to your employer about a "total compensation statement", you could be leaving a lot of money on the table. Do you have a total compe...

We have a special question and answer show this week with Shane Dillon as our guest to discuss financial independence. Shane wrote a finance book while biking across Europe and lives a lifestyle most people dream of in an unconventional way. For more information, visit the show notes at https://moneytreepodcast.com/258

Do you have massive student loans? Do your loans make you anxious? We interview Travis Hornsby at Student Loan Planner about some of his alternative strategies and even some research that surprised him on how to quickly pay down student loan debt. Travis had extremely complex repayment decisions for him and his wife who is a physician. If you are burdened by student loans, you will not want to mis...

Multi-millionaire and stock options expert, Jeff Bishop, talks about how he makes over 100% gains by investing in options to boost his growth. Not familiar with options? You are not alone. Options are not for everyone, but he explains his philosophy and why he mixes his aggressive options strategies with conservative strategies to manage risk. Learn from an experienced professional how he grows hi...

Learn more about the 6 Pillars of building wealth from Michael Zhuang: Wealth preservation, tax mitigation, asset protection, and more. For more information, visit the show notes at https://moneytreepodcast.com/255

Are you looking to invest in real estate? Sounds simple right? There are countless real estate courses out there telling you how to start investing in real estate. Then why are there not more real estate investors? In this episode, we interview Steven Pesavento about the real estate investor mindset. Steven flipped 150 houses in his first two years as a real estate investor, when most real estate...

How do you deal with losing someone you love? Jennifer Luzzatto joins us to talk about dealing with personal and financial loss. For more information, visit the show notes at https://moneytreepodcast.com/253

This former school teacher went from a -$250,000 negative net worth to a net worth of over 50 million dollars by day trading stocks. This week we interview Jason Bond about how he turned his financial life around by trading stocks and teaching others his secrets. Jason talks about his mentors, his favorite investing styles, what he thinks about penny stocks and more. For more information, visit th...

Back by popular demand, we are answering your questions. Bill wants to know how to begin investing in crypto-currencies. Will is wondering if a stock market crash is coming? Anna is practically broke. How does she begin investing? ...and more. For more information, visit the show notes at http://moneytreepodcast.com/251

Doug Casey is a world-class thinker, speculator, traveler, and in my opinion the most interesting guy in the world. Think about it. Who do you know who has had dinner with third-world dictators, has tried to take a country public… and almost succeeded, written multiple best-selling books, made and lost millions in his speculations, and he is still looking to try new things. This week we learn abou...

Veteran portfolio manager Barbara Friedberg is also an author, fintech consultant, and former university finance instructor.   She joins us today to talk about roboadvising.   Then, Tim Picciott and Andy Wang join Kirk and Miranda on the panel to dig deeper into roboinvesting.   For more information, visit the show notes at http://moneytreepodcast.com/249  

Have you considered investing in real estate for extra income, as a career, or a hobby? Think again… This week we have Dominic Kirchner on our show to talk about flipping real estate for profit. Dominic has been successfully investing in real estate, flipping and rehabbing real estate for profit for over 17 years. This past year he did 50 fix and flips and he continues to grow each year. Dominic t...

Author, Wealth Expert, and speaker Belinda Rosenblum joins us to talk about women and money. For more details and information, visit the show notes at https://moneytreepodcast.com/247  

Victor Sperandeo is to Wall Street what Warren Buffett is to Main St. Unless you are a student of the market you may have never heard of him, but you are in for a treat today. Some of the topics we cover in today's episode: How have HFT and technology effected your trading? Risk Management Indexes How do you manage risk with your trades? For more information, visit the show notes at https://moneyt...

You should love your debt. That's the message from Leslie H. Tayne, Esq., a debt resolution attorney. She explains some of the technical issues that exists with debt, but also dives deep into the mindset of how debt can impact more than just your finances. You will also learn about the signs for when you might consider contacting a debt resolution company or service in today's episode. For more in...

In this bonus episode, our panel discusses the previous episode's interview about annuities with Stan The Annuity Man Haithcock. To listen to the Stan Haitcock interview, go to  https://moneytreepodcast.com/243 Kristin Shea from Highland Capital Brokerage joins Kirk Chisholm, Miranda Marquit, and Tim Picciott for this in-depth debate. For more information about today's episode, visit the show note...

You have likely heard, "Annuities are not bought, they're sold". Stan "the annuity man" Haithcock knows all about annuities, and knows why there is so much negativity around this financial product. Variable, fixed, immediate, indexed: It can all be confusing to a person who doesn't know what annuities are. "If you are looking for market returns, you should never ever ever buy any type of annuity....

Lane Kawaoka recently quit his job because he's built an income from real estate investments. He shares the journey to owning more than 2,100 units across the United States while living in Hawaii. Lane's mission is to help hard-working professionals out of the rat race by reverse-engineering the wealth building strategies of the rich. You can hear some of those strategies on his podcast, Smart Pas...

How do you bring up the concept of money with your kids? John Lanza joins us to talk about age-appropriate conversations about money, allowance, and how important it is to have your kids learn how to save up for a goal at an early age. Then the panel discusses kids and investing. For more information, visit the show notes at https://moneytreepodcast.com/241  

Are you getting all the tax benefits possible? How about getting benefits after the taxable event? Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can you benefit from a stepped-up basis after holding an asset for 10 years? Listen to the show for more. For the show notes at https://moneytreepodcast.com/240  

Brynne has one child with special needs. How does this change the way she does her financial planning and investing? In general, her plan is to "save everything". But even doing that, Brynne says she does not "max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust is necessary or necessarily financially viable." ABLE stands for "Achieving a Better Life...

Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued building his real estate portfolio over the years up to 84 units with additional single-family homes, duplexes, and small apartments. Marco is an expert in the ins and outs of real estate investing and has been helping investors create wealth and passiv...

What is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says "There's no technical difference. It's more of a marketing language that people use". "The self-directed IRA came about years ago as a way to distinguish between an IRA that's investing outside of the stock market versus...