Money Tree Investing
Money Tree Investing Podcast
The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.
If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
Episodes
Mentioned books
Apr 3, 2020 • 1h 22min
Investing in Natural Resources With Industry Legend Rick Rule
Investing in natural resources is hard... no, its foolish... unless you know what you are doing. If you understand the industry it is a gold mine (pun intended). Industry insider Rick Rule talks about his decades of experience investing in natural resource stocks, warrants, and other related investments. He brings his practical experience to the pie in the sky ideas that most investors are looking for. Gold, Silver, Platinum, Uranium, and more. We discuss the best ways to invest in this sector without losing your shirt. For more information, visit the show notes at https://moneytreepodcast.com/290
Apr 2, 2020 • 60min
How To Deal With An Economic Crisis (COVID 19)
How are you acting during this health and economic crisis? Are you being reactive, proactive, or are you leading others to help your community? Are you financially resilient? Statistically, 10% or less people are leading and 80% are being reactive. Learn why and what you can do in times of crisis to thrive and come out of the crisis more resilient. For more information, visit the show notes at https://moneytreepodcast.com/289b
Mar 27, 2020 • 1h 9min
Learn How Tactical Asset Allocation Investing Strategies Could Protect Your From The Market Next Downturn
Are you worried about the next market downturn? Want to know how to protect yourself? Want to know why you have never heard about this type of investing from your broker? We interview an up and coming quant and tactical asset allocation manager and discuss how tactical investing can protect your assets during adverse market conditions. Don't miss this episode with PJ DuWors of Q32 Capital Management. For more information, visit the show notes at https://moneytreepodcast.com/289
Mar 20, 2020 • 58min
Historical Stock Market Returns – Learn From The Past To Predict The Future – Barbara Friedberg
Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at https://moneytreepodcast.com/288
Mar 13, 2020 • 1h 26min
Investing Legends: Steven Bregman – Value Investing In Uncertain Market Conditions
Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episode, but if you are serious about investing, this episode is pure gold. For more information, visit the show notes at https://moneytreepodcast.com/287
Mar 12, 2020 • 15min
Market Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price Drop
Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now. Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop
Mar 9, 2020 • 40min
Market Monday: How to Protect Yourself In This Market, The Coronavirus, Lebanon Debt Default, and Fed Manipulation – March 8 2020
Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed manipulation and more... For more information, visit the show notes at https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020
Mar 6, 2020 • 56min
Investing in apartments and syndicates - Aaron Fragnito
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://moneytreepodcast.com/286
Feb 28, 2020 • 59min
The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin
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 have TLC. Great tips from a former insider. For more information, visit the show notes at https://moneytreepodcast.com/285
Feb 21, 2020 • 1h 3min
The Ultimate Insider's Guide To The Deferred Sales Trust
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 information, visit the show notes at https://moneytreepodcast.com/284
