Money Tree Investing

Money Tree Investing Podcast
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Jun 1, 2018 • 53min

Frugal Your Way to Financial Independence with Taylor the FI Guy

Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income. Before his journey, Taylor liked saving money. Then met a woman who brought more frugal habits into their relationship - and more income. He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future. Listen to his story - and to the panel discussion following the interview to hear what they think about investing in individual stocks. For more information, visit the show notes at http://moneytreepodcast.com/193
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May 25, 2018 • 36min

Finding the Right Financial Advisor with Lorraine Ell

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you. Are there clear signs for when you need to seek the advice of a financial advisor? You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings. Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates. Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in "Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It". For more information, visit the show notes at http://moneytreepodcast.com/192
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May 18, 2018 • 34min

REITs, Stock Options, and IRAs: We Answer Your Listener Questions

Jake focuses on dividends. Should he invest in a single REIT and reinvest dividends until retirement? This is just one of the questions we tackle from our listeners on today's Money Tree Investing Podcast. For more information, visit the show notes at http://moneytreepodcast.com/191
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May 11, 2018 • 49min

Student Loans and Investing in Your Future with Robert Farrington

Student Loans have become the single most concerning financial issue with young people and the millennial generation. Whether you signed the dotted line with full knowledge of what happens when you take on student loans or you unknowingly signed your life away for a college degree, the debt must be satisfied in some way. Robert Farrington of TheCollegeInvestor.com led the charge last month with the Student Loan Movement. The goal was to bring awareness to the problem of student debt and challenge people to focus on paying down their debt in the month of March 2018, and the total debt eliminated as of the date of this release is over $1.4 million! For more information, visit the show notes at http://moneytreepodcast.com/190
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May 4, 2018 • 36min

Modern Entrepreneurship with Raoul Davis Jr.

Raoul Davis Jr from AscendantStrategy.net talks with Linda about what an entrepreneur is and how important they are to our future. The internet has made entrepreneurship much more achievable for the average person: social media makes it easier to connect with people, email allows entrepreneurs to make direct sales to individuals, and LinkedIn helps entrepreneurs find industry professional they need to help grow the business. You can be branded or you can get labeled. Being branded is more like a fist, it has more force and impact where getting labeled is like having 5 loose fingers. Does entrepreneurship play an important part in wealth creation in the future? The panel gets together to discuss this and more on today's show. For more, visit http://moneytreepodcast.com/189
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Apr 27, 2018 • 38min

Investing in Blockchain Technology with Eric Ervin

Eric Ervin created an ETF of blockchain technologies. He knows the power behind the technology, and can see larger companies using blockchains in a variety of ways. Not only can blockchains develop cryptocurrencies, but they can also work to record legal contracts and be a record of documentation. Then the panel discusses the question, "Can blockchain be a viable asset class"? For more information, visit the show notes at http://moneytreepodcast.com/188
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Apr 20, 2018 • 54min

Financial Basics for Money Smart Week with Karen Chan

Our guest today is Karen Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen shares financial basics for those just getting started and the "easiest way to build up savings." For more information, visit the show notes at http://moneytreepodcast.com/187
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Apr 13, 2018 • 30min

Roth IRA and HSA with Eric Brotman

Eric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts. For more information, visit the show notes at http://moneytreepodcast.com/186
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Apr 6, 2018 • 52min

Change Your Money Beliefs with Belinda Rosenblum

We form self-limiting beliefs based on negative things we've seen, or perceive to be negative, that subconsciously prevent us from being or doing the same thing. Belinda believes we should stop and ponder these behaviors to see if they are based on factual data and not the remnants of past emotional strains. She gives an example of Justin, who believed it wasn't safe to have money in the bank, nor could he trust women with money. When Justin was 7 years old, the money he earned from a paper route was taken from his piggy bank. He told his mom, "We've been robbed". His self-limiting belief was formed that moment when hearing her response, "Oh, I needed the money." Do you have money beliefs that are holding you back? Or do have money beliefs that help you excel? The panel jumps in to discuss this. You don't want to miss it. For more information, visit the show notes at http://moneytreepodcast.com/185
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Mar 30, 2018 • 33min

Diversified Investing Retirement Accounts and Rebalance Listener Questions

We love getting your questions. Today we tackle questions from Kai, Matt, Gary, Justin, Nora and Don. For more information, visit the show notes at http://moneytreepodcast.com/184

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