Money Tree Investing

Money Tree Investing Podcast
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Aug 25, 2017 • 49min

Investing in a Family Office with Richard Wilson – MTI153

Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer Read more › The post Investing in a Family Office with Richard Wilson – MTI153 appeared first on Money Tree Investing Podcast.
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Aug 18, 2017 • 40min

Suze Orman explains Who Invests Best – MTI152

Can women invest better than men? That's what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and Read more › The post Suze Orman explains Who Invests Best – MTI152 appeared first on Money Tree Investing Podcast.
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Aug 11, 2017 • 39min

Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151

Great questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won't accept a cash gift, so could I give them stock instead? Georgie Read more › The post Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151 appeared first on Money Tree Investing Podcast.
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Aug 4, 2017 • 34min

Value Investing: What You Should Know with Trip Miller – MTI150

What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add Read more › The post Value Investing: What You Should Know with Trip Miller – MTI150 appeared first on Money Tree Investing Podcast.
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Jul 28, 2017 • 46min

Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149

We're opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good Read more › The post Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149 appeared first on Money Tree Investing Podcast.
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Jul 21, 2017 • 44min

How to Retire Early with Billy and Akaisha Kaderli – MTI148

Is it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they've been retired for over 25 years. While Social Security and dividend growth stocks take care of their normal living expenses, they continue Read more › The post How to Retire Early with Billy and Akaisha Kaderli – MTI148 appeared first on Money Tree Investing Podcast.
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Jul 14, 2017 • 45min

Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147

We are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds? Michael has STASH, an app for saving and investing extra money you Read more › The post Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147 appeared first on Money Tree Investing Podcast.
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Jul 7, 2017 • 42min

What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146

It's the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading. Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation? Read more › The post What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146 appeared first on Money Tree Investing Podcast.
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Jun 30, 2017 • 37min

Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145

You've got questions? Our panel has answers. Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy Read more › The post Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145 appeared first on Money Tree Investing Podcast.
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Jun 23, 2017 • 43min

Commercial Real Estate with Paul Moore – MTI144

Paul Moore, author of "The Perfect Investment" shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property Read more › The post Commercial Real Estate with Paul Moore – MTI144 appeared first on Money Tree Investing Podcast.

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