Money Tree Investing

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

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

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 economic opportunity zone fund. If you are looking to defer your capital gains with this new secret part of the tax code. Join us for another episode in our Tax Loopholes of the Rich series.

For more information, visit the show notes at https://moneytreepodcast.com/280

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 strategies for protecting their wealth.

For more information, visit the show notes at https://moneytreepodcast.com/278

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://moneytreepodcast.com/277

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://moneytreepodcast.com/276