Money Tree Investing

Money Tree Investing

By Money Tree Investing PodcastBusinessInvesting
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Money Tree Investing episodes

  • Long Term Care Insurance, Stock Market Timing, and Roth 401k - We Answer YOUR Questions

    When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer from you - the listener.

    Cheryl asks about the pros and cons of long term care insurance.

    Dan is familiar with a Child IRA and wants the panel to talk about a Ricky Trust. They take it a bit further by discussing the benefits of investing at a young age.

    David asks if there is any sense in timing the markets to take advantage of a probably drop. Or should he pay off his mortgage early rather than invest?

    Danielle wants to know what we think about consumer staple funds or ETFs.

    Alex wants to know about Roth 401k versus traditional 401ks. Would it make sense to begin investing into the Roth 401k if they have been maxing out their traditional accounts at work?

    Listen to the entire episode, and thanks to our sponsor: BUZZ Indexes

    For more information, visit the show notes at http://moneytreepodcast.com/195

    37 min
  • Stock Market Predictions Investing for Retirement and Getting Out of the Rental Property Game Your Listener Questions

    Why does the market drop when financial news is good? This is just one listener question we answer in today's Listener Questions episode.

    Justin saw the job's US jobs report described more job and better pay, but S&P fall more than 2 percent that day and 4 percent the following Monday.

    Harry wants to know if he should move out of his Target Date Fund into a lower cost index fund. He also wants to know if he should have a Roth IRA, invest more into his ETFs, do more investing into his ETFs with the extra cash he has each month.

    Max is ready to retire. He wants to sell his rental property and travel. Max has a pension that will cover his monthly expenses. Should he invest the proceeds from his rental property sale into something that pays dividends to fund his travel?

    For more information, visit the show notes at http://moneytreepodcast.com/194

    40 min
  • 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

    53 min
  • 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

    37 min
  • 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

    50 min
  • 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

    37 min
  • 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

    39 min
  • 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

    54 min
  • 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

    31 min

About Money Tree Investing

From the publisher's feed

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.