Money Tree Investing

Ever wondered why financial literacy for kids is not taught in school?

Me too...

We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious.

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection

For more information, visit the show notes at https://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa

This week we discuss how to think about budgeting when you don't want to think about budgeting.

This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode.

Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time.

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Mark English | Innovative Wealth

For more information, visit the show notes at https://moneytreepodcast.com/budgeting-made-easy-nick-true

The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missing???

How should an investor invest in this market?

Buy and hold, DCA, market timing, or another secret strategy...

We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update.

For more information, visit the show notes at https://moneytreepodcast.com/types-of-wealth-management-firms/

Have you ever wondered why there is such a large wealth gap in the US?

Do you know why the middle class is disappearing?

Have you thought about why our financial system is so unstable?

You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show.

For more information, visit the show notes

Is your ETF employing the best strategies for this market?

This week we discuss ETFs and why you should consider them for your portfolio.

We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out indexing, quant strategies, gold, and more.

For more information, visit the show notes at https://moneytreepodcast.com/298

Are you trying to maximize your social security benefits?

Confused by the complexity of when to apply?

Looking for someone to make it easy?

This week we interview a social security expert, Devin Carroll about the best practices, helpful tips and tools you can use to optimize your social security benefits.

For more information, visit the show notes at https://moneytreepodcast.com/297

The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and more.

The best part about this episode is literally the day we recorded it I got an email that hit all 5 Fs on their first outreach. It was priceless. Most frauds are easy to spot to the trained eye and the diligent investor.

This special episode is the start of a series we are doing on financial fraud.

This is a must listen episode...

For more information, visit the show notes at https://moneytreepodcast.com/296

This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors

Think about all the problems you think you know about nuclear energy... Those are all solved with generation 4 nuclear reactors.

We talk with the leading expert in nuclear energy who has the ear of both political parties. Big changes are afoot. Find out how you can participate in the trend.

For more information, visit the show notes at https://moneytreepodcast.com/295

Looking to create $20,000 a month in passive income? We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a strong passive cash flow, retired at 49 years old and why he has decided to teach others his secrets.

For more information, visit the show notes at https://moneytreepodcast.com/294

Does your employer love you?

Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most employers don't have them. Want to know why?

This week we discuss financial wellness plans, 401k plans, and George's podcast, Money Savage. This is a great interview with one of the industry's famous podcast hosts.

For more information, visit the show notes at https://moneytreepodcast.com/293