MTI105: Top 7 Investment Strategies of Centimillionaires, with Richard C Wilson

Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires.

Richard explains how centimillionaires:

  • Want to own the game rather than being a player in someone else’s game
  • Need to establish themselves as an Alpha-male (showing they are the leader in a niche industry)
  • Barter time or services in exchange for products
  • Work on building a full chess-board portfolio

You can find out more by visiting FamilyOffices.com or listen to the Family Office Podcast.

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Doug Goldstein | Goldstein on Gelt
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Adulting.tv

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI104: Crowd Investing, with Annie Wyatt of CrowdInvest

Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market.

What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers).

CrowdInvest has tested this theory with an app. People vote on stocks they believe are bullish or bearish. The app builds an index from the top 35 bullish stocks into an ETF traded on the NYSE. CrowdInvest saw the Crowd’s performance beat the S&P 500 in 2016.

You can find more about CrowdInvest on Facebook or their website and blog: http://crowdinvest.us

 

Today’s Panelists

Miranda Marquit | Student Loan Hero
Doug Goldstein | Rich As A King
Linda P. Jones | Be Wealthy And Smart
Nyle Bayer | Financial Time Traveler

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI103: Finding Your Investing Philosophy, with Matt Hall

Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frustration with traditional investing books he calls “moderately technical”.

While other books gave great advice, most people never read them because they were boring and too technical. So Matt’s desire to create a more relatable and understandable resource caused him to put pen-to-paper and write “Odds On”.

In this interview, Matt shares stories of money managers and financial planners who were only there to make money for themselves or the company – not their clients.

Then, our Money Tree Podcast Panelists share how they found their investing philosophy.

More Matt Hall

Website: HillInvestmentGroup.com
Book: Odds On (Amazon.com)
Twitter: MattHallHIG

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Profile-Financial.com
Miranda Marquit | PlantingMoneySeeds.com
Linda P. Jones | Be Wealthy and Smart

 

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI102: Rebounders Don’t Fail, They Pivot – Rick Newman

Success comes with hard work and tough decisions. Sometimes you need to quit and pivot.

Rick Newman wrote the book, “Rebounders: How Winners Pivot From Setback To Success”. Doug interviews him about failing fast and making tough choices on the path to mastery.

Rick says Rebounders are comfortable with discomfort and reminds us that “Failing Fast” is the mantra in Silicon Valley. How does all of this translate to our investing strategies?

Listen to find out:

For more information on Rick, visit

Website: http://rickjnewman.com
Twitter: @rickjnewman
Rick’s new book, Rebounders, on Amazon.com

 

Today’s Panelists

Doug Goldstein | Profile-Financial.com
Miranda Marquit | MirandaMarquit.com
Linda P. Jones | Be Wealthy And Smart
Joe Saul-Sehy | Stacking Benjamins

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

 

MTI101: Cyclical, Linear and Hybrid Real Estate, with Jason Hartman

Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate markets and where the best places are to invest.

In this episode, he shares how to classify real estate markets within three categories:

  • Cyclical
  • Linear
  • Hybrid

Knowing what kind of market you are dealing with can help determine if the real estate you are looking at is a good bye.

Jason also makes a very bold statement that explains why Generation-Y aren’t buying houses – and our panel discusses purchasing property and even goes into a discussion on assisted living arrangements.

You can find more about Jason Hartman by:

 

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Wes Moss | WesMoss.com
Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Planting Money Seeds

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI100: Listener Letters about Bonds effecting Equities, how Credit Card Rewards are paid for, and more

Today we get together to answer YOUR questions:

Kevin wants to know if bonds are in for a “day of reckoning”. How do bonds effect equity valuations?

Paul wants to know if dollar cost averaging is a sustainable strategy all the way until retirement?

Drew would like to hear about the risk-reward profile of the Vanguard Ultra Short-Term Bond Fund. He has 10 years and looking for a low-risk investment with a higher yield than money markets.

Jeremiah wants to know how credit card companies pay for reward programs.

Taylor wants to break into finance and find a mentor. How do you go about it?

Steven has a sum of money saved in a taxable Betterment account. Now that he and his wife are in better positions career wise, would it make sense to put the money in his Schwab account?

Do you have a question for the Money Tree Investing panelists?

Send us your questions for a future Listener Letters episode

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Miranda Marquit | Planting Money Seeds
Linda P. Jones | Be Wealthy And Smart
Doug Goldstein | Profile-financial.com

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI099: Making Better Women Investors, with Ellen Jordan

What you be done to improve the financial system for woman breadwinners in today’s world? Our guest, Ellen Jordan, talks about the problems she is seeing as a CFP and Senior Vice President at Bryn Mawr Trust and our panel discussions solutions.

Female breadwinners often challenge themselves extra responsibilities: Work, family, and household finances. Yet, studies have shown that men still process or make most of the investing transactions in the household.

It’s a huge source of anxiety.

Ellen Jordan says many women know how to address investing issues but just haven’t taken the time to get themselves up to speed with the working knowledge of what they should be doing.

What are some things women need to understand or do to make that next step to become investors? Listen to our panelists for more Money Tree goodness!

Find out more about Ellen Jordan at www.bmtcwealth.com

 

Today’s Panelists

Miranda Marquit | Planting Money Seeds
Linda P. Jones | Best Finance Podcasts for Australians
Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Does My Husband/Wife Have to Come to the Meetings

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI098: How to Avoid a House Sale Fail, with Jules Haas

New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate.

Today he talks about the basics of a real estate transaction, particularly purchasing a primary residence.

Tips from Jules Haas:

  • Hire an engineer or architect to look at the property
  • Do the house walk-through with an inspector
  • Pay for a Title search
  • Secure Title Insurance
  • Bring verified funds to the closing

Jules also recommends you look at the paperwork with a lawyer or attorney.

Find out more about Attorney Jules Haas:

Website: JulesHaasAttorney.com
Twitter: @JulesMHaas

Today’s Panelists

Linda P. Jones | Be Wealthy And Smart
Miranda Marquit | Planting Money Seeds
Doug Goldstein | Goldstein On Gelt
Joe Saul-Sehy | Stacking Benjamins

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI097: The Morality of SRI and Google Cars, with Rabbi Shaya Karlinsky

Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this:

Would you invest in a company that sells self-driving cars if it chose to kill the driver instead of a pedestrian?

People want to think of Socially Responsible Investing (SRI) as easy – just choose good stuff. But it can be quite a bit more complicated.

Join Doug Goldstein and Rabbi Shaya Karlinsky in a discussion about believe-based investing and self-driving cars.

 

To learn more about Rabbi Shaya Karlinsky, visit his website darchenoam.org

 

Today’s Panelists

Doug Goldstein | Goldstein On Gelt
Linda P. Jones | Below Deck Mediterranean on Bravo
Joe Saul-Sehy | Stacking Benjamins

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode

MTI096: The Laws of Investing Success, with Dr. Daniel Crosby

Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan.

His newest book, The Laws of Wealth: Psychology and the Secret to Investing Success, talks about ‘Forecasting is for Weathermen’ and ‘If You’re Excited, It’s Probably a Bad Idea’.

Today, Dr. Crosby comes on the show to share fundamental methods for investing success based on his studies of human behavior and finance. He shares the 4 C’s to behavioral investing: Consistency, Clarity, Courageousness, and Conviction and some of The Ten Commandments of Investment Behavior.

Read more on Dr. Daniel Crosby on his blog, NocturneCapital.com, watch his TedX Talks or chat with him on Twitter @DanielCrosby.

You can find his book, The Laws of Wealth, at Amazon.com

 

Today’s Panelists

Joe Saul-Sehy | Stacking Benjamins
Doug Goldstein | Goldstein On Gelt
Linda P. Jones | Be Wealthy and Smart
Miranda Marquit | Planting Money Seeds

For a quick bio of each of our show participants, head on over to our panelists page.

Send us your questions for a future Listener Letters episode