MTI017: Managing Your Cash Flow with Chris Miles

Many people and businesses struggle financially not because they have too little income, but because they have serious cash flow issues. Chris Miles is an expert on managing cash flow, and he shares some of his top tips with you in this brand new episode of the Money Tree Investing podcast.

Links Mentioned in the Episode:

 

Panelists In This Episode:

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

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MTI013: XBRL and Financial Data with Nate Anderson

HTML shaped and revolutionized the internet, and XBRL is about to do the same with financial reporting. This digital way of reporting financial figures promises to make financial data more accessible than ever before! This week Nick interviews Nate Anderson, an XBRL enthusiast with a Masters degree in Accounting, to explain this upcoming technology and what it will mean for you as an investor.

Resources mentioned in the episode:

XBRL Nexus – Nate Anderson’s blog

XBRL International organization

XBRL US Data

XBRL Library’s:

Python: Arelle

C#: Gepsio

Java: XBRL4

Learn programming:

CodeCademy

Udacity

Applications which use XBRL:

Rank & Filed

Idaciti

Sector 3

Calcbench

Other:

Securities and Exchange Commission (SEC)

Sample XBRL document

FinViz stock screener

7 Steps to Understanding the Stock Market by Andrew Sather

Morningstar

Yahoo Finance

YCharts

S&P Dividend Aristocrats

 

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI009: Earnings Manipulation and Financial Statement Analysis with Hewitt Heiserman

Earnings manipulation can make a company look very profitable, while in fact they are bleeding money. This week’s guest, Hewitt Heiserman, is an author of the book It’s Earnings That Count and an expert in financial statement analysis. He devised a way of spotting in advance if something is about to go wrong with a company, to help you avoid the next Enron, but also if it is likely to sport above average returns in the near future, using his proprietary Earnings Power Chart.

During the discussion part of the episode, the panel members discuss how they learned to read financial statements, the importance of checklists for investors, the power of insider ownership, and much more!

 

Resources mentioned:

It’s Earnings That Count – Hewitt Heiserman

Cash Flow & Security Analysis – Kenneth S. Hackel

The Quest for Value – Bennett Stewart

American Association of Individual Investors (AAII)

Economic Value Added (EVA) article

It´s Earnings That Count blog post by Nick Kraakman

Ben Graham and the Growth Investor presentation (PowerPoint)

Warren Buffett’s Letters to Stockholders

The Outsiders – William Thorndike

Henry Singleton and Teledyne case study

Money Masters – John Train

Intrinsic Value Spreadsheet

Financial Shenanigans – Howard Schilit

The Checklist Manifesto – Atul Gawande

Value Trap Indicator

Beating the Street – Peter Lynch

Securities and Exchange Commission (SEC)

What Works on Wall Street – James O’Shaughnessy

The Intelligent Investor – Benjamin Graham

Simple Balance Sheet Analysis by Andrew Sather

Morningstar

YCharts.com

 

Panelists In This Episode:

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

MTI007: Dividend Investing with Andrea Travilian

Do you want to super-charge your investment portfolio? One of the best ways to build your nest egg faster is with the help of dividends. Learn why dividends can be a powerful addition to your portfolio, and how you can get started investing with them — even if you don’t have a lot of capital available.

Some important points discussed in this episode:

  • Dividends are best as part of a long-term investing plan.
  • Start out with a dividend-paying fund, so that you can get diversity and a degree of stability, as well as cost-efficiency.
  • Reinvest your dividends to grow your portfolio even faster.
  • When you are ready to retire, you can switch from reinvest to grow your portfolio to using the dividends as a source of income.
  • Make sure you understand the tax implications of dividend investing.
Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI006: Peer-to-Peer Investing with Peter Renton

In this week’s episode, Larry Ludwig interviews Peter Renton on the topic of Peer-to-Peer investing.

Resources mentioned:

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI005: Chris Moody on Trading versus Investing and How to Become an Expert Trader

In this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the difference between trading and investing. Chris shares some thought-provoking insights with us and recommends several must-read books for the aspiring trader.

Is it possible to consistently earn 50% or more a year? Does it take 10.000 hours to become a trader? Is it better to specialize or know a little about a lot? Is the behavior of investors predictable? Can Buffett be 10 times richer if he simply did a stock split? These and more questions will all be answered in this brand-new episode!

Resources mentioned:

Reminiscences of a Stock Operator – Edwin Lefèvre

Stock Market Wizards – Jack Schwager

The New Market Wizards – Jack Schwager

Trading Places

Outliers: The Story of Success – Malcolm Gladwell

TradingView

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

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI004: Larry Ludwig on Asset Allocation

Today’s interview is with our very own Larry Ludwig from Investor Junkie. As an experienced investor and business owner, Larry has plenty of great insights to share both on the podcast and on his site.

In this episode, we find out about the idea behind Investor Junkie and how Larry implements Asset Allocation to build wealth. He shares his knowledge about fixed income and how an investor can use tactical asset allocation as a successful strategy to shifting markets. We also touch on the low interest rate environment and how investors can still find great investment ideas in today’s market.

I ask Larry about his stance on precious metals and whether an IRA is a smart place for gold. We also get to learn his take on politics, government spending, and the Federal Reserve’s loose monetary policy. Finally, Larry shares his best investing secret.

Of course, after the interview with Larry we follow up with a panel discussion. You’ll hear Nick’s and Miranda’s strategies for minimizing risk, and each panelist has a different take. We also bring up our different viewpoints on the wealth gap for a fascinating and engaging discussion. You don’t want to miss it.

Links

 

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI003: Andrew Sather on Investing for Beginners

There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to get started, our panel dispels the myths that hold many would-be investors back.

Some important questions discussed in this episode:

  • Don’t expect to see a “big score.” Instead, plan to build wealth over time.
  • You don’t need a lot of money to get started, especially if you are involved with value investing or index investing.
  • A mentor can help you get started, and you can also learn from the wealth of resources available, from newsletters to books.

 

Links, Tools, and Programs To Help You Get Started

 

Panelists In This Episode: For a quick bio of each of our show participants, head on over to our panelists page.

MTI002: Nick Kraakman on Value Investing

This time Nick Kraakman from valuespreadsheet.com is interviewed by Larry Ludwig. Nick shares why he believes Value Investing is the best way to consistently earn above-average returns, as well as his views on the current valuation of the stock market.
Panelists In This Episode:

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

MTI001: Miranda Marquit on Personal Finance and Growing Your Wealth

personal finance and growing your wealth

In this very first episode of the Money Tree Investing Podcast, Nick Kraakman interviews fellow panel member Miranda Marquit from PlantingMoneySeeds.com on the topic of personal finance. Miranda also shares her number one tip to grow your wealth. The episode ends with a thorough panel discussion.
Panelists In This Episode:

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