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MTI029: Create a Retirement Spending Plan with Roger Whitney

http://traffic.libsyn.com/moneytreeinvesting/MTI029-_Create_a_Retirement_Spending_Plan_with_Roger_Whitney_1.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSSure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after we have retired. Topics […]

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MTI028: Evaluate Management and Earnings Calls with Andrea Travilian

http://traffic.libsyn.com/moneytreeinvesting/MTI028_Evaluate_Management_and_Earnings_Calls.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSToday we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management and listening to earnings

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MTI027: Real Estate, Hustle, and Successful Partnerships with Engelo Rumora

http://traffic.libsyn.com/moneytreeinvesting/MTI027-_Engelo_Romero_on_Real_Estate_Hustle_Partnerships_and_Trust.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSEngelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending injuries and Engelo created his own education, focused on real estate and went on the attack. Now, Ohio Cashflow is

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MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon

http://traffic.libsyn.com/moneytreeinvesting/MTI026_The_Intelligent_Option_Investor_with_Erik_Kobayashi_Solomon.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSLearn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in risk control and options

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MTI025: Joe Saul-Sehy and Who You Trust with Your Money

http://traffic.libsyn.com/moneytreeinvesting/Joe_Saul-Sehy_and_Financial_Gurus.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWho do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when it comes to your money? While you are probably the best manager of your money, it doesn’t hurt to

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MTI024: Andrew Hallam and the Permanent Portfolio

http://traffic.libsyn.com/moneytreeinvesting/MTI024_Investing_with_the_Permanent_Portfolio.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSHow would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book. While Hallam doesn’t use the permanent portfolio himself, he can

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MTI023: Dual Momentum Investing with Gary Antonacci

http://traffic.libsyn.com/moneytreeinvesting/MTI023_Dual_Momentum_Investing_with_Gary_Antonacci.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSLearn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfolio theory Gary Antonacci. His book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower Risk combines relative-strength momentum

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MTI022: All About Robo Advisors with Rob Berger

http://traffic.libsyn.com/moneytreeinvesting/MTI022_All_About_Robo_Advisors_with_Rob_Berger.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIn this episode, we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode. Resources Dough Roller Betterment Personal Capital Wealthfront WiseBaynan Vanguard Investor Junkie:

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MTI021: How to Get Over Your Fear of Investing with Dan Egan of Betterment

http://traffic.libsyn.com/moneytreeinvesting/How_to_Get_Over_Your_Fear_of_Investing_with_Dan_Egan.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSA fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to invest can weigh on your mind, and create uncertainty about investing. Unfortunately, a fear of investing can have devastating

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MTI020: Warren Buffett’s Books with Preston Pysh

http://traffic.libsyn.com/moneytreeinvesting/MTI020_Buffetts_Books_with_Preston_Pysh.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSToday’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marketplace, and Buffett’s 4 rules for picking stocks. A fascinating discussion that is essential for any stock picker out there. Resources

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