Assets Protection Strategies – Douglass Lodmell

Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable? This week we interview Doug Lodmell on some of the best asset protection strategies to Protect Your Wealth. We discuss the simple and complex strategies that Uber wealthy families use to protect themselves from outside and inside risks.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Douglass Lodmell

Douglass Lodmell is Managing Partner of Lodmell & Lodmell, P.C., one of the nation’s leading Asset Protection Law Firms. Originally from Geneva, Switzerland, Douglass stood out at an early age as one of the brightest minds of his generation. His capacity to make the complex simple allowed him to excel during law school, receiving the Jacobs Burns Medal, an award given to the single student with the highest GPA. He completed his Legal Masters (LL.M.) in taxation at the nation’s leading tax program, New York University School of Law.Today, Douglass’ law firm is responsible for protecting over $4 Billion in client assets. Douglass spends much of his time teaching, speaking, and leading thousands of business owners, corporate executives, investors and other professionals who have often worked most of their lives to accumulate wealth of various types, including real estate and securities. Douglass is also author of the book The Lawsuit Lottery: The Hijacking of Justice in America.

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2022 Year End Review – The Year Ahead

2021 is finally in the books. Whew.

A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities.

This week we discuss year end returns, what happened, what you missed, and how to invest for 2022.

Here are the top headlines for 2021


Dual Impact Funds is the sponsor of this episode. See below for more details.

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Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


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Developing Real Estate – An Interview With Josh Benaim

What does an opera singer have to do with being successful in real estate? 

We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of.

Dual Impact Funds is the sponsor of this episode. See below for more details.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Josh Benaim

Joshua Benaim is a leading real estate investor and entrepreneur. He is the Founder and CEO of Aria, an award-winning real estate company imbued with a sense of public-spiritedness and a mission to humanize the experience of living in our great cities. Benaim is a Harvard Business School graduate. He's also an operatic baritone who has appeared with the Metropolitan Opera and performed widely across the United States and Europe. He lives in New York City with his wife and three children.

Josh's Online Presence:


Book References:


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Investing in Small Cap Value: Interview with Francis Gannon

We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more. 

Dual Impact Funds is the sponsor of this episode. See below for more details.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Francis GAnnon

Francis Gannon Co-Chief Investment Officer, Managing Director Background Prior to joining the firm in 2006, Francis D. Gannon was Chief Investment Strategist and Portfolio Manager with AIG SunAmerica Asset Management. In 2001, SunAmerica Growth and Income Fund, under his portfolio management, was listed in the fourth edition of Gene Walden's book The 100 Best Mutual Funds to Own in America. He was a regular panelist with Louis Rukeyser's Wall Street for several years. Mr. Gannon holds a bachelor's degree and a master's degree from Boston College.

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Investing in Uranium – The Next Generation of Cheap Clean Energy

Are you looking for the next big trend?

Are you looking to invest in environmentally green energy before everyone else?

We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your own home, and why the risks of hte past are no longer an issue. Scott also talks about his genius way to invest in this trend while mitigating most of the commodity prices issues.

Dual Impact Funds is the sponsor of this episode. See below for more details.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Scott Melbye

Scott Melbye is a 36-year veteran of the nuclear energy industry having held leadership positions in major uranium mining companies as well as industry-wide organizations. He serves as Executive Vice President of Uranium Energy Corp., a U.S. uranium mining and exploration company, and Chief Executive Officer of Uranium Royalty Corp., the first and only pure-play uranium royalty and streaming company in the uranium industry.

Scott's Online Presence:


Today's Panelists

11 Top Strategies For Raising Money Smart Kids

Are your kids money smart?

This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more.

Dual Impact Funds is the sponsor of this episode. See below for more details.

Subscribe & Download

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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Robin Taub

A Chartered Professional Accountant by training, Robin began her career at KPMG, transitioned into real estate, and then landed in the complex world of derivatives marketing at Citibank Canada. Robin puts her money where her mouth is and has raised two mostly money-smart young adults, a son and a daughter. ------ How to give parents the skills to teach their children to be financially literate

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Investment Fraud 101: How to Protect Yourself From Fraudsters

Are you a victim of investment fraud? You might be but don't know it yet.

We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with.

Dual Impact Funds is the sponsor of this episode. See below for more details.

Subscribe & Download

Never miss out on a new episode! Subscribe using your favorite podcast app.

Listen on
Apple Podcasts
Follow us on
Spotify
Follow us on
Stitcher Radio

Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  David Meyer

David Meyer is the managing principal of Meyer Wilson, a national law firm he founded to represent investment fraud victims in their fight against deceptive brokers. Meyer Wilson is one of the nation’s leading investment fraud firms, recovering millions of dollars for clients throughout the last 20 years. David is currently the president of two bar associations: the Public Investors Advocate Bar Association and the Ohio Association for Justice. Included in The Best Lawyers in America®, David has also been twice named “Lawyer of the Year'' by the publication in his practice area and location. For more information about David’s investor claims law practice, visit investorclaims.com.


David's Online Presence:


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Real Stories: Currency Trading 101 with Rob Booker

Real Stories of real investors: Currency Trading

This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed.

Dual Impact Funds is the sponsor of this episode. See below for more details.

Subscribe & Download

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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Rob Booker

In 2000, Rob was in-debt and desperate for a drastic change. Since his time in law school, Rob always had an interest in the financial market and saw trading currency as a quick fix to his money problems, but that was the farthest thing from the truth. With Rob working a full time job during the day and studying the market at night, it took a toll on his personal life and 11 months for him to become profitable and it was another 4 years until he was able to become a trader full time.


By 2006, he was making well over 1 million per year until the financial crisis in 2010 and he had to start over...again. This time instead of trading currency, he began to trade stocks and rebuilt from scratch. Now, Rob is a trainer for Financial Wars, a new website dedicated to teaching everyday people about the battles that are being fought over their money behind closed doors. The Financial Wars team is dedicated to equipping readers not just with knowledge, but with the tools and strategies they need to thrive in the financial war.

Rob's Online Presence:


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Creative Seller Financing Secrets with Terry Hale

Want to buy real estate with no money down? 

Don't have any money, credit, or experience?

Carleton Sheets tells us you can do it. So does Terry Hale.

We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle.

Dual Impact Funds is the sponsor of this episode. See below for more details.

Subscribe & Download

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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Terry Hale

Terry Hale is an author of educational curriculums, numerous trade and business magazine articles, and has presented live seminars to over 200,000+ attendees across the nation for educational advisory services. Terry has been featured on CBS Radio, CNBC, and several syndicated radio broadcast networks as the leading authority in commercial real estate investing.

Terry has over 20 years of real estate-related marketing, training and teaching experience. Hale has been on several board of directories providing Real Estate Education Programs and has assisted in negotiations, with years of diversified real estate experience. Terry's commercial real estate training provides the techniques on how to find, pre-screen, evaluate, structure and use negotiation tactics for repositioning and stabilizing commercial properties.

Terry's Online Presence:


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Story: Physician Real Estate Investor Mas Oishi

Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth. We also discuss why it is important for physicians to plan for their later years today. 

Dual Impact Funds is the sponsor of this episode. See below for more details.

Subscribe & Download

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Listen on
Apple Podcasts
Follow us on
Spotify
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Stitcher Radio

Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show

Are you looking to invest and do good with your investments?

IndexIQ , a New York Life Investments Company, is harnessing the power of emerging global trends in its new exchange traded fund suite called IQ Dual Impact ETFs. They seek to benefit your portfolio and non-profits. This can add purposeful investing to your portfolio.

Disclaimer:

Investing involves risk. Consider the Funds' investment objectives, risks, charges, and expenses carefully before investing. The prospectus and the statement of additional information include this and other relevant information about the funds and are available by visiting www.dualimpactfunds.com. Read the prospectus carefully before investing.

IndexIQ is an indirect wholly owned subsidiary of New York Life Investment Management Holdings, LLC and serves as the advisor to the IndexIQ ETFs. ALPS Distributors, Inc. (ALPS) is the principal underwriter of the ETFs. NYLIFE Distributors LLC is a distributor of the ETFs. NYLIFE Distributors LLC is located at 30 Hudson St, Jersey City, NJ 07302. ALPS Distributors, Inc. is not affiliated with NYLIFE Distributors LLC. NYLIFE Distributors LLC is a Member of FINRA/SIPC.


Today's Guest:  Mas Oishi

 Masaki Oishi, MD, Ph.D is not only a neurosurgeon in Houston, but he is also the co-founder and chairman of MarketSpace Capital. He just released a new book called, Prescribing Real Estate: A Doctor’s Guide to Commercial Real Estate.

Mas' Online Presence:


Today's Panelists

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