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.

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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.


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:


Today's Panelists

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.

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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.

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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.

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

Listen on
Apple Podcasts
Follow us on
Spotify
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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:  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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Julio Gonzalez: Engineered Tax Services

This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez.

We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth. 

Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.

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
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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:  Julio Gonzalez

Julio Gonzalez, National Tax Reform Expert, is the founder and CEO of Engineered Tax Services, Inc. (ETS) - the country’s largest specialty tax engineering firm specializing in federal tax incentives, IRS compliance and standards and tax issues for all business sizes from small businesses to Fortune 500 firms.


Julio is a television regular making appearances on Fox News, Newsmax and America’s Voice giving his expert advice on the tax issues our economy is facing – especially in light of the COVID pandemic. Julio is a published author, tax reform advocate, and member of the Presidential Tax Reform Roundtable, playing instrumental part with the recent Tax Reform 1.0 under the Trump Administration.


He is also on the Senior Advisory Board of Turning Point USA, a member of the Forbes Finance Council, and a member of the Heritage Foundation.

Julio's Online Presence:


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Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier

We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities.

Don't miss this great insight into fix and flip real estate done the right way.

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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

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:  Tony Javier

Tony Javier has been investing in Real Estate since 2001 and in that time, has done close to 1,000 flips. After automating his own INC 5000 rated REI business, Tony now spends his time helping other Real Estate Investors learn how to scale and automate their own businesses.

Tony's Online Presence:


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Debate Of The Century: Active Vs Passive Investing… Which Is Better?

I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this.

Tom Sosnoff, founder and CEO of tastytrade, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his approach is best. 

Rick Ferri, the president of the John C. Bogle Center for Financial Literacy and host of bogleheads on Investing podcast, comes out swinging with his own data of why passive investing beats active investing. Many people talk about passive investing being the better approach. Rick will show you why. 

Don't miss this epic event. Maybe the best debate ever on this show.

Subscribe & Download

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

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

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 Guests:  Rick Ferri and Tom Sosnoff 

Rick Ferri: 

Rick Ferri has over 30-years of experience in the adviser industry. He began his career in 1989 as a Wall Street broker, and in 1999, founded one of the nation’s first low-fee portfolio management companies. Rick grew assets at his firm to over $1.5 billion before the firm was purchased by a private equity investor. Today, he is the founder and CEO of Ferri Investment Solutions where he advises affluent do-it-yourself individuals and the trustees pension funds and non-profit organizations on an as-needed basis for a fixed hourly fee. Rick has published extensively on the benefits of low-cost investing, including several books on index funds, ETFs, and asset allocation. He has also written for Forbes and The Wall Street Journal and is the creator and host of the “Bogleheads On Investing” podcast, a program sponsored by the John C. Bogle Center for Financial Literacy, a 501(C)3 organization. Rick graduated from the University of Rhode Island with a Bachelor of Science Degree in Business Administration and from Walsh College with a Master of Science Degree in Finance. He became a CFA charterholder in 1994. Rick is also a retired Marine Corps officer and pilot who flew jet fighters and landed on aircraft carriers.


Tom Sosnoff: 

Tom Sosnoff, Founder and Co-CEO of tastytrade is a recognized online brokerage innovator and sought-after financial educator. Tom is a true visionary and serial entrepreneur who Co-Founded thinkorswim in 1999, tastytrade in 2011, tastyworks in 2017, played an instrumental role in the launch of Luckbox Magazine in 2019, and in 2020 created the first new futures exchange in 20 years, The Small Exchange. Leveraging over 20 years of experience as a CBOE market maker, Tom pursued a vision to edutain self-directed investors in trading and to build superior software platforms and brokerage firms that specialize in complex financial strategies. His efforts ultimately changed the way these instruments are traded and how digital financial media is produced and consumed. Currently, Tom hosts tastytrade Live and continues to drive innovation and know-how to the do-it yourself investor.

Tom and Rick’s Online Presence:

Secret Of the Rich #15: Investing in Music Royalties

Want to get paid every time a Taylor Swift song is played? I do. You can too.

This week we dive into another secret of the rich and famous. Investing in music royalties. This is a cool and lucrative investment that you probably would not have thought of. Prior to this you need to have connections to invest in music royalties. Institutional money has been investing in this space for a while, and now you can too. Find out how on this week's episode.

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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

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:  Adam Cowherd 

Adam Cowherd is the Founder and CEO of AmplifyX, whose mission is to democratize access to the music industry by commercializing an asset class around royalty ownership.

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Technical Analysis For Fun and Profit with JC Parets

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture.

We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would disappoint investors compared to last year.

Topics we discuss in this episode:

  • The top indicators he looks for when making a trade
  • The one indicator that tops all others, and it is so simple you probably won't believe it.
  • Sizing your trades
  • Risk management
  • How to trade different markets without being an expert in that investment

Join us for insights into where the market is going for Q4 2021.

"Bigger the Base, the higher in space"  - JC Parets

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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

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:  JC Parets

JC Parets is the founder of All Star Charts and is one of the most widely followed Technical Analysts in the world. All Star Charts is a research platform for both professional and retail investors covering US and International stocks, interest rates, commodities and forex markets.

In 2008, JC earned his Chartered Market Technician designation (CMT). His work has been featured regularly on Bloomberg, CNBC, Fox Business, ABC, CNN, Wall Street Journal and many other financial media outlets around the world. You will often see JC as a speaker at some of the top investing conferences and has also been invited to speak at Harvard, Duke, NYU, University of Chicago and Hong Kong Baptist University among other institutions about Technical Analysis and Behavioral Finance.

JC specializes in finding the most opportunistic risk vs reward propositions while at the same time bringing a top/down approach to the marketplace whose wide spectrum is rivaled by few. In 2017, JC Launched Technical Analysis Radio, a podcast dedicated to Technical Analysis and the Technicians who practice it. When he is not looking at Charts, JC enjoys playing and watching sports, good food and good wine.

He splits time between New York City, Miami and Sonoma Valley but also does his best to travel the world speaking to investors from different cultures always striving to become a wiser investor.

JC's Online Presence:


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Richard Duncan and Macro Economics

Worried about a global financial crisis?

You should be. What Black Swan events are hiding under the surface that you are not aware of. We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the corner. Here are some topics we discuss

  • Capitalism vs creditism
  • how much credit needs to be created to keep us out of a recession?
  • Is inflation or deflation going to impact our economy in the short term?
  • The China Bubble
  • The Fed Taper implications


Subscribe & Download

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

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

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:  Richard Duncan 

Richard Duncan is the author of three books on the global economic crisis, including the international bestseller, The Dollar Crisis: Causes, Consequences, Cures, which forecast the global economic crisis of 2008 with extraordinary accuracy.Since beginning his career as an equities analyst in Hong Kong in 1986, Richard has served as global head of investment strategy at ABN AMRO Asset Management in London, worked as a financial sector specialist for the World Bank in Washington D.C., and headed equity research departments for James Capel Securities and Salomon Brothers in Bangkok. He also worked as a consultant for the IMF in Thailand during the Asia Crisis.He is now the publisher of the video-newsletter Macro Watch, which can be found on his website: http://www.richardduncaneconomics.com

Richard's Online Presence:


Today's Panelists