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.

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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:


Today's Panelists

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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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:


Today's Panelists

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.

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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 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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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.

Adam's Online Presence:


Today's Panelists

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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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:


Today's Panelists

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


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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:  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

Charles Sunnucks: Value Investing

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing.

We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you.

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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:  Charles Sunnucks

Charles Sunnucks is a professional investor. A former fund manager at Jupiter Asset Management, he has lectured at The University of Cambridge, made multiple TV appearances commenting on markets, and actively co-managed a London stock exchange listed investment trust. University educated in China, he speaks fluent Chinese, and is both a Chartered Financial Analyst, and a Chartered Alternative Investment Analyst.

Charles’ Online Presence:


Book References:


Today's Panelists

US Trading Championship 2020 – Learn How Oliver Kell Made 941.1% In One Year Trading Stocks

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true. 

I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy.

"Better to be out and want to be in, then in and want to be out."

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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:  Oliver Kell

First introduced to markets by his father, a career market maker on the Pacific Exchange, Oliver won the 2020 U.S. Investing Championship with a 941.10% annualized return. His strategy is based on the CAN SLIM method made famous by the legendary William O’Neil. He is also influenced by the likes of Jesse Livermore, Nicolas Darvas, Richard Wyckoff and many of the great investors throughout history.


Oliver started as a day trader off the Level 2 screen, worked at a hedge fund employing complex international arbitrage strategies and then went on to execute for large institutional clients at BTIG. He has acquired a wealth of knowledge across all likes of the capital markets and with these experiences has put his own spin on the CAN SLIM method of investing. His approach is simple, easy to understand and can be learned by anyone willing to put in the work.


Having been through many ups and downs building his account entirely with his own capital, Oliver is all about the little guy taking on Wall Street, and winning. He wants every individual investor to be empowered with the knowledge to put up big returns and accomplish their GOALS!


Oliver is the founder of Kell Capital, LLC. An investment management firm that he runs full-time. He lives outside of Philadelphia with his wife Margaux and they welcomed their first child in April 2021.

Oliver's Online Presence:



Today's Panelists

Startup investing 101: An Interview with Startup Incubator and Accelerator Founder Space Founder, Steven Hoffman

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies.

We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors.


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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:  Steven Hoffman

Steve Hoffman, or Captain Hoff as he’s called in Silicon Valley, is the Captain & CEO of Founders Space, one of the world’s leading startup accelerators. He’s also a venture investor, serial entrepreneur, and author of several award-winning books. These include “Make Elephants Fly” (published by Hachette) and “Surviving a Startup” (published by HarperCollins).

Hoffman was founder and Chairman of the Producers Guild Silicon Valley Chapter, served on the Board of Governors of the New Media Council, and was a founding member of the Academy of Television’s Interactive Media Group. While in Hollywood, Hoffman worked as a TV development executive at Fries Entertainment, known for producing over a hundred TV shows, acquired by MGM.

He went on to pioneer interactive television with his venture-funded startup Spiderdance, which produced interactive TV shows with NBC, MTV, Turner, Warner Brothers, History Channel, Game Show Network, and others. In Silicon Valley, Hoffman founded two more venture-backed startups, in the areas of games and entertainment, and worked as Mobile Studio Head for Infospace, with such hit mobile games as Tetris, Wheel of Fortune, Tomb Raider, Thief, Hitman, Skee-Ball, and X-Files. Hoffman went on to launch Founders Space, with the mission to educate and accelerate entrepreneurs.

Founders Space has become one of the top startup accelerators in the world. Hoffman has trained hundreds of startup founders and corporate executives in the art of innovation and provided consulting to many of the world’s largest corporations, including Qualcomm, Huawei, Bosch, Intel, Disney, Warner Brothers, NBC, Gulf Oil, Siemens, and Viacom. Hoffman earned a bachelor’s degree in computer engineering from the University of California and a master’s degree in film and television from the University of Southern California.

He currently resides in San Francisco but spends most of his time in the air, visiting startups, investors, and innovators all over the world.

Steven's Online Presence:


Today's Panelists

Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more.

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more...

Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July with a debate of gold vs bitcoin. It was definitely was the surprise (not to us) hit of the conference. 

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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:  Eryka Gemma

As the Venture Director at a Digital Asset Hedge Fund, Eryka is well versed in bitcoin’s underlying technology, the blockchain. In 2019, she co founded Blockchain Center Miami with a goal of making her city the crypto capital of the Americas. Over the years, Eryka has taught hundreds of people how to safely navigate the cryptocurrency space and writes a Bitcoin column for Escape Artist Insiders Magazine.

Eryka's Online Presence:


Today's Panelists