Author name: Money Tree Investing Podcast

MTI033: Investing Priorities with Carl Richards

http://traffic.libsyn.com/moneytreeinvesting/MTI033_Setting_Investing_Priorities_with_Carl_Richards.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSHow do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they relate to investing. Afterward, […]

MTI033: Investing Priorities with Carl Richards Read More »

MTI032: Growth Traps and Global Strategies with Sean Emory

http://traffic.libsyn.com/moneytreeinvesting/MTI032.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSToday’s episode takes a deep dive look into the world of small cap growth, and discusses some of the dangers of investing in that space. We also get perspective on global allocation strategies, with a few simple analysis methods shared that can be used

MTI032: Growth Traps and Global Strategies with Sean Emory Read More »

MTI031: Avoiding the Value Trap with Andrew Sather

http://traffic.libsyn.com/moneytreeinvesting/MTI_-_Andrew_Sather.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSAndrew Sather (our esteemed co-host AND the mind behind eInvestingForBeginners) has written a new book called the Value Trap Indicator. We’ll discuss strategies and specific examples from the book on how you can avoid investing traps. What is a value trap? Have you ever

MTI031: Avoiding the Value Trap with Andrew Sather Read More »

MTI030: Annuities for Retirement

http://traffic.libsyn.com/moneytreeinvesting/Saving_for_Retirement_with_Annuities.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIn this episode we take a look at how you can use annuities to save for retirement.  Annuities always seem to be a good place to find controversy so we thought it would be good to break down exactly what they are and help

MTI030: Annuities for Retirement Read More »

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

MTI029: Create a Retirement Spending Plan with Roger Whitney Read More »

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

MTI028: Evaluate Management and Earnings Calls with Andrea Travilian Read More »

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

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

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

MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon Read More »

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

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

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

MTI024: Andrew Hallam and the Permanent Portfolio Read More »

Scroll to Top