Author name: Money Tree Investing Podcast

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI204_Eddie_Lorin.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSDo you take into account the social mission or the social impact of the investments you buy? Eddie Lorin from ImpactHousing.com shares ways to invest well while doing good. Eddie helps people invest in ways that help people through the investments they purchase, such […]

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI203_Jake_and_Gino.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSReal estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”. But they didn’t quit, and they own more than 900 multifamily units. They speak with Linda P. Jones about what it’s like to own multifamily units

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI202_Mark_Byelich_and_Paul_Murray.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSMark Byelich and Paul Murray from Wealth & Advisory Associates look at saving and investing as three buckets: Taxable buckets include checking accounts, stocks, and bonds outside of retirement accounts Retirement buckets include 401(k), IRAs, 403(b) plans Tax-free buckets include Roth IRAs, Roth 401(k)s,

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI201_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe are starting the next 200 episodes with another Listener Questions episode: Michael is 35 years old, has no debt, and has $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI200th.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe are celebrating our 200th episode with stories of our biggest successes and financial mistakes. Doug remembers the lesson he learned about how to treat clients from begin mean to another kid as he was growing up. Joe owed the IRS big-time money when

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI199_Greg_Sullivan.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIt’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years. Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI198_Julia_Carson.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSThe secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her tips don’t involve being the best at investing: • Couples do finances together • Investing while living on

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI197_Tracy_Worthington.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSTracy Worthington didn’t want to go to college, so she got a cosmetology license. She began by selling candles and soaps to friends but ended up creating an entire line of 100 items. Today she runs a very successful business in Palm Springs called

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI196_Rick_Frisbie.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWhether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning. Rick Frisbie speaks to this point and the importance of having an investment strategy that will take you to where you want to be

When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer from you – the listener.