What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?

Looking to invest in a business, real estate or a horse?

Ever wonder why some people are good at investing in anything they invest in while others cannot seem to make it work?

This week we interview J Scott about how he manages to invest in a wide variety of investments and do it well. 

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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:  J Scott

J Scott (he goes by“J”) is anentrepreneur,investor, and the co-host of The BiggerPocketsBusinessPodcast. Anengineer and business guy by education,Jspent much of hisearlycareer in Silicon Valley (California), where heheld management positions at several Fortune 500 companies, including Microsoft and eBay.In 2008, J and his wife Carol quit their corporate jobs, moved back East, got married, started a family and decidedtofocus on real estate and investing. In the past ten years, they have bought, built, rehabbed, sold, lent-on andheld over $70M in propertyall around the country.J is also a business advisor and mentor to several companies,business owners and entrepreneurs.J runs the popular website 123Flip.com and is the author of four books on real estate investing, including the best-selling,The Book on Flipping Houses. His books have sold over250,000 copies in the past six years and have helpedinvestors from around the world get their start with real estate.J and his family currentlyliveinSarasota, FL.J can be reached at j@jscott.com.

J's Online Presence:


Today's Panelists

Alternative Investments (Not Just) For The Wealthy – Investing in Wine with Anthony Zhang

Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vintages, it is a short jump to become an investor. 

Follow Peter Lynch's advice and invest in what you know.

Join us for this interesting episode about investing in wine.

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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:  Anthony Zhang

Anthony, CEO of Vinovest, is a repeat entrepreneur who successfully built and sold two companies (EnvoyNow and KnowYourVC) by the age of 22. He has also held leadership positions at cryptocurrency platform Blockfolio and is a board member at RateMyInvestor. Transformative experiences include pitching to Mark Cuban and Mark Burnett, and securing a $100,000 Thiel Fellowship grant, while at USC. For background: - EnvoyNow = an on-demand, last-mile food delivery service enabling students to order and get food delivered from any restaurant on campus. The service expanded to more than 20 college campuses nationwide, and was acquired by JoyRun in 2017. - KnowYourVC = a rating platform for VCs, allowing founders to better understand who they were doing business with. Verified users were able to submit their anonymous experiences working with various VCs, sometimes shedding light on patterns of inappropriate or unprofessional behavior. The service was acquired by RateMyInvestor in 2018.

Anthony's Online Presence:


Today's Panelists

Charles Schwab’s State of the Global Markets with Jeffery Kleintop

This week we have Jeffrey Kleintop joining us. Jeff is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal.

This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering.

2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends.


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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:  Jeffery Kleintop

As chief global investment strategist at Charles Schwab, Jeffrey Kleintop analyzes and discusses international markets, trends, and events to help U.S. investors understand their significance and financial implications. In this role, Kleintop provides research, commentary, and actionable insights to Schwab's client-facing teams and the firm's Investor Services and Advisor Services clients through written reports, video content, conference calls, webcasts, and in-person events.


Kleintop is frequently cited in a range of national media outlets including The Wall Street JournalThe New York Times, and Barron's and Financial Times, and he is a regular guest on high-profile news networks including CNBC, Bloomberg, Fox Business News, PBS, and ABC News. Kleintop has been cited in The Wall Street Journal as one of "Wall Street's best and brightest," and he has been a featured or keynote speaker at dozens of industry events including the Barron's Top Financial Advisor Summit and the Financial Planning Association annual conference.


Prior to joining Schwab, Kleintop served as chief market strategist at LPL Financial. Earlier in his career he was chief investment strategist at PNC Wealth Management and senior investment strategist at ARIS Corporation of America. Kleintop is the author of Market Evolution: How to Profit in Today's Changing Financial Markets, which was published in 2006.


Kleintop earned his Bachelor of Science in business administration from the University of Delaware and received his Master of Business Administration from Pennsylvania State University. He also studied at the London School of Economics and is a Chartered Financial Analyst (CFA).

Jeffery's Online Presence:


Today's Panelists

Getting Financially Naked With Jackie Porter

We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more.

financially naked


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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:  Jackie Porter

Jackie is an awarding winning financial planner, best-selling author, and speaker who has helped thousands of clients grow their net worth, build a fortress around their finances and keep more of their cash in their pocket! She has been featured on CBC, The Agenda with Steve Paikin, Sun TV and BNN. Jackie is also a regular contributor to Investment Executive, Wealth Professional and The Globe and Mail.  Jackie recently named Mackenzie Female Trailblazer of the Year for 2019. Co-author of Single by Choice & Chance, Jackie is a leading expert in women and money, and a powerful voice in the world of women's financial empowerment

Jackie's Online Presence:


Today's Panelists

Flipping Real Estate with Paul Thompkins – Here’s what you need to know…

We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip. 

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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:  Paul Thompkins

Paul Tompkins, CEO of Flippin Experts and Tranquility Realty, is a successful entrepreneur, Real Estate investor, speaker and coach. He understands how difficult and confusing it can be to get started in real estate!! Paul used his many years of experience that allowed him to quickly build a 7 figure real estate business to create The Flippin Experts Online Training Course.

Paul’s passion is to see you succeed in real estate. His secrets to success will fast track you to achieving the financial success you desire.

Paul's Online Presence:


Today's Panelists

How I Lost $50,000,000 In Real Estate With Rod Khleif

This week we interview multi family real estate expert, Rod Khleif, about how he lost $50,000,000 in real estate and bounced back even stronger in his quest to create real estate wealth. 

We discuss the value of having the right mindset, how to pivot when you are wrong, the power of setting your intentions and being clear on what you want, real estate risk management tips and more...


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

Listen on
Apple Podcasts
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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:  Rod Khleif

Rod Khleif is a multiple business owner and philanthropist who is passionate about entrepreneurship and giving back. As one of the country's top business, real estate and peak performance luminaries, Rod has owned over 2000 homes and apartment buildings and has built over 22 businesses in his 40 year old business career several which have been worth tens of millions of dollars. 

Rod Khleif soared from humble beginnings as a young, impoverished Dutch immigrant to incredible success. Khleif's experience involves both remarkable triumphs, and spectacular failures, which he affectionately calls "seminars". Rod will explain the mindset required to required to recover from losing $50mm in the crash of 2008 to the success he enjoys today. Rod brings incredible and insight to his approach to real estate, business, success and life. 

Rod can speak to the psychology of success, mindset for taking action and any business or real estate topic in great depth, contributing incredible first hand, technical and motivational knowledge and skills to the discussion. Rod also founded The Tiny Hands Foundation, which has benefited more than 75,000 community children in need. 

Rod's Online Presence:


Book References:

  1. Rich Dad, Poor Dad by Robert Kiyosaki
  2. The One Thing by Gary Keller
  3. Think and Grow Rich by Napoleon Hill
  4. The Slight Edge by Jeff Olson
  5. Turning Pro by Steven Pressfield


Today's Panelists

2020 Year End Wrap Up

Join us for the 2020 Year End Wrap Up and Review.

We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more. 

Don't miss this timely review to get your portfolio ready for 2021.

sp500 returns
sp500 valuation
risk management
returns with inflation


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Listen on
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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 Panelists

Should You Get a Reverse Mortgage?

Are you considering a reverse mortgage as a part of your retirement plan? 

Are you worried these products are still the black sheep of retirement planning? 

You might be surprised that things have changed a bit in the reverse mortgage market. Check out this interview with Steve Resch where we discuss the ins and outs of reverse mortgages, why they have improved over the original products, and when it makes sense to consider for your retirement planning needs.


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

Listen on
Apple Podcasts
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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:  Steve Resch

Steve is VP of retirement strategies at Finance of America Reverse and conducts educational trainings and webinars with members of the Financial Planning Association and other advisors, giving him unique insights into different retirement challenges and how to address them.


Today's Panelists

Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money

This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading.


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:  Jerremy Newsome

Jerremy Alexander Newsome is on a mission to enrich lives with mentally

liberating education. Since the age of seven, he has been fascinated with

investing and growth and even convinced his father to match his investment

deposit for some Apple stock back in 1995, which would be worth $14,000,000.

His passion for helping others enrich their lives through investing led him

to found Real Life Trading in 2014. This starting point has allowed him to

assist and enrich tens of thousands of lives while also growing the company

organically to a seven figure business.

Guest Bio: Over the last 6 years, Jerremy has built a reputation as one of the foremost pioneers in ‘fiscal therapy’. His vigor and drive for helping communities, families and individuals grow their financial literacy is second to none.

Jerremy was able to create and launch a company called Real Life Trading back in November 2014. This starting point has allowed him to assist and enrich tens of thousands lives while also growing the company organically to a seven figure business.

Jerremy's Online Presence:


Today's Panelists

Private Mortgage Lenders Are In For A Surprise This Year

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments.

Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth.


Subscribe & Download

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

Listen on
Apple Podcasts
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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:  Eddie Speed

For almost 40 years, Eddie has purchased more than 40,000 notes and the NoteSchool executive team has bought 4 billion dollars in notes. As an esteemed teacher of all aspects of real estate notes, Eddie’s innovative methods have earned him multiple industry awards and inaugural induction into the Small Balance Real Estate Hall of Fame. 

He has spoken at events across the country -- showing people how to find freedom and flexibility through a widely untapped and extremely profitable area of real estate investment: creatively buying and selling notes.

Eddie's Online Presence:


Today's Panelists