Episodes

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI208_Doug_Goldstein.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSS75% of people who receive inheritances go through all the money within 5 years. Aretha Franklin passed away intestate (without having made a will). Doug Goldstein knows a thing or two about inheritances and released a book with helpful advice about how to handle […]

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI207_REPLAY_Daniel_Crosby.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSS*Dr. Crosby shares the fundamental methods for investing success based on his studies of human behavior and finance. He shares the 4 C’s to behavioral investing: Consistency Clarity Courageousness Conviction and some of The Ten Commandments of Investment Behavior. *This episode originally aired as

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI206_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIf you believe we are due for a correction in the market, would you plan to borrow money on your house to invest during the downturn? That’s what one listener, Sigmund from Norway, plans to do. He’s debt free and has a paid-for cabin,

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI205_Linda_P_Jones.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSLinda P. Jones feels the financial industry hasn’t done a good job getting women interested in investing like it has for men. But what’s the real harm? Linda shares reasons why it’s important for women to become a “Wealth Heiress” so they don’t outlive

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