Episodes

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI154_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSLots of our listeners are asking what to do with money they have laying around. It’s a good problem to have, and most want to put it to work wisely. Jeremy is 26 years old and just moved home after breakup. Should he continue […]

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI153_Richard_Wilson.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSRichard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer a total outsourced solution

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI152_Suze_Orman.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSCan women invest better than men? That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and men approach investing. Why

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI151_Listener_Letters.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSGreat questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won’t accept a cash gift, so could I give them stock instead? Georgie shares a really interesting

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI150_Trip_Miller.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWhat do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add to their investments. He

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI149_Listener_Letters.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good age to take out

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI148_Billy_and_Akaisha_Kaderli.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIs it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years. While Social Security and dividend growth stocks take care of their normal living expenses, they continue to maintain many of

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI147_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds? Michael has STASH, an app for saving and investing extra money you might have into different

It’s the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading.

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation?

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI145_Listener_Letters.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSYou’ve got questions? Our panel has answers. Doug, Linda, Joe, and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy a house. Apps to