Episodes

MTI139: Listener Questions – HSAs, 401k Early Withdrawals, Backdoor Roth IRA and more

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI139_Listener_Letters.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSA jam-packed show with your letters answered: Simone wants to know about signing up for a high-deductible health plan at work and using an HSA to sock money away for retirement. Kamille and her husband are trying to come up with a down-payment for […]

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MTI138: How Debt Can Help You Build Wealth with Tom Anderson

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI138_Tom_Anderson.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSS“All debt is not created equally”, says Tom Anderson, author of The Value of Debt. Tom explains why it’s important to eliminate Oppressive Debt, debt with interest rates higher than 10 percent. He also believes it is important to begin investing right away. Rather

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MTI137: Should You Trust Fund Ratings? with Christine Benz

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI137_Morningstar_Christine_Benz.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSMorningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual funds and rates them

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MTI136: Trend Following, Speculation, and More with Daniel Ameduri

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI136_Daniel_Ameduri.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSDaniel Ameduri believes 90 percent of your liquid net worth should be in reliable performers. The remaining 10 percent is for speculation by those who want to play around in the markets. Daniel recently turned $83,000 from his liquid net worth into $3.5M through

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MTI135: Listener Questions Early Retirement, Investing in ETFs and When to Pay Down Your Mortgage

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI135_Listener_Letters.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSAnswering listener questions about investing on today’s episode: Matthew from Australia is 27 years old, has no debt, and plans to retire in the next 20-25 years. He deposited $150k into three ETFs: The S&P 500, All World, and ASX200 (Australian version of the

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MTI134: Dividend Investing with Andrew Sather

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI134_Andrew_Sather.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSAndrew Sather comes back to the Money Tree Investing podcast to talk about Dividend Investing: The importance of investing in dividend-paying stocks Dividend success stories The Dividend Aristocrats: Walmart, Coca-Cola, Abbot Laboratories, Altria, Procter & Gamble Having high-yield dividend funds to help build your

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MTI133: Do Credit Cards Make Sense in Your Life? with Jason Steele

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI133_Jason_Steele.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSJason Steele, an expert in the credit card industry, discusses the benefits and risks of using a credit card. Find out who truly benefits from your credit card purchases and who should give up credit card usage altogether. Then, our panel of experts discuss

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MTI132: The Future of Active Trading with Jamie Wise

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI132_Jamie_Wise_BUZ.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSImagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk to Jamie Wise from

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MTI131: Successful Retirement & Social Security

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI131_Devin_Carroll.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWhen does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations when it makes sense to wait and some situations when it makes sense to take it early.

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MTI130: Taming the High Cost of College, with Brad Baldridge

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI130_Brad_Baldridge.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSDeferring saving for retirement or taking on your child’s student loan debt may not be the only option you have to pay for your kid’s higher education. Brad Baldridge, CFP®, is a College Funding Consultant specializing in late stage college funding planning. He hosts

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