Episodes

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The US Sovereign Wealth Fund… Origins Revealed

Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public investment in emerging industries and technologies. Recent bipartisan support from both the Trump and Biden camps…

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The Problem with the Election… It’s Not You… It’s Me

There’s a problem with the election and it’s not just about you, it’s me too. Our conversation today highlights how U.S. political party priorities have evolved with shifts in censorship power dynamics now seen in tech and government interactions. Voter…

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How the Profit First System Will Transform Your Taxes

Today I’m joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien’s background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for…

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Where is Bitcoin Going Next?

Where is Bitcoin going next? Today we discuss Bitcoin and how it’s currently crashing and what that means for it’s future! We also talk about how consumer confidence fluctuates based on political affiliation and reflect on how political leanings shape…

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Balancing Business and Family: Jenny Groberg’s Journey to Success

Jenny Groberg joins us today to share how she has because a master of balancing business and family. Her journey led her to starting a consulting business from home while raising five children and navigating financial challenges due to her…

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The US Government’s Secret Tax Is Revealed

Today we reveal the secret tax the government is hiding from us! We also talk the misunderstandings of inflation and all it’s complexities. We also help you learn more with key inflation-related terms, such as deflation, disinflation, and hyperinflation, clarifying…

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Get Your Masters In Personal Finance Education In 30 Minutes Or Less

Today Jeff Hulett shares how a proper personal finance education can build the habits that grow lifelong wealth. Our cognitive biases impact financial decision-making, often work against us. He highlights the role of habits and commitment devices in overcoming these…

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Hurricane Helene Destroyed My Favorite Asset

Hurricane Helene was devastating, and it impacted so much more than just Asheville. Hurricanes can cause major claims, leading to a temporary dip in stock prices for these insurers, creating a chance to buy at a discount. Although insurers face…

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Decoding ISOs, RSUs, and NSOs… Oh My!

Josh Radman joins us today to discuss a little discussed topic on Money Tree Podcast: Decoding RSU, ISO and NQ SOs. He also shares how government programs and how they impact our labor market. He shares an example from local…

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The Irrational Impact of Politics on the Market

Election season upon us so you know that there will be an irrational impact of politics that is going to hit the market this fall. We also discuss the aging of political figures like Joe Biden and Donald Trump, and…

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