Episodes

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All Time Highs… To The Moon… And the Moon Is Made Of Cheese

Once again we hit all time highs… Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter….

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The Compound Code Interview with Scott Kyle

This week we interview Scott Kyle of the Compound Code. We discuss his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Subscribe…

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2024 Started With a Meh…

Happy New Year… 2024 started with a meh… but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the…

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Shauna Wekherlien

This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax….

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Check out my BIG predictions for 2024

Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024.Highlights2024 Predictions: Discussion on…

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Do You Have Mindful Money? These Simple Habits Can Improve Your Odds Of Money Success

This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health Subscribe & DownloadNever miss out on a new episode! Subscribe using your favorite podcast app. Listen onApple Podcasts Follow…

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Happy New Year To You And Your Stonks

Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year…

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What Is The Quiet Shift – Interview With Dr Nicole B Simpson

This week we interview Nicole Simpson about The “Quiet Shift” and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. Subscribe…

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Santa Clause Is Coming To Wall Street

Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly…

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Where Are The Missing Billionaires…Victor Haghani

Where Are The Missing Billionaires? Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations. We also discuss where these uber wealthy went….

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