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Bulls Make Money… Bears Make Money… Pigs Get Slaughtered

Bulls Make Money… Bears Make Money… Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you…

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Secrets of High Finance – An Exclusive Interview With Christopher Zook

This week we interview Christopher Zook about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club. Subscribe & DownloadNever miss out on a new…

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It’s Black Friday Again… And Again

This week we discuss Black Friday and why it doesn’t matter to the markets. Personal spending cools… The market yawns Credit Card Balances Skyrocket… The market doesn’t notice. The economy starts cooling and the market celebrates. They think the Fed will pivot,…

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Ultra High Net Worth Investor Issues

This week we interview John Jennings, financial advisor to ultra high net worth investors. We discuss a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation…

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We Give Thanks For This Podcast

We give thanks for this podcast, Money Tree Investing. We thank the listeners for your faith in us. We would also like to thank Wall Street for giving us so many opportunities to poke holes in your “rules of thumb”.  This…

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The Importance Of Having A Personal Finance Process Interview With Bryan Kuderna

It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investments and ignore everything else. This is a mistake. We interview Bryan Kuderna to discuss…

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Where Have All The Bears Gone?

This week Kirk and Phil discuss some interesting topics… Where have all the bears gone. A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally…

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The Big Mistakes In Financial Divorce Interview With Sharon Klein

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next…

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The 2024 Bank Crisis Everyone Saw And Did Nothing

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008. A 2024…

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Risk Is What Is Left Over Once You Have Thought Of Everything Else

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week’s…

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