Episodes

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Manage Your Inheritance Like a Boss with Doug Goldstein

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI208_Doug_Goldstein.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSS75% of people who receive inheritances go through all the money within 5 years. Aretha Franklin passed away intestate (without having made a will). Doug Goldstein knows a thing…

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The Laws of Investing Success, with Dr. Daniel Crosby [ENCORE]

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI207_REPLAY_Daniel_Crosby.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSS*Dr. Crosby shares the fundamental methods for investing success based on his studies of human behavior and finance. He shares the 4 C’s to behavioral investing: Consistency Clarity Courageousness…

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Should You Mortgage Your Cabin and Ditch the Savings Bonds – We Answer Your Questions

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI206_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIf you believe we are due for a correction in the market, would you plan to borrow money on your house to invest during the downturn? That’s what one…

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How to Build Wealth with Linda P. Jones

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI205_Linda_P_Jones.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSLinda P. Jones feels the financial industry hasn’t done a good job getting women interested in investing like it has for men. But what’s the real harm? Linda shares…

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Impact Investing with Eddie Lorin

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI204_Eddie_Lorin.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSDo you take into account the social mission or the social impact of the investments you buy? Eddie Lorin from ImpactHousing.com shares ways to invest well while doing good….

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How to Invest in Real Estate with Jake and Gino of Wheel Barrow Profits

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI203_Jake_and_Gino.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSReal estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”. But they didn’t quit, and they own more than 900 multifamily…

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Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI202_Mark_Byelich_and_Paul_Murray.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSMark Byelich and Paul Murray from Wealth & Advisory Associates look at saving and investing as three buckets: Taxable buckets include checking accounts, stocks, and bonds outside of retirement…

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Target Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener Questions

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI201_Listener_Questions.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe are starting the next 200 episodes with another Listener Questions episode: Michael is 35 years old, has no debt, and has $30,000 in his checking account. He contributes…

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Investing Success and Failure with the Money Tree Crew

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI200th.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSWe are celebrating our 200th episode with stories of our biggest successes and financial mistakes. Doug remembers the lesson he learned about how to treat clients from begin mean…

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Retirement FAIL with Greg Sullivan

http://dts.podtrac.com/redirect.mp3/traffic.libsyn.com/moneytreeinvesting/MTI199_Greg_Sullivan.mp3Podcast: Play in new window | DownloadSubscribe: Spotify | TuneIn | RSSIt’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years. Greg Sullivan says personal, emotional and…

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