Money Tree Investing

Latest Episodes:

Real Estate Investing for Cash Flow with Kevin Bupp Mar 23, 2018

Show notes

While many real estate investors seek capital appreciation, cash flow investors like Kevin Bupp look for recurring revenue they can use to spend, invest, or save up to purchase another rental property.

Kevin shares insights on what it means to be a cash flow investor and how you can begin to invest in real estate with very little money.

For more information, visit the show notes at http://moneytreepodcast.com/183

How to Outlive Your Money Mar 16, 2018

Show notes

Imagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair.

Would you be worried that your mom will run out of money?

This is the situation Pat is in. He thinks his sister is taking advantage of the situation and doesn't want mom to end up in the poor house.

Listen to his real-life story and to the solutions the panel shares that could help you outlive your money.

For more information, visit the show notes at http://moneytreepodcast.com/182

What Happens When Someone Steals Half a Million from You? Mar 09, 2018

Show notes

A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account.

More than $500,000 later she finds herself in jail, but who is to blame here?

Desiree Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. who found out from an outside bank that this was going on. She is now on a mission to expose the neglect from all parties involved - not just the bookkeeper - to make sure things like blank checks never get through the system without notification again.

There's much more to this story, so listen to her story and check out the show notes at http://moneytreepodcast.com/181

Taxes, Early Retirement, Roth IRA - We Answer Your Questions Mar 02, 2018

Show notes

A couple listeners with more than $2M in investments emailed us with questions about retiring, their 401(k) accounts, and how to beat taxes.

For a full list of questions, visit the show notes at http://moneytreepodcast.com/180

3 Paths to Financial Independence with Deacon Hayes Feb 23, 2018

Show notes

Deacon and his wife combined finances shortly after marriage - only to find $52,000 in consumer debt was weighing them down. They made the choice - and a plan - to pay down that debt in 18 month.

Moving past debt freedom, Deacon began focusing on complete financial independence. In his book, "You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It" he describes the three ways to financial independence:

• Real estate • Stock market • Entrepreneurship

Listen in as Deacon shares each way and how it can help you achieve financial independence.

For more information, visit the show notes at http://moneytreepodcast.com/179

How to Make Money in the New Market with Will Denyer Feb 16, 2018

Show notes

Can a demographic have such an impact on a national economy that it keeps interest rates low?

Will the end of a "global savings glut" force interest rates to go up?

What will this mean for inflation?

Our guest, Will Denyer, explains how three decades of investing by Asia's population helped keep interest rates low, but how it all could change once they begin taking money out for their retirement.

For more information, visit the show notes at http://moneytreepodcast.com/178

Money Stories and Investing Buckets with Jason Smith Feb 09, 2018

Show notes

Challenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets.

He begins to explain with a story, then dives deeper into the Investing Buckets: The Now Bucket, the Soon Bucket, and the Later Bucket.

Jason also cautions against "Freak-out Risk".

Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.

For more information, visit the show notes at http://moneytreepodcast.com/177

Choose the Right Financial Advisor with Joe Saul-Sehy Feb 02, 2018

Show notes

Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

For more information, visit the show notes at http://moneytreepodcast.com/176

How to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your Questions Jan 26, 2018

Show notes

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in.

For more information, visit the show notes at http://moneytreepodcast.com/175

Investing in Gold with Rich Checkan Jan 19, 2018

Show notes

"Securities do not always prove good. Money is gold, and nothing else".

This quote is attributed to J.P. Morgan in 1912. Does it still hold some truth today?

Rich Checkan is the president of Asset Strategies International. Doug asks him about the benefits of owning gold and does gold truly keep its value?

Then our panelists - who are worth more than their weight in gold - discuss the history of gold's value in economies and where gold fits into an investment portfolio.

For more, visit the show notes at http://moneytreepodcast.com/174

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