Money Tree Investing

Sell in May and go away is an aphorism which always works... Sort of. Ok, not always, most times... Not really. ok sometimes. This time tested principal sometimes works. If you combine that with the 3...

5 Jul 20231h

Lucas Siegel joins us to talk about investing in structured settlements. We discuss the good the bad and ugly history of life settlements. This is a fascinating asset class which very people understan...

30 Jun 202355min

Tim Baker joins us to talk about about this crazy new bull market... that virtually no one believes is in a bull market. We discuss this and what this means for investors.  We also discuss global infl...

28 Jun 202351min

This week we interview Jay Zigmont CFP from Child Free Wealth. Jay clues us in on some shocking statistics about child free families. The child free financial planning challenges are very different.  ...

23 Jun 20231h 1min

Another Fed meeting and another disappointment for someone. We look at the CPI numbers and then the Fed decision to pause on rate hikes and it make me scratch my head in confusion. They say they are w...

21 Jun 202349min

This week we ask Juliann Gumulak-Smith about this shocking insight into women investors. Are men or women better investors? In the spirit of not being cancelled, threatened, or beaten up for having my...

16 Jun 20231h 2min

This week I talk with Phil Weiss about the new CPI inflation numbers, what they mean, and how you should think about this impacting your portfolio. We discuss all sorts of wall street magic tricks and...

14 Jun 202350min

Have you noticed that Active investing tends to underperform?  This is one of those non-secret secrets. What is not typically known is why this is the case. Most people claim it is due to fees, but th...

9 Jun 20231h 11min