Money Tree Investing

Are you getting all the tax benefits possible? How about getting benefits after the taxable event? Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can ...

26 Apr 20191h 10min

Brynne has one child with special needs. How does this change the way she does her financial planning and investing? In general, her plan is to "save everything". But even doing that, Brynne says she ...

19 Apr 201943min

Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued building his real estate portfolio over the years up ...

12 Apr 20191h 19min

What is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says "There's no technica...

5 Apr 201949min

FinTech is making an impact in the world if investing. Dr. Sean Stein Smith joins us to share what he says are the three major trends in accounting and finance: 1. Blockchain and cryptocurrencies 2. R...

29 Mar 20191h 10min

Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your golden years. Jack Bosch describes this as "The Pile...

22 Mar 201947min

Wouldn't it be great if you could trade for a living? Roger Dowd traded for a living and shares his experiences, and warnings, for people who want to follow this path. Technology has helped redefine t...

15 Mar 20191h 1min

Kelly Coughlin from EverydayCPA.com helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful business. For more information, visit the show note...

8 Mar 201951min