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...
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...
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
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
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
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...
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...
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
“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...
Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime?
Chris Carosa wants children to have a “Child IRA” available from birth - giving the money enough time to compound into $2.2 million dollars.
Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.
For more information, visit the show notes at http://moneytreepodcast.com/173
CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently
Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.
For more information, visit the show notes at http://moneytreepodcast.com/168
Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit into an investment portfolio?
Dan Green, Founder of Growella.com, joins us to talk about the pros and cons of using a personal residence as an investment or a rental - or both.
For more, visit the show notes at http://moneytreepodcast.com/167
Listener questions keep pouring in, so this episode is full of questions about investing - or not.
Steven wants to know if it’s better to use a dividend aristocrat’s ETF or try to build a dividend yielding portfolio on my own?
Eric wants to pay tuition out of pocket but is likely to run short. Should he take out student loans for the last year of school or withdraw some IRA funds to pay?
Cato thinks index investing may be causing a relative overpricing of index stocks. Could this be a...
Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle
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The post Telling Financial Stories with Mihir Desai – MTI165 appeared first on Money Tree Investing Podcast.
What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money – and what not to do if
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The post How to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164 appeared first on Money Tree Investing Podcast.
Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with
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The post Worst Investments Ever with Jim Wang LIVE at FinCon – MTI163 appeared first on Money Tree Investing Podcast.
Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen’s interview: Jen married a military man. They moved 9 times before settling down. She couldn’t find work
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The post Kids and Money with Jen Hemphill – MTI162 appeared first on Money Tree Investing Podcast.