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Rank #86 in Investing category

Business
Investing

Money Tree Investing

Updated 3 days ago

Rank #86 in Investing category

Business
Investing
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The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

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The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

iTunes Ratings

227 Ratings
Average Ratings
159
26
12
9
21

Behavior is Everything!

By KISC LLC - Jan 29 2020
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As a BFA I’m impressed with the Keep It Simple concepts, keep up the good work!

Helpful and practical wealth education

By swartsb22 - Oct 13 2019
Read more
Great content! Excellent show!

iTunes Ratings

227 Ratings
Average Ratings
159
26
12
9
21

Behavior is Everything!

By KISC LLC - Jan 29 2020
Read more
As a BFA I’m impressed with the Keep It Simple concepts, keep up the good work!

Helpful and practical wealth education

By swartsb22 - Oct 13 2019
Read more
Great content! Excellent show!
Cover image of Money Tree Investing

Money Tree Investing

Latest release on Feb 21, 2020

All 283 episodes from oldest to newest

The Ultimate Insider’s Guide To The Deferred Sales Trust

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Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock?

This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts. 

For more information, visit the show notes at https://moneytreepodcast.com/284

Feb 21 2020

1hr 3mins

Play

Types of Business Entities - What's The Best Entity For Your Business?

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Are you looking to start a business?

Struggling to figure out what types of business entities to create?

Trying to optimize the structure to minimize taxes and potential liability?

S-Corps, C-Corps, LLC, B-Corp, and more. We discuss why it is important for your company or your investment.

For more information, visit the show notes at https://moneytreepodcast.com/283

Feb 14 2020

50mins

Play

Listener Questions: Asset Allocation Methods, Evaluating REITs, Emergency Funds, Personal Budgets, and more

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Top Listener Questions from our favorite listeners.

  • Where should I invest my emergency fund?
  • Do I need a formal Budget?
  • How do I evaluate REITs?
  • What is the best asset allocation for me?

Listen to these questions and more...

For more information, visit the show notes at https://moneytreepodcast.com/282

Feb 07 2020

39mins

Play

Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?

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Want to know how most financial advisors communicate with their clients?

A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors.

For more information, visit the show notes at https://moneytreepodcast.com/281

Jan 31 2020

1hr 10mins

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Tax Loopholes Of The Rich: Economic Opportunity Zone Investments – An Insider’s View With Brandon Lacoff

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Are you looking at economic opportunity zone investments for your capital gains?

This episode is for you.

Want to know how the rich take advantage of the tax code to grow their wealth?

This episode is for you.

Not familiar with what I'm talking about?

Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an economic opportunity zone fund. If you are looking to defer your capital gains with this new secret part of the tax code. Join us for another episode in our Tax Loopholes of the Rich series.

For more information, visit the show notes at https://moneytreepodcast.com/280

Jan 24 2020

1hr 3mins

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Buying Real Estate on Term

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Have you ever wondered how people buy real estate with no money down?

Me too.

That's why we interviewed expert Chris Prefontaine about buying real estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate.

https://moneytreepodcast.com/279

Jan 17 2020

1hr

Play

The Top 5 Reasons To Consider International Asset Protection And Offshore Banking – Interview with Joel Nagel

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Do you work in a profession that is at high risk for lawsuits?

Do you worry about creditors taking advantage of your wealth?

Do you want to take a trip to a beautiful destination and write it off as a tax deduction?

This is an exciting episode where we explore the idea of using international asset protection strategies and offshore banking. Learn some of the top reasons people consider these strategies for protecting their wealth.

For more information, visit the show notes at https://moneytreepodcast.com/278

Jan 10 2020

1hr 14mins

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Financial New Year’s Resolutions – Starting The Year Right

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Happy New Year!!! Welcome to the new decade of 2020.

We are starting off the new year on the right foot by discussing the best way to create your financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help you do this right.

For more information, visit the show notes at https://moneytreepodcast.com/277

Jan 03 2020

37mins

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Paying Off Debt Quickly – We Interview the Experts – Katie Welsh And Denis O’Brien

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Did you end up spending way more during the holidays than you expected? Did you max out your credit cards? Did you know that debt is probably causing you much more stress that you realize?

This week we discuss paying off debt with 2 experts who were able to quickly pay down a large amount of debt and go back to enjoying life without stress.

For more information, visit the show notes at https://moneytreepodcast.com/276

Dec 27 2019

1hr 1min

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Incentive-Based Corporate Tax Policy: Innovative Ideas For The US Tax Code – Interview with Chris Macke – Solutionomics

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Are you worried about how global trade wars are going to affect your portfolio? What about changes in tax policy?

This is the episode for you. Chris Macke discusses these issues and some innovative solutions like Incentive-Based Corporate Tax Policy to make real change. We also discuss how you should look at these big issues in regards to your investments.

For more information, visit the show notes at https://moneytreepodcast.com/incentive-based-corporate-tax-policy-chris-macke-solutionomics

Dec 20 2019

1hr 8mins

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