PODCAST · business
Money Tree Investing
by Money Tree Investing Podcast
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.
Episodes
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Stop Chasing Money and Build Wealth That Matters
John Demartini discusses how understanding your personal values can help you build confidence, find purpose, and achieve financial success. He shares his journey overcoming dyslexia and learning challenges, explaining how obstacles can become opportunities when you focus on your strengths and...
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ZERO Jobs Will Be Lost to AI... Here's Why
Zero jobs will be lost to AI and we will tell you the reason why as we discuss the future of AI and the growing risks of investing in the AI boom. We talk how AI could improve existing software, why specialized robots may be more practical than humanoid designs, and how overhyped expectations…
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The Strategy That Can Win When Stocks Crash
David Miller discusses the unexpected strategy that can win when stocks are at their lowest. David shares about trend following, managed futures, and the importance of combining investment strategies that perform differently across market environments. He explains how Catalyst Mutual Funds uses...
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AI Companies Are Worth Zero… Here's Why
AI companies are worth zero and we are going to tell you why. Today we discuss the rapid evolution of AI, what AI and AGI actually mean, and the importance of clean, reliable data. We also talk the risks of AI hallucinations and misinformation, privacy concerns, and the possibility that…
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Tax Planning for High Earners Goes Beyond the 401(k)
Colin Steinberg discusses tax planning for high-earning W-2 employees. He focuses on executive compensation and non-qualified plans. He explains how deferred compensation plans can help executives save additional income on a pre-tax basis beyond traditional 401(k) limits, the eligibility...
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AI Fake News
Today we bring the AI fake news as we talk the growing impact of AI on investing, education, privacy, creativity, and everyday life. AI can improve research and productivity but it's also flattening individual creativity, encourage overreliance, and create risks when users feed sensitive...
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Innovative ETF Investing Strategies
Matthew Tuttle discusses his approach to ETF investing strategies. He includes his innovative H.E.A.T. formula of hedges, edges, asymmetry, and themes. He explains why he launched inverse ETFs targeting high-profile investors, how he looks for investment opportunities by identifying emerging…
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Stock Market Stuck In Neutral... Here Is When It Might Break
We've been seeing the stock market stuck in neutral so right now we're focusing on rising inflation, interest rates, government debt, and growing risks across the economy and financial markets. Today we talk the Fed's unanimous 25-basis-point rate hike alongside our concerns about the persistent...
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Why Boring Stocks Might Be the Real Wealth Builders
Jonathan Nurick joins the show to discuss a long-term investing strategy centered on the boring stocks. He talks dividend growth, free cash flow, and the importance of staying invested through market volatility. We explore investor psychology and the challenge of ignoring exciting trends like AI...
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90% Chance For A Rate Hike... Ask Me How I Know
There is a 90% chance for a rate hike... Today we cover growing economic and market risks, as we hone in on AI, inflation, interest rates, housing, and government spending. There is increasingly negative messaging from major AI companies, arguing that calls for regulation may reflect slowing AI...
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The Childhood Money Lessons You're Still Living By
Kalee Boisvert joins the show to discuss the childhood money lessons that are shaping our money beliefs and emotional relationship with finances. She explains why finding a balance between preparing for the future and enjoying life today is so important, how fear and scarcity can prevent people...
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The Market Is Changing and Investors Need to Pay Attention
The market is changing and today we are talking about the growing risks and shifting dynamics as Wall Street returns from the summer and investors face higher interest rates, persistent inflation, and expensive valuations. We examine why strong economic data can actually be bad news for stocks if...
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AI Personal Finance Is More Personal Than You Think
Bill Harris discusses the rapidly evolving role of AI personal finance, sharing his experience building companies including Intuit, PayPal, Personal Capital, and his own Evergreen Wealth. We explore how AI is currently being used primarily for internal efficiencies, research, and basic advisor...
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Gold's False Start...Housing Falls... and The Fed "Surprise"
Today we talk gold's false start and the housing market fall as we focus on growing risks and uncertainty in the markets. The Fed takes a more hawkish stance on inflation, signaling that interest rates could stay higher for longer while offering little guidance on future policy. We cover the…
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The Tax Strategy Most Investors Aren't Using
Michael Williams joins the show to talk the tax strategy that most investors aren't using yet! He explains his three-phase approach to tax efficiency, focusing on using depreciation as an interest-free loan from the government to redirect money that would otherwise go toward taxes into...
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The Secret Gold Formula - Know What Gold Will Do Next
Gold, Bitcoin, and bonds are sending very important signals right now if you're paying attention. Today we talk about the growing concerns in the bond market, including surging Treasury yields, government intervention, persistent inflation, massive deficits, and the potential impact on mortgage...
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Fintech, Options, and Investing Strategies Shaping the Future of Finance
George Kailas joins the show to discuss Fintech, options, and investing strategies that are shaping the landscape of finance. He shares how AI and alternative data are changing investing and leveling the playing field between retail investors and hedge funds. He explains how his company…
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Shenanigans… Accounting Frauds, Grifts, and Tricks
There are all sort of shenanigans going on, so we're here to discuss the accounting frauds, grifts, and tricks currently plaguing the market. We talk the financial structures being used to fund the booming AI industry, including debt, stock issuance, vendor financing, and special purpose…
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Secret Golden Opportunity To Protect Your Wealth
Dana Samuelson joins us to share about a secret golden opportunity to protect your wealth! We also talk central bank buying, inflation, interest rates, and the growing role of precious metals as an alternative store of value. He explains why central banks have shifted from decades of selling gold...
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Secrets of How to Determine the Market's Next Move
Have you ever wondered the secrets of how to determine the market's next move? Today we have the answers. We cover the latest market breakout, with the S&P 500 moving above a long trading range while the Nasdaq remained more neutral and the Russell 2000 showed signs of a potential bull trap....
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Reconstructing Wealth With An Athletic Portfolio
Matt Morizio shares his journey to becoming a financial advisor and founder of Reconstructing Wealth after his professional baseball with the Kansas City Royals. We explore the parallels between sports, parenting, and personal finance, including raising a family of eight, the importance of taking...
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Earnings Surprises... How to Invest
There are some earnings surprises as we focus on a pivotal week for the markets, highlighted by major earnings reports, the Federal Reserve's latest meeting, and growing signs of market divergence beneath the surface. Microsoft and Amazon delivered strong results driven by cloud and AI-related...
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The Golden Investment Strategy
We are joined by Colin Plume, CEO of Noble Gold Investments, to discuss the golden investment strategy to add to your portfolio. There is a growing role of physical precious metals in today's investment landscape. We explore why gold and silver have surged in recent years, the impact of central...
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This One Chart Will Completely Change Your View Of Today's Stock Market
Today we have a chart for you that will completely change your view of today's stock market. In today's market, investors should remain patient during the slow summer market season as stocks continue to trade in a sideways range despite ongoing geopolitical headlines and the start of earnings...
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Small Business Owner Secrets Revealed
Gregory Kovsky discusses small business owner secrets and the evolving market for buying and selling private businesses. He explained how the "silver tsunami" of retiring baby boomer business owners is creating a surge in businesses for sale, while strong buyer demand from entrepreneurs, private...
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The World Cup Winner Means This For The Market...
Here's what the World Cup winner means for the market... Today we focus on a market that continues to trade sideways despite ongoing geopolitical tensions, renewed conflict in the Middle East, and a busy earnings season. We examine why patience remains the best strategy while the S&P 500 stays...
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Boss Lady Investing
Krista Goodrich of Boss Lady Investing joins the show to share her journey from working in the mutual fund industry on Wall Street to building a diversified portfolio of more than 20 private businesses and real estate investments. She discussed how entrepreneurship, strategic partnerships, and...
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The Stock Market Is Showing Interesting Signals To Observers
The stock market is showing interesting signals and today we discuss the latest market developments. Renewed geopolitical tensions are driving investors back into large technology and AI stocks while other sectors lag. Patience and caution remain important as economic signals continue to…
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Considering a Life Switch?
Are you considering a life switch? Today financial advisor, author, and sports team investor Joel Steele joins us to discuss his unconventional journey from failed entrepreneur to successful wealth manager. Joel shares how a collapsed healthy fast-food restaurant business left him with roughly...
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Market Signals for The 2nd Half of 2026
Today we talk market signals for the 2nd half of the 2026 following the Independence Day holiday. We highlight how semiconductor stocks and AI continue to heavily influence market performance while signs of healthy sector rotation emerge across industrials, financials, and other areas of the...
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Investing in Companies Pre-IPO
Christine Healey explores the rapidly growing world of investing in companies pre-IPOs and how everyday investors are gaining access to private companies like SpaceX, OpenAI, Stripe, and Anthropic before they go public. Christine explains why companies are staying private longer, how private…
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Q2 2026 Market Updates
Kirk shares the Q2 2026 market updates and the market's recent sector rotation as technology stocks pause after leading gains for much of the year. Healthcare, utilities, and other sectors begin to take the lead. This shift is a healthy sign for the broader market, the benefits of equal-weight...
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Investing In Mortgages 101 with Michael Youngblood
Michael Youngblood joined the show to discuss investing in mortgages with the evolution of the U.S. mortgage market. He draws on more than four decades of experience in mortgage banking, securitization, and housing finance. We explored the key causes of the 2008 financial crisis, why falling home...
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Investing Recommendation...Patience and Caution
We have an investing recommendation for you: patience and caution! We discussed current market conditions and why markets have largely moved sideways despite strong gains earlier in the year. We examined the highly anticipated SpaceX IPO, debating whether its valuation justifies the excitement…
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Investing in Undeveloped Land Secret Strategies
David Baker talks about why investing in undeveloped land may be the secret strategy you've been waiting for. We also discuss why water rights may become one of the most valuable assets in the coming decades and how growing water scarcity is driving demand for land with access to water. Drawing…
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IPOs For Space And Beyond... Anatomy of an IPO
As SpaceX stock soars, we talk IPOs for space and beyond. We also focus on the market's reaction to a new Iran ceasefire agreement, the implications of the highly anticipated SpaceX IPO, and what these developments may signal about broader market conditions. We look over how IPOs have…
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What Is The Next Perfect Trade?
Alex Gurevich talks about the next perfect trade! We discuss major shifts in the macro investing landscape, including the breakdown of the traditional stock-bond relationship, why U.S. Treasuries no longer act as a reliable flight-to-safety asset, and how inflation, fiscal policy, and changing...
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Investing Secrets for IPOs, Bitcoin, and AI
Today we talk the investing secrets for IPOs, Bitcoin, and AI. There is also growing market uncertainty as strong earnings, resilient employment data, and a potential SpaceX IPO collide raise concerns. A small group of AI and semiconductor stocks have driven most market gains while many sectors...
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Secret College Funding Strategies
Fred Amrein shares secret college funding strategies today as we discussing major changes to college financing under the recently passed "Big Beautiful Bill." There are new federal borrowing limits for undergraduate, graduate, and professional school students while reducing repayment flexibility....
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This Huge Divergence Could... Take The Market With It
There's a huge divergence going on that could take the market with it. Today we focus on the growing market uncertainty driven by a potential SpaceX IPO, geopolitical conflict in the Middle East, and increasingly narrow market leadership. We also reviewed the strong earnings season and the role…
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Stablecoins: A Primer In The Next Trend In Crypto
Joey Isaacson joins us to discuss the next trend in crypto with the rapidly growing world of stablecoins and how they are reshaping the future of finance and payments. We explore what stablecoins are, how they function as a bridge between traditional cash and cryptocurrencies, and why they are...
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This Mega Bubble May Explode Soon
This mega bubble may explode soon! Find out what it is as we talk growing market uncertainty driven by rising interest rates, inflation concerns, and global conflict, while warning investors about the risks developing in the bond market and increasingly narrow stock market leadership. We explore...
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Using Real Estate to Reduce College Costs
Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast…
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Strong Earnings Season = Higher Prices... Except
Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more...
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Your Home As A Business: Rentals vs ADUs
Jon Grishpul joins us to discuss rentals vs ADUs (accessory dwelling units), and the growing trend of converting garages and unused spaces into flexible living areas. Relaxed zoning laws in states like California are helping address housing shortages while creating new opportunities for…
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The #1 Reason To Invest In Space
There is one reason to invest in space, and we share it today! Also, freshly released UFO files dropped and are a great reminder for how investors should critically evaluate information, media distractions, and geopolitical developments rather than blindly trusting official stories or market...
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URGENT Global Macro Developments
Richard Duncan is here today to discuss global macro developments as he outlines a long-term macro framework, arguing that the modern global economy has shifted from traditional capitalism to a system driven by credit expansion. He explains how, since the 2008 financial crisis, government…
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War Investing Wisdom... Patience and Caution
Today we're here to share some war investing wisdom with you as we deal with an unusually volatile and fragmented market environment. Distinct "market paradigms" have rapidly rotated month-to-month, creating confusion for investors as sectors behave inconsistently. Despite a strong earnings week...
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The Space Economy... The Final Frontier
Dylan Taylor is here to talk about the space economy. As CEO of Voyager Technologies and a commercial astronaut, he shares his journey into the space industry and outlines the rapidly evolving opportunities within it. Dylan highlights commercial space stations as a major frontier, enabling...
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IMPORTANT War Updates... The Impact of Oil
As war continues on, we talk the impact of oil on the economy. Ongoing and often confusing geopolitical developments are driving sharp, sentiment-driven market swings. Markets initially following a "great rotation" into defensive sectors were shifting into broad selloffs during war uncertainty…
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ABOUT THIS SHOW
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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Money Tree Investing Podcast
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