x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

Money Tree Investing

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

business investing

All Episodes

01:06:32

The Bull Market In Cash Is Coming...

Money Tree Investing ·

2025/11/28

A bull market in cash is coming! Gary Zimmerman, founder and CEO of Max, explains how he discovered major inefficiencies in the cash-deposit market and built a platform that helps clients earn higher yields while staying fully FDIC-insured. We explore how broker-dealer incentives shaped the "always be invested" mindset, why RIAs take a more fiduciary approach to cash, and how most advisors dramatically underestimate how much cash clients actually hold in outside bank accounts. We also dive into the

en

53:55

More Shocking Signs... The Economy Is Breaking

Money Tree Investing ·

2025/11/26

The economy is breaking, and today we discuss the signs. We explore the challenges of navigating today's markets, highlighting the volatility and skepticism around AI-driven companies, overinflated stock valuations, and earnings season dynamics where "beating expectations" often masks underlying realities. It's important to be cautious investors over high P/E ratios, unsustainable growth, and market timing. You need to focus on risk management over speculation. Critical thinking is also imperative

en

01:03:40

How AI will Transform the Future of Trading with John...

Money Tree Investing ·

2025/11/21

John Bartleman, the CEO of TradeStation, is here today to talk about how AI will transform the future of trading. John shares his background and the evolution of TradeStation from early backtesting software to a full-service broker, while explaining how its roots in systematic trading differentiated it from competitors. He outlines major industry shifts, along with the benefits and challenges of dark pools and institutional order flow. We also dive into how AI is transforming trading, as John

en

51:41

The Stock Market Is Broken… K Shaped Economy

Money Tree Investing ·

2025/11/19

The stock market is broken! Today we talk about a broad range of economic, market, and behavioral topics, beginning with the cognitive bias of sunk costs and how it affects personal decisions, investing, and business choices, emphasizing the importance of recognizing losses and cutting them early. We also explore recent market signals, including distress in the credit and auto-loan markets, and the K-shaped economy. We also critique media and policy narratives, pointing to propaganda around climate

en

01:15:09

Secrets To Spending Less On The Cost Of College

Money Tree Investing ·

2025/11/14

Mark Salisbury shares the secrets to spending less on the cost of college! As the founder of TuitionFit, explains how the college pricing and financial aid system is designed to favor schools over families. He describes how emotional marketing, opaque pricing, and complex financial aid forms create confusion and limit families' leverage. he outlines how students and parents can regain control by defining their price range first, using resources like TuitionFit and net price calculators, and

en

55:14

Should The S&P 500 Go Higher?

Money Tree Investing ·

2025/11/12

Should the S&P go higher? Today we discuss that and more in this wide-ranging episode. We talk the markets, and warn that investors often cling to bad positions instead of reassessing when wrong, noting that current valuations are stretched and the market appears overextended. There is rising corporate caution during earnings season, weak performance among consumer staples and cyclicals, and the growing dominance of the "Magnificent Seven" tech stocks in driving the S&P 500's gains. AI-related

en

01:03:15

Using AI to Transform Long-Term Care with Lily...

Money Tree Investing ·

2025/11/07

Lily Vittayarukskul shares her remarkable journey from working at NASA in her teens to founding a company that innovates with AI to transform long-term care planning. We explore why long-term care remains one of the most misunderstood and underserved areas in wealth management, despite being one of the biggest retirement risks. We break down how long-term care works, who needs it most, the pros and cons of self-funding versus insurance products, and why many families fail to plan until it's too

en

56:51

The Stock Market Bubble Is Getting Bigger... This Is...

Money Tree Investing ·

2025/11/05

The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based "chart crimes," and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while

en

01:05:21

Investing Into Space is No Longer Science Fiction

Money Tree Investing ·

2025/10/31

Have you thought about investing into space? Mark Boggett, CEO of Seraphim, shares the investment opportunities in the rapidly expanding space industry. He explains how innovations led by SpaceX dramatically lowered launch costs and increased access to space, catalyzing growth in satellite constellations and data-driven applications for defense, climate, and communications. He emphasizes that near-term investment potential lies in defense and climate-related uses of satellite data, rather than

en

45:16

Record Levels Of Money Market Funds Does Not Mean...

Money Tree Investing ·

2025/10/29

There are record levels of money market funds, but it doesn't mean quite what you think. Today we also explore recent market volatility sparked by Trump's brief tariff announcement and a sharp crypto sell-off that triggered stop-loss cascades. We also analyze seasonal trends, the rotation from mega-cap tech into value and small-cap stocks, and why most active managers underperformed the S&P 500 this year. We talk the importance of diversification, understanding risk tolerance, and viewing

en

01:08:39

How to Use Puerto Rico’s Act 60 to Growth Your Wealth

Money Tree Investing ·

2025/10/24

CPA Rachel Farris joins us to talk about how you can benefits from Puerto Rico’s Act 60 tax incentives by becoming bona fide residents of the island. Rachel explains how the program was created to attract capital and talent to Puerto Rico, the rules around residency and post-move appreciation, and the common pitfalls people face when trying to qualify. She also discusses lifestyle differences, cost of living, and more, as the Act requires genuine relocation and compliance with IRS rules to be done

en

48:22

Earnings Season Investing Secrets

Money Tree Investing ·

2025/10/22

Today we dive into earnings season investing secrets. Learn the investing secrets that will grow your wealth as we dive into market analysis highlighting accounting red flags and potential overvaluation risks. Financial engineering often signals late-cycle behavior recessions, though unpopular, are necessary to clear economic “dead wood.” We also examined current earnings trends in the financial sector, technical market patterns like resistance and support levels in small caps and metals, and the

en

01:07:04

College Planning Strategies For Families

Money Tree Investing ·

2025/10/17

As a college planning expert, Jack Wang breaks down major changes coming to college financial aid under the new “big, beautiful bill.” Jack explains how new borrowing limits for parents and graduate students could upend traditional funding strategies and push more families toward the private loan market. He shares insights on how colleges decide who gets aid—revealing the “moneyball” game of enrollment management—and why being wanted by a school matters more than just being accepted. Jack offers

en

40:57

Invest In Anything But The S&P 500…

Money Tree Investing ·

2025/10/15

Right now, you should invest in anything but the S&P 500... Today we talk about what you should invest in instead. We focus was on market dynamics, particularly the strong performance of precious metals like gold and silver, the technical risks of recent market breakouts, and the caution needed after periods of rapid gains. We examine broader market trends, highlighting the relatively stronger performance of European and emerging market stocks versus the U.S., the importance of diversification, and

en

01:12:31

Tasty Options Strategies For 2025

Money Tree Investing ·

2025/10/10

JJ Kinahan, CEO of TastyTrade shares some tasty option strategies for 2025. JJ shares his journey from floor trader at the CBOE to CEO of TastyTrade under IG North America. He discusses the evolution of the brokerage industry—from the days of shouting in trading pits to today’s retail-driven, commission-free environment—and how access to education has empowered individual investors. JJ emphasizes the importance of starting small, defining risk, and learning gradually when trading. We also talk why

en

57:08

This Bull Market Is Crashing… And No One Is Talking...

Money Tree Investing ·

2025/10/08

This bull market is crashing and no one is talking about it! We kick off the fourth quarter by talking about how the government shut down has impacted the market. Precious metals—particularly gold, silver, and mining stocks—continue to surge in a largely overlooked bull market. We also critique flawed data interpretations and talk the dangers of drawing false conclusions and the importance of treating data as correlation, not truth. We urge you to think critically about information in both science

en

01:37:13

The Finances of Athletes and NFL Players with Hillary...

Money Tree Investing ·

2025/10/03

Hillary Seiler joins us today to discuss the finances of athletes and NFL players. She shares her journey from personal financial struggles in college to building a career helping athletes, students, and employees improve their financial wellness. She shares how supporting friends who went pro in the NFL led her into creating financial literacy programs for professional teams, eventually expanding into universities and corporate America. She talks the lack of financial education for athletes, the

en

45:49

Your Financial Advisor Hates This Bull Market

Money Tree Investing ·

2025/10/01

Your financial advisor hates this bull market! Find out what it is as we talk the recent market conditions as well as the potential upcoming government shutdown, noting that while shutdowns once spooked markets, investors have become largely desensitized as they rarely have major lasting effects outside of government employees and contractors. Shutdowns have historically been used as political tools, sometimes causing GDP drag and reputational costs, but now often register as background noise. We

en

54:45

End of Life Planning: Creating a Legacy That Lasts...

Money Tree Investing ·

2025/09/26

Dr. Kimberly Harms discusses the importance of end of life planning. She shares her journey from dentistry to becoming a grief counselor, death doula, mediator, and life coach after personal loss, emphasizing the importance of preparing for death and leaving a meaningful legacy. She explains how avoiding conversations about death often leads to family conflict, highlighting the need for clear wills, healthcare directives, letters of intent, and honest family discussions. Beyond finances, she

en

44:32

The Billionaires Know About This Hidden Bull Market…...

Money Tree Investing ·

2025/09/24

This week we cover the hidden bull market that the billionaires know about. Are you in on it? We also cover the Fed’s recent rate cut and how markets reacted with little real impact, highlighting skepticism about the Fed’s effectiveness and the risks its policies create for wealth disparity and asset inflation. We emphasize the importance of questioning financial “half-truths” as outcomes often depend on assumptions rather than blanket rules. Gold, silver, and mining stocks are strong but

en

182 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...