Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at <a href= "https://moneytreepodcast.com/288" target="_blank" rel= "noopener">https://moneytreepodcast.com/288</a>

Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at https://moneytreepodcast.com/288

Money Tree Investing Podcast | Stock Market | Wealth | Personal Finance | Value Stocks

Historical Stock Market Returns – Learn From The Past To Predict The Future – Barbara Friedberg

Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we  interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episode, but if you are serious about investing, this episode is pure gold. For more information, visit the show notes at <a href= "https://moneytreepodcast.com/287" target="_blank" rel= "noopener">https://moneytreepodcast.com/287</a>

Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we  interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episode, but if you are serious about investing, this episode is pure gold. For more information, visit the show notes at https://moneytreepodcast.com/287

Investing Legends: Steven Bregman – Value Investing In Uncertain Market Conditions

Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now.  Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at <a href= "https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop" target="_blank" rel= "noopener">https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop</a>

Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now.  Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop

Market Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price Drop

Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed manipulation and more... For more information, visit the show notes at <a href= "https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020" target="_blank" rel= "noopener">https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020</a>

Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed manipulation and more... For more information, visit the show notes at https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020 

Market Monday: How to Protect Yourself In This Market, The Coronavirus, Lebanon Debt Default, and Fed Manipulation – March 8 2020

<div class="thrv_wrapper thrv_text_element"> Are you looking to invest in real estate that is too expensive?  Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications?  We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito.  </div> For more information, visit the show notes at <a href= "https://moneytreepodcast.com/286" target="_blank" rel= "noopener">https://moneytreepodcast.com/286</a>

 Are you looking to invest in real estate that is too expensive?  Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications?  We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito.  For more information, visit the show notes at https://moneytreepodcast.com/286

Investing in apartments and syndicates - Aaron Fragnito

Are you worried about risk in your portfolio? ​ If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider. For more information, visit the show notes at <a href= "https://moneytreepodcast.com/285" target="_blank" rel= "noopener">https://moneytreepodcast.com/285</a>

Are you worried about risk in your portfolio? ​ If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider. For more information, visit the show notes at https://moneytreepodcast.com/285

The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin

<div class="thrv_wrapper thrv_text_element"> 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 <a href= "https://moneytreepodcast.com/284" target="_blank" rel= "noopener">https://moneytreepodcast.com/284</a> </div>

 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 

The Ultimate Insider’s Guide To The Deferred Sales Trust

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 <a href= "https://moneytreepodcast.com/283" target="_blank" rel= "noopener">https://moneytreepodcast.com/283</a>

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

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

Top Listener Questions from our favorite listeners. <ul> <li>Where should I invest my emergency fund?</li> <li>Do I need a formal Budget?</li> <li>How do I evaluate REITs?</li> <li>What is the best asset allocation for me?</li> </ul> Listen to these questions and more... For more information, visit the show notes at <a href= "https://moneytreepodcast.com/282" target="_blank" rel= "noopener">https://moneytreepodcast.com/282</a>

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

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

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 <a href= "https://moneytreepodcast.com/281" target="_blank" rel= "noopener">https://moneytreepodcast.com/281</a>

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

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

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 <a href= "https://moneytreepodcast.com/280" target="_blank" rel= "noopener">https://moneytreepodcast.com/280</a>

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

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

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. <a href="https://moneytreepodcast.com/279" target="_blank" rel= "noopener">https://moneytreepodcast.com/279</a>

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

Buying Real Estate on Term

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 <a href= "https://moneytreepodcast.com/278" target="_blank" rel= "noopener">https://moneytreepodcast.com/278</a>

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

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

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 <a href= "https://moneytreepodcast.com/277" target="_blank" rel= "noopener">https://moneytreepodcast.com/277</a>

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

Financial New Year’s Resolutions – Starting The Year Right

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 <a href= "https://moneytreepodcast.com/276" target="_blank" rel= "noopener">https://moneytreepodcast.com/276</a>

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

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

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 our weekly guests provide and you have yourself a vast source for knowledge - all available to you for free!

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Money Tree Investing Podcast | Stock Market | Wealth | Perso...

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