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…
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 income-producing assets. We cover his platform's current focus on data center infrastructure, including GPUs and…
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 rates and the housing market. We also cover recent moves in stocks, gold, silver, Bitcoin, commodities,…
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, Prospero, uses AI-powered signals that simplify complex market information, including options sentiment, social…
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 vehicles, while highlighting the importance of recognizing financial "shenanigans" and understanding why…
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 to becoming major buyers, how Basel III could support gold demand, and why recent price gains may be…
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. Investors can use support and resistance, trading volume, and confirmation to interpret breakouts while…
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 action before feeling "ready," and why investing in health is just as important as investing money.…
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 growth, while Apple and Meta faced significant selloffs. We also examine how the Nasdaq has broken below…
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 bank buying, Basel III regulations, rising government debt, and the increasing demand for silver driven…
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 season. We explore how to interpret market charts, why investor expectations often differ from reality,…
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 equity firms, family offices, and acquisition-minded companies continues to support the market. We…
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 trapped in a trading range. We highlight strong earnings from major banks as a sign the broader economy…
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 investing in vacation rentals allowed her to create financial independence while designing a business…