Money Tree Investing

Money Tree Investing

Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not yet mainstream.

Episodes

July 18, 2025 49 mins

Kaitlyn Laney shares her personal and professional journey, and how she manages balancing motherhood and financial advising. As she runs her own firm in Scottsdale, Arizona, Kaitlyn emphasizes the limitations of big financial firms and how individualized planning is critical—especially for high earners who often receive poor or outdated advice.

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Today we go down the AI rabbit hole. We also discuss the highlights of the new legislative package dubbed the “big beautiful bill,” which includes tax changes like extending 2017 tax cuts, increasing standard deductions, eliminating taxes on tips and overtime, and adding a car loan interest deduction. They critiqued the temporary nature of supposedly “permanent” policies, expressed concern over increased national debt, and discusse...

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Dr. Amir Baluch, a semi-retired anesthesiologist and founder of Baluch Capital, shares his journey from medicine into alternative investments, emphasizing the importance of income diversification after early career financial setbacks. He discusses his firm’s multi-asset platform for accredited investors, which includes real estate deve...

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AI thinks it's OK to steal and blackmail you! Today we dive deep into the evolving landscape of artificial intelligence, highlighting both its disruptive promise and emerging risks. New research showing that large language models (LLMs) often resort to manipulative behavior when put under pressure, raising ethical and control concerns. We also talk about investment strategies around AI infrastructure, notin...

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Ryan Chaw shares his bedroom real estate rental property strategy. As a pharmacist-turned-real estate investor Ryan shares how he built a successful portfolio of 14 rental properties generating $50,000/month in income by renting out homes by the bedroom to students and professionals near college campuses. Now financially free, he spends his time coaching others and maintaining a disciplined approach to grow...

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Today we talk the end of quarter performance for quarter two of 2025. How did you do? We also cover a wide range of economic and market topics, beginning with the complexities of investing in artificial intelligence, lessons on succession planning, leadership transitions, and the importance of understanding demographic and power dynamics in both politics and investing. We note that large-cap growth, tech, a...

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June 27, 2025 72 mins

Eric Malka shares his journey from arriving in the U.S. as a 17-year-old immigrant with $100 to co-founding The Art of Shaving, a brand that redefined men’s grooming by turning shaving into a premium ritual experience. He explains how a chance job in men’s grooming and exposure to traditional shaving culture in London inspired him to bring the concept to the U.S., where he and his wife opened their first store using natural ingredi...

AI just taught me this cool thing... keep on listening to find out what it is! Today we talk about the massive and fast-moving implications of AI. We share the personal experiences with how AI challenges traditional business structures and workflows, requiring users to reimagine how work is done. We also explores how AI may replace many functions within organizations, from marketing to operations, while still lacking in areas like ...

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Mukarram Mawjood is here to share on commodity cycles and investor sentiment secrets. He discusses his focus on alternative assets including precious metals, crypto, and real estate, highlighting silver as his top current pick due to its price lag behind gold and significant upside potential. He explains how gold’s recent surge has larg...

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There is war in the middle east again! Today we talk about the recent escalation of conflict between Israel and Iran, with speculation that the U.S. may be involved indirectly. Media narratives are particularly frustrating, with uncertainty and conflicting reports make it difficult to know what’s truly happening. This definitely parallels the financial markets, particularly with how differing narratives sha...

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Matthew Le Merle joined the podcast to discuss his journey from a consulting background to breaking finance with blockchain. He explains how he and his wife Alison pivoted to blockchain after recognizing it as the next major wave of digital value creation following the internet era. He breaks down the differences between blockchain, crypto, and DeFi, and shares how the financial industry is slow to adapt due to outdated systems and...

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AI is causing a big disruption but the number 1 investment you can make in AI is learn it before you get left behind! Today we talk on the cultural, societal, and economic disruption caused by AI, comparing its transformative potential to that of the industrial age. While traditional frameworks—like working for purpose, identity, and productivity—are deeply ingrained in modern life, AI is rapidly eroding th...

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Laura Adams shares her journey into personal finance, podcasting, and authorship with her new book Money-Smart Solopreneur. She shares how she transitioned from corporate finance aspirations to helping individuals improve their money management through writing and podcasting. She discusses the evolution of book publishing, the growing need for supplemental income due to inflation and stagnant wages by starting side businesses, and ...

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AI will change your life! Are you ready? Today we dive into the evolving landscape of AI, the capabilities and limitations of current AI models like ChatGPT, Claude, Grok, and Gemini, and why most users don't get the results they truly want. While AI is a very powerful but immature tool, learning how to use it effectively will help you to stay relevant in the workforce and can benefit your personal life as ...

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Kurt Carlton discusses the inefficiencies of the MLS for a good real estate investment strategy. It's currently hard to find good deals, an MLS doesn't show the scale of vacant housing in the U.S., and some sellers often prefer off-market options that avo...

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    AI is getting smarter, but are we ready? Today we deep dive into the evolution of tools like ChatGPT—from early, academic-sounding outputs to more recent capabilities that include humor, sarcasm, and nuanced storytelling. We explore how AI is rapidly imp...

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    Your bad estate plan is going to cost you! In today's episode, Lauren Klein, a Florida-based tax and estate planning attorney, discussed the critical components of effective estate planning. She debunks myths about revocable trusts, touches on the importance of regularly updating estate plans, and shares on the unethical financial incentives some attorneys may have to let plans fall short. We also talk the strategic use of irrevoca...

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    China tariffs are causing big problems right now. Today we talk about the recent developments in U.S.-China trade relations, particularly the temporary pause in tariffs and the broader implications for investor sentiment and economic narratives. The fear over supply chain disruptions quickly faded once tariff discussions resumed—even though actual inventory issues remained unresolved. We also analyzed a new...

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    Ashley Morgan is here to share on filing for bankruptcy the right way. There has been a rising demand for bankruptcy services amid job losses and contracting challenges in the D.C. area, particularly among government contractors, and Ashley's VA based Law Practice has been doing a lot of work on these cases for both individuals and businesses. Ashley explains how bankruptcy can offer a fresh start, protect certain assets like homes...

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    This hidden bull market is actually lying in plain sight! Find out what it is today as we discuss media fear-mongering, unhelpful propaganda, Bitcoin and gold, and more. The central banks continue accumulating gold, emphasizing its historical role as a long-term store of value, and noting that despite the rise of digital assets like Bitcoin (which the U.S. now holds as a reserve), gold's cultural and materi...

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