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

October 31, 2025 65 mins

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 inve...

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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. W...

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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 d...

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October 22, 2025 48 mins

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 li...

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October 17, 2025 67 mins

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 mana...

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October 15, 2025 40 mins

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 o...

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October 10, 2025 72 mins

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, d...

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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 i...

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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 Am...

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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, someti...

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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 ...

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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 as...

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Josip Rupena talks about how his company Milo, created the world's first Crypto mortgage. Josip shares how his background in investment banking led him to found his company, which solves financing challenges for high-net-worth international clients and later Bitcoin holders who struggle to qualify for traditional mortgages despite significant wealth.

He explains how Milo created the world's first crypto mortgage in 2022, allowing c...

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There's a silent bull market right now that no one is talking about. Gold has had a powerful breakout and silver's lagging but still strengthening. Gold has surged from $2,000 to $3,600 since 2023, driven largely by central bank buying amid gl...

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Today's Panelists:

 

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Travis Jamison shares his journey from serial entrepreneur to full-time invest...

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Kathleen Peddicord shares her experience living investing overseas. Her journey took her from publishing to becoming an authority on global real estate investing. She discusses why she prefers real estate over stocks while also outlining challenges such as lack of MLS systems, legal complexities, and cultural differences. Kathleen expl...

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Wall Street is selling beer, beaches, and barbecue. Want to invest? We also dove into the concerns about the reliability of government data. Investors should focus less on headline data and more on long-term directional trends, since recessions matter less to portfolios than actual corporate performance. We also talk labor markets, employment revisions, and ...

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Philip Hoffman is here to share his journey from CPA to investing in fine art. He founded The Fine Art Group, where he advises wealthy families on art investing, valuations, lending, and education. He outlines the global art market as a $60 billion industry with only $6–10 billion considered truly investable, highlights the risks and pi...

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