Money Tree Investing

Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle commitments. Finance is better learned through stories, not numbers. Then Doug uses the parallel of how the world looks at the commitment of marriages. For more information and links, go to our show notes at http://moneytreepodcast.com/165

What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money - and what not to do if you are trying to build wealth. For a list of Joe's observations and links to the money apps mentioned, visit http://moneytreepodcast.com/164

Worst Investments Ever with Jim Wang LIVE at FinCon - MTI163 Losing money sucks. We’ve had some investments go South and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with Joe and Miranda, they share their worst investments and purchases they regretted the most. For more information visit the show notes at http://moneytreepodcast.com/163

Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Jen married a military man and moved 9 times. She couldn’t find work in a field she was trained in, so she became educated in financial coaching. It wasn’t until people asked her money questions that Jen and her husband made big changes in what they were doing. For more information, visit http://moneytreepodcast.com/162

Physician, entrepreneur, asset manager and podcaster Buck Joffrey loves teaching about the benefits of saving and cash-flow. In this episode he talks about the problems with "investment buckets" and how Wall Street works. Then he goes into making real estate investing work for you. There is more information, including links to everything we talked about, in the show notes at http://moneytreepodcast.com/161

Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing. Then our panel discuss what they think would make a perfect investing portfolio. Do money managers really add value? And are bond ladders a good idea, as Ken French shared during the interview? For more information, visit the show notes at http://moneytreepodcast.com/160

Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”. But first, the panel discusses the recent Equifax hack, what this means for your data security, and if buying such stock during this tumultuous time is wise. For links and more information, visit http://moneytreepodcast.com/159

Listener questions again? Yes, and we love it so keep them coming! Today we talk about making personal finance decisions when your state raises their taxes and can't balance their budget, where to invest when you are maxing out a ROTH, and more. Send us your questions via our contact form at http://moneytreepodcast.com/contact

When does it make cents to pay for information about investing? Well, you are listening to a free podcast - but we have an answer for that question from listener Justin - and many more in this Listener Letters episode. Find the list of questions, or submit a Listener Letter of your own, at Do you have a question? Give us your Listener Letter at http://moneytreepodcast.com/157

Can someone really beat the market on a consistent basis? Spencer Jakab, Deputy Editor of the Wall Street Journal's "Heard on the Street" column, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio of index funds, and if the media plays a role in normal people making bad investment choices. For links to our guest and his book, go to http://moneytreepodcast.com/156

Want to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle! Nick Loper from Side Hustle Nation and Eric Rosenberg from Personal Profitability join us to talk about: • How to find a side hustle • When it makes sense to invest in a side-hustle • What happens when your side-hustle makes more money than a “day job” • Why conferences are important to grow a side hustle into a career Visit the show notes at http://moneytreepodcast.c

Lots of our listeners are asking what to do with money they have laying around. It's a good problem to have, and most want to put it to work wisely. Invest it? Pay off debt with it? Buy a house or gold? All these questions will be answered by our crack team of Money Tree Investing panelists. For a list of questions and more information, visit http://moneytreepodcast.com/154

Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. High net-worth individuals and families often are presented with opportunities before anyone else. For more information, visit the show notes at http://moneytreepodcast.com/153

Can women invest better than men? That's what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances - and knows all to well the differences between how women and men approach investing. Find links to Suze Orman's website, books and social media accounts in our show notes at http://moneytreepodcast.com/152

Great questions from listeners in the mailbag today. For more details, visit http://moneytreepodcast.com/151