Tax Planning for High Earners Goes Beyond the 401(k)
Colin Steinberg discusses tax planning for high-earning W-2 employees. He focuses on executive compensation and non-qualified plans. He expl...
Radio and PodcastLive Radio & PodcastsBusiness
Money Tree Investing
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...
Episodes
20 of 859 episodesAI Fake News
Today we bring the AI fake news as we talk the growing impact of AI on investing, education, privacy, creativity, and everyday life. AI can...
Innovative ETF Investing Strategies
Matthew Tuttle discusses his approach to ETF investing strategies. He includes his innovative H.E.A.T. formula of hedges, edges, asymmetry,...
Stock Market Stuck In Neutral... Here Is When It Might Break
We've been seeing the stock market stuck in neutral so right now we're focusing on rising inflation, interest rates, government debt, and gr...
Why Boring Stocks Might Be the Real Wealth Builders
Jonathan Nurick joins the show to discuss a long-term investing strategy centered on the boring stocks. He talks dividend growth, free cash...
90% Chance For A Rate Hike... Ask Me How I Know
There is a 90% chance for a rate hike... Today we cover growing economic and market risks, as we hone in on AI, inflation, interest rates, h...
The Childhood Money Lessons You're Still Living By
Kalee Boisvert joins the show to discuss the childhood money lessons that are shaping our money beliefs and emotional relationship with fina...
The Market Is Changing and Investors Need to Pay Attention
The market is changing and today we are talking about the growing risks and shifting dynamics as Wall Street returns from the summer and inv...
AI Personal Finance Is More Personal Than You Think
Bill Harris discusses the rapidly evolving role of AI personal finance, sharing his experience building companies including Intuit, PayPal,...
Gold's False Start...Housing Falls... and The Fed "Surprise"
Today we talk gold's false start and the housing market fall as we focus on growing risks and uncertainty in the markets. The Fed takes a mo...
The Tax Strategy Most Investors Aren't Using
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 e...
The Secret Gold Formula - Know What Gold Will Do Next
Gold, Bitcoin, and bonds are sending very important signals right now if you're paying attention. Today we talk about the growing concerns i...
Fintech, Options, and Investing Strategies Shaping the Future of Finance
George Kailas joins the show to discuss Fintech, options, and investing strategies that are shaping the landscape of finance. He shares how...
Shenanigans… Accounting Frauds, Grifts, and Tricks
There are all sort of shenanigans going on, so we're here to discuss the accounting frauds, grifts, and tricks currently plaguing the market...
Secret Golden Opportunity To Protect Your Wealth
Dana Samuelson joins us to share about a secret golden opportunity to protect your wealth! We also talk central bank buying, inflation, inte...
Secrets of How to Determine the Market's Next Move
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 breakou...
Reconstructing Wealth With An Athletic Portfolio
Matt Morizio shares his journey to becoming a financial advisor and founder of Reconstructing Wealth after his professional baseball with th...
Earnings Surprises... How to Invest
There are some earnings surprises as we focus on a pivotal week for the markets, highlighted by major earnings reports, the Federal Reserve'...
The Golden Investment Strategy
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...
This One Chart Will Completely Change Your View Of Today's Stock Market
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 pati...