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Choose the Right Financial Advisor with Joe Saul-Sehy

Money Tree Investing

Release Date: 02/02/2018

Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges show art Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges

Money Tree Investing

This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes.   Today's Panelists: Kirk Chisholm | Barbara Friedberg |   Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

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Stock Market Expectations: Something Interesting Happened In The Market Today show art Stock Market Expectations: Something Interesting Happened In The Market Today

Money Tree Investing

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss:  Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly Lower-than-expected earnings can cause a stock's price to drop, reflecting...

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Managing the Highs and Lows of the Market by Investing in EFTs show art Managing the Highs and Lows of the Market by Investing in EFTs

Money Tree Investing

Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence.  Plus, we'll...

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This Person Is To Blame For The Market Going Up show art This Person Is To Blame For The Market Going Up

Money Tree Investing

The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss:  Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience...

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Striking Gold: Investing in Laundromats show art Striking Gold: Investing in Laundromats

Money Tree Investing

Jordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into the world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles.  We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs.  Plus, Jordan dishes on what's shaking up the laundry business and where it's headed.  Get ready for a lively chat on thriving in the world of laundromat entrepreneurship as we talk with Jordan Berry about: ...

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The Truth About The False Notion of a US Civil War and the Stock Market show art The Truth About The False Notion of a US Civil War and the Stock Market

Money Tree Investing

Another week in the markets and the idea of a potential civil war and the stock market.  Another eventful week in the markets, with little significant change. Why so quiet? Discussion revolves around the recent Fed meeting and its implications. Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning. Understanding market reactions is crucial for informed investment decisions. Market trends reflect the collective actions and sentiments of millions of investors. Investing strategies should consider how news aligns with market expectations and reactions. Media...

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Unraveling Supply Chain Dynamics from Chaos to Clarity show art Unraveling Supply Chain Dynamics from Chaos to Clarity

Money Tree Investing

I'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the disruptions experienced by supply chains during the pandemic. Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Douglas Heagren |   Follow on Facebook: Follow LinkedIn: Follow on X (formerly Twitter):  ...

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Stock Market Opportunities And Where To Find Them show art Stock Market Opportunities And Where To Find Them

Money Tree Investing

This week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most important, why it pays to be a bull. We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic outlook, even during challenging times. Key Takeaways:  The stock market remains robust despite minor...

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The Energy Crisis No One Is Talking About show art The Energy Crisis No One Is Talking About

Money Tree Investing

This week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global energy dynamics and the current energy crisis under the surface. Doomberg's expertise delves deep into the complexities of the energy sector, exploring the intricate intersections of geopolitics, technology, and sustainability. We discuss the latest trends, challenges, and opportunities shaping the future of energy. For more information, visit the show notes at Today's Panelists: Megan Gorman | Kirk Chisholm | Phil Weiss |  Follow on...

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Something Interesting Happened In The Market Today show art Something Interesting Happened In The Market Today

Money Tree Investing

Join us to see what happened this week causing a rocket ship ride higher in many assets. crypto, gold, US stocks, international stocks, Japan, and more. Also we discuss the state of the union address, Stanley Druckenmiller, chart crimes and more. This is a fun week with lots of mini rants about the markets. We also take a listener comment tear it apart and show you why he is correct. For more information, visit the show notes at     Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X:  

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More Episodes

Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

For more information, visit the show notes at http://moneytreepodcast.com/176