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Golden Protection For Your Portfolio

Money Tree Investing

Release Date: 08/16/2024

Taming Your Money Monster with Doug Lynam show art Taming Your Money Monster with Doug Lynam

Money Tree Investing

Doug Lynam is here today to share about his new book, Taming Your Money Monster. Doug shares his unconventional life journey from a Marine Corps officer to a Benedictine monk for 20 years, where he confronted the inescapability of money even in a monastery and how he later transitioned to become a professional money manager focused on teaching healthier, ethical relationships with money. He discusses how people develop "money monsters"—unhealthy money habits tied to psychological attachment styles. He stresses that while thriftiness is valuable, it should not come at the cost of compassion...

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Crypto Bonanza… The King Is Dead… Long Live the King show art Crypto Bonanza… The King Is Dead… Long Live the King

Money Tree Investing

Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at  

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Advanced Strategies To Slash The Cost Of College show art Advanced Strategies To Slash The Cost Of College

Money Tree Investing

Shaan Patel is here to discuss how you can slash the cost of college through some more advanced strategies. We also discuss major education changes packed into the “Big Beautiful Bill,” starting with the introduction of new Trump Accounts—a kind of IRA for minors with no deductions and withdrawal restrictions until age 18. We cover expanded uses for 529 plans, including tutoring, test prep, homeschool materials, and more. Repayment options are narrowed down to just two, and several popular income-driven plans are scrapped. We also talk about how Pell Grants are being expanded for...

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Kirk Changes His Tune on Housing show art Kirk Changes His Tune on Housing

Money Tree Investing

Kirk changes his tune on housing as he moves towards purchasing a new home. Today we explore how homeownership is often more of an emotional choice than a smart financial investment, with many people misunderstanding the real cost compared to renting. We talk about the burden of property taxes, why paying off a mortgage early might not always make financial sense, and the social pressures around owning a home. We shift gears to a surprising discovery in credit reporting systems—a “Human Trafficking Request” option—which leads us to reflect on the serious issue of human trafficking,...

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Balancing Motherhood and Financial Advising with Kaitlyn Laney show art Balancing Motherhood and Financial Advising with Kaitlyn Laney

Money Tree Investing

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. Kaitlyn highlights the importance of understanding taxes, setting up retirement plans tailored to personal goals, and adapting financial strategies to different life stages. She also dives into the real costs of child care, the economic trade-offs...

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Down The AI Rabbit Hole We Go show art Down The AI Rabbit Hole We Go

Money Tree Investing

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 discussed the personal finance implications of car depreciation and insurance after one host totaled his vehicle and bought a newer model. We also talk about the...

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From Medicine to Alternative Investments with Dr. Amir Baluch show art From Medicine to Alternative Investments with Dr. Amir Baluch

Money Tree Investing

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 development, private equity in life sciences, life settlement funds, and explorations into litigation finance. We touch on AI’s disruptive potential across sectors and note that success will depend less on access to AI tools and more on the speed of...

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AI Thinks It’s OK To Steal and Blackmail You show art AI Thinks It’s OK To Steal and Blackmail You

Money Tree Investing

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, noting underperformance in traditional strategies like small-cap, international, and value investing. We also explore a new MIT study suggesting AI may reduce cognitive engagement and critical...

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Bedroom Real Estate: How This Unique Rental Strategy Earns $50,000 a Month show art Bedroom Real Estate: How This Unique Rental Strategy Earns $50,000 a Month

Money Tree Investing

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 growth while avoiding low-quality competition and preserving strong tenant relationships. Today we discuss...  Ryan Chaw transitioned from a pharmacist to a real estate investor inspired...

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2025 End of Quarter Performance… How Did You Do show art 2025 End of Quarter Performance… How Did You Do

Money Tree Investing

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, and industrials led Q2 performance, while energy and real estate lagged. Mounting debt, rising delinquencies, and wage garnishment were cited as signs of economic stress, especially among...

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More Episodes

Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and national debt on the gold market. 

Today we discuss... 

  • Asset Strategies International deals in gold, silver, platinum, palladium, bars, coins, certificates, and rare coins.
  • The current gold market is described as a "stealth gold market" due to its consolidation and recent breakout.
  • Western investors are hesitant to buy gold at high prices, while Eastern buyers and central banks support the market.
  • There has been a significant transfer of gold from the West to the East.
  • The premiums for gold are higher on the Shanghai Gold Exchange compared to the London Exchange.
  • Central banks are buying gold to reduce their dollar reserves and increase holdings in gold.
  • The silver market is also seeing interest, with silver prices at about 50-60% of their all-time highs.
  • Platinum and palladium are primarily industrial metals, used in jewelry and catalytic converters.
  • The demand for silver is expected to increase due to its use in green technologies like solar panels.
  • The gold market is influenced by various factors, including geopolitical issues and economic concerns.
  • Central bank buying of gold has been high due to concerns about the US dollar and debt.
  • The relationship between debt, currency, and gold is often misunderstood, leading to underestimation of gold's value.

For more information, visit the show notes at https://moneytreepodcast.com/protection-for-your-portfolio-rich-checkan-634

Today's Panelists:

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