loader from loading.io

Advanced Strategies To Slash The Cost Of College

Money Tree Investing

Release Date: 07/25/2025

Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison show art Investing in Legacy Businesses Beats Chasing Tech Trends with Travis Jamison

Money Tree Investing

Today's Panelists: Kirk Chisholm | Douglas Heagren |  Diana Perkins |   Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: Travis Jamison shares his journey from serial entrepreneur to full-time investing in legacy businesses, explaining that while tech is great for building, it’s risky for investing. He allocates capital into small, decades-old businesses via search funds, independent sponsors, and roll-ups, aiming for diversification, steady cash flow, and multiple expansion. Travis views AI less as a direct investment opportunity and more as a tool for operating...

info_outline You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It show art You Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play It

Money Tree Investing

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

info_outline Living and Investing Overseas with Global Real Estate show art Living and Investing Overseas with Global Real Estate

Money Tree Investing

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 explained how to evaluate markets, avoid overpaying, plan exit strategies, and select properties with unique value rather than cookie-cutter developments. She stressed the importance of freehold title, sound property rights, and turnkey management solutions, while...

info_outline Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest show art Wall Street Is Selling Beer, Beaches, and Barbecue… Here’s How You Can Invest

Money Tree Investing

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 rate-cut predictions, highlighting inconsistencies and the limited value of forecasts. Debt structures like extended auto loans and creative mortgages stress the importance of cash flow flexibility and smart loan structuring rather than...

info_outline The Risks and Rewards of Investing in Fine Art show art The Risks and Rewards of Investing in Fine Art

Money Tree Investing

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 pitfalls of treating art as an asset class without expert guidance, and shares cautionary tales of investors losing millions by buying discounted works without due diligence, contrasted with success stories where expertise and timing led to strong returns. We...

info_outline Government Data Is Fake… Here Is the Solution show art Government Data Is Fake… Here Is the Solution

Money Tree Investing

info_outline Private Market Investing vs. Public Markets: Where the Real Opportunities Lie show art Private Market Investing vs. Public Markets: Where the Real Opportunities Lie

Money Tree Investing

Mark Flickinger shares his journey from engineering and building small businesses to working in private market investing at BIP Capital, where he helps both entrepreneurs and high-net-worth investors achieve their goals. He explains that private markets have grown as many high-quality companies remain private longer, creating opportunities for alpha that are less available in public markets, especially as IPO thresholds have risen. Flickinger highlights trends in alternatives, noting that while AI attracts attention, compelling private businesses can now be accessed at lower entry costs. We...

info_outline Looks Like the Market is Going on Vacation… Me Too show art Looks Like the Market is Going on Vacation… Me Too

Money Tree Investing

It looks like the market is going on vacation! Well I am too. Today we talk everything from vacation plans to shifting markets. We also cover recent crypto volatility, the resilience of Bitcoin, and concerns over MicroStrategy’s stock dilution strategy, framing dips as potential buying opportunities within broader trends. We chat on quirky social trends in China, like “pretend to work” jobs for unemployed youth, and highlight Ray Dalio’s view that real estate is a poor investment in today’s environment with recent price drops accorss the U.S. Today we discuss... Douglas Heagren | ...

info_outline The Singularity Paradox with Anders Indset show art The Singularity Paradox with Anders Indset

Money Tree Investing

Anders Inset is here to share on this new work The Singularity Paradox. He shares his journey from capitalist and athlete to author and shares the concept of the technological singularity and the associated risks of creating godlike, self-improving machines without fully understanding their implications. He argues for developing “artificially human intelligence” rooted in human biology to preserve humanity in the face of exponential technological growth. The discussion covers the profound transformations such advancements could bring, from curing diseases and achieving abundant energy to...

info_outline Is Private Equity Destroying Your Favorite Consumer Products? show art Is Private Equity Destroying Your Favorite Consumer Products?

Money Tree Investing

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

info_outline
 
More Episodes

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 short-term workforce programs and the future of the Department of Education as it sees deep funding cuts—all pointing to less federal support, more private lending, and a growing need for serious college planning. 

We discuss...

  • Major education reforms packed into the “Big Beautiful Bill,” starting with the new Trump Account—a savings vehicle for minors with a $5,000 annual cap, no deductions, and no early withdrawals.
  • The bill expands 529 plans to cover tutoring, test prep, online learning, homeschool materials, and special education services.
  • A new federal tax credit scholarship program allows individuals and corporations to donate up to $1,700 annually to scholarship organizations, with a 100% tax credit.
  • There’s also $500 million in grants for “American Values” curricula promoting patriotism and national pride.
  • On the college side, new federal loan caps include $100K for master’s degrees, $200K for professional degrees (like law or med school), and a $257,500 lifetime limit—while Grad PLUS loans are eliminated entirely.
  • Repayment options are now limited to a standard plan or a new Repayment Assistance Plan (RAP), ending other income-based programs like SAVE and PAYE.
  • Public Service Loan Forgiveness survives but faces tighter eligibility, and deferment options for hardship have been significantly cut.
  • Workforce Pell Grants are expanded to include short-term training programs (8–15 weeks) for in-demand technical jobs.
  • Wealthy universities face a major increase in endowment taxes—up to 8%—especially impacting Ivy League schools.
  • The Department of Education will see a nearly 20% discretionary funding cut over five years, potentially affecting programs like TRIO that help low-income students access college.
  • With fewer federal dollars and tighter lending, private loans may fill the gap—making proactive college and financial planning more critical than ever.
  • Parents of younger students (7th–10th grade) should start planning early for the PSAT.

Today's Panelists:

 

Follow on Facebook: https://www.facebook.com/moneytreepodcast

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter/X: https://x.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/slash-the-cost-of-college-shaan-patel-732