loader from loading.io

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

Money Tree Investing

Release Date: 07/30/2025

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...

info_outline
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  

info_outline
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...

info_outline
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,...

info_outline
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...

info_outline
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...

info_outline
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...

info_outline
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...

info_outline
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...

info_outline
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...

info_outline
 
More Episodes

It's a Crypto Bonanza today we we discuss the new Clarity Act and how it impacts digital currencies. We also chat about the emotional and financial rollercoaster of buying a home in today’s market, as Kirk shares about falling in love with a house—only to walk away after discovering many issues the sellers failed to disclose. We talk about how the cost to buy is now far above the cost to rent in many areasb and how sellers are increasingly unwilling to drop prices—even as supply builds and interest rates stay high. We also dig into how real estate, while deeply emotional, ultimately comes down to math, and why renting may still make more sense... 

Wee discuss... 

  • The cost to buy a home is currently much higher than the cost to rent, especially in higher-priced markets.
  • Emotional attachment often causes sellers to keep unrealistic home prices despite market shifts.
  • Many markets are seeing a growing supply of homes and longer times on market, leading to price pressures.
  • Real estate equity is a major source of wealth but is difficult to access without selling or borrowing.
  • Sellers tend to suppress or avoid disclosing problems to preserve home value, increasing risk for buyers.
  • Inflation-adjusted home prices show 2025 prices are very high, but official inflation numbers may understate true inflation.
  • Buying a home is often an emotional and personal decision rather than a purely financial investment.
  • Renting can be mathematically cheaper, but many still desire homeownership for personal reasons. 
  • The Clarity Act aims to define regulatory authority over digital assets between the CFTC and SEC, though it hasn’t passed yet.
  • Regulation is viewed positively if it prevents fraud without overly restricting innovation in crypto.
  • The banking sector may resist crypto innovation due to potential threats to their traditional business models.
  • Concerns were expressed about government overreach via CBDCs that could control or monitor personal spending.
  • Despite risks, the government already has many tools to combat financial crime without needing intrusive surveillance.
  • Bitcoin and Ethereum prices have risen recently, prompting some profit-taking but maintaining belief in long-term value.
  • MicroStrategy pivoted to Bitcoin investment after years of flat or breakeven performance, using debt and financial engineering to buy more Bitcoin.
  • The history of MicroStrategy’s CEO includes a past SEC investigation and company struggles before embracing Bitcoin.
  • The line between genius and stupidity can sometimes be just dumb luck.
  • MicroStrategy’s strategy resembles a Ponzi scheme by relying on new money to pay returns and leveraging debt to buy Bitcoin.
  • If Bitcoin crashes, the company faces margin calls and financial stress due to heavy debt.

 

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners

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/crypto-bonanza-733