How AI will Transform the Future of Trading with John Bartleman
Money Tree Investing
Barbara Friedberg | Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Stock Market Is Broken… K Shaped Economy
Money Tree Investing
The stock market is broken! Today we talk about a broad range of economic, market, and behavioral topics, beginning with the cognitive bias of sunk costs and how it affects personal decisions, investing, and business choices, emphasizing the importance of recognizing losses and cutting them early. We also explore recent market signals, including distress in the credit and auto-loan markets, and the K-shaped economy. We also critique media and policy narratives, pointing to propaganda around climate change and the pivot to nuclear energy. It's important to be aware and prudent in your...
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Secrets To Spending Less On The Cost Of College
Money Tree Investing
Mark Salisbury shares the secrets to spending less on the cost of college! As the founder of TuitionFit, explains how the college pricing and financial aid system is designed to favor schools over families. He describes how emotional marketing, opaque pricing, and complex financial aid forms create confusion and limit families’ leverage. he outlines how students and parents can regain control by defining their price range first, using resources like TuitionFit and net price calculators, and strategically managing assets, timing, and financial disclosures. He also covers how income, savings,...
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Should The S&P 500 Go Higher?
Money Tree Investing
Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Using AI to Transform Long-Term Care with Lily Vittayarukskul
Money Tree Investing
Lily Vittayarukskul shares her remarkable journey from working at NASA in her teens to founding a company that innovates with AI to transform long-term care planning. We explore why long-term care remains one of the most misunderstood and underserved areas in wealth management, despite being one of the biggest retirement risks. We break down how long-term care works, who needs it most, the pros and cons of self-funding versus insurance products, and why many families fail to plan until it’s too late. We discuss... Barbara Friedberg | Douglas Heagren | Follow on...
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The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop
Money Tree Investing
The stock market bubble is going to pop! And we're going to tell you when. In today's episode we discuss that price is the ultimate indicator of market truth. Charts, narratives, and data often distort reality, while price alone reflects what investors truly believe. Don't overcomplicate investing with speculative indicators, fear-based “chart crimes,” and emotional herd behavior, especially in areas like AI stocks that echo the dot-com bubble. Fundamentals and narratives often mislead, while disciplined attention to price direction and risk management yields better results. We...
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Investing Into Space is No Longer Science Fiction
Money Tree Investing
Have you thought about investing into space? Mark Boggett, CEO of Seraphim, shares the investment opportunities in the rapidly expanding space industry. He explains how innovations led by SpaceX dramatically lowered launch costs and increased access to space, catalyzing growth in satellite constellations and data-driven applications for defense, climate, and communications. He emphasizes that near-term investment potential lies in defense and climate-related uses of satellite data, rather than speculative ventures like space travel or asteroid mining. He also highlights the growing importance...
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Record Levels Of Money Market Funds Does Not Mean What You Think
Money Tree Investing
There are record levels of money market funds, but it doesn't mean quite what you think. Today we also explore recent market volatility sparked by Trump’s brief tariff announcement and a sharp crypto sell-off that triggered stop-loss cascades. We also analyze seasonal trends, the rotation from mega-cap tech into value and small-cap stocks, and why most active managers underperformed the S&P 500 this year. We talk the importance of diversification, understanding risk tolerance, and viewing corrections as part of normal market cycles rather than reasons to panic. We discuss... Phil Weiss...
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How to Use Puerto Rico’s Act 60 to Growth Your Wealth
Money Tree Investing
CPA Rachel Farris joins us to talk about how you can benefits from Puerto Rico’s Act 60 tax incentives by becoming bona fide residents of the island. Rachel explains how the program was created to attract capital and talent to Puerto Rico, the rules around residency and post-move appreciation, and the common pitfalls people face when trying to qualify. She also discusses lifestyle differences, cost of living, and more, as the Act requires genuine relocation and compliance with IRS rules to be done correctly. We discuss... Barbara Friedberg | Douglas Heagren | Follow on...
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Earnings Season Investing Secrets
Money Tree Investing
Today we dive into earnings season investing secrets. Learn the investing secrets that will grow your wealth as we dive into market analysis highlighting accounting red flags and potential overvaluation risks. Financial engineering often signals late-cycle behavior recessions, though unpopular, are necessary to clear economic “dead wood.” We also examined current earnings trends in the financial sector, technical market patterns like resistance and support levels in small caps and metals, and the importance of balancing fundamental and technical analysis. We also talk investor...
info_outlineKathleen 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 also addressing issues of safety, infrastructure, and research hurdles in foreign markets.
We discuss...
- Kathleen Peddicord began her career in publishing with Agora but developed lifelong interests in global diversification and real estate investing.
- She prefers real estate over stocks because it offers stability, control, personal use, and both cash flow and appreciation potential.
- International real estate yields vary widely, with Panama highlighted as a safe haven market where she has achieved strong rental returns.
- A major challenge abroad is the lack of MLS systems, requiring investors to do extensive legwork to determine fair property values.
- Ensuring freehold title is essential to avoid risks of losing property to unclear or cooperative land ownership structures.
- Investors should plan their exit strategy before buying and avoid cookie-cutter developments that force competition solely on price.
- Properties with unique features, amenities, or historical value are better positioned to hold and increase resale value.
- Turnkey solutions with property and rental management are crucial for those who don’t live locally.
- Legal systems, language barriers, and cultural differences add complexity compared to U.S. real estate.
- Safety perceptions are relative, and many international markets can feel safer than U.S. cities depending on the context.
- Choosing a country to invest in requires matching personal goals, budget, and lifestyle priorities to the market options.
- Visiting potential markets in person is essential, as spreadsheets and research alone can’t capture whether a location will feel right.
- Success stories, like a couple thriving in Portugal, show the upside of international moves, while failures, like an unhappy relocation to Belize, highlight the importance of fit and flexibility.
- Small surprises—such as homes without hot water—illustrate the cultural adjustments investors must be prepared for.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Phil Weiss | Apprise Wealth Management
- Douglas Heagren | Mergent College Advisors
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For more information, visit the show notes at https://moneytreepodcast.com/living-and-investing-overseas-kathleen-peddicord-744