Money Tree Investing
Get new ideas every week from Money Tree Investing Podcast! Come find out why our smart listeners love us. We find the top minds of investing and personal finance to join us on our show. Our guests and panelists talk about investing and personal finance ideas like how to find great investment ideas, building passive income, investing in real estate, financial independence, alternative investments, personal finance, money management, retirement, and finding new investment trends that are not yet mainstream.
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Hard Assets and Smart Debt with Ben Reinberg
02/06/2026
Hard Assets and Smart Debt with Ben Reinberg
Commercial real estate veteran Ben Reinberg shares how he uses hard assets and smart debt to strengthen his investing portfolio. He shares his journey from starting in his early 20s to building a national hard-asset portfolio across industrial, office, retail, multifamily, and medical real estate. We talk the importance of the “ability to hold” assets through cycles by avoiding over-leverage, maintaining reserves, and structuring smart debt. Ben outlines where commercial real estate sits in the current cycle, highlighting looming debt maturities, distressed opportunities, and the potential for attractive buying conditions over the next few years. We discuss... Ben Reinberg explains how he built wealth starting in his early 20s by focusing on hard assets, particularly commercial real estate, as a long-term strategy for cash flow and financial control. He emphasizes the importance of becoming a true expert in a specific asset class rather than spreading focus too broadly. He shares lessons from his first industrial deal, including managing tenant loss, repositioning assets, and creating value through active ownership. A central theme was the “ability to hold,” meaning structuring investments to survive any market cycle without being forced to sell. He stressed using smart debt, avoiding over-leverage (generally keeping loan-to-value around 65%), and maintaining ample reserves. The discussion highlighted why medical office real estate is recession- and pandemic-resilient, with high tenant renewal rates and stable cash flow. Reinberg explained how inflation, tariffs, and rising costs affect tenants and property operations across different real estate sectors. The episode explored how real estate acts as an inflation hedge through rent growth, escalators, and long-term asset appreciation. They discussed the current commercial real estate downturn, driven by higher rates, falling values, and large amounts of debt coming due. Reinberg argued that the next few years may present some of the best commercial real estate buying opportunities in decades. He warned investors to be cautious, underwrite deals conservatively, and focus on tenant quality and market fundamentals. We have an optimistic outlook for 2026–2028, expecting lower rates, increased liquidity, more transactions, and improving economic stability. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Silver CRASHED... What Happened & What's Next
02/04/2026
Silver CRASHED... What Happened & What's Next
Silver crashed! Today we focus on a historic bout of volatility in precious metals following months of extreme, unhealthy gains. We figure out if the selloff was driven by the announcement of a new Fed chair or severe technical overextension, crowded positioning that triggered profit-taking, shorting, and forced de-risking. We also talked the implications of a potentially growth-leaning but inflation-conscious Fed, ongoing structural risks like debt, deficits, and sticky inflation, and why monetary policy alone can’t solve them. We reviewed the January market performance, and noticed strength in energy, materials, commodities, and international equities versus lagging tech and software. Markets are rotating regimes, not ending trends, and investors should focus on risk management, diversification, and long-term planning rather than reacting emotionally to short-term chaos. We discuss... Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Growing Global Debt and the Future of the Global Economy with Jean-Baptiste Wautier
01/30/2026
Growing Global Debt and the Future of the Global Economy with Jean-Baptiste Wautier
Jean-Baptiste Wautier is here to talk growing global debt and the impact on the economy. He draws on decades of private-equity and macro experience to discuss accelerating global change, arguing that rising debt, AI, and political polarization are reshaping the economic and geopolitical order. We discuss Europe’s recent market strength, China as an unavoidable, though risky, investment given its scale and AI ambitions, and gold and crypto as hedges rather than true currency alternatives. He also warms that global debt dynamics will force restructuring in places like Japan and parts of Europe, and concludes that AI is likely transformative but slower and more socially disruptive than markets assume, ultimately requiring a rethink of productivity, employment, and even how economic progress is measured. We discuss... Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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How To Profit In The Run It Hot Economy
01/28/2026
How To Profit In The Run It Hot Economy
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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College Without Crushing Debt with Shellee Howard
01/23/2026
College Without Crushing Debt with Shellee Howard
Shellee Howard is on the show today to talk how to do college without crushign debt for your kids. She shares how her journey as a “mom on a mission” led her to help families navigate the college process strategically, emphasizing early preparation, self-discovery, and return on investment rather than prestige alone. She explains why overcrowded school counselors fall short, how students should clarify their values, talents, and career goals before choosing colleges, and why college should be viewed as a business decision and a stepping stone to adulthood, and not a status symbol. With the right planning, families can avoid debt, maximize scholarships, and choose schools that truly align with a student’s future goals. We discuss... Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Best Ways to Invest in the Run It Hot Economy
01/21/2026
The Best Ways to Invest in the Run It Hot Economy
We're in the middle of a run it hot economy. Today our discussion ranged from geopolitics into markets, including precious metals. Silver’s recent surge is best understood as a reversion toward historical gold–silver ratios rather than a knowable fundamental catalyst. Silver’s parabolic move looks unstable compared to gold’s healthier, slower uptrend. But no one can truly know why prices move, so investors should be clear about why they own precious metals since that purpose should drive allocation size and risk tolerance. We also talk macro conditions, the U.S. may be pursuing an “inflationary boom” or “run it hot” strategy to offset high debt and valuations, which would favor real assets like commodities, gold, and real estate over long-duration bonds. It's important to manage fear, avoid extreme predictions, stay diversified, and pay close attention to structure, incentives, taxes, and shifting global leadership rather than relying on narratives or past performance. We discuss... Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Secret Franchising Profits For Investors
01/16/2026
Secret Franchising Profits For Investors
Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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2026 Predictions... This is What Will Outperform in 2026
01/14/2026
2026 Predictions... This is What Will Outperform in 2026
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Investing in Bitcoin in 2026
01/09/2026
Investing in Bitcoin in 2026
Arrash Yasavoli discusses how you should jump on investing in bitoin in 2026! Arrash's path from data engineering at LinkedIn into quantitative trading, crypto, and building Glitch, a SaaS platform that gives broader access to advanced trading strategies gives a unique perspective into possible 2026 investing plans. We also talk Bitcoin’s role as a potential store of value, the divergence between Bitcoin and altcoins, the growing importance of real utility and valuation in crypto projects, the rise of ETFs and stablecoins as bridges to mainstream adoption, and more. We discuss... Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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2025 Wrap Up... Year End Surprises
01/07/2026
2025 Wrap Up... Year End Surprises
There are a lot of year end surprises in store with the 2025 wrap up. The year has come to an end and we are here to discuss everything from year-end reflections and personal anecdotes to a broad market outlook. We focused on the recent surge and volatility in precious metals, especially silver, explaining how futures-market leverage and exchange rule changes (like margin requirement hikes) are used to cool speculative excess, why parabolic price moves are unhealthy, and why investors should be cautious in the near term even if long-term fundamentals remain bullish. We also talked government fraud, rising debt costs, aging demographics, deglobalization, and higher-for-longer rates, arguing that bad asset allocation now carries real risk and diversification with assets like precious metals still matter. We discuss... We challenge simplistic economic cause-and-effect narratives, arguing that inflation, tariffs, and monetary policy outcomes are highly contextual and often misrepresented by official government data. Past periods of QE and low inflation were cited to illustrate how money printing can offset deflation rather than automatically cause inflation, reinforcing skepticism toward consensus forecasts. Large-scale government fraud is pervasive, rarely punished, and structurally embedded, with the prediction that no high-level figures will face consequences in ongoing public scandals. Precious metals, particularly silver, were a major focus due to extreme recent price volatility, including sharp multi-day gains and losses while most investors were disengaged over the holidays. The mechanics of futures markets were explained in detail, emphasizing how leverage works, why margin requirements matter, and how exchanges can legally change rules to stabilize markets. Recent increases in margin requirements for silver, gold, platinum, and palladium were highlighted as a deliberate attempt by exchanges to flush out speculative leverage and cool “animal spirits.” Governments and exchanges can escalate interventions dramatically if needed, including forcing cash settlement or changing delivery rules, which would materially alter market dynamics. Banks’ growing discomfort with holding U.S. Treasuries and their shift toward gold are a quiet but significant signal about long-term confidence in fiat systems. The contrast between gold (central-bank owned) and silver (primarily investor and industrial owned) explains differing market behaviors and intervention risks. The hosts argued that the era of “cheap mistakes” is over, meaning poor allocation decisions now result in permanent capital loss, not just missed opportunity. AI enthusiasm should be thought of skeptically as large language models are becoming commoditized quickly, lack durable moats, and resemble past tech bubbles. Be cautious, diversify, be skeptical of narratives, have respect for market structure, and prepare for a year where volatility exposes complacency. Today's Panelists: Kirk Chisholm | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Why AI Hype and Clickbait Are Failing Serious Business Owners with Elliot Holland
12/31/2025
Why AI Hype and Clickbait Are Failing Serious Business Owners with Elliot Holland
Elliot Holland joins us to explore the realities of building and sustaining a high-quality, trust-driven professional business in an era dominated by AI hype, declining marketing efficiency, and algorithmic noise. We discuss skepticism around AI’s real-world impact especially in high-stakes financial decisions. We also talk marketing and content strategy, why sensationalism and clickbait may win algorithms but will always repel discerning clients. We also unpack our frustrations with modern marketing platforms like Google, Facebook, and HubSpot as they grow increasingly expensive and benefit from opacity while delivering lower-quality data. The most important thing is authentic conversations, patience, and thoughtful content aimed at a small, qualified audience that can outperform viral reach. We discuss... Sustaining a professional services business increasingly depends on trust, judgment, and human relationships rather than scale, speed, or technological hype. There's septicism that AI will meaningfully disrupt high-stakes, people-to-people work, arguing it is largely rebranded machine learning with limited real-world adoption so far. Discerning clients value nuance, experience, and improvisational thinking that cannot be captured in static data sets or automated workflows. AI is a productivity aid for summaries and surface-level tasks, but not a substitute for deep expertise, critical thinking, or accountability. YouTube and podcasts are trust-building tools rather than growth hacks, with success measured by client conversion quality instead of view counts. Algorithms reward “nonsense about nonsense,” making platforms misaligned with professionals selling high-trust, high-ticket services. Marketing metrics such as views, impressions, and engagement were described as misleading compared to tracking clicks, conversations, and actual revenue outcomes. Google, Facebook, and HubSpot are operating as “confuse-opolies,” benefiting from complexity, opacity, and user lock-in rather than clear results. The rising difficulty of marketing has forced business owners to either deeply understand marketing themselves or risk wasting capital on underqualified vendors. Elliott explained restructuring his marketing around specialized vendors, strict performance accountability, and personal ownership of customer persona definition. Long-form, unscripted conversations often deliver more value than polished, optimized content designed for algorithms. Future marketing success will favor authenticity, clarity, and long-term relationship-building over funnels, gimmicks, and viral reach. Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Year End Tax Loss Selling Secrets You Must Know
12/31/2025
Year End Tax Loss Selling Secrets You Must Know
Today we're sharing the tax loss selling secrets you need to know before 2026! We also talk understanding personal strengths and psychological limits in investing. It's good to avoid shiny-object strategies like day trading and prioritize risk management through diversification. We explore how market structure, valuations, and historical data suggest future returns may be lower and more volatile, making stress-testing portfolios and aligning risk with temperament essential. Remember long-term success comes from discipline, education, adaptability, and thoughtful strategy rather than chasing returns in overheated markets. We discuss... Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Collaborative Leadership in an AI-Driven World
12/26/2025
Collaborative Leadership in an AI-Driven World
Sallyann Della Casa, CEO Dubai-based “community as a service” GLEAC, joins us to share her personal journey and how collaborative leadership will thrive in our AI-drive future. She explains how access to networks, proximity to experience, and “quiet capital” are often more powerful than credentials alone in shaping opportunity, leadership, and career outcomes. We explore inequality driven by access rather than ability, leadership and gender mental models, and examines why modern society struggles to produce widely respected leaders. We also education and AI, arguing that traditional schooling is outdated, overly focused on memorization, and ill-suited for a world where AI can outperform humans on hard skills, while human skill can thrive in areas AI can't. AI will reshape leadership, investing, and management and future leaders will succeed by combining learning agility, deep expertise, strong networks, and the ability to co-lead alongside AI. We discuss... Sally Ann Della Casa shares her personal story to illustrate how proximity, networks, and early access often determine life outcomes more than raw talent. The concept of “quiet capital” is a mix of social trust, reputation, networks, and deep domain knowledge that drives real-world success. The discussion examined inequality as a function of access and networks rather than intelligence or effort. Leadership was debated through the lens of mental models, including gender expectations, risk tolerance, and the loneliness of decision-making. Modern society struggles to identify and develop respected leaders across business, politics, and culture. Education systems are outdated, overly focused on memorization, and misaligned with how people actually learn and collaborate. AI was framed as a forcing function that will finally push education to prioritize human skills like judgment, creativity, curiosity, and critical thinking. The risks and benefits of AI are discussed, emphasizing that AI reflects human biases and represents the “gray average,” not top-tier insight. The importance of context, storytelling, and lived experience are highlighted as something AI cannot replace. Leadership in the future is more agile, less hierarchical, and increasingly collaborative with AI tools and agents. Today's Panelists: Kirk Chisholm | Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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CAUTION… Santa Clause Rally Ahead
12/24/2025
CAUTION… Santa Clause Rally Ahead
Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Why Stocks and Gold Are Soaring in a World Full of Risk with George Economou
12/19/2025
Why Stocks and Gold Are Soaring in a World Full of Risk with George Economou
Economist George Economou joins us today to share why stocks and gold are soaring in the modern global market. He talks about his global outlook on markets amid rising economic and geopolitical uncertainty, AI-driven growth narratives, stock buybacks, and deep investor anxiety fueled by a multipolar world. We also chat on trade tensions, and escalating conflicts across the globe. He explained how falling interest rates continue to prop up U.S. and European stocks despite stretched valuations, why gold is surging as central banks and investors hedge geopolitical risk, and why tariffs are unlikely to succeed economically over the long run. We discuss... 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 Federal Reserved Tipped It’s Hand For a Bull Market In…
12/17/2025
The Federal Reserved Tipped It’s Hand For a Bull Market In…
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Reinventing Taxes to Make Them Work for You with John Thompson
12/12/2025
Reinventing Taxes to Make Them Work for You with John Thompson
Barbara Friedberg | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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This December Secret Could Be Your Best Trade of the Year
12/10/2025
This December Secret Could Be Your Best Trade of the Year
This could be your best trade of the year! Join us as we share December secrets for your portfolio. We also talk about the shifting narratives around climate change, deregulation, and rising energy demand driven by AI. We also explore expectations for low energy prices through the election cycle, concerns about an AI-driven bubble, the continued K-shaped economy, and tactical investing insights such as exploiting year-end tax-loss selling, watching beaten-down sectors, monitoring insider buying, and recognizing mutual-fund distribution dips. We discuss... Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Options Strategies for Modern Investors with Lawrence Kriesmer
12/05/2025
Options Strategies for Modern Investors with Lawrence Kriesmer
Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Breaking News… HUGE Opportunities in Latin America, Silver and Biotechnology
12/03/2025
Breaking News… HUGE Opportunities in Latin America, Silver and Biotechnology
There are financial opportunities in Latin America, silver and more and today we are going to share them with you! We also talk holiday shopping trends and the struggles of retailers in our current economy. We also dive into “confuse-opoly” industries like furniture, mattresses, and healthcare where pricing is intentionally opaque, share personal experiences with overpriced goods, and discuss how margins, supply, and consumer behavior shape retail dynamics. Today we discuss... Barbara Friedberg | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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The Bull Market In Cash Is Coming...
11/28/2025
The Bull Market In Cash Is Coming...
A bull market in cash is coming! Gary Zimmerman, founder and CEO of Max, explains how he discovered major inefficiencies in the cash-deposit market and built a platform that helps clients earn higher yields while staying fully FDIC-insured. We explore how broker-dealer incentives shaped the “always be invested” mindset, why RIAs take a more fiduciary approach to cash, and how most advisors dramatically underestimate how much cash clients actually hold in outside bank accounts. We also dive into the strategic role of cash in portfolios, the psychology and behavioral finance behind loss aversion, and why many investors keep cash in low-yield big banks despite far better options. We discuss... Diana Perkins | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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More Shocking Signs... The Economy Is Breaking
11/26/2025
More Shocking Signs... The Economy Is Breaking
The economy is breaking, and today we discuss the signs. We explore the challenges of navigating today’s markets, highlighting the volatility and skepticism around AI-driven companies, overinflated stock valuations, and earnings season dynamics where “beating expectations” often masks underlying realities. It's important to be cautious investors over high P/E ratios, unsustainable growth, and market timing. You need to focus on risk management over speculation. Critical thinking is also imperative while evaluating data and it's important to question assumptions and focus on market behavior rather than blindly trusting reported numbers. We discuss... Volatility in November and the flat performance in October, with a mixed outlook for the remaining six weeks of the year. Historical trends in presidential cycles, noting that the second year is statistically the worst for stock market performance, while years one, three, and four tend to perform better. The impact of earnings season on markets and how companies often beat expectations by managing guidance strategically, which can mislead retail investors. The market’s reaction to AI-related companies, the skepticism around reported growth, revenue, and inter-company financing “shenanigans.” Historical parallels to the late 1990s internet bubble, where vendor financing inflated revenues before companies ultimately collapsed. The difficulty of individual stock investing, noting that growth rates slow as companies mature and valuations often contract over time. The risk of focusing on long-term predictions without timing, being “right too early” can result in significant opportunity costs and losses. Michael Burry’s recent hedge fund moves, his short positions on AI-related stocks like Nvidia and the implications for investors skeptical of inflated earnings. Timing is critical in investing, caution with high-growth sectors and risk management rather than speculative bets are needs. Investors should not blindly trust government or corporate data, but instead focus on market behavior and price trends to assess reality. There's importance in distinguishing between what is factually true and what the market believes. Apply critical thinking, question assumptions, and focus on present market realities rather than speculative long-term projections. Today's Panelists: Kirk Chisholm | Phil Weiss | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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How AI will Transform the Future of Trading with John Bartleman
11/21/2025
How AI will Transform the Future of Trading with John Bartleman
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
11/19/2025
The Stock Market Is Broken… K Shaped Economy
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 observations in uncertain times. We also remark on the rising cost of living, currency devaluation (the end of the penny), and market performance trends. We discuss... Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Secrets To Spending Less On The Cost Of College
11/14/2025
Secrets To Spending Less On The Cost Of College
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, and family structure affect aid, and more! We discuss... Mark Salisbury explains how the college pricing system is intentionally vague, designed to benefit schools rather than families. This conversation exposes how the financial aid process operates like a hidden marketplace where families unknowingly pay vastly different prices for the same education. Mark explains the difference between a school’s sticker price, discount rate, and net price, emphasizing that the last is what truly matters. He details how the FAFSA and CSS Profile collect information that can be used by colleges to assess a family’s financial “willingness to pay.” Timing and disclosure of assets can dramatically impact how much financial aid a family receives. Families with business ownership structures may have advantages in how assets and income are reported. Fnancial aid formulas often penalize savings while rewarding debt. Salisbury argues that families should start with their budget first, then find schools that fit within that price range—rather than applying and hoping for aid. Tools like TuitionFit help families compare real financial aid offers and discover the true market price for college. He advises against oversharing financial information before admission decisions are made to preserve negotiation leverage. Negotiating college costs is compared to buying a car—where informed consumers who know their target price get better deals. Transparency and data sharing among families are key to fixing the broken college pricing system. Mark calls for systemic reform to make higher education pricing fairer, more transparent, and tied to real market value. Today's Panelists: Kirk Chisholm | Douglas Heagren | Diana Perkins | Jack Wang | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Should The S&P 500 Go Higher?
11/12/2025
Should The S&P 500 Go Higher?
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Using AI to Transform Long-Term Care with Lily Vittayarukskul
11/07/2025
Using AI to Transform Long-Term Care with Lily Vittayarukskul
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 Facebook: Follow LinkedIn: Follow on Twitter: For more information, visit the show notes at
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The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop
11/05/2025
The Stock Market Bubble Is Getting Bigger... This Is When It Will Pop
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 discuss... Price is the purest and most reliable truth in markets, capturing the collective judgment of all participants and filtering out misleading narratives. Investors often get trapped by "chart crimes," forcing technical patterns or trends that confirm what they want to see rather than what the market is actually showing. Investors often believe that deeper analysis means better insight, but in truth, simplicity and clarity around price direction outperform complex models. There are strong parallels between the current AI investment boom and the late-1990s dot-com bubble. Euphoric narratives around transformative technologies tend to overinflate valuations before reality catches up. AI enthusiasm is driving herd behavior, where investors fear missing out on perceived “once-in-a-lifetime” gains, leading to speculative excess and distorted valuations. Most investors misjudge risk, confusing volatility with opportunity, and failing to respect the message that price declines are often early warnings of deeper structural problems. There are under-appreciated risks building in private markets, especially private credit and private equity, which have grown rapidly outside the scope of traditional regulation. Private credit lacks transparency, liquidity, and oversight, creating potential systemic vulnerabilities if credit conditions tighten or defaults rise. In contrast, regulated banks, though unpopular, are more transparent and stress-tested, making them safer in relative terms despite their public scrutiny. Investors chasing yield in private markets are ignoring the lessons of past crises, mistaking the illusion of stability for real safety. Liquidity is an often-overlooked advantage, allowing investors to act decisively when market conditions change instead of being trapped in illiquid positions. Stay grounded in simplicity, price truth, and discipline, avoid the noise of narratives, the allure of complexity, and the comfort of consensus thinking. Today's Panelists: Kirk Chisholm | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Investing Into Space is No Longer Science Fiction
10/31/2025
Investing Into Space is No Longer Science Fiction
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 of sustainability, debris management, and more. We discuss... Mark Boggett is a career technology investor who founded Seraphim Space, the world’s first space-focused investment fund. Seraphim Space operates a global accelerator, a private venture fund, and a publicly listed growth fund on the London Stock Exchange. Boggett shifted focus to space investing after recognizing how technologies like AI, telecommunications, and 3D printing were transforming the sector. SpaceX revolutionized space access by reducing launch costs from $86,000 to $1,000 per kilogram and dramatically increasing launch frequency. Smaller, cheaper satellites now enable massive constellations that provide real-time Earth observation and global connectivity. Investment opportunities in space fall into three categories: upstream (launch and satellites), downstream (data and applications), and in-space (future lunar and interplanetary activities). The most investable areas today are defense and climate-related satellite data applications rather than speculative space travel or mining. The falling cost of launch is paving the way for large-scale space infrastructure, including future data centers powered by solar energy. Space debris is an emerging challenge, driving new industries focused on monitoring, avoiding, and removing defunct satellites. Regulatory changes now require satellite operators to deorbit defunct satellites within five years, accelerating growth in orbital cleanup services. Defense is a major driver of demand for satellite technology in intelligence, communications, navigation, and asset protection. The “in-space” category includes lunar landers, space stations, and eventual habitation or mining ventures, though these remain long-term prospects. NASA’s new funding model relies on private companies like Axiom Space and Voyager to build commercial space stations. Boggett concludes that while long-term prospects like lunar mining are exciting, the current trillion-dollar opportunity lies in satellites, data, and communication serving Earth-based customers. Today's Panelists: Kirk Chisholm | Phil Weiss | Douglas Heagren | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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Record Levels Of Money Market Funds Does Not Mean What You Think
10/29/2025
Record Levels Of Money Market Funds Does Not Mean What You Think
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 | Follow on Facebook: Follow LinkedIn: Follow on Twitter/X: For more information, visit the show notes at
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