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Money Tree Investing

Mar 27, 2015

In this episode we take a look at how you can use annuities to save for retirement.  Annuities always seem to be a good place to find controversy so we thought it would be good to break down exactly what

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The post MTI030: Annuities for Retirement appeared first on Money Tree...


Mar 20, 2015

Sure, we all know that we need to plan for retirement. In fact, we spend a great deal of time building up the right retirement portfolio. What many of us overlook is what we will do with our investments after

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The post MTI029: Create a Retirement Spending Plan with Roger Whitney appeared first on


Mar 13, 2015

Today we officially introduce our fourth panelist to round out the group, Andrea Travilian. We talk about her background and how she uses buckets, index funds, bonds, individual stocks, and even options strategies. Andrea shares the importance of evaluating management

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The post MTI028: Evaluate...


Mar 6, 2015

Engelo Rumora has an incredible story. He dropped out of school at 14 to pursue his dream of professional soccer. Fast forward past career-ending injuries and Engelo created his own education, focused on real estate and went on the attack.

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The post MTI027: Real Estate, Hustle, and Successful...