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Money Tree Investing

Jul 28, 2017

We’re opening up the mailbag with your letters about long term care, social security, choosing a career, and picking investments. Steph asks if Long Term Care Insurance should be part of her financial plan? If so, what is a good

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The post Choosing Investments, Career Choices, Long-Term Care,...


Jul 21, 2017

Is it realistic to retire before you reach age 40? Billy and Akaisha Kaderli did – and they’ve been retired for over 25 years. While Social Security and dividend growth stocks take care of their normal living expenses, they continue

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The post How to Retire Early with Billy and Akaisha Kaderli –...


Jul 14, 2017

We are answering listener letters today: Amanda picked target date funds in her 403B at work. Is it ridiculous to have positions in two different target date funds? Michael has STASH, an app for saving and investing extra money you

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The post Target Date Funds, Fintech Apps, and Buying in an...


Jul 7, 2017

It's the 225th Anniversary of the NYSE. Tim Courtney, Chief Investment Officer at Exencial Wealth Advisors, gives us a snapshot of what trading used to look like before technology was introduced to trading.

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a...