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Money Tree Investing

Mar 29, 2019

FinTech is making an impact in the world if investing.

Dr. Sean Stein Smith joins us to share what he says are the three major trends in accounting and finance:

1. Blockchain and cryptocurrencies
2. RPA: Robotic Process Automation
3. Entrepreneurial Angle


Then our panel gets together to discuss how these trends may...


Mar 22, 2019

Traditional thinking, as described by the industry and promoted by media, is to save in retirement accounts and live off of Social Security in your golden years.

Jack Bosch describes this as “The Pile of Money Theory”: Work until you are age 65, put 10 percent of your income to the side, and by retirement you will...


Mar 15, 2019

Wouldn’t it be great if you could trade for a living? Roger Dowd traded for a living and shares his experiences, and warnings, for people who want to follow this path.

Technology has helped redefine the definition of a trader. Roger Dowd says, “Most people who view themselves as traders, if they are doing it right...


Mar 8, 2019

Kelly Coughlin from EverydayCPA.com helps us understand investing from an owner/operator aspect, plus shares the 3 Stages when starting a successful business.

For more information, visit the show notes at


Mar 1, 2019

When property taxes aren’t paid, tax liens can be levied against the property. The liens are then sold to investors.

If the liens are not paid within a certain amount of time, the investor can push to have foreclosure initiated, thus collecting at least the interest and principal of the original investment.

Our guest,...