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Money Tree Investing

English, Finance, 1 season, 620 episodes, 1 day, 13 hours, 59 minutes
About
The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives. If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
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Consumer Sentiment Leads The Way. So Where IS The Problem…

Today’s markets have been quite uneventful, but consumer sentiment leads the way! Consumer confidence is down, potentially influenced by upcoming election concerns and negative economic rhetoric. The breadth of stocks above their 50-day moving averages is low, indicating a bearish tone, despite strong performance in the tech sector, particularly semiconductors, driven largely by Nvidia. This uneven performance highlights the importance of staying agile and adaptable in investment strategies, as the economic environment is constantly shifting.  Today we discuss... How the markets have been quite boring due to a lack of significant movement. The Dow Jones Industrial Average has been almost flat. Only twelve stocks in the entire S&P 500 have hit new 52-week highs recently. There are concerns about the economy and potential election results influencing market sentiment. Real estate prices continue to rise despite affordability issues. Growth stocks, particularly in the tech sector, are outperforming value stocks. The US stock market is outperforming the rest of the world. Modern Dow Theory suggests semiconductors are the new transports, indicating their importance in the current market. Many indicators suggest caution is warranted in the current market environment. Technology and AI, particularly companies like Nvidia, are driving market performance. Inflation has significantly increased the cost of living, requiring much higher incomes to maintain the same standard of living as in the past. For more information, visit the show notes at https://moneytreepodcast.com/consumer-sentiment-leads-the-way-617   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
6/19/202449 minutes, 30 seconds
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Michael Edesess Exposes the Conspiracies in Common Financial Practices

Do you think there are conspiracies in common financial practices? I do. Michael Edesess thinks so too. He thinks there may be some conspiracies with pensions as well. He explains why strategies like rebalancing, diversification, mean variance optimization, and tax loss harvesting might not be as beneficial as they seem. Michael sheds light on how institutions like Ivy League endowments and public pension funds waste billions on active management that underperforms simple market indices, driven by the industry's profit motives rather than investors' best interests.  Today we discuss... Michael's unexpected entry into the finance world, influenced by a classmate's suggestion to explore a brokerage firm using mathematics. Why the finance industry and its practices, such as rebalancing and tax loss harvesting, fundamentally flawed. Michael's perspective on rebalancing, challenging the belief that it improves investment returns, and why he believes this advice is often misguided. The misconception of diversification in mutual funds and clarify the real benefits of diversification according to Harry Markowitz's theory. Modern portfolio theory (MPT) and Michael's critique of its practical application, especially concerning mean variance optimization. Why tax loss harvesting is not as beneficial as commonly perceived and the costs associated with it. Robo advisors, their cost efficiency, and why Michael believes they still don't offer significant value over simple index funds. The inefficiency and high costs of investment management for Ivy League endowment funds and public pension funds, labeling the industry as a conspiracy of inefficiency.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/conspiracies-in-common-financial-practices-michael-edesess-616
6/14/20241 hour, 5 minutes, 20 seconds
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Stonks Are Back… And So is Inflation

Mr. Roaring Kitty and stonks are back! Today we have a discussion about GameStop's recent stock movements and the role of individual investors in market volatility. We also talk about asset allocation, the current disparity between large-cap and small-cap stocks, and the potential implications of rising interest rates.  Today we discuss... Mr. Roaring Kitty's return and his influence on GameStop's stock. The importance of mindset in success, regardless of external circumstances. Challenges to the statement that wealthy people succeed due to access to opportunities. GameStop's stock, its volatility, and market speculation. Structured products as potentially misleading investments influenced by institutional interests. The difference in performance between large and small-cap stocks, influenced by inflation and interest rates. Business development companies' reliance on floating rates and potential risks from rising interest rates. The complexity of understanding business development companies and their investment potential.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stonks-are-back-615 
6/12/202450 minutes, 9 seconds
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Can Bitcoin Reshape the Economy? Jeff Booth's Solution to Deflation

Do you think that Bitcoin can reshape the economy for a better future? Today Jeff Booth is here to discuss the future here sees for the economy and Bitcoin's role in it. Jeff believes that inflation, caused by governments manipulating money supply, is unsustainable. He sees Bitcoin as a decentralized solution. Despite challenges, he's optimistic about Bitcoin's potential to reshape the global economy. Today we discuss... The idea that the natural state of a free market is deflation, where prices fall as technology advances. He argues that inflation, caused by governments manipulating money supply, is unsustainable and leads to a control system rather than a free market. How Bitcoin is seen as a decentralized solution to this problem, providing a pathway to a more abundant future. Jeff highlights the importance of understanding deflation and its impact on the economy, especially in comparison to inflation. While Bitcoin adoption is growing, there are still hurdles to overcome in making it easier for people to use. How other cryptocurrencies as scams - Bitcoin stands out as the only decentralized and secure protocol. For more information, visit the show notes at https://moneytreepodcast.com/can-bitcoin-reshape-the-economy-jeff-booth-614 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
6/7/20241 hour, 16 minutes, 14 seconds
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Trend Confirmed... Nuclear Energy Is Coming To A Neighborhood Near You

Nuclear energy is coming sooner than you think! Today we discuss the sudden shift in media coverage around energy, where negative talk about nuclear power has vanished, and the hype around wind, solar, and other green technologies has faded.  Recently, the White House announced support for large-scale nuclear reactors, emphasizing their necessity for climate goals, marking a significant policy shift. This change in media and government stance indicates a growing recognition of nuclear energy's practicality as a crucial component of our clean energy future.  Today we discuss... The cessation of negative discourse around nuclear energy and the halt in positive rhetoric about alternative technologies like wind and solar. Curiosity about the uniformity of media narratives and the concept of the persuasion bubble. The need to analyze media narratives critically and avoid being swayed by sensationalism. Recent governmental support for large-scale nuclear reactor development. Challenges in energy infrastructure hindering the adoption of alternative energies. Reflections on market valuation trends and the importance of caution in investing. Observations on Nvidia's growth and historical parallels with tech giants' valuations. Significance of positive developments in various sectors, despite political complexities. For more information, visit the show notes at https://moneytreepodcast.com/nuclear-energy-is-coming-613 Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
6/5/202443 minutes, 43 seconds
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Thinking Outside the Box with Alternative Data

Oliver gives us the scoop on Truflation, the solution to finding alternative data on all the economic data. Forget CPI and PCE—Truflation offers a fresh perspective, scooping up real-time data from various sources. Oliver dives into why traditional metrics miss the mark, explaining how Truflation tackles these issues using multiple data sources. Oliver urges us to think beyond the usual metrics and consider real-world factors shaping our economic outlook. Today we discuss... How Truflation offers an alternative view of inflation compared to traditional metrics like CPI and PCE. How Truflation tracks over 14 million items daily from 40 different data sources. Traditional metrics like CPI use outdated methods and surveys. Why customers adapt their spending, often switching to cheaper products. Market reactions often depend on government-reported numbers like CPI and PCE. Historical data revisions by government agencies can cause market instability. Housing costs are weighted differently by Truflation compared to CPI. Major companies like Unilever and General Mills adjusting prices due to consumer pushback. Global trends show a downward trajectory in inflation, but with variations. Concerns include high household debt and potential stagflation. How monitoring consumer expenditure, household debt, and delinquency rates is crucial.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
5/31/20241 hour, 10 minutes, 12 seconds
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Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs

Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can party today. Also in the news... US tax trends can get tricky! No matter where you fall on the political spectrum, I think we can all agree, no one wants to pay higher taxes. Today we also discuss the nature of markets. Managing risk is crucial, especially during downturns. Success in investing requires understanding your emotions and personal risk tolerance. Today we discuss... Markets fluctuate: they rise about 70% of the time, fall 30%, and rarely move sideways. Understanding market risk is crucial for managing investments during downturns. Investors' risk tolerance shifts with market conditions. Emotional responses to market movements often lead to poor decision-making. Studies suggest that individuals who don't frequently check their investments tend to perform better. Various factors, including government policies, influence market dynamics. Government decisions on CBDCs may impact currency stability and investment strategies. Concerns about hyperinflation should be tempered by an understanding of historical inflation trends. Calls for higher taxes on the rich may not yield desired outcomes and could lead to unintended consequences. Aligning policy with human nature can lead to more effective outcomes in economic governance. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/29/202448 minutes, 4 seconds
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Unbiased Annuity Truths and Guidance with The Annuity Man

Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, giving it to you straight. We've had him on before, and it's always a good time. With a background in major finance firms, he ditched Wall Street to focus on annuity truths. His motto? Annuities are about what they'll actually do, not what they might. Stan's here to clear up the misconceptions and help you make informed decisions for your financial future.  Today we discuss... The importance of focusing on what annuities will actually do, not speculative promises Understanding annuities as contracts and making decisions based on contractual guarantees Warnings against buying annuities for growth and Stan's advice to ask hard questions and seek clarity on contractual terms The explanation of different types of annuities, stressing the importance of choosing the right one for individual needs. The misconceptions about annuities as tax-free income sources or vehicles for infinite banking strategies The role of annuities in retirement accounts, emphasizing the need to focus on contractual guarantees rather than seeking double tax deferral   Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/annuity-truths-stan-the-annuity-man-610
5/24/20241 hour, 15 minutes, 12 seconds
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The Meme Stock Craze Killed Jim Simons

Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depletion of post-pandemic savings, and financial strains from higher costs of essentials amid high interest rates. And did you know there was also brief resurgence of meme stocks like GameStop and AMC?  Join us as we discuss... Jim Simons' investment success using mathematical models. "The Man Who Solved the Market" book by Greg Zuckerman. The Renaissance Technologies and its significant returns. The impact of wealth and charitable giving. Examination of tax strategies and the concept of presidential libraries. Debate on credit card debt and utilization rates. Discussion on the rising cost of living and inflation. Mention of the recent surge and drop in meme stocks like GameStop. Commentary on the Federal Reserve's role in managing financial crises. For more information, visit the show notes at https://moneytreepodcast.com/the-meme-stock-craze-609 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/22/202447 minutes, 24 seconds
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Cultivating Good Financial Habits for Entrepreneurs

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.   Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss: Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608
5/17/202447 minutes, 9 seconds
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Questioning The Basic Narratives of Investing

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politics and investing. Today we discuss... Politics and its perceived distance from everyday life sparks disengagement due to a lack of perceived impact. How legislative Bills often have hidden agendas. Investing requires staying informed and questioning mainstream narratives. The Fiduciary Rule, while seeming beneficial on the surface, raises complexities and implications for financial advisors and investors. Analyzing trends in commodity markets like gold and natural gas is crucial for investment strategies. Large nonprofits' operations and tax reforms are topics for consideration to enhance societal contributions. Emphasizing skepticism and critical analysis is essential for evaluating narratives and making informed decisions. Market trends, including rising interest rates, affect commodities like gold. Centralization versus decentralization trends affect various sectors, including investing. The fiduciary standard's implications reveal fundamental contradictions and challenges in the financial industry. Nonprofits' significant wealth accumulation raises questions about taxation and societal contributions. Skepticism and critical thinking are crucial for navigating complex narratives in politics, investing, and societal issues. Investing in commodities like natural gas requires understanding seasonal trends and economic indicators. Understanding narratives and trends is essential for making informed investment decisions and navigating complex financial landscapes.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/narratives-of-investing-607
5/15/202451 minutes, 10 seconds
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Challenging Conventional Wisdom: Alternative Insights From James Davolos

James Davolos from Horizon Kineticsm discusses the challenges of conventional wisdom in the world of investing. This exciting discussion delved into the intricacies of market dynamics, particularly focusing on the enduring trend of growth outperforming value. Davolos dissected the evolution of this trend, attributing it to factors such as passive investing, low-interest rates, and fiscal spending. Throughout, Davolos provided nuanced insights and offered a thought-provoking analysis of current market conditions.  Today we discuss:  Factors contributing to the divergence between growth and value investing Historical context of value outperformance following the tech bubble burst Examination of market structure and the dominance of passive investing Challenges for value investors amid the current market dynamics Potential transition points for a shift in market dynamics Analysis of fundamental and market structure factors affecting investment strategies Consideration of the real estate market's sensitivity to interest rates Debate on the sustainability of fiscal spending and its implications Impact of rising interest rates on the economy and financial markets Davolos' perspective on the significance of real yields and the value of the US dollar Resilience of gold prices despite headwinds from real yields and the US dollar For more information, visit the show notes at https://moneytreepodcast.com/challenging-conventional-wisdom-james-davolos-606 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/10/20241 hour, 14 minutes, 26 seconds
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Buffett-Palooza Dominates The Weekend… And In Other News Your Brain Is Broken

Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know?  Today we discuss:  How history can't be viewed through the same lens as the present; it's a different time period. The understanding of science evolves over time; what was once believed as truth may be debunked later. Investing strategies, like buy and hold, may not always be effective and require flexibility. Cognitive dissonance affects how people process conflicting information and form new realities. How regularly evaluating investment decisions is essential to adapt to changing market conditions. Sentiment in markets can shift unpredictably based on perceived threats or opportunities. How the top five careers of millionaires as presented by Dave Ramsey's survey may surprise you! We also answer a listener question! For more information, visit the show notes at https://moneytreepodcast.com/your-brain-is-broken-605   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/8/202451 minutes, 11 seconds
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The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies

Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance.  Today we discuss:  The importance of technical analysis for investors seeking a robust methodology Joe's frustrations with common investor mistakes led him to explore technical analysis How Joe's technical analysis model focuses on key indicators such as stock price, 10-day, and 200-day moving averages, aiming for simplicity and effectiveness How through meticulous backtesting spanning over 50 years, Joe refined his model to accurately predict market movements and optimize investment decisions The methodology that involves owning individual stocks, with a screening process to identify top opportunities guided by Joe's model's logic How risk management in Joe's model is primarily based on technical analysis indicators, with sell rules designed to mitigate potential losses and optimize returns For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-model-joseph-furnari-604 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/3/202459 minutes, 15 seconds
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Something Interesting Happening In The Housing Market

The housing market has been a wild ride since COVID hit, with remote work driving people inland for cheaper homes, though rising interest rates are making it tougher to afford. Surprisingly, despite talk of a housing bubble, foreclosures remain low, suggesting people aren't panicking just yet, despite increasing credit card debt. It's a mixed bag out there, but that's the market for you – always keeping us guessing! Today we discuss:  Market expectations of rate cuts not materializing as previously predicted Market prediction metrics and data gathering from betting sites Concerns about economic slowdown despite higher inflation rates Potential impact of economic conditions on labor market and consumer spending Caution against hyperinflation fears, emphasizing gradual economic changes Overview of housing market trends, including regional shifts and affordability challenges Analysis of housing inventory levels and their implications for market dynamics Comparison of home price changes across different regions and time periods Examination of foreclosure rates as indicators of financial stress in the housing market For more information, visit the show notes at https://moneytreepodcast.com/the-housing-market-603   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
5/1/20240
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Banking on Change: Exploring Central Bank Digital Currencies

Kristen Ragusin joins us to explore central bank digital currencies (CBDC). Kristen has had quite the journey with money. It all started when she was just five years old, earning her allowance by explaining stock markets to her dad. After college, she spent 28 years at Merrill Lynch, managing money and building a practice. Now, she's at Raymond James doing more of the same. But her passion extends beyond traditional finance; she's also a money reformer, advocating for changes in the money system to create freedom and prosperity. Today we discuss:  Insights on the financial crisis of 2008 Kristen's views on cryptocurrency and blockchain Implications of banks creating money and it's ties to consumer debt Predictions for the future of money and finance Discusses the impact of CBDCs and the need for public awareness and pushback   Distinction between digital money and blockchain   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602  
4/26/20241 hour, 4 minutes, 38 seconds
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Chart Crimes: Something Interesting Happened In The Market Today

Today we talk about chart crimes! We dive into how charts can sometimes tell a misleading story. We have to stress the importance of looking beyond the surface and understanding the narratives behind the data. This chat is full of insights into the complexities of investing and the importance of staying adaptable in the ever-changing market landscape.  Today we discuss:  The concept of "chart crimes" and how charts are used to convey specific narratives Discussion on the performance of different asset classes over time, including equities and bonds Emphasis on understanding economic cycles and paradigm shifts in shaping investment strategies Considerations for adapting investment approaches to changing market conditions Exploration of strategies like stock buybacks, dividend investing, and sector rotation Caution against the simplistic narrative of buy and hold, highlighting the importance of nuanced decision-making Acknowledgment of the complexities and risks involved in market timing and investment decision-making For more information, visit the show notes at https://moneytreepodcast.com/chart-crimes-601  Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/24/202447 minutes, 18 seconds
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Unlocking Investment Wisdom: Answering Your Listener Questions

We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance.  Follow these tips for savvy investing and financial advice! Diversify investments across various assets for stability Learn from emotional investment mistakes to avoid chasing returns Utilize employer retirement plans for long-term growth Regularly review and adjust portfolios to align with goals Make informed decisions regarding student loan debt and education expenses Prioritize diversification and informed choices in financial planning How to access your risk tolerance Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/19/202434 minutes, 20 seconds
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Daniel Kahneman: Something Interesting Happened In The Market Today

We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions. Join us for another though provoking conversation as we discuss: Daniel Kahneman, father of behavioral economics, passed away at 90 How Kahneman's work challenged traditional economic assumptions about rationality and market efficiency Kahneman's experiments highlighted cognitive biases in decision-making Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities The example of Apple's performance relative to the S&P 500 illustrates the concept of opportunity cost in investing Using natural gas as an example of applying both technical and fundamental analysis to investment decisions For more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/17/202451 minutes, 53 seconds
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Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges

This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598
4/12/20241 hour, 6 minutes, 33 seconds
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Stock Market Expectations: Something Interesting Happened In The Market Today

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss:  Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly Lower-than-expected earnings can cause a stock's price to drop, reflecting a reevaluation of its value Market volatility is driven by discrepancies between actual and expected outcomes Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior For more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/10/202450 minutes, 18 seconds
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Managing the Highs and Lows of the Market by Investing in EFTs

Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence.  Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss:  Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management The evolution of financial products, particularly the rise of thematic ETFs Advantages of ETFs over traditional investment vehicles for investors Innovative strategies to navigate market volatility and uncertainty Bruce's insights into the future of finance and investment trends The role of technology in shaping the future of financial services Opportunities and challenges in today's dynamic market environment Bruce's vision for the future of Innovator Capital Management and its impact on investors For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-596   Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/5/202448 minutes, 29 seconds
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This Person Is To Blame For The Market Going Up

The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss:  Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience entails fortifying oneself against adversity, preparing for challenging times. Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure. Understanding investments and avoiding overly risky portfolios ensures long-term financial stability. Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances. How you can have a more balanced perspective on the market and the current state of political opinions. Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further. For more information, visit the show notes at https://moneytreepodcast.com/market-going-up-595 Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
4/3/202450 minutes, 44 seconds
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Striking Gold: Investing in Laundromats

Jordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into the world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles.  We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs.  Plus, Jordan dishes on what's shaking up the laundry business and where it's headed.  Get ready for a lively chat on thriving in the world of laundromat entrepreneurship as we talk with Jordan Berry about:  The transition from pastoral vocation to laundromat entrepreneurship The allure of passive income and financial freedom in the laundromat industry Navigating the complexities of acquiring and managing laundromats Overcoming setbacks and failures on the entrepreneurial journey Emerging trends and innovative strategies in the laundromat industry Practical advice and resources for aspiring laundromat entrepreneurs The future of the laundromat business and its potential for growth and profitability Jordan's vision for the future of laundromat entrepreneurship and its impact on aspiring entrepreneurs   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
3/29/202448 minutes, 33 seconds
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The Truth About The False Notion of a US Civil War and the Stock Market

Another week in the markets and the idea of a potential civil war and the stock market.  Another eventful week in the markets, with little significant change. Why so quiet? Discussion revolves around the recent Fed meeting and its implications. Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning. Understanding market reactions is crucial for informed investment decisions. Market trends reflect the collective actions and sentiments of millions of investors. Investing strategies should consider how news aligns with market expectations and reactions. Media sensationalism and fear-mongering can distort perceptions of market realities. Tune out the noise. Long-term market direction tends to be upward, despite short-term fluctuations. Maintaining a rational perspective and avoiding emotional responses is crucial for successful investing. Why civil war is NOT a possibility in the U.S... Yet if you watch your favorite news station it feels like it is. We discuss how to square that circle. Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/civil-war-and-the-stock-market-593
3/27/202450 minutes, 18 seconds
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Unraveling Supply Chain Dynamics from Chaos to Clarity

I'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the disruptions experienced by supply chains during the pandemic. Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
3/22/20241 hour, 3 minutes, 29 seconds
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Stock Market Opportunities And Where To Find Them

This week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most important, why it pays to be a bull. We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic outlook, even during challenging times. Key Takeaways:  The stock market remains robust despite minor fluctuations. Triple witching is often overhyped and not a significant concern for most investors. Bitcoin may experience short-term fluctuations, but its long-term growth trajectory has been substantial, especially with the introduction of ETFs. Liquidity, expense ratios, and trading options are crucial considerations when choosing ETFs. Critical thinking is essential when consuming financial news. Monitoring various market trends can uncover investment opportunities. Reflecting on missed opportunities is essential for refining investment strategies. Focusing on fundamentals rather than short-term market noise leads to more successful investment outcomes over time.   Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stock-market-opportunities-591
3/20/202448 minutes, 23 seconds
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The Energy Crisis No One Is Talking About

This week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global energy dynamics and the current energy crisis under the surface. Doomberg's expertise delves deep into the complexities of the energy sector, exploring the intricate intersections of geopolitics, technology, and sustainability. We discuss the latest trends, challenges, and opportunities shaping the future of energy. For more information, visit the show notes at https://moneytreepodcast.com/the-energy-crisis-doomberg-592 Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
3/16/20241 hour, 11 minutes, 58 seconds
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Something Interesting Happened In The Market Today

Join us to see what happened this week causing a rocket ship ride higher in many assets. crypto, gold, US stocks, international stocks, Japan, and more. Also we discuss the state of the union address, Stanley Druckenmiller, chart crimes and more. This is a fun week with lots of mini rants about the markets. We also take a listener comment tear it apart and show you why he is correct. For more information, visit the show notes at https://moneytreepodcast.com/something-happened-in-the-market-589    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  
3/13/202458 minutes, 35 seconds
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Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities

I'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert whose upbringing as a corporate guy provided him with a unique, global perspective on the world. Together, we're embarking on a deep dive into the events unfolding in 2024, particularly honing in on the looming presidential election and its potential reverberations across the markets.  Our conversation promises to traverse a multitude of topics, from dissecting foreign policy nuances to unraveling the complexities of global trade dynamics.  Additionally, we'll delve into the buzzing phenomenon of deglobalization, exploring its far-reaching implications for economies and investors alike. So, without further ado, let's immerse ourselves in this dialogue and uncover the insights that lie ahead! For more information, visit the show notes at https://moneytreepodcast.com/water-investment-opportunities-riggs-eckelberry-588 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
3/8/20241 hour, 2 minutes, 57 seconds
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What does Investing in Japan, Reddit, and the Moon Have in Common

Why is a raven like a writing desk? I still cannot answer that question. But Japan, Reddit and the moon are all related. Japan recently hit all time highs in the stock market, the moon was conquered by a private company and Reddit will IPO soon. Oh and I forgot about crypto which is also going to be on the moon soon if the price goes any higher. We have another fun episode with Kirk and Phil talking about Phil's experience as an analyst and why Cisco and Chesapeake Energy stopped talking to him after he spilled the beans. Join us for another live episode For more information, visit the show notes at https://moneytreepodcast.com/investing-in-japan-587  Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss |  Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
3/6/202433 minutes, 22 seconds
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Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities

I'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert whose upbringing as a corporate guy provided him with a unique, global perspective on the world. Together, we're embarking on a deep dive into the events unfolding in 2024, particularly honing in on the looming presidential election and its potential reverberations across the markets. Our conversation promises to traverse a multitude of topics, from dissecting foreign policy nuances to unraveling the complexities of global trade dynamics. Additionally, we'll delve into the buzzing phenomenon of deglobalization, exploring its far-reaching implications for economies and investors alike.  So, without further ado, let's immerse ourselves in this dialogue and uncover the insights that lie ahead! Riggs offers a unique perspective shaped by his upbringing as a corporate brat in Europe We explore potential foreign policy shifts and their global market effects Delving into deglobalization trends, we assess their economic impact Examining trade dynamics, we consider their economic significance Insights into navigating geopolitical influences for investments are provided We analyze economic consequences, highlighting investment opportunities and risks Riggs's macroeconomic expertise enriches understanding of economic trends Dissecting the nuances of foreign policy Unraveling the complexities of global trade dynamics Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
3/1/20241 hour, 38 seconds
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Maybe Powell Was Right About Inflation… What Say You Mr Market?

This week we discuss the true cost of the American dream, when the next market sell off will start, and why the financial markets are drastically underestimating inflation. We also discuss why office REITs are in trouble, and druckenmiller's reason for evading the 1987 crash looks similar to the markets today. Join us for another great live episode about the real insight into financial markets without all the fluff.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/28/202449 minutes, 9 seconds
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How To Find Your Money Zen – An Interview With Manisha Thakor

This week we discuss how to find you money zen. The combination of financial health and emotional wealth will result in a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning. We discuss... How to cope with financial trauma, cultural norms, societal influences and evolutionary biology. Join us to see how this can positively impact your life. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/23/20241 hour, 6 minutes, 6 seconds
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Will The Bank Brisk Jog Turn Into A Run?

The banking sector is no longer heading into the toilet, but at some point the bank brisk job may turn into a run. What will happen if it does? Don't wait till it does to do your research. Do it now. Commercial real estate will play a big part in this. The big story today is JAPAN.  Huh? Yup Japan is making big news... and no one is talking about it... Once again we are making news great again. Join us to find out why Japan is important now. Also in the news... VC deals are drying up excess saving is drying up too Big tech is getting too big. How big is too big? Alphabet, Microsoft and Apple are bigger than the entire stock markets of UK FTSE 100, Eurostoxx 50 and Swiss Market Index combined. Is this time different? I'm waiting to find out if hundreds of years of history are wrong... probably not. For more information, visit the show notes at https://moneytreepodcast.com/bank-brisk-jog-beware-of-inflation-583   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/21/202452 minutes, 49 seconds
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Personal Finance Podcast Interview with Andrew Giancola

This week we interview Personal Finance Podcast host, Andrew Giancola. We discuss everything you need to know about investing and money... and other stuff. We discuss... Perspective of buyers and sellers- balance of what you are trying to accomplish Diversification of income streams Systems and processes are important Quality of books Quality of due diligence Real estate vs businesses And so much more... Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/16/202450 minutes, 35 seconds
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Water Water Everywhere and Not A Drop To Invest

Investing in water has a certain logic and allure to it in that it is the most prized commodity on this planet. However there is such an abundance that we don't value it with a price. We do have a shortage of drinkable water in many parts of the US and the world and yet very few options to make water drinkable at an economic level. In this episode we discuss investing in water, the upcoming election, the housing problems and more. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-water-581    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/14/202456 minutes, 27 seconds
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Global Macro Strategies for 2024: The Hidden Risks

Join us this week as we discuss global macro strategies for 2024. We discuss the 2024 election & Outlook - will the election have an impact on markets? geopolitical impact? World stability? Econ stability- factors for better or worse? We discuss Russia, China, mid east, oil gold, bonds, partisan change in 2024, US political strategy vs geo political strategy, trade war w China, globalization vs deglobalization. --> hypo-globalization. inflation price collapse? Disinflation 1980-2020, China slowdown, and more. For more information, visit the show notes at https://moneytreepodcast.com/global-macro-strategies-for-2024-matt-gertken Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/9/20241 hour, 20 minutes, 31 seconds
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The Stock Market Missed This One Big Thing

The stock market missed this one big thing... But you don't have to. Learn how to take advantage of mistakes the market makes. Join us this week as we discuss all sorts of off limit topics that can help you become wealthy... if you listen 🙂 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/7/202444 minutes, 38 seconds
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Why The 60-40 Portfolio Is Broken… And How To Fix It

We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space.  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
2/2/202450 minutes, 14 seconds
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All Time Highs… To The Moon… And the Moon Is Made Of Cheese

Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/all-time-highs-577
1/31/202446 minutes, 26 seconds
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The Compound Code Interview with Scott Kyle

Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/compound-code-scott-kyle
1/26/202451 minutes, 49 seconds
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2024 Started With a Meh…

Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices. For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/24/202451 minutes, 13 seconds
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Secret Tax Strategies of Wealthy Investors

This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/19/202456 minutes, 4 seconds
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Check out my BIG predictions for 2024

Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024. Highlights 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos. Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts. Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed. Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations. Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures. Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity. Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
1/17/202445 minutes, 38 seconds
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Do You Have Mindful Money? These Simple Habits Can Improve Your Odds Of Money Success

This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health. For more information, visit the show notes at https://moneytreepodcast.com/mindful-money-jonathan-deyoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/12/20241 hour, 3 minutes, 55 seconds
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Happy New Year To You and Your Stonks

Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway.  Join us this week as we dive into what is important and not about 2024. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/10/202451 minutes, 38 seconds
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What Is The Quiet Shift – Interview With Dr Nicole B Simpson

Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/5/202458 minutes, 28 seconds
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Santa Clause Is Coming To Wall Street

Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
1/3/202440 minutes, 33 seconds
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Where Are The Missing Billionaires...Victor Haghani

Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations.  We also discuss where these uber wealthy went. Join us for this fun holiday special. For more information, visit the show notes at https://moneytreepodcast.com/where-are-the-missing-billionaires-victor-haghani   Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
12/29/202355 minutes, 40 seconds
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I Was Wrong...

It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position does not pay millions of dollars a year and typically it is filled by an academic. Only rarely does it get filled by person with real life experience. So the attraction to the position is mainly for power and influence... and most important legacy.  So my error was in thinking that Jerome Powell wanted to be remembered as a Paul Volker type, who killed inflation. However after the recent Fed meeting, it appears as if Powell is comfortable becoming the next Arthur Burns... Who fell over himself and did nothing and maybe even helped the US experience inflations rates approaching 20%. It was a crazy period of time to say the least and Powell may have just blundered into Burns' mistake. Only time will tell, but arrogance knows no bounds.. Just ask our politicians.  Join us this week for a fun Holiday Special. For more information, visit the show notes at https://moneytreepodcast.com/i-was-wrong-powell-wants-to-be-burns-not-volker-603   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
12/27/202353 minutes, 54 seconds
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This History of IPOs And How You Can Get Access

This week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about this exciting event. We also discuss how investors can get access to these securities... and if they even should. For more information, visit the show notes at https://moneytreepodcast.com/history-of-ipos-dakin-campbell Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Financial   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast    
12/22/20231 hour, 2 minutes, 52 seconds
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Santa Clause Rally Here We Come

2023 has been a most interesting year. And it looks like we are ending it with a tremendous Santa Clause Rally for the books. This is in part due to Jerome Powell's decision to become an Arthur Burns, not a Paul Volker. So much for his legacy... Join us as we discuss some of the most interesting news today.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  For more information, visit the show notes at https://moneytreepodcast.com/santa-clause-rally-2023-565
12/20/202352 minutes, 28 seconds
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Secrets of High Finance – An Exclusive Interview With Christopher Zook

Christopher Zook talks about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
12/15/202344 minutes, 23 seconds
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Bulls Make Money… Bears Make Money… Pigs Get Slaughtered

Bulls Make Money... Bears Make Money... Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you are not being a pig. For more information, visit the show notes at https://moneytreepodcast.com/bulls-make-money-bears-make-money-pigs-get-slaughtered-563   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
12/13/202351 minutes, 16 seconds
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Secrets of High Finance – An Exclusive Interview With Christopher Zook

Christopher Zook talks about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club. For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-high-finance-christopher-zook Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
12/8/20231 hour, 3 minutes, 8 seconds
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It’s Black Friday Again… And Again

This week we discuss Black Friday and why it doesn't matter to the markets. Personal spending cools... The market yawns Credit Card Balances Skyrocket... The market doesn't notice. The economy starts cooling and the market celebrates. They think the Fed will pivot, but the Fed is clearly saying no. Eventually the market will wake up after it gets hit in the head with a brick. We also discuss Moral Hazzard and why it will cause the next market crash. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
12/6/202358 minutes, 12 seconds
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We Give Thanks For This Podcast

We give thanks for this podcast, Money Tree Investing. We thank the listeners for your faith in us. We would also like to thank Wall Street for giving us so many opportunities to poke holes in your "rules of thumb".  This week we discuss what is going on with consumer sentiment, the first of Seth Klarman's lessons from 2008 and more important market related insights. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/29/202348 minutes, 26 seconds
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The Importance Of Having A Personal Finance Process: Interview with Bryan Kuderna

It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investments and ignore everything else. This is a mistake. We interview Bryan Kuderna to discuss how you can improve your financial health. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-process-bryan-kuderna 
11/24/20231 hour, 5 minutes, 46 seconds
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Where Have All The Bears Gone?

A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from uncle sam. Lastly, we share a very popular chart of why it makes sense to rent vs buy right now. Oh and we congratulate meatloaf... AKA Javier Milei, which might prove out to be real life comedy, not just the kind his girlfriend puts on. For more information, visit the show notes at https://moneytreepodcast.com/where-have-all-the-bears-gone-557  Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/22/202340 minutes, 15 seconds
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The Big Mistakes In Financial Divorce Interview With Sharon Klein

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years. For more information, visit the show notes at https://moneytreepodcast.com/financial-divorce-sharon-klein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/17/202352 minutes, 32 seconds
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The 2024 Bank Crisis Everyone Saw And Did Nothing

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008. A 2024 bank crisis would surprise a lot of people, but at the same time everyone saw it coming and did nothing.  Why? Good question. This has the making of the next black swan. Much like 2022 when the markets immediately dropped  on the first day of trading. People just decided that it was time. Time will tell for 2024. Also in the news... The last US treasury auction yielded poor results when no one showed up. Yields are not dropping like many predicted. And next year should be interesting. For more information, visit the show notes at https://moneytreepodcast.com/2024-bank-crisis-555    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/15/202351 minutes, 20 seconds
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Risk Is What Is Left Over Once You Have Thought Of Everything Else

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode. For more information, visit the show notes at https://moneytreepodcast.com/risk-is-what-is-left-over-grant-bledsoe  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/10/20231 hour, 18 minutes, 45 seconds
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The Fed Spoke… And The Market Listened

This week the Fed spoke and the market listened. Here is what it heard... We still don't believe you J Powell... We know you will lower rates next year. The markets should be higher despite any rational thought. HODL Nuff Said... Mic Drop... And in other news... People still cannot pay their credit card bills... or buy new homes... or afford to continue to spend on a debt fueled buying binge... And no one seems to notice or care. Alice in Wonderland is plain vanilla might be able to understand this, but not many others can. For more information, visit the show notes at https://moneytreepodcast.com/the-fed-spoke-market-listened-inflation-553   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/8/202352 minutes, 46 seconds
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Investing In US Financial History… What If?

We discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are coming and you need to be prepared. Paradigm shifts... Debt Jubilee... Growth Challenges... and more. Join us for an interview with Mark Higgins, who is a market historian and student of financial history. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-us-financial-history-mark-higgins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/3/20231 hour, 2 minutes, 15 seconds
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What do Jordan Belfort and Warren Buffett Have In Common?

We discuss some crazy mental models about how the world works that can help you be successful in investing. Are these correlations or causations? Your answer can give you insight into your future. Other tell tales signs are the commonalities of Jordan Belfort and Warren Buffett. Warren Buffett didn't become wealthy like you read about. There is an underlying secret that allowed him to become this rich and it isn't just by picking stocks. This week we have a Halloween special episode where we reveal all the costumes that people wear are not what they seem. For more information, visit the show notes at https://moneytreepodcast.com/jordan-belfort-and-warren-buffett-551    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
11/1/202357 minutes, 5 seconds
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If You Want Excitement Watch The News. If You Want News, Listen To This Podcast

Looking for credible news sources? Me too.  That's why I don't read the "news". I cultivate my sources from various places based on their ability to identify certain trends. This has taken me 20 years to filter Want your own sources? Here are 6 tips to cultivate your own sources How to cultivate investment sources Stay away from major media, most of it is propaganda or paid-for advertising Find independent sources and follow them for a while to get to know their perspective Find competing sources (e.g. republican view vs democrat view). This is hard but extremely valuable Find people who know how to think Challenge your own views on things. Challenge your ego Look for outliers or things that don't make sense   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
10/27/202346 minutes, 48 seconds
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Stocktwits Interview with Rishi Khanna

Great interview this week with Stocktwits COE Rishi Khanna. We discuss how Stocktwits is changing the face of investing. We discuss Ai, deep fakes, Web3, decentralized ownership, investor sentiment, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  For more information, visit the show notes at https://moneytreepodcast.com/stocktwits-rishi-khanna
10/27/20231 hour, 11 minutes, 53 seconds
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High Yield Bonds And The Next Credit Event Interview With Peter Higgins

Peter Higgins talks with us about high yield bonds and the next credit event. If you are not worried about the next credit event, it could clean you out. Here are some topics we discussed. • When to Invest Amidst Market Volatility? Now: The “power of the coupon” pays investors for an early arrival, not for being fashionably late.  • Generational Market Opportunity: “Income” is back in fixed income and investors benefit from an extremely attractive entry point now after historically poor performance in 2022.  • “Sticky” Inflation Prolongs Higher Rates: The seesaw rate moves of the past have ceased for a bit as sticky inflation has kept interest rates higher for longer.  • Don’t Fight The Fed: The Fed’s target rate remains higher than market expectations based on the Fed Fund Futures implied interest rate, so why are markets fighting the Fed and what does this mean for investors?  • Recession or not? AND, if so, then when? Historically reliable barometers for pending recessions are diverging, but Peter can help read the tea leaves for investors on the odds of a recession.  • Implications for the Yield Curve: An inverted yield curve typically signifies recession, but Peter sees significant distortions from the recent Debt Ceiling noise and inflationary data.  • Spread vs. Yield: Credit spreads aren’t pricing in recessionary risk, so investors must be more fixated on high all-in yields.  • Rollover risk: At 5.39%, six-month Treasury Bills are tempting, but that simple strategy puts investors at risk of lower rates with future T Bill reinvestments. And they won’t capture the capital price appreciation gained from longer duration bond funds. Peter can explain the math.  • Investment Grade Sweet Spot: With recession likely and spread to widen, investment grade slash/yield ratings (BBB/BB) provide some protection from further spread widening. But they are also exceptionally high yield (+/- 6%) over several year on high quality bonds where there's very little default risk with investment grade corporate bonds. For more information, visit the show notes at https://moneytreepodcast.com/next-credit-event-peter-higgins
10/20/20231 hour, 18 minutes, 16 seconds
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High Yield Bonds And The Next Credit Event Interview with Peter Higgins

Peter Higgins talks about high yield bonds and the next credit event. If you are not worried about the next credit event, it could clean you out. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/next-credit-event-peter-higgins
10/20/20231 hour, 9 minutes, 18 seconds
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Is The Sky Falling… Or Just The Stock Market?

Even though the market has been dropping for the past 3 months, very few people think it is going lower. BIG QUESTION: Why does virtually no one on Wall Street believe J Powell?  He has been clear. We have been clear. Rates will be higher for longer than most people think. The markets are starting to reflect it, wait till it is fully baked in. Not a rollercoaster I want to be on. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
10/18/202352 minutes, 48 seconds
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This System Controls Your Investing and Your Life. Here’s How To Change It

We think we have free will and control over our lives, but we have much less control than we think. No I'm not talking about the government. I'm talking about the operating systems that control us. Habit formation, cognitive bias, emotions, prediction engines, misinformation and more.  This is a great episode if you want to change your life. Join us this week as we discuss how to change your investing with Mary Martin. For more information, visit the show notes at https://moneytreepodcast.com/controls-your-investing-mary-martin Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
10/13/20231 hour, 11 minutes, 19 seconds
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Beware Of The Coming Credit Event… Are You Ready?

Tim Baker joins me to discuss the up coming credit event, what a credit event is, and how you can prepare.  Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
10/11/202350 minutes, 47 seconds
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Insider Information In The Real Estate Market an Interview With Tim Wallen

Get some insider information in the real estate market from our interview with Tim Whalen. You need to hear this if you own real estate. It is starting to happen and I'm glad I made the changes to my portfolio last year before this came about. Great insights this week from Tim. Join us to hear what he thinks will happen next. For more information, visit the show notes at https://moneytreepodcast.com/insider-information-in-real-estate-market-tim-wallen   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
10/6/20231 hour, 15 seconds
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Fall Market Seasonality And What It Means For Markets

Summer is over and fall market seasonality is here. Join us to see what this means for your portfolio. If history repeats this will impact your portfolio more than you know.  BTW did you notice the equal weight SP500 is now negative for the year? Yup... almost no one else did either, but it's important. join us to find out why. For more information, visit the show notes at https://moneytreepodcast.com/fall-market-seasonality-543    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
10/4/202352 minutes, 29 seconds
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The Swing Trading Mindset Amnol Singh

Amnol Singh talks about the swing traders mindset and how to prevent yourself from making big mistakes. We discuss how to use different styles in your favor, and why some methods work better than others. Join us this week to learn a new skillset that could help in a volatile market. For more information, visit the show notes at https://moneytreepodcast.com/swing-trading-amnol-singh Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/29/20231 hour, 4 minutes, 59 seconds
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WTF Happened in 1971?

WTF Happened in 1971 indeed... Anyone over the age of 40 years old knows what happened in 1971. If you don't then this is essential information if you want to protect your wealth. Join us as we dive into a ton of data, charts and stories about why 1971 was the turning point where things started to go off the rails. www.wtfhappenedin1971.com  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/27/202348 minutes, 41 seconds
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Mark Yusko: The New Era Of Digital Currencies

Investing legend Mark Yusko has a seasoned career at Morgan Creek prior to that he worked on the endowments at UNC and Notre Dame. Mark is a deep thinker and strategist when it comes to investing in the new era of digital currencies. There is a lot of opportunity and challenges ahead. If you want to navigate the choppy waters, listen to this episode where we find out what Mark sees that we do not. For more information, visit the show notes at https://moneytreepodcast.com/mark-yusko-new-era-digital-currencies Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/22/20231 hour, 25 minutes, 4 seconds
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Fear And Control Of Your Investing

This week we discuss how fear and control negative affect your investing success. Wall Street... The media... Salespeople... All of them are working against your better judgement. We share these secrets this week on our show to help you become a better investor today. Inverted yield curve, housing prices, household liquidity savings, income and more. BTW This has nothing to do with Marijuana. But we do discuss it being the 6th largest cash crop in the US. Imagine when it becomes legal in all states. Goodbye sweet corn... Hello sweet Mary Jane. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
9/20/202352 minutes, 37 seconds
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Why The Housing Crash Is 100% Certain But Rising Rates Leads To Rising Prices

The housing crash is 100% certain according to Keith Weinhold. While we agreed with Keith on a lot of ideas on this episode, we do have a heated debate on why housing is not crashing yet and why it might take a while.  Join us this week on Money Tree Investing where we skewer some traditional thinking about real estate so you can find the best opportunities in the real estate market without taking a bath... although you should definitely bath daily. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/15/20231 hour, 10 minutes, 15 seconds
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Why Your Returns Stink in 2023, Retailers Sound The Alarm, and China Problems Pile up

    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/13/202355 minutes, 33 seconds
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Invest Like A Billionaire Interview With Ben Fraser

Billionaire Ben Frasier is the podcast host of Invest Like A Billionaire. We discuss billionaire habits, how you too can become wealthy, and what to do immediately when you have extreme wealth. This is an in depth dive into billionaire wealth and what you can learn from it. For more information, visit the show notes at https://moneytreepodcast.com/invest-like-a-billionaire-ben-fraser Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast
9/8/20231 hour, 4 minutes, 50 seconds
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The Market is on the Edge of Doing Crazy

Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
9/6/202328 minutes, 57 seconds
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The Happiness Retirement Project

This week we interview Wes Moss about the Happiness Retirement Project. We discuss a lot of research data on people who are the happiest in retirement. If you think you know about happiness in retirement, you haven't seen anything yet.  I learned a lot in this interview and will be applying much of the knowledge to my own practice. Join us this week for your own happiest retirement. For more information, visit the show notes at https://moneytreepodcast.com/happiness-retirement-project-wes-moss  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://x.com/MTIPodcast  
9/1/20231 hour, 5 minutes, 55 seconds
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My Awesome Vacation And What You Missed In The Markets

This week I came back from vacation to this surprise in the markets. I take one week off and what happens? You guessed it. not much. Well except for the market sell off, bounce back and bounce back again. It's all getting us ready for Labor day when the real traders get back to their desks. Well if they actually went to work in an office... Which according to Goldman Sachs is not happening. We will see some changes coming up and we are going to talk about it with you. Join us for an interesting episode about all fun things you wanted to do on vacation but never did. For more information, visit the show notes at https://moneytreepodcast.com/what-you-missed-in-the-markets-inflation-533   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
8/30/202351 minutes, 12 seconds
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Budget Hacks, Russian Math, and Choosing The Correct Tax Advisor

Household budgets are getting tight. The middle class is getting squeezed. Credit card debt is through the roof. What comes next is not fun. This week we interview Tatiana Tsoir about some great budget hacks and choosing the correct tax advisor. For more information, visit the show notes at https://moneytreepodcast.com/budget-hacks-tatiana-tsoir
8/25/20231 hour, 26 seconds
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I Went Fishing And Caught A Monster... How This Relates To Inflation Is Important

I went fishing with the family last week and caught this monster fish from the prehistoric era. It looked almost alien. I also learned a few things about inflation that we discussed in this episode which could be a leading indicator for the market direction. For more information, visit the show notes at https://moneytreepodcast.com/relates-to-inflation-531   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
8/23/202353 minutes, 46 seconds
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MacroWatch Update: Richard Duncan On China, Inflation, Recessions, Bulls, Bears, and More

One of our favorite macro economists, Richard Duncan, joins us to discuss everything you want to know about, Inflation, China, recessions, bull-bear case for the future of the markets, and what are high rates going to do with the economy. For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-watch  Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
8/18/20231 hour, 16 minutes, 26 seconds
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MTI529

    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
8/16/202331 minutes, 48 seconds
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Real Estate Debt – Problems and Opportunities

Boris Dorfman joins us to share stories about real estate debt problems and opportunities. We also discuss, the next recession or crash, what is going on in California, skyrocketing vacancies, the office market looming doom, inflation and when rates will start to drop. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast  
8/11/20231 hour, 8 minutes
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The Fed Said What???

The Fed said what this week?  In case you missed it the Fed raised interest rates, Fitch downgraded the US debt based on REALITY. But no one seemed to care as everyone who has been investing for the past 20+ years already knows that reality doesn't matter in the stock market. Also in the news... You didn't win the 1.35 billion dollar lottery. Here's why. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/fed-said-what-beware-of-inflation-527
8/9/202358 minutes, 15 seconds
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The Art of Slow Flip Real Estate

Scott Jelinick talks about the art of slow flip real estate deals. We discuss how to invest in real estate without investing in real estate, being a landlord, buying discounted paper, and scaling up the number of properties owned. For more information, visit the show notes at https://moneytreepodcast.com/art-of-slow-flip-real-estate-scott-jelinek   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast    
8/4/20231 hour, 3 minutes, 38 seconds
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Beware of Inflation: Stocks Are On Fire… Don’t Get Burned

This week we discuss the markets and why things are so confusing. Stocks are on fire and it is leaving experts scratching their heads. No one can make heads of tails of this, yet that is not stopping the rocket ship higher... That is until it runs out of fuel and crashes back down to earth. We discuss this and more this week on Money Tree Investing Podcast. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast    
8/2/202343 minutes, 36 seconds
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Predictive Models, Private Equity, and Management Consulting with Paul Lennick

This week we interview Paul Lennick about ways businesses are improving profits. Automation, robotics, AI, and more. We also discuss predictive models and all the ways that the business landscape will change in the next 5 years. Risks, Rewards, and Reshoring. Join us for an inside look at the business world of 2023 and what is to come. For more information, visit the show notes at https://moneytreepodcast.com/predictive-models-paul-lennick Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
7/28/202359 minutes, 52 seconds
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Summer Wind… Came Blowing In… From Across The Fed’s Desk

Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
7/26/202345 minutes, 40 seconds
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Cash Flow Cookbook with Gordon Stein

Worried about the economy, high inflation, higher cost of goods and services and stagnant wages? This is the episode for you. Cash flow is the lifeblood of any company of household budget. We discuss how you can improve your cash flow and set yourself up for success. For more information, visit the show notes at https://moneytreepodcast.com/cash-flow-cookbook-gordon-stein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/21/202351 minutes, 33 seconds
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Summer Doldrums…But Not For The Stock Market

The summer of 2023 has been very unexpected. Normally the summer doldrums allows traders to escape to the Hamptons. If they did, they missed out on a lot. Canadian wildfires, the hottest summer in my recollection and the stock market which is also on fire. This great episode discusses what is goin on the in the market and what you need to know about the second half of 2023. For more information, visit the show notes at https://moneytreepodcast.com/summer-doldrums-not-for-the-stock-521 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
7/19/202354 minutes, 39 seconds
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Inflation, Deflation, and Truflation

Oliver Rust from Truflation shares his shocking inflation revelation about the US CPI. His data is revealing about the true nature of inflation and what that means for the US economy. The short version is that the CPI is wrong but not in the way you think. For more information, visit the show notes at https://moneytreepodcast.com/truflation-oliver-rust Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/14/202356 minutes, 28 seconds
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I Went On Vacation And The Stock Market Did This

Happy Independence Day! I hope you all took some time off and spent it with family and friends. I personally took time off and then the stock market did this weird thing. We will talk about that and other important things on another awesome episode of Money Tree Investing Podcast.  For more information, visit the show notes at https://moneytreepodcast.com/stock-market-did-this-519 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
7/12/202353 minutes, 10 seconds
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Secrets of Accounting In Wealth Management

Phil Weiss joins us to discuss some secrets of accounting for the wealth management industry that should give you pause.  He provides great investing wisdom that you can apply today. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker |  Metric Fin Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/7/202358 minutes, 16 seconds
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Sell In May And Go Away… Or Maybe Not

Sell in May and go away is an aphorism which always works... Sort of. Ok, not always, most times... Not really. ok sometimes. This time tested principal sometimes works. If you combine that with the 3rd year of a presidential cycle, higher than normal interest rates, dropping inflation, over-priced assets, housing problems, and a war (not really a war), and the invention of skynet.Ai, You get... Well I don't know. Frankly, no one of note has any idea what is going on with this market. While that should not surprise you, it should give you pause. For more information, visit the show notes at https://moneytreepodcast.com/sell-in-may-and-go-away-517 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
7/5/20231 hour, 28 seconds
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Investing In Life Settlements With Lucas Siegel

Lucas Siegel joins us to talk about investing in structured settlements. We discuss the good the bad and ugly history of life settlements. This is a fascinating asset class which very people understand. Here's what you need to know about investing in life settlements. Join us this week with Lucas Siegel. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-life-settlements-lucas-siegel Today's Panelists: Kirk Chisholm | Innovative Wealth Philip Weiss | Apprise Wealth Tim Baker |  Metric Fin   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/30/202355 minutes, 45 seconds
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It’s A Crazy New Bull Market

Tim Baker joins us to talk about about this crazy new bull market... that virtually no one believes is in a bull market. We discuss this and what this means for investors.  We also discuss global inflation and how international inflation relates to the US. For more information, visit the show notes at https://moneytreepodcast.com/crazy-new-bull-market-515 Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
6/28/202351 minutes, 20 seconds
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Child Free Financial Planning – The Risks and Rewards

This week we interview Jay Zigmont CFP from Child Free Wealth. Jay clues us in on some shocking statistics about child free families. The child free financial planning challenges are very different.  Considering the younger generations are stating they less likely to have kids, this is an important topic.   Join us this week as we dive into the child free lifestyle and how families should think about planning for this lifestyle. For more information, visit the show notes at https://moneytreepodcast.com/child-free-financial-planning-jay-zigmont Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/23/20231 hour, 1 minute, 24 seconds
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Beware Deflation Is Back

Another Fed meeting and another disappointment for someone. We look at the CPI numbers and then the Fed decision to pause on rate hikes and it make me scratch my head in confusion. They say they are worried about inflation, and maybe raising rates 1-2 more times this year, yet inflation is dropping quickly, the economy seems to be fine and interest rates are higher than they have been in 20 years.  Are we living in the twilight zone, Alice and Wonderland, or fantasy land. it's not entirely clear, but one thing is clear... The Fed is determined to squash inflation no matter what.  If they keep on this path, it leads to deflation, which is another boogieman they are afraid of. We will see which monster under the bed they are afraid of most. Both are bad choices, but they cannot sit this one out.  I'm still sticking to my claim that we could hit 0% inflation by year end. We are halfway through the year and accelerating towards that number. I might hit the target earlier than expected. Join us this week for another exciting episode about what the end of world looks like. Don't hate us for being optimists 🙂 Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
6/21/202349 minutes, 54 seconds
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Are Men Or Women Better Investors?

This week we ask Juliann Gumulak-Smith about this shocking insight into women investors. Are men or women better investors? In the spirit of not being cancelled, threatened, or beaten up for having my own opinion... I'll let you decide. Just kidding. My audience is smarter than that.  This week we discuss women and investing, some tips on how people can learn to overcome some mental hurdles about investing and some basic skills you can easily learn. For more information, visit the show notes at https://moneytreepodcast.com/are-men-or-women-better-investors-juliann-gumulak-smith Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
6/16/20231 hour, 2 minutes, 24 seconds
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The Market Is Broken… Here’s Why

This week I talk with Phil Weiss about the new CPI inflation numbers, what they mean, and how you should think about this impacting your portfolio. We discuss all sorts of wall street magic tricks and how they bamboozle you with performance.  Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
6/14/202350 minutes, 42 seconds
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Wall Street Secret #714: Why Active Investing Underperforms

Have you noticed that Active investing tends to underperform?  This is one of those non-secret secrets. What is not typically known is why this is the case. Most people claim it is due to fees, but this is not true. Fees only contribute to part of the tracking error. This week's Wall Street Secret dives into why this happens and what you can do to prevent it in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/active-investing-underperforms-timothy-baker  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/9/20231 hour, 11 minutes, 49 seconds
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The Debt Ceiling Is Over… Or Is It?

Congratulations to all of you who survived the debt ceiling debate. Wow. That was a close one... Not really. The markets almost flinched for a half a day... Meanwhile in fantasyland the politicians were telling us how the US would default, we would mint a 1 trillion dollar coin and they would resurrect Abe Lincoln. Well maybe no the last part, but I'm sure they were thinking it. This week we discuss what they put into this historic bill (maybe historic is an exaggeration). But we will talk about it. Also on a more exciting topic. The real estate crisis and recession that are both on pause until further notice.  We have an exciting show planned for you.. And that part is not sarcastic.  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
6/7/202347 minutes, 28 seconds
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Your Brain Is A Bad Investor…Here’s How You Change It

This week we interview Patrick Huey about how you can rewire your brain from being a bad investor to a rockstar investor. We discuss some notable cognitive biases, confirmation bias, information bias, anchoring, hindsight bias, representativeness, status quo bias and many more. Brain psychology is a huge part of successful investing. If you want to be a successful investor, you need to understand your brain. Patrick tells us some quick and simple methods to improve your odds. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/2/20231 hour, 12 minutes, 58 seconds
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The Debt Ceiling Default Is Near… Or Is This Just More Political Theater? I’ll Let You Decide

The scary debt ceiling default talking points are behind us... or are they? As you know, we have predicted this was a farce long before the solution was (sort of) agreed to. Can you imagine a situation where the debt ceiling is not raised? Me neither. And "should" has nothing to do with it. This week we discuss the debt ceiling and housing issues. Did you know the average mortgage rate in the US is 8.164%? wow. no words. And you know I'm not short on words. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/debt-ceiling-defualt-507 
5/31/202352 minutes, 2 seconds
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Investing in Agriculture – Farming Secrets Interview With George Bravante

This week we interview George Bravante and get some behind the scenes farming secrets. Investing in agriculture is not for everyone, but it is a great under appreciated asset class that some of the wealthiest people in the world invest in. Bill Gates is one of the worlds wealthiest people, who made this fortune in technology. Yet he is also one of the largest land owners in the US. Why would he do that? We discuss why you should consider having at least some farmland in your portfolio. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
5/26/202350 minutes, 50 seconds
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The Immigration Problem, Non-Problem

Once again we kick politics in the teeth and discuss a politicized issue without making it about politics. Are we supernatural? Are we magicians? Or are we just wicked smaaart. I'll let you decide. This week we discuss how immigration affects economics, why China is calling their debts, housing, and more data that will make more sense than it appears. For more information, visit the show notes at https://moneytreepodcast.com/immigration-problem-non-problem-505  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
5/24/202354 minutes, 32 seconds
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The 2023 Banking Crisis And High Yielding Debt

David Breazzano joins us to talk about the 2023 banking crisis and high yielding debt.  Most people were surprised by the recent banking crisis, but not everyone. Listen to this great episode with David Breazzano about how he is investing in high yielding debt and the great opportunities that are right under your nose. We discuss asset classes that most investors don't even think about and why this is exactly why you can find enormous opportunities. Join us this week for a dive in the Wall Street shark tank to locate opportunities that you have overlooked in high yielding debt. For more information, visit the show notes at https://moneytreepodcast.com/2023-banking-crisis-high-yielding-debt-dave-breazzano Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
5/19/20231 hour, 23 minutes, 12 seconds
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Supply and Demand For House Prices Is A Myth

Once again we at Money Tree Investing Podcast are pulling back the curtain on the wizard and spilling the beans on Wall Street Secrets. This week we dispel the notion that supply and demand for house prices is  why house prices are still high even though people cannot afford them. It's simply not true. Think about it for a moment. There are 100 widgets in supply. There are 100 people who want a widget. There should be a price that could be agreed upon to purchase those widgets. However what if I only have $100 and the widget costs $1,000. I guess I'm not buying that widget. I still want the widget, but I cannot buy it unless the prices is $100 or lower. That is effectively what is going on in the housing market.  Sorry Wall Street. Try your tricks on someone else. Join us this week as we discuss the dynamics of housing, why its still expensive, even though people cannot afford to buy a home, what's up with the unemployment rate, and the big question... where is the recession? For more information, visit the show notes at https://moneytreepodcast.com/supply-and-demand-for-house-prices-503 
5/17/202356 minutes, 5 seconds
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Rates, Housing And The Fed – An Interview With Greg McBride From Bankrate

Bankrate's Chief Financial Analyst, Greg McBride, joins us to discuss interest rates, housing, the Federal Reserve, and more. We discuss where we have been, where we are now, and where we are going with rates and housing.  This is a great episode if you want to know more about the most important markets in the US. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/rates-housing-and-the-fed-an-interview-with-greg-mcbride-from-bankrate 
5/12/20231 hour, 11 minutes, 25 seconds
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Another Bank Failure Of First Republic… I’m Sure It’s Nothing

This week we discuss a lot of hot topics, another bank failure of First Republic, JP Morgan takeover, what it means for the banking sector, why the market doesn't seem to care, why the rating agencies are acting like it's 2007, updates on the probability of a recession, tech company job losses blamed by Ai, and what Ai means for your job... if anything. Join us for another fun episode of Money Tree Investing Podcast where we grill up Wall Street sacred cows, skewer the pigs, and roast the main stream media hams. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
5/10/202357 minutes, 3 seconds
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Episode 500!!! – Congratulations Money Tree Investing Podcast!

We hit episode 500!!! After 9 years of this podcast consistently delivering great education to listeners, we want to take this opportunity to thank all our listeners, guests and hosts. As a thank you for your support of the show, we are giving you an irresistible offer. You can listen to the next 500 episodes for free. That's right free... What? It already is free? Oh. Well the audio may be free, but we are also going to throw in free videos of the show each week for the next 500 episodes. What? The show is already on YouTube? ok. It sounds like you are already doing great stuff for the listeners. So I'm going to do something crazy here. We are going to give our listeners FREE MONEY! No one is doing that, right? Oh... You are already giving away free money on your website? You guys are good. What about an Inflation Crisis Roadmap? Great idea. As a part of our celebration of 500 episodes, we are going to give away an Inflation Survival Guide. Everything you need to know about inflation and how to survive it. However you need to sign up for our email list to receive it. Otherwise we would not know where to send it. For more information, visit the show notes at https://moneytreepodcast.com/episode-500-will-seippel   Today's Panelists: Kirk Chisholm | Innovative Wealth Miranda Marquit | Miranda Marquit Douglas Heagren | Pro College Planners Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
5/5/20231 hour, 7 minutes, 13 seconds
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It’s An Earnings Soft Landing… Here Is What You Should Expect This Earnings Season

We had a lot of fun on this episode. The best part was at the end of the episode where we discussed one of the biggest open secrets on Wall Street. I knew about this 20+ years ago, but most people don't know this. We discuss the soft earnings season and what you should expect from the rest of the earnings season. Also how to see through the news to know what is really going on. Join us for this fun episode to learn more about the Wall Street Circus. For more information, visit the show notes at https://moneytreepodcast.com/earnings-soft-landing-499-deflation  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
5/3/202355 minutes, 43 seconds
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Do You Have Queer Money? An Interview With David and John Auten-Schneider

Queer Money Tips and how to manage your finances in bad economic times. John and David share their story about how they got into debt, why it is so alluring, and what they did to get out of debt. This is a problem shared by most people in the US. It is hard to avoid debt as it is so pervasive and seductive. Yet if you want to be financially free and lift the psychological burden that keeps you from your own financial freedom, you need to know how to be smart with debt. John and David talk about the 5 Steps to Being Debt Free, The Lasso Method, The Debt Avalanche, Debt Snowball, and many more strategies to eliminate debt in your life.  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
4/28/202359 minutes, 10 seconds
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MTI497

Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
4/26/202358 minutes, 24 seconds
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Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott

We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know... For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-planning-growth-vs-longevity Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
4/21/202341 minutes, 35 seconds
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Beware of Inflation – Do Valuations Matter

Doug and Kirk talk about the state of the markets compared to historical valuations. We compare all the major metrics compared to the last 50-100 years. You might be surprised at what we found. We have been talking about this for months on the show, so we decided to show you the math... Math doesn't lie. Join us this week as we cover the major topics in the markets, inflation, real estate, valuations and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
4/19/202351 minutes, 50 seconds
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The Shadow Bankers Secret Look Behind The Economic Facade

​Take a peek behind the curtain into the world of the shadow banker. This is a great interview where we have a candid conversation about shadow bankers secrets, how Wall Street works, why retail investors can't beat the institutions, how shadow bankers measure risk, and where people can find opportunities. I had a lot of fun with this interview. I know you will too. For more information, visit the show notes at https://moneytreepodcast.com/shadow-bankers-secret-benjamin-summers Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
4/14/20231 hour, 5 minutes, 29 seconds
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Finding Truth In The Tea Leaves – Correlation vs Causation

This is another one of our well-known mindset episodes for how to think about investing. Kirk and Doug rip apart some commonly "known" principals of investing that you see everyday in the investing community. If you didn't know any better you would think the investing community was a bunch of fortune telling gypsies. Maybe they are... It would explain all the tarot cards I found laying around in the CNBC greenroom. Join us this week to hear us once again give you a peek behind the curtain. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
4/12/202354 minutes, 25 seconds
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Mediating With Kim Curtis

This week we interview Kim Curtis about how to deal with aging family members and how she applies her skills in mediation, negotiation and arbitration. Everyone needs these skills. Join us in a behind the scenes episode of how mediation works to keep you out of hot water with your family. For more information, visit the show notes at https://moneytreepodcast.com/kim-curtis-492  Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
4/7/202349 minutes, 49 seconds
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Deflationary Housing Crash – This Is The Way

We had a lot of fun this week discussing the deflationary housing crash and the US losing its reserve currency status. Should you be afraid? Should you celebrate? I guess it depends on which bobble head on TV you prefer. None of it matters. We will discuss what does matter and how it affects your money.  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
4/5/202359 minutes, 20 seconds
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What Is Your Investor Mindset?

You might be surprised about your own investor mindset. I know I was. I learned a lot today with Steven Pesavento. Great interview. We talk about so much in this episode, active vs passive investing, risk management, how to invest in a bear market, streamline your investing, red flags to watch out for and a playbook for smart investing. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/31/20231 hour, 4 minutes, 32 seconds
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Beware of Deflation – Beware of the Housing Collapse

This is not the first time we have said, beware of the housing collapse. Actually we have been saying it for over a year. Well, we are starting to see some large cracks in the foundation and they are only getting bigger. If you own real estate, you need to hear this episode. Join us this week for a riveting episode about the banking crisis and the impending housing collapse. We have lots of fun and have another fan sending us lots of questions that we answer on the show. Join us for some fun. Oh and check out our website for tons of charts and visuals from the episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
3/29/202359 minutes, 43 seconds
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John Sneisen The Economic Truth Of Central Bank Money Printing

This week I have a conversation with John Sneisen about the economic truth of central bank money printing. You hear about this a lot, but is it true? If it was true, then why is the government doing it? What are the consequences of these actions? What does it mean for you?  We answer all these questions and more on the show. Join us for another great episode of Money Tree Investing Podcast.  For more information, visit the show notes at https://moneytreepodcast.com/the-economic-truth-of-central-bank-money-printing-john-sneisen    Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/24/20231 hour, 12 minutes, 21 seconds
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Deflation Ahead: Banking Crisis Part 2… More Pain To Come

IMO OMG WTF SVB,  This week we discuss the banking crisis which is unraveling and what is next to come. While the waters look calm and ready for people to wade back in... under the surface, it is not so safe. We discuss some of these problems and we will have even more revelations next week. This is a slow motion train wreck and I would not be standing on the tracks. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/banking-crisis-487  
3/22/202356 minutes, 35 seconds
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Investing In Oil And Gas For Profit And Tax

Investing in oil and gas holds more benefits than you might think. Not only can you profit from a successful well, but you also get the tax benefits. There are reasons so many people are drilling for oil. We discuss those reasons on the show as well as where the oil and gas sector is going in the next decade. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-oil-and-gas-rj-burr 
3/17/20231 hour, 34 seconds
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Beware Of Deflation – Is Your Cash Safe? Bank Runs, SVB, and More

SVB goes into receivership... So does Signature Bank... Are others next to follow? It was a crazy weekend with the 2nd largest bank failure, after Washington Mutual. Investors and depositors were skittish today. I can't blame them. We talk about what you can do to protect yourself and where the opportunities are in this mini (at the moment) crisis. Also why I'm mad at what is going on in the banks and more people don't even know it is happening. Join us this week on a Banktacular special. For more information, visit the show notes at https://moneytreepodcast.com/is-your-cash-safe-beware-of-deflation-485  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin  |  Everyday CPA Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
3/15/20231 hour, 1 minute, 15 seconds
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Investing in Precious Metals Interview with Lynette Zang

This week we interview Lynette Zhang about investing in precious metals, the great reset, globalization of the 1980s, currencies, and more. If you are worried about the future of the global economy, then join us for a conversation about important topics that could help you navigate the next 10 -20 years. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-precious-metals-lynette-zang   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/10/20231 hour, 12 minutes, 9 seconds
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Beware of Deflation: The History Of Soft Landings

This week we discuss the history of soft landings. What do you think the odds are of this happening?  In other news... Mortgage rates are back to 7%. I guess the mortgage market is listening to our show. Come on in out of the cold and warm your feet by the fire. And by fire I mean the housing market which is on fire in the opposite direction. Here is a bit of wisdom for you... The high-yield bond market is a leading indicator of the stock market; The stock market is a leading indicator of the economy. Since the stock market leads the economy, bear markets have always begun prior to the start of a recession. Bear markets have never ended before a recession has started. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-deflation-history-of-soft-landings-483   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
3/8/202357 minutes, 29 seconds
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The Social Investing Network Interview with David McDonough

Finally... A social media platform geared towards investing. The millennials and Genz will be thrilled. But will Gen X the boomers follow? This is an interesting way to invest where you can follow other investors and track their returns. We dive in to find out why this approach works and how other investors can learn from others. For more information, visit the show notes at https://moneytreepodcast.com/the-social-investing-network-interview-with-david-mcdonough  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/3/20231 hour, 16 minutes, 6 seconds
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Beware Of Deflation – The Housing Crash 2023

This week we are back with another deflationary episode of Money Tree Investing. Well almost, as deflation has taken a pause as the PCE went up more than expected. 0.6% vs 0.4% We spend a lot of time discussing the housing market and aspects that you may not be thinking about. Do you own rental property, or AirBNB, or any real estate... You need to hear this. You may even need to hear this 5-6 times. But make sure you understand what we are saying. If you don't this year may be quite painful for you.  BTW did you know that the distrust of the media is at a all time high of 50%? That is a very high percentage of the population that is not paying attention. We discuss why it is 50%   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
3/1/20231 hour, 19 seconds
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Dynamics of Running a Family Office For Wealthy Families

Are you worth 500 million or more?  Yup, me too... in Venezuelan Bolivars. However, if you are worth more than 500 million in US dollars, you might want to consider setting up and running a family office to take care of you vast wealth so you can go about enjoying life.  Managing and running a family office is no picnic. It is a tremendous responsibility.  So this week we interview Ron Diamond about the dynamics of running a family office. You can get a sneak peak into how the other half lives. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/running-a-family-office-ron-diamond  
2/24/202354 minutes, 8 seconds
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Beware of Deflation Again? This Week Things Get Spicy.

We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things got a bit spicy. We had a ton of listener questions on LinkedIn live. We discuss those and a number of other spicy topics, like the problems w energy, inflation and more. This was a fun episode, you won't want to miss it. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/deflation-again-part-3-ep-479 
2/22/202357 minutes, 2 seconds
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Investing In Growth Companies - Interview Gerry Frigon

This week we interview Gerry Frigon about investing in growth companies.  We discuss: Why there is a shrinking number of companies to choose from in the stock market Why ESG fails The increase in volatility US vs international investing Narrative vs perspective Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-growth-companies-gerry-frigon 
2/17/20231 hour, 11 minutes, 5 seconds
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Beware Deflation Ahead (Part 2)

Deflation Ahead! No... We are not nuts. Most people are yelling and screaming about inflation. So why are we yelling about deflation? Here's the scoop. We have received our share of hate mail over the past few weeks since we came out with the claim that we may experience deflation by year end. Most of the messages were angry that we changed our mind. Yet, not one person has refuted our claim with any solid argument.  Its important to understand this point. Inflation and deflation can exist at the same time. The only difference is your point of view and what you are measuring. However once you understand why we are saying deflation could happen by year end, it will all make sense. Join us this week where we further discuss our thesis on deflation.  Its Valentine's day... Send us you love... send us your hate... Just send us something with your thoughts. Cheers For more information, visit the show notes at https://moneytreepodcast.com/beware-deflation-ahead-2-477 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
2/15/202358 minutes, 33 seconds
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Investing In Coffee – Investing in Private Companies Internationally With Josh Ziegelbaum

Should you invest in private company stock? Should you invest internationally? Why not both?  This week I interview Josh Ziegelbaum who runs a coffee company in Columbia. I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how he thinks about investing internationally. Today's Panelists:Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
2/10/20231 hour, 11 minutes, 39 seconds
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Beware of Deflation – What You Need To Know About The Coming Deflation

Beware of Deflation!  What?!? I thought you were warning us about inflation.  Things are changing quickly. There is new information you need to know about the economy. If you want to stay ahead of the curve, you need to hear this episode. I do an analysis of why I think deflation is a real risk and what you need to know. Deflation or bust. The composition of the CPI in the US: Housing: 42.1% Transportation: 17.4% Food and beverages: 15.1% Medical care: 7.3% Recreation: 6.1% Other goods and services: 4.5% Apparel: 3.3% Education and communication: 3.2% Tesla dropping prices is deflationary... So is the drop in housing prices, drop in energy, and other areas which are bound to happen soon. We don't have stagflation yet... but it coming. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
2/8/202349 minutes, 21 seconds
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Buying Small Businesses For Cash Flow Interview With Zach Oehlman

Buying Small Businesses for Cash Flow can be a great strategy for investors, if you know what you are doing. One of the challenges is how to valuate a company. Zach takes us through the process of valuating a company for investment. Join us this week for more great investment insight and wisdom.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/zach-oehlman-buying-small-businesses-for-cash-flow
2/3/202352 minutes
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Beware Of The Inflation Soft Landing

This is one of the best inflation episodes ever. We discuss tons of mental models about how to think about investing. We also discuss the meltdown right before our eyes, which no one seems to be noticing. And once again real estate. Lastly, we share some advice for one of the best sage investors that even Warren Buffett cannot avoid reading. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-soft-landing-473   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
2/1/202355 minutes, 28 seconds
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Financial Wellness And Generation X – Interview With Bobbi Rebell

his week I have a conversation with Bobbi Rebel about Generation X, Financial Wellness and being a financial grownup. This was a great interview and we discuss a number of areas that don't get enough attention... most specifically about being a financial grownup with generational money. Join us to relive your past and understand your peers. For more information, visit the show notes at https://moneytreepodcast.com/financial-wellness-and-generation-x-interview-with-bobbi-rebell   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
1/27/20231 hour, 2 minutes, 25 seconds
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Inflation Drops Again… And Other Predictable Data

Amazing Inflation Update: 6.5% ... zzzz This inflation number is not a surprise to anyone. We all saw it coming. Inflation drops again and we should expect this to continue for a while. Here are some surprises you may not have heard before... For more information, visit the show notes at https://moneytreepodcast.com/inflation-drops-again-471  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
1/25/202354 minutes, 51 seconds
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The Year of Recalibration – An Interview with Professor Jeff Bierman

This week we interview Professor Jeff Bierman. We discuss why 2022 was a year or reprogramming and why 2023 will be the year of recalibration. There are large changes afoot and we discuss most of them on this show. Fed fueled fantasy, rotations, locking in yield, active vs passive, valuations, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/jeff-bierman-year-of-recalibration
1/20/20231 hour, 10 minutes, 41 seconds
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The Singularity and Ai – How ChatGPT Is Transforming The Economy In Only 2 Months

ChatGpt and Ai is transforming the economy and it is only 2 months old and still in beta testing phase. Wow. However what this means for professionals in certain industries is going to shock a lot of people. ChatGPT, DALL-E, Point-E, CODEX, and more are already live and working to make jobs easier ... until they take the job entirely. There are a lot of implications for this new technology.. good and bad. Join us this week as we discover how this applies to you and your investments. For more information, visit the show notes at https://moneytreepodcast.com/singularity-and-ai-chatgpt Today's Panelists:Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
1/18/202353 minutes, 25 seconds
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Happy New Year – Year End Performance 2022

2022 was a mess, or like a friend of mine says, it looked like a medieval battlefield at dusk. Year End Performance 2022 was bad across the board. There were very few places to hide.  If you did well last year, and you are not agile, you might feel the pain similar to what others felt last year. We discuss the year end review of the markets, how to think about last year and how to think about 2023. For more information, visit the show notes at https://moneytreepodcast.com/year-end-performance-2022   Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
1/13/202335 minutes, 24 seconds
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Money Tree Investing Podcast 2022 Market Wrap Up

Wow! 2022 was a slow motion trainwreck hitting a dumpster fire. Aren't you glad its over? I am. However, before we pretend that year didn't happen, lets do one final review. This week we do a final review of the 2022 Market Wrap Up.  We discuss what worked, what didn't, and what you should be thinking about for next year 2023. Join us to start the year 2023 on the right track. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/2022-market-wrap-up
1/11/202355 minutes, 46 seconds
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My Worst Investment Ever With Andrew Stotz

I love talking with Andrew Stotz about his worst investment ever. Most of us spend too much time on our winners and not enough time on our losers. Andrew has dedicated a whole podcast to this idea of learning from our failures. We discuss his 6 common mistakes, World War 2.5, the impact of the Fed policy on the rest of the world, global strategery, and more. For more information, visit the show notes at https://moneytreepodcast.com/my-worst-investment-ever-andrew-stotz Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
1/6/20231 hour, 7 minutes, 10 seconds
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Happy New Year Of Inflation

Happy New Year of Inflation. I'm so happy 2022 is over. Aren't you? In case you were living in the middle of the wilderness with no access to the internet, it could be described as a train wreck, hitting a dumpster fire, in the middle of a sh1tstorm. Does that sum it up? However you choose to describe it, you could call it the year of inflation. 2023 will be another 365 chances to change your life... Lets make it for the better. Join us as we start the year with some good old fashioned year end planning and preparation for 2023. Lots of great life lessons today. Aren't you glad you were here? For more information, visit the show notes at https://moneytreepodcast.com/new-year-of-inflation-beware-of-inflation-465 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
1/4/202359 minutes, 52 seconds
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Annie Duke Tells All On Money Tree Investing Podcast

This week we interview Annie Duke. She accidentally got into Poker and won a World Series Of Poker Championship before retiring in 2012. She is the author of Thinking in Bets (one of my favorites), How To Decide, and Quit (her most recent book). This is one of the best interviews with her I have heard. Great revelations for anyone who is an investor or student of life.  We discuss luck vs skill, life is like poker not chess, resulting (outcome bias)how to know when to stick or quit, sunk costs, kill criteria, and so much more.  For more information, visit the show notes at https://moneytreepodcast.com/annie-duke-quit Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
12/30/20221 hour, 7 minutes, 9 seconds
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All I Want For Christmas Is Inflation

All I want for Christmas is Inflation...Merry Christmas Inflation to all... Happy Hannukah, Happy Festivus, and Happy New Year. Now that you all have had enough holiday cheer, we will update you on inflation, the markets and a lesson on how to look at charts and "news". We have had quite a year. High inflation. Low stock prices and lower bond prices. The housing market still looks terrible. But there are some bright spots... There just aren't many of them. For more information, visit the show notes at https://moneytreepodcast.com/christmas-inflation-463-beware-of-inflation Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
12/28/202258 minutes, 26 seconds
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The Tao Of Trading Interview With Simon Ree

This week we interview Simon Ree, Founder of Tao of Trading. We discuss successful trading strategies, options trading, inflation, the Federal Reserve, risk management, bull markets vs bear markets, and much more. This is a great interview into the mind of a successful Wall Street trader. Join us for your favorite investing and personal finance podcast of the week. For more information, visit the show notes at https://moneytreepodcast.com/tao-of-trading-simon-ree Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
12/23/202251 minutes, 11 seconds
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Beware of Inflation: Don't Fight The Fed

Don't Fight The Fed... How many times have we heard that phrase. Yet people never seem to listen. This week Powell said get out of my way. I'm fighting inflation like Volker. Inflation (via CPI) is still high at 7.1% but lower than last month and lower than expected. But still a far cry from the 4.25-4.5% Fed funds rate.  The market got the message on Thursday and Friday. Looks like the Santa Clause rally is turning into a lump of coal. Join us for some eggnog and cookies as we celebrate this episode with some updated inflation data and juicy insight into the markets and economy. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-dont-fight-the-fed-461 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
12/21/202251 minutes, 48 seconds
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Energy Intelligence – How To Make Money From The Biggest Trend That People Hate

People hate the energy industry. Yet the biggest trend right now is in the energy. Energy Intelligence shows us that there are big forces at work that will cause a historic log jam which will raise energy prices for everyone. However there are solutions to this and ways you can profit from this disconnect in the economy. We discuss all of this on our show this week. Join us for another great podcast episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/energy-intelligence-how-to-make-money-from-the-biggest-trend-that-people-hate
12/16/20221 hour, 11 minutes, 28 seconds
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Understanding Market Cycles & How It Can Make You Money

Understanding market cycles is one of the easiest way to make money in the market. Short term cycles and long term cycles both provide you with an enormous amount of value in determining the direction of your investments. This week we discuss how market cycles work and how you can use them to make money. We also discuss a few examples and how emotion plays into these cycles. Join us for another great podcast episode this week on Money Tree Investing Podcast. For more information, visit the show notes at https://moneytreepodcast.com/understanding-market-cycles-459-beware-of-inflation Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
12/14/202254 minutes, 19 seconds
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Property Manager Survival Guide – How to Find the Best Property Manager

One of the biggest problems I hear from real estate investors is how do I find the best property manager... more accurately, "how do I find any property manager that is worth the money I pay them?" I hear this all the time. It is so hard to find high quality property managers, so this week I invited Janet Fields on the show to discuss the role of property manager and what you should look out for when you are screening one. Join us this week as we dive into the world of managing properties for investors. For more information, visit the show notes at https://moneytreepodcast.com/best-property-manager-janet-fields   Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
12/9/202238 minutes, 26 seconds
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We Are All Screwed… Big Oil Will Save Us – Beware of Inflation

This is not a joke. We have serious problems with our energy needs. Where we are now and where we want to be are miles apart and no amount of money, tax credits, and attacking other countries will solve it.  While we all want a cleaner planet, that can only happen decades from now. If we try to speed up the process, it will bankrupt poor and middle class people. The only bridge is "big oil" and nat gas. You don't have to like my opinion, but its the truth. Facts don't lie... narratives do. This week we will be discussing this enormous paradigm shift within the inflation paradigm shift. is your head spinning yet? sorry.  This is one of the most important trends right now and the politicians are doing their job of doing the exact opposite of the right thing. This will cause blackouts, recessions and bankruptcies.   Things could easily turn around with rational policies, but that trends is not there.  Join us this week to discuss this enormous trend and how it will impact your wealth and health. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-457-big-oil-will-save-us   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
12/7/20221 hour, 3 minutes, 25 seconds
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Edward Chancellor The Price Of Time – History of Interest Rates

  This week is a treat. We interview Edward Chancellor about his new book , The Price Of Time - The Real Story Of Interest.  Those who do not understand history are doomed to repeat it. This could not be more true in the current markets we have now. We invited Edward on the show to educate you on how to think about these markets in comparison to history. Interest rates are center stage in this circus.  This was a great history lesson that could turn into actionable advice for those who are some inclined to learn about the past. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
12/2/20221 hour, 23 minutes, 5 seconds
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Beware of Inflation – The Inflation Impact On Bonds

Bonds have performed very poorly in 2023. This is the worst YTD performance in a LONG time. Should you add them to your portfolio now or will things get worse? This week we discuss the inflation impact on bonds in your portfolio and when you should look to add bonds to your portfolio again. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   0
11/30/20221 hour, 1 minute, 47 seconds
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It's All About Bonds - The Impact of Inflation on Bonds

Do you still think bonds are safe? After a year of bonds getting crushed along with stocks, you might think bonds are no longer safe. Well... They never were "safe". Now that everyone knows that, what should you do next? This week we discuss investing in bonds and how you should think about the impact of inflation on bonds for your portfolio. I think this is the first time in years that I have starting to look at bonds for portfolios. The key word is "starting" to look. We are getting to a point where things are getting interesting in bonds, but you still have to be careful. For more information, visit the show notes at https://moneytreepodcast.com/its-all-about-bonds-impact-of-inflation-on-bonds Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/25/202242 minutes, 20 seconds
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FTX Crash & How You Should Think About It

It is amazing. The FTX Crash has caught most people off guard and many celebrities lost money too. There is word that it is one big ponzi scheme with politicians, slush funds, celebrity endorsers, and trying to expatriate SBF back to the US to face justice. This is the stuff that is Michael Lewis will be writing about in the big Short 2 (which apparently he has been embedded for the past 6 months with SBF). I do find it odd that I have not heard anyone screaming for his arrest yet. They got Bernie Madoff quickly. Why not this guy? Is there more to come? It is still too early to know all the details, but the initial reports are riveting... of course it could also be fake news. Join us this week on Money Tree Investing's Beware of Inflation Episode with Kirk Chisholm and Barbara Friedberg. For more information, visit the show notes at https://moneytreepodcast.com/ftx-crash-453-beware-of-inflation Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/23/202249 minutes, 48 seconds
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Matt Leising & The Great Crypto Caper – The 55 Million Dollar Crypto Heist And How It Almost Brought Down Ethereum

Matt Leising, author of Out of The Ether, discusses the $55 Million Dollar Ethereum heist and how it almost brought down Ethereum. Also, we discuss the crypto/blockchain space and how it will change everything. We get an insider look from a guy who knows some of the top visionaries in the space. Join us this week for a great episode about Ethereum and the future of blockchain. For more information, visit the show notes at https://moneytreepodcast.com/great-crypto-caper-matt-leising Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/18/20221 hour, 14 minutes, 30 seconds
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Inflation Is Gone… Or Is It?

The media is telling us, Inflation is gone. Celebration time.??  Well, not so fast. Inflation is still coming in at 7.7% (which is high) and one data point does not make a trend. Inflation should drop a bit from here, but we are not out of the woods. This week we discuss what is going on with the new inflation numbers, housing data, FTX and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
11/16/202251 minutes, 56 seconds
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Global Economic Forces Are At Work, Here Is How You Navigate Them

Larry joins us once again to discuss global economic forces which move slowly but firmly in one direction. when they change watch out. We discuss, global brain drain, the future of global economic power, social security, the energy markets, inflation and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/11/20221 hour, 1 minute, 37 seconds
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Beware of Inflation – Your Investing Style Is Dangerous

I'll bet you think your investing style is safe. However what you don't know if what makes it dangerous.  This week we interview Mikkel Thorup. We discuss global asset protection, second citizenship, global inflation, and what you can do if you want to be a global citizen.  Mikkel is also holding a summit right now if you want to learn more, The Expat Money Summit. He has some of the top speakers in their field. Investing half truths #1: buy and hold is the best strategy... but is it? We discuss this investing half truth this week. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
11/9/202252 minutes, 57 seconds
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The Future of Food & Emerging Trends – Investing In Agriculture And Food

This week we interview all-star portfolio manager Leigh Goehring about the agriculture sector. We discuss the emerging global trends in the agriculture sector and why you need to have this in your portfolio. Investing in agriculture and food has been out of favor for a while, but will have its day in the sun soon enough. There are so many great points in this episode, that everything you need to know about investing in agriculture and food is right here. Don't miss this amazing episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/4/20221 hour, 23 seconds
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Inflation… When Will It End? How Long Will Inflation Last? We Have The Answer

The most common question we have been receiving here on the show is, how long will inflation last? You will not be surprised that we have the answer for you on this episode. This week we discuss when inflation will end, updates on economic numbers, when inflation will increase, and how you can protect yourself. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
11/2/202252 minutes, 56 seconds
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Listener Questions October 2022 – Let Us Know What You Think

We have another great listener questions episode just in time for Halloween. Put on your favorite costume and grab a frosty beverage. Join us for Money Tree Investing Podcast. This week we discuss, what stage of the market are we in, how are investors reacting to the current market conditions ( investor sentiment), what we are doing with clients right now, where to find cash flow, and asset protection in an insane world where nothing makes sense. For more information, visit the show notes at https://moneytreepodcast.com/listener-questions-october-2022   Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
10/28/202234 minutes, 13 seconds
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Beware of Inflation – King Dollar And The Magazine Indicator

The King is Dead... Long Live the King. King Dollar is doing the opposite of what everyone thought would happen. No its not going to zero. Its actually testing all time recent highs. Not only that but it is disrupting the entire global economy. However the dollar is only a symptom, not the cause. We discuss the cause. Next we discuss the magazine cover indicator. One of my favorites and you will see why. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-king-dollar-magazine-indicator
10/26/202253 minutes, 4 seconds
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Sustainable, IMPACT, & ESG Investing – Is It A Good Strategy For Your Money

This week we interview Eddy Soffer from Interactive Brokers. We discuss Sustainable, IMPACT, and ESG Investing. ESG investing is a hot area right now. Individuals and companies are all chipping in to give their opinion on the pros, cons and thinking behind this trend. Join us this week as we have a good discussion about ESG investing and how it will impact your wealth. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/sustainable-esg-investing-eddy-soffer
10/21/202253 minutes, 35 seconds
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Inflation Is More Dangerous Than WW3

Yes I said it. Inflation is more dangerous than WW3. Don't believe me? Did you live through the 1970s inflation? what about the 1920s in Germany? or 2008 inflation in Zimbabwe, or Venezuela right now? If you look at history (or the present) you will notice that hyperinflation destroys not only the economy, but the country. The German 1920 hyperinflation is one of the factors that led to WW2. We lay out the entire thesis during the show this week and why you need to be prepared. Join us to learn more. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-is-more-dangerous-than-ww3
10/19/202258 minutes, 21 seconds
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Scott Carson Discounted Note Investing Tactics

This week we interview Scott Carson about investing in discounted notes. This is not your average alternative investment, but it is an interesting way to get into real estate without tenants and toilets. Join us as we discuss investing in discounted notes. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/scott-carson-discounted-note-investing
10/14/20221 hour, 17 seconds
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Beware of Inflation – Oil Price Inflation, OPEC, Russian Chess vs US Checkers, Mortgages, Bank of England and More

Oil price inflation is back... OPEC has decided to go against the US and the US is losing. Maybe The White House should not have used the strategic petroleum reserves for political gain in November. Oil price inflation will be back with a vengeance this winter. Stock up now. At least we are not living in Germany. The Russians may be losing in Ukraine, but they played this hand well. The only one to upstage Russia/OPEC is the Onion who filed an Amacus brief with the US Supreme court... Well played sirs... Well played. The Bank of England is having big problems as well, and very little has to do with the new PM, Liz truss. I only mention England because the Bank of England had to intervene in the markets this week. But they are not alone with problems. The mortgage and housing markets are a mess once again. And we also discuss the yield curve. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-oil-price-inflation-421b
10/12/202243 minutes, 22 seconds
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Yieldstreet - Milind Mehere

Milind Mehere joins us this week from Yieldstreet. We discuss why he started the platform and what is accomplishes that others do not. If you want to know more, join us this week where we dig deep to find out if its right for you. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/yieldstreet-milind-mehere
10/7/202251 minutes, 34 seconds
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Beware of Inflation End of 3rd Quarter 2022

End of 3rd Quarter 2022 has been the bloodiest market performance I have seen in over a decade. There are scary data points everywhere. However when you look at the performance, you would think the bad stuff has already happened.  You think this is bad, you have not seen anything yet.  You can join us to see Prince William give us the finger. Yes the middle one... I think. Join us this week to listen in on our discussion about how you should be thinking about end of 3rd quarter 2022.  Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-end-3rd-quarter-2022
10/5/202239 minutes, 14 seconds
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Investing In International Real Estate: A Primer Guide

Are you worried about the stability of the US? Do you wish you had a plan B just in case things don't work out? Well here is one solution... This week we interview Mike Cobb from ECI Development. Mike is an expert in investing in international real estate. He has been traveling and investing in properties in Central and South America for over 26 years. He has seen it all and made all the mistakes you don't want to make. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-real-estate-mike-cobb
9/30/20221 hour, 4 minutes, 53 seconds
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Beware of Inflation - Investing in Bonds with Inflation

Is it time to invest in bonds? We will discuss this week whether it is time to find safety in bonds, the housing situation, and more inflation data. Inflation is a range not a number. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-419b
9/28/202233 minutes, 23 seconds
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Investing In Farmland With Carter Malloy

Investing in farmland is one way to protect yourself from higher inflation. This week we discuss how to invest in one of the oldest assets classes. Carter Malloy from AcreTrader will explain how he is democratizing farmland investing for people who are not farmers. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-farmland-carter-malloy Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-farmland-carter-malloy
9/23/202247 minutes, 4 seconds
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Beware of Inflation: Inflation is a Global Problem

Inflation is a global problem... It may "only" be 8.3%, but this is a big problem that is not going away. inflation rising... GDP falling... a recipe for disaster... or more like a slow motion train wreck. We discuss housing inventories in different cities and what the market thinks the fed funds rate will be by year end. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/inflation-is-a-global-problem-beware-of-inflation-418
9/21/202229 minutes, 20 seconds
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Tax Lien Investing With The Tax Lien Lady – Joanne Musa

This week we discuss tax lien investing opportunities with Joanne Musa, the Tax Lien Lady.  There are enormous potential gains in in tax liens if you know where to look. We discuss where to look in this episode. Wall Street has squeezed most of the profits out of tax liens, but they have missed a few areas and that is where you need to look. We outline that for you here on this episode. For more information, visit the show notes at https://moneytreepodcast.com/tax-lien-investing-with-the-tax-lien-lady-joanne-musa   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
9/16/202259 minutes, 57 seconds
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Beware of Inflation: Clean Energy Vs Dirty Energy

This is the Royal Rumble of debates. Clean Energy vs Dirty Energy. We discuss the pros and cons, the short term and long term impacts on everyone. This is the debate you should be hearing on the news, but are not. For more information, visit the show notes at https://moneytreepodcast.com/clean-energy-vs-dirty-energy-2 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
9/14/202239 minutes, 4 seconds
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Risk Management and Asset Allocation For Tiger 21

This week we interview Michael Sonnenfeldt, founder of Tiger 21. We discuss many issues that effect the Tiger 21 community, risk management, asset allocation, when they expect a recession, and most importantly what trends are the most watched for their members. This is another exciting interview with Michael, who has graciously shared a peek behind the curtain with the Tiger21 community. My favorite part is the asset allocation for Tiger 21 community. For more information, visit the show notes at https://moneytreepodcast.com/risk-management-and-asset-allocation-for-tiger-21 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
9/9/20221 hour, 31 minutes, 10 seconds
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Beware of Inflation: Should The Cost Of College Be Free?

This week we discuss one of the big political footballs, debt forgiveness of the cost of college. Should we forgive the cost of college or not? Don't miss my rant on this topic. We also discuss the housing crisis, are 0% down payment mortgages a good thing, and the value of HOPE. Who said HOPE is not a strategy... I guess it was me... But this is a different type of HOPE. Join us this week to see how HOPE can help you. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-clean-energy-vs-dirty-energy 
9/7/202242 minutes, 31 seconds
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Emotional Psychology of Investing

This week we interview psychologist, Stanley Teitelbaum about the emotional psychology of investing. We discuss cognitive bias, blind spots, the greed & fear cycle, following the herd, cutting losses, looking for the guru syndrome as well as his own odyssey with investing. For more information, visit the show notes at https://moneytreepodcast.com/emotional-psychology-of-investing-stanley-teitelbaum Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
9/2/20221 hour, 9 minutes, 43 seconds
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Beware of Inflation: Bull Market Vs Bear Market... You Choose.

This week we tackle the age old debate... Bull Market Vs Bear Market... Where is the market going next. We show you 4 different ways to look at it and most importantly... how you should NOT look at it. We pack in a plethora of charts and wisdom in to this episode. This is a must listen episode.  We also discuss what is priced into the market, which is a better inflation hedge, bitcoin or avocados, and the surge in housing payments and housing supply.  Lots to see. make sure to check us out on YouTube. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments
8/31/202232 minutes, 32 seconds
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Alternative Investments You Have Not Heard Of... with Stefan Von Imhof

Alternative investments are a big field. So many opportunities... So many interesting ways to invest outside the market. This week we interview Stefan Von Imhof about his alternative investment market place. Baseball cards, websites, water rights, music royalties, sealand and more. For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
8/26/20221 hour, 5 minutes, 10 seconds
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Beware of Inflation: The New FAANG Stocks 2.0

If you thought FAANG stocks were the place to invest... Check out our FAANG Stocks 2.0. FAANG 1.0 will not help you in a recession. FAANG 2.0 will be the place to be. We talk about tech and the "new tech" stocks you should think about for your portfolio. Want to know where to invest, Next week we are going to roll out our FANUIGA Stocks. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
8/24/202225 minutes, 19 seconds
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Joe Robert Ventures: A Discussion About The Distressed Debt Opportunity

This week we interview Joe Robert of Robert Ventures. We discuss the opportunities that will be available to investors in the next recession with distressed debt. This is not for everyone, but this is a crucial piece of the investing puzzle. If you don't understand it, you could be on the other side of the trade from Joe. What's that phrase... "If you don't know who the sucker is at the poker table... its you." This is why it will be worth your time to learn about this type of investment. We also discuss cryptocurrencies, foreclosures, loan modifications and more...   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Douglas Heagren | ProCollege Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
8/19/202252 minutes, 20 seconds
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Beware of Inflation: Bear Market Rally? Is it Cyclical or Structural?

This week we discuss whether this is a bear market rally or a new bull market. This is the key to the markets next move. We also discuss whether Inflation is cyclical or structural. Zoltan Pozsar from Credit Swiss has a good take on this. Here are a few key quotes from his recent market research. The last one is very important.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
8/17/202236 minutes, 29 seconds
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Looking To Know The Direction Of The S&P 500? Brent Kochuba From Spotgamma Shows You How The Pros Trade Volatilityow Spotgamma

Brent Kochuba, the founder of SpotGamma, has expertise predicting the future movements of equities and indices. While a lot of what he does is a bit technical, if you want to know where things are going in the future... Brent is your guy. Short Squeeze, Gamma Squeeze, and volatility. All things that Brent tracks daily. Listen to this episode to find out how the pros look at the increase volatility we have seen in the markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/spotgamma-brent-kochuba
8/12/20221 hour, 16 minutes, 48 seconds
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Beware of Inflation: Income Inequality, Historical Tax Rates, Bear Market Rules, Economic Updates, and More…

Another blockbuster episode here on Money Tree Investing. This week we tackle a sacred cow (you know we love to do that)... Income Inequality. This week Doug and Kirk discuss what is going on in the economy, consumer credit balances, the bullwhip effect, the stock market, and employment. Did you know that July was the 5th best performing month for the Wilshire 5000 index in the past 30 years? Was new s to me too. We also discuss the 2-10 yield curve, historical tax rates and more. This is an action packed episode of summer fun. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-income-inequality-bullwhip-2 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
8/10/202235 minutes, 6 seconds
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Alpha Architect – Wes Gray

Wes Gray is a man of many talents. He was a Captain in US Marine Corp, has a PhD in Finance and Univ of Chicago, and now run Alpha Architect. We discuss a lot of areas on this episode. I know you will enjoy it. We discuss the value of using common sense with the quant approach, whether Value investing is making a come back ( I like this one), poor man's managed futures, the biggest risks right now, when to use discretion, inflation protection, and more.    Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | ProCollege Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
8/5/202258 minutes, 35 seconds
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Beware of Inflation: The Bullwhip Effect

High Inflation Explained... This  week we dive into one of the major causes for high inflation... Hint, its not excessive money printing. We discuss the bullwhip effect, how it effects commodities and goods like avocados, lobsters, ammunition, lumber and more. We make this advanced economic topic simple and easy to understand. You can amaze your friends and family with your extensive knowledge about how the economic system works and it might even help you understand how this inflation cycle will play out... Yes this topic is that important. Oh did I mention that The Beer Game is a simple way to understand the bullwhip effect as well... Sorry The Beer Game does not involve drinking beer. Although I won't tell you not to. 🙂 Don't forget to check out our new Bear Market Survival Guide - The Top 12 Bear Market Rules to Help You Survive and Thrive in The Next Bear Market. It will give you simple and easy, actionable advice to set yourself up for success with your investments. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/bullwhip-effect-beware-of-inflation
8/4/202226 minutes, 23 seconds
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The Contrarian Edge – Vitaliy Katsenelson

This is a rare chance to listen to one of the top value investors or our day. We discuss his dream company to invest in, how to manage risk in tough markets, upcoming opportunities for potential investments, inflation, global risks, his list of company to buy in a down market, and more.  If you are not investing with a value tilt, then you need to listen to this interview. Investing in value stocks requires a lot more than just finding cheap companies. We discuss all of this on the episode. For more information, visit the show notes at https://moneytreepodcast.com/contrarian-edge-vitaliy-katsenelson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
7/29/20221 hour, 3 minutes
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Beware of Inflation: Bear Market Rules, Current Market Update and Listener Question

This week we discuss some interesting updates in the markets, the top 12 bear market rules, and a great listener question, is this the perfect investment strategy. Doug joins me again for this rousing episode. If you want to read more about the Top 12 Bear Market Rules to Live By - To Survive and Thrive in the Next Bear Market, read this excellent post. Great Listener Question From Chris: "I love your show! The problem I am looking to solve is it a good long term strategy for 100% of my stock allocation to sell 30 delta OTM covered calls on SCHD and when assigned sell 30 delta cash covered puts (rinse and repeat) to boost the income of my portfolio. I’ve doing this for about a year now and so far up about 6% on the year when SPY is down about 18%." For more information, visit the show notes at https://moneytreepodcast.com/   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/27/202229 minutes, 12 seconds
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Lessons From The Pros: Behavioral Value Investing – Playing Offense Vs Defense With Your Investments

Value investing has been in the dog house for the past 20 years. You needed an iron stomach to stick with it when it under performed for 2 decades. However, not everyone suffered.  Gary Mishuris uses "behavioral value investing" to invest better with value stocks. He looks for value where others are not. This is one of the hardest and best ways to invest in value stocks. Wayne Gretzky says skate where the puck is going to be. Gary shows us how to do that with value stocks. As value stock are coming back into favor you need to look at what is working. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-value-investing-gary-mishuris Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
7/22/20221 hour, 20 minutes, 6 seconds
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Beware of Inflation: UPDATE: Inflation 9.1% Wow! Also The Value of Cash, Bitcoin Bonanza, and Why A Bad Economy Does Not Support Bad Business Models

Amazing Inflation Update: 9.1% WOW! I think I need to dust off my dictionary to look up what "transient" means. This week we discuss all sorts of news updates, the inflation reading, why cash is not trash, Bitcoin, and why bad economies do not support bad business models. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/
7/20/202229 minutes, 41 seconds
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Secrets of The Rich #12: Qualified Small Business Stock 1202 – $10 Million or More in Capital Gains Tax Free

This week we interview David French about another advanced planning strategy for our series, Secrets Of The Rich Episode #12, Qualified Small Business Stock 1202. Sounds interesting? Yawn.  What if I told you you could sell your business tax free up to $10 million (or more)... Now are you interested? Yes... Me too. This is a great episode for business owners who are looking to save on taxes when they sell their business. Join us to learn about this elusive tax secret of the rich. For more information, visit the show notes at https://moneytreepodcast.com/qualified-small-business-stock-1202-david-french Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/15/202243 minutes
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Beware of Inflation: Why Is The Euro At Par With The US Dollar? Why Should I Care?

The Euro is at par with the US Dollar. Huh? Should I be worried or is it ok to be confused? You are not alone in wondering if this matters.  The answer is it does and it doesn't. In this episode we will discuss why this matters. We discuss where it is a good thing and where it is a bad thing for the US economy. It is worth watching as it can impact your investments. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-why-is-the-euro-at-par-with-the-us-dollar Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/13/202220 minutes, 10 seconds
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Are You Home Country Biased? Global Dividends Can Provide Interesting Opportunities

Are you looking to increase the yield on your dividend stocks? Are you aware there are stocks outside of the US? While we all know we can buy stocks in other countries, most do not. This is not a US-centric problem. Home country bias is a global bias. We all inherently follow Peter Lynch by investing in what we know. However this limits you to opportunities and lowers your potential dividend yield. Global dividends are a great way to enhance your income on investments if you know what you are doing. We discuss how you can do that. For more information, visit the show notes at https://moneytreepodcast.com/are-you-home-country-biased-global-dividends-can-provide-interesting-opportunities Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/8/20221 hour, 3 minutes, 31 seconds
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Beware of Inflation: The Impact Of Inflation On Valuations – Growth Vs Value, Current Markets, Valuations and More…

Happy Independence Day! (2 Days Belated) I hope you all enjoyed the holiday and spent some time reflecting on what is important in your life. We are at it once again. You guessed it... Inflation. We are beating inflation like a rented mule. (Apologies in advance to all the rented mules who were offended by that comment.)  Since inflation is not going away, we are going to keep discussing this until everyone is up to speed. This has global impact so prepare yourselves. This week we will be discussing the impact of inflation on valuations, should you invest in growth vs value, and we discuss the markets and what our thoughts are. Join us with your frosty beverage of choice (as long as your are not driving, or it is a slushy). Cheers! Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
7/6/20221 hour, 2 seconds
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Secrets of The Rich #17 – Investing in Agriculture For Income, Growth and Protection From Inflation

This is another episode of Secrets of the Rich. Secret #17, Investing in Agriculture. Have you asked yourself why so many Billionaires are investing in agriculture? We discuss why on this weeks episode. This is one of my favorite asset classes, yet so few people are investing in it. You should start to learn more. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-agriculture-for-income-growth-and-protection-from-inflation Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
7/1/202247 minutes, 46 seconds
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Beware of Inflation: The Impact Of Inflation On Investments – How Do You Know When You Are Wrong?

Inflation Alert... Here is what you need to know about the impact of inflation on investments in your portfolio. We discuss stocks, bonds, real estate, cash, commodities, and more. Also I hope you have watched the prior episodes. IF you have not please click here to listen.  If you have then you are aware of our prediction about inflation. Now we are going to take you behind the curtain and show you how to know when you are wrong. We will be using ourselves as the guinea pigs for this one, but you can learn from this to apply to your own investing. For more information, visit the show notes at https://moneytreepodcast.com/impact-of-inflation-on-investments-beware-of-inflation-4 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/29/202249 minutes, 55 seconds
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Get Higher Income From Your Investments – Covered Call Writing and Dividend Stocks

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated in this low yield environment. This is a great tool for people to understand and add to their toolbox. We also discuss how to hedge your portfolio in times of market volatility. For more information, visit the show notes at https://moneytreepodcast.com/covered-call-writing-kevin-simpson
6/24/20221 hour, 4 minutes, 3 seconds
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Beware of Inflation – How Does Inflation Affect Real Estate & Your Portfolio Asset Allocation?

Are you curious about how inflation affects real estate? Your home, investment property, land, etc. will all be affected by inflation. This is the biggest source of wealth for most Americans, so it is Urgent that you understand this fact. We also discuss how asset allocation has changed and how you should be thinking about your own asset allocation. For more information, visit the show notes at https://moneytreepodcast.com/how-does-inflation-affect-real-estate-your-portfolio-asset-allocation-inflation-4   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/22/202241 minutes, 51 seconds
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Historical Perspective On Inflation From The Former Editor of Barrons, Gene Epstein

High inflation is causing big problems in the economy, stock market and family budgets. When will it go back to "normal"? What is the Federal Reserve going to do? How can you prepare for what comes next?  This interview is a great historical perspective on inflation from Gene Epstein, who as a former editor at Barron's, has seen this happen before and can share his perspective. For more information, visit the show notes at https://moneytreepodcast.com/historical-perspective-on-inflation-editor-of-barrons-gene-epstein Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/17/20221 hour, 19 minutes, 50 seconds
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Why Do We Have Inflation? The #1 Reason (Bonus Episode)

Why do we have inflation? I'm sure you have heard about 100 reasons why this is happening, yet none of them make sense to you. We are in a paradigm shift and most people will not realize this for at least another year.  In this episode we discuss what is inflation, why do we have it, how does this effect your real estate, should you buy real estate, and more... For more information, visit the show notes at https://moneytreepodcast.com/why-do-we-have-inflation-bonus-episode-beware-of-inflation-3
6/15/20221 hour, 6 minutes, 52 seconds
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101 Guide To Investing Distressed Assets During Times Of Market Stress

If you are worried about paying too much for your investments, this episode we discuss how to invest in distressed assets. As we move towards a recession, many assets will become distressed and you will want to know how to invest and keep your risk low. Should you feel guilty about finding bargains? We discuss that too. For more information, visit the show notes at https://moneytreepodcast.com/101-guide-to-investing-distressed-assets-during-times-of-market-stress Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
6/10/20221 hour, 7 minutes, 59 seconds
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Beware Of Inflation – (Bonus Episode) The Impact of Inflation on Cryptocurrencies, Gold, and Your Cash

This is the second bonus episode in our Beware of Inflation series where we discuss the impact of inflation on different assets and aspects of your life. This episode we discuss the impact of inflation on cryptocurrencies. Do you think cryptocurrencies are a good hedge against inflation? The results may surprise you. We have some assets that are great hedges against inflation but for different reasons than you think. For more information, visit the show notes at https://moneytreepodcast.com/impact-of-inflation-on-cryptocurrencies-gold-cash-bonus-episode
6/5/202246 minutes, 20 seconds
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Investing In High Yield Bonds To Find Higher Yields

Are you looking for higher yields? High yield bonds are historically an interesting way to increase the yields you get from your investments. Markets are getting rocky, so finding the right bonds are important. Many professionals love buying high yield bonds during tough markets. Bill talks about how he finds good bonds. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-high-yield-bonds-to-find-higher-yields-bill-zox
6/3/202255 minutes, 58 seconds
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Is Passive Investing Truly The Best Strategy?

We have a thorough discussion this week with Rick Ferri about passive investing and whether it makes sense for your portfolio. We also discuss why Warren Buffett doesn't use passive investing, why it works, and if it will continue to work in the next 5 years. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/is-passive-investing-truly-the-best-strategy
5/27/20221 hour, 8 minutes, 45 seconds
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7 Best Ways To Provide Financial Education For Kids

Debbie Todd discusses the 7 best ways to teach financial education to kids. This is one of the biggest problems in this country... adults not having financial acumen... which starts when they are children. Debbie talks about where this comes from, and how to fix it. If you have children, you want to listen to this episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-education-for-kids-debbie-todd
5/20/202258 minutes, 24 seconds
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Money Revolution Book – Richard Duncan

Richard Duncan is once again a guest on our show. Richard is going to explain to us why our economy is hitting a speedbump and why this is the symptom of larger problems. Also his book talks about some remedies that could get us back on track. I love having Richard on the show as he is a wealth of information and wisdom. His book, The Money Revolution was a fascinating read. While there are definitely challenges ahead, there are also huge opportunities as well... however they might not be what you think. Join us to hear how you can prepare for this next evolution in the economy. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/money-revolution-book-richard-duncan
5/13/20221 hour, 8 minutes, 55 seconds
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Beware Of Inflation – The Bonus Interview That Will Change Your Life… For The Better

This is an important announcement... This is a special bonus episode that will thoroughly explain this new inflation trend and the implications for your life. There is a paradigm change happening in the economy and you need to understand it. Warning... this episode is long and important. This will be the first of many bonus episode released (future ones will be shorter) discussing the impact of inflation and how to protect yourself. This may scramble your brain a bit and change everything you think you know about the economy, markets and your life. Those of you who are clients are already being briefed about this new trend, but we also wanted to help prepare as many people as possible. Important: Understanding this trend is the most important thing you can do for yourself and your family. You may not like what I have to say, but after you hear it, you will understand why I am telling you.  I will be in the guest seat tonight with my friend Douglas Heagren, a College Funding Expert.  I will be creating an Inflation Survival Guide in the next few weeks. Please let me know if you would like a complimentary copy.   For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-the-bonus-interview-that-will-change-your-life-kirk-chisholm   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
5/11/20221 hour, 20 minutes, 11 seconds
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Investing In Gold For Protection and Profit

Is high inflation keeping you up at night? If not it should. The financial markets are going through a paradigm shift that most people are not aware of. Investing in gold is historically one safe haven you should consider. If you want to protect what you have and profit along the way George Milling Stanley has some answers for you. Listen to why gold makes sense now vs in the past, how you can incorporate gold into your portfolio, allocations, and different tools.  If you the markets have you seasick, don't miss this episode. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-for-protection-and-profit-george-milling-stanley
5/6/20221 hour, 50 seconds
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Global Macro Trading Strategies & The Perfect Trade

Some of the best hedge funds use a global macro trading strategy to beat the markets. Alex explains how he is able to use this strategy to understand the world better and manage risk. He discusses how he reacted to March 2020 and how he is positioned for the increased volatility in the markets today. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/global-macro-trading-alex-gurevich  
4/29/20221 hour, 2 minutes, 41 seconds
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Learn How To Pick High Quality Value Stocks From The Pros

This week we interview Eric Schoenstein about picking high quality value stocks in a volatile environment. The nature of the stock market has changed recently and most people have not noticed. Eric explains the tools necessary to not only survive in this market but thrive. Its a good time to brush up on your value stock investing. For more information, visit the show notes at https://moneytreepodcast.com/quality-value-stocks-eric-schoenstein Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
4/22/20221 hour, 6 minutes, 2 seconds
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Investment Decision Making Made Easy With Victor Haghani

Good investment decision making is hard work and requires an understanding of how the markets operate. You cannot learn this in a textbook. We discuss some of the tools on our show with Victor Haghani.  Good predictors of top performing stocks, position sizing, asymmetric risk bets, and the puzzle of the missing billionaires. For more information, visit the show notes at https://moneytreepodcast.com/investment-decision-making-victor-haghani
4/15/20221 hour, 8 minutes, 38 seconds
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Top 5 conservative Option Strategies to Generate Additional Income

This is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that can be used to generate additional income for your portfolio. Options may be foreign to you, but these strategies pack a punch when you are looking for managing your risk, generating additional income or protecting your positions in a rocky market.   For more information, visit the show notes at https://moneytreepodcast.com/conservative-option-strategies-kirk-chisholm    Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
4/8/202244 minutes, 11 seconds
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Commercial opportunities in space – Brittany Zimmerman

This week we talk to Brittany Zimmerman, who has worked with NASA, ISS, and the US DoD. She has an inside track on the current and future technologies regarding space travel. We get some great insight on the commercial opportunities of space. If you want to invest in the final frontier, you will love this episode. For more information, visit the show notes at https://moneytreepodcast.com/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
4/1/20221 hour, 2 minutes, 26 seconds
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Investing In China And Technology

We interview Bruce Liu about the best strategy for investing in China. We discuss the role of technology, why you old investing in China strategy is no longer valid and where you should invest for the future. You will definitely come away from this interview with a new insight on the Chinese economy. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-china-and-technology-bruce-liu  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/25/20221 hour, 2 minutes, 22 seconds
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Is Investing In Dividend Stocks The Best Strategy?

Want to buy some boring dividend stocks? These are stocks that people would look at your funny if you bragged about them at a party. Yet these are some of the best high quality stocks you can consider today. Many of these stocks also pay you to hold them with a dividend. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-dividend-stocks-austin-graff   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/18/20221 hour, 1 minute, 14 seconds
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What’s In Store for 2022

This is a great opportunity to pick the brain of the Chief Global Investment Strategist at Charles Schwab. Jeff Kleintop talks about what he thinks is in store for 2022 and how you should think about your investments. This is a great interview that you won't want to miss. (This interview was done in January, so it does not address the Ukraine conflict.)   For more information, visit the show notes at https://moneytreepodcast.com/jeff-kleintop-schwab-2022   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
3/11/202254 minutes, 23 seconds
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Life After Debt - Marcus Garrett

This week we interview Marcus Garrett about life after debt. We discuss the learn apply teach method, how different generations perceive debt differently, growing passive income, and how to go from heavy in debt to financial freedom. Learn from an expert who literally wrote the book on getting out of debt. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/
3/4/20221 hour, 10 minutes, 6 seconds
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Benefits Of Investing In Real Estate At Any Age

These days, there are many options for investing. From the tried and true methods of investing such as mutual funds and bonds, to the more risky and volatile options like stocks, cryptocurrency, NFT’s, and the metaverse. It’s all a delicate balance of risk vs reward. One of the tried and true vehicles for investment is real estate. While many investors think you need a large amount of capital or an incredible amount of time to invest in real estate, the truth is you can invest in real estate with limited capital and if you partner with others as a passive investor it can require almost no time. But what are the benefits of investing in real estate as opposed to other options like stocks, bonds, or crypto? What advantages do you get from investing in real estate as opposed to a tech startup or opening a restaurant? The list of benefits for investing in real estate is exhaustive and impressive. When compared to other investment vehicles, real estate is unrivaled. Listen to hear a few of the most attractive benefits when it comes to investing in real estate. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/benefits-of-investing-in-real-estate-ralph-geramin
2/25/20221 hour, 2 minutes, 19 seconds
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Zillow Real Estate Market Insights With Jeff Tucker

This week we interview Senior Economist at Zillow, Jeff Tucker. We discuss the state of the real estate market, what's changed, and what trends you need to be aware of. For more information, visit the show notes at https://moneytreepodcast.com/zillow-real-estate-market-insights-with-jeff-tucker   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
2/18/20221 hour, 2 minutes, 15 seconds
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What Does The UFC, Gambling, and Financial Coaching Have In Common?

This week we interview the financial coach for UFC fighters. We discuss some best practices that work for both UFC fighters and normal people. Personal finance, cash management, Brazillian Jiu Jitsu, professional card counting, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/ufc-financial-coach-chris-hanna
2/11/202253 minutes, 33 seconds
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Socially Responsible Real Estate Development

Check out this great interview with Yusef Alexander about socially responsible real estate development for multi family housing. We talk about some unique topics like, Why buy real estate in working-class areas, why your investment portfolio needs a multiplier, submarket optimization, why you need to continually invest in yourself. For more information, visit the show notes at https://moneytreepodcast.com/socially-responsible-real-estate-development-yusef-alexander Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
2/4/202242 minutes, 34 seconds
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This Odd House... Let's Do A Fix and Flip

Have you considered using the fix and flip strategy to make some extra money on the side? Everyone should have multiple streams of income... But how can you get started and turn a fix and flip into money not a mess. Gabe discusses industry trends, some of the biggest hurdles to doing this successfully, how to hire, and more...   For more information, visit the show notes at https://moneytreepodcast.com/fix-and-flip-gabe-dasilva Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
1/28/20221 hour, 11 seconds
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COVID Getting You Down? You Need A Midlife Gap Year

So many people have midlife crisis, and COVID has not helped. You might need a break... This week we interview Lisette Smith about the idea of taking a midlife gap year. College students take a gap year, why can't adults take one too. While this can take some planning, it can provide so many benefits to you and your family.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/
1/21/202241 minutes, 5 seconds
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Assets Protection Strategies – Douglass Lodmell

Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable? This week we interview Doug Lodmell on some of the best asset protection strategies to Protect Your Wealth. We discuss the simple and complex strategies that Uber wealthy families use to protect themselves from outside and inside risks. For more information, visit the show notes at https://moneytreepodcast.com/assets-protection-strategies-douglass-lodmell   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
1/14/20221 hour, 12 minutes, 18 seconds
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Year End Review – 2022 Year Ahead

2021 is finally in the books. Whew. A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities. This week we discuss year end returns, what happened, what you missed, and how to invest for 2022. Dual Impact Funds is the sponsor of this episode. Click Here for more details.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/2022-year-end-review-the-year-ahead
1/7/202241 minutes, 6 seconds
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Developing Real Estate – An Interview With Josh Benaim

What does an opera singer have to do with being successful in real estate?  We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mindy Jensen | Bigger Pockets   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/developing-real-estate-josh-benaim
12/31/202154 minutes, 25 seconds
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Investing in Small Cap Value: Interview with Francis Gannon

We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more.  Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-cap-value-francis-gannon
12/24/202154 minutes, 38 seconds
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Investing in Uranium – The Next Generation of Cheap Clean Energy

Are you looking for the next big trend? Are you looking to invest in environmentally green energy before everyone else? We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your own home, and why the risks of the past are no longer an issue. Scott also talks about his genius way to invest in this trend while mitigating most of the commodity prices issues. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For the show notes, visit https://moneytreepodcast.com/investing-in-uranium-scott-melbye Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
12/17/202158 minutes, 34 seconds
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11 Top Strategies For Raising Money Smart Kids

Are your kids money smart? This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For more information, visit the show notes at https://moneytreepodcast.com/11-top-strategies-for-raising-money-smart-kids   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
12/10/20211 hour, 3 minutes, 28 seconds
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Investment Fraud 101: How to Protect Yourself From Fraudsters

Are you a victim of investment fraud? You might be but don't know it yet. We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with. Dual Impact Funds is the sponsor of this episode. Click here for more details.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast Visit the show notes at https://moneytreepodcast.com/investment-fraud-101-how-to-protect-yourself-from-fraudsters
12/3/20211 hour, 23 minutes, 25 seconds
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Real Stories: Currency Trading 101 with Rob Booker

Real Stories of real investors: Currency Trading This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed. Dual Impact Funds is the sponsor of this episode. For details go to https://moneytreepodcast.com/IQ-Dual-Impact-1   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
11/26/20211 hour, 25 seconds
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Creative Seller Financing Secrets with Terry Hale

Want to buy real estate with no money down? Don't have any money, credit, or experience? Carleton Sheets tells us you can do it. So does Terry Hale. We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle.   Dual Impact Funds is the sponsor of this episode. Click for more details.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/creative-seller-financing-terry-hale
11/19/202147 minutes, 15 seconds
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Story: Physician Real Estate Investor Mas Oishi

Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth. We also discuss why it is important for physicians to plan for their later years today. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/physician-real-estate-investor-mas-oishi
11/12/202142 minutes, 54 seconds
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Julio Gonzalez: Engineered Tax Services

This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez. We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth.  Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/julio-gonzalez-engineered-tax-services
11/5/202148 minutes, 34 seconds
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Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier

We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities. Don't miss this great insight into fix and flip real estate done the right way.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/fix-and-flip-real-estate-tony-javier
10/29/20211 hour, 2 minutes, 2 seconds
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Debate Of The Century: Active Vs Passive Investing… Which Is Better?

I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this. Tom Sosnoff, founder and CEO of tastytrades, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his approach is best.  Rick Ferri, the president of the John C. Bogle Center for Financial Literacy and host of bogleheads on Investing podcast, comes out swinging with his own data of why passive investing beats active investing. Many people talk about passive investing being the better approach. Rick will show you why.  Don't miss this epic event. Maybe the best debate ever on this show. Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/active-vs-passive-investing-rick-ferri-tom-sosnoff
10/22/202145 minutes, 24 seconds
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Secret Of the Rich #15: Investing in Music Royalties

Want to get paid every time a Taylor Swift song is played? I do. You can too. This week we dive into another secret of the rich and famous. Investing in music royalties. This is a cool and lucrative investment that you probably would not have thought of. Prior to this you need to have connections to invest in music royalties. Institutional money has been investing in this space for a while, and now you can too. Find out how on this week's episode.   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/investing-in-music-royalties-adam-cowherd
10/15/202158 minutes, 29 seconds
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Technical Analysis For Fun and Profit with JC Parets

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture. We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would disappoint investors compared to last year. Topics we discuss in this episode: The top indicators he looks for when making a trade The one indicator that tops all others, and it is so simple you probably won't believe it. Sizing your trades Risk management How to trade different markets without being an expert in that investment Join us for insights into where the market is going for Q4 2021. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/jc-parets-technical-analysis-for-fun-and-profit
10/8/20211 hour, 1 minute
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Richard Duncan and Macro Economics

Worried about a global financial crisis? You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the corner. Here are some topics we discuss: Capitalism vs creditism How much credit needs to be created to keep us out of a recession? Is inflation or deflation going to impact our economy in the short term? The China Bubble The Fed Taper implications For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-economics   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast
10/1/20211 hour, 4 minutes, 2 seconds
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Charles Sunnucks: Value Investing

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/value-investing-charles-sunnucks
9/24/202158 minutes, 49 seconds
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US Trading Championship 2020 – Learn How Oliver Kell Made 941.1% In One Year Trading Stocks

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true.  I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy.   For more information, visit the show notes at https://moneytreepodcast.com/us-trading-championship-2020-oliver-kell   Today's Panelists: Kirk Chisholm | Innovative Wealth Michael Rechenthin | tastytrades Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman
9/17/202155 minutes, 13 seconds
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Startup investing 101: An Interview with Startup Incubator and Accelerator Founder Space Founder, Steven Hoffman

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies. We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast   For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman
9/10/20211 hour, 3 minutes, 32 seconds
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Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more.

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more... Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July with a debate of gold vs bitcoin. It was definitely was the surprise (not to us) hit of the conference.  For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-eryka-gemma-bitcoin   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
9/3/20211 hour, 1 minute, 17 seconds
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The Chart Report - Learn Why Charting Is An Important Part Of Investing

Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of investing. Patrick works with a lot of top traders, so you will learn a lot from this episode. For more information, visit the show notes at https://moneytreepodcast.com/the-chart-report-patrick-dunuwila   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/27/20211 hour, 37 seconds
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Larry Kotlikoff: US Economic Policy, Social Security & The US Debt Crisis

Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more). Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss this episode. For more information, visit the show notes at https://moneytreepodcast.com/larry-kotlikoff-us-economic-policy   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/20/20211 hour, 9 minutes, 18 seconds
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Options Trading Strategies Expert Tom Sosnoff Exposes Fact from Fiction with Options Trading

Great interview this week with Options Trading Strategies expert, Tom Sosnoff. We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management? Listen to this episode with a lifelong industry insider from the options industry. For more information, visit the show notes at https://moneytreepodcast.com/options-trading-strategies-tom-sosnoff   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/13/20211 hour, 15 minutes, 35 seconds
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The Importance Of Investing In Gold For Your Portfolio

We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinum, Palladium, Rhodium, and more. For those of you who missed Freedomfest 2021 in July, Rich was my debate partner with the famous Gold vs Bitcoin Debate. I think we won. What do you think? For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-richard-checkan Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/6/20211 hour, 1 minute, 2 seconds
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Conducting Due Diligence On Your Investments 101

This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic. For more information, visit the show notes at https://moneytreepodcast.com/due-diligence-elliot-holland Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
7/30/20211 hour, 8 minutes, 25 seconds
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Cell Tower Leasing: Creating Extra Income From Your Real Estate With The 5G Revolution

Are you looking to profit from the 5G  revolution which is changing the future of technology? Have you considered cell tower leasing as a way to generate passive income from your real estate?  We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector. For more information, visit the show notes at https://moneytreepodcast.com/hugh-odom
7/23/202143 minutes, 24 seconds
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The Cost of College - How Much Is Too Much

How can I afford to send my kids to college without putting myself into the poorhouse? Is the cost of college worth the price? Does everyone need a college education? We discuss these questions and more on this weeks show. This is a topic we will come back to time and time again to help people make the most of college for their kids.   For more information, visit the show notes at https://moneytreepodcast.com/the-cost-of-college-ron-lieber   Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Jack Wang | Innovative Wealth
7/16/202159 minutes, 38 seconds
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Technical Analysis 201: Swing Trading, VWAP, Time Frames and more with Brian Shannon

Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more... Brian is a great educator of other traders and he eats his own cooking. He brings a great perspective of how to think about trading differently using different time frames, VWAP, and more. Price Volume and Time... What else is there to know? Oh and he wrote one of the top Ten books on Technical Analysis... he is no slouch. For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-brian-shannon Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
7/9/202159 minutes, 35 seconds
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Daniel Crosby: Behavioral Finance

The secrets to investing are all in your head... Also known as behavioral finance. You don't need to be a psychologist. Daniel Crosby distills hundreds of behavioral bias down to 4 main categories and makes is simple to understand so you too can be a successful investor. The best investors in the world and large financial institutions understand these secrets. You should too. This interview is pure podcast gold. Learn your biggest enemy in investing. Are men or women better investors? Did you know people expect 17% returns annually from here... should they? Mindfulness and investing. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-finance-daniel-crosby Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
7/2/20211 hour, 6 minutes, 28 seconds
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A Historical Approach To Asset Allocation Investing

This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more. Topics we address: What assets are the best ones to buy in a crisis Why do crisis happen? The importance of liquidity Value investing Japan The current bubbles Inflation, Deflation, and stagflation How to not be fooled by history For more information, visit the show notes at https://moneytreepodcast.com/asset-allocation-investing-dan-rasmussen    Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
6/25/20211 hour, 18 minutes, 20 seconds
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Real Estate Tax Loopholes of the Rich #11: Cost Segregation, Tax Credits, and Tax Incentives

Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax incentives and cost segregation. If you own real estate and you have not considered this, you need to listen to this episode. For more information, visit the show notes at https://moneytreepodcast.com/cost-segregation-bobby-thames Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
6/18/202143 minutes, 44 seconds
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Secured Mortgage Notes: Finding Yield in a Low Yield Environment

Have you been looking for yield in all the wrong places? Lets talk about the right ones... Secured Mortgage Notes. Never heard of it? You are not alone. This is an enormous market place where people lend and borrow money for real estate privately... not through the banks. So the yields can be much higher.  Check out our episode this week on Secured private mortgages, private notes, REO, and other secured paper. For more information, visit the show notes at https://moneytreepodcast.com/secured-mortgage-notes-chris-seveney   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
6/11/20211 hour, 6 minutes, 45 seconds
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Brian Adams: Real Estate Syndication Trends

Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications. We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more. For more information, visit the show notes at https://moneytreepodcast.com/brian-adams-real-estate-syndication-trends   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
6/4/20211 hour, 11 minutes, 8 seconds
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Real Estate Inflation – Should You Be Afraid Of This New Trend?

Real estate prices are continuing to skyrocket. People continue to flee to the suburbs. Lumber prices are up 300%+ People are paying above listed price all cash offers sight unseen. Where is this madness going to end? On top of that, Inflation is starting to pick up. Commodity prices are rising... when they have done nothing but drop for over 10 years. Have we finally turned the corner and started to see the inflation that the Fed has so desperately been seeking. We discuss all this and more on the show today with Greg McBride, from Bankrate.com. For more information, visit the show notes at https://moneytreepodcast.com/real-estate-inflation-greg-mcbride   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
5/28/20211 hour, 1 minute, 41 seconds
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Berkshire Hathaway Annual Meeting 2021

Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually. This week we discuss the points made by Buffett and Munger at the annual meeting as well as some of things that Buffett missed. For more information, visit the show notes at https://moneytreepodcast.com/berkshire-hathaway-annual-meeting-2021     Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
5/21/202133 minutes, 32 seconds
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Gold Vs. Bitcoin Debate

Which would you rather have Gold or Bitcoin? No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position. We have 4 experts debating whether Gold vs Bitcoin is better. You don't want to miss this debate. The big topics we discuss: What is the best store of wealth, liquidity, potential threats, transparency, environmental impact, and better impact on mankind. If you liked this debate, we will also be holding this debate at Freedomfest 2021 in South Dakota this summer July 21 - 24th. If you are in the area, stop by and say hi. (Register here: http://www.freedomfest.com/2021-featured-speakers   Kirk Chisholm  |  Innovative Wealth Rich Checkan  |  Asset Strategies International Eryka Gemma  |  Bank of Eryka Paul Rosenberg | Cryptohippie  
5/14/20211 hour, 11 minutes, 30 seconds
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Listener Questions: When Is The Housing Market Going To Crash, Inflation, and Dividend Stocks

It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks.  Send us your questions and you can be famous on our show.   For more information, visit the show notes at https://moneytreepodcast.com/listener-questions-housing-market-crash-inflation-dividend-stocks 
5/7/202135 minutes, 24 seconds
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Everything You Need To Know About Investing In Cryptocurrencies

Are you still wondering what all the fuss is about? Still think cryptocurrencies are the next tulip bubble? This week we interview Paul Rosenberg about why everyone is excited about investing in cryptocurrencies. We discuss what is preventing widespread adoption, "stock to flow", privacy coins, and why you need to take a second look at how blockchain technology is going to change the world. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-cryptocurrencies-paul-rosenberg Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Tim Picciott | The Liberty Advisor
4/30/20211 hour, 21 minutes, 52 seconds
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Tiger 21: Learn The Secrets Of How Successful Entrepreneurs Preserve Their Wealth

A great interview with Michael Sonnenfeldt, founder and chairman of Tiger 21, a peer network of successful high net worth individuals. We discuss what it is like for successful entrepreneurs to have an successful exit, then deal with new wealth, how to raise kids around wealth, what surprises they encounter, how to deal with loss, why entrepreneurs have the opposite mindset of successful investors, and more. For more information, visit the show notes at https://moneytreepodcast.com/tiger-21-michael-sonnenfeldt-successful-entrepreneurs   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
4/23/20211 hour, 14 minutes, 25 seconds
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Are You A Prolific Investor? Chris Odegard The Employee To Investor Transformation

Are you a prolific investor? We interview Chris Odegard about his story of going from employee to full time investor. He talks about how he learn to be a smart investor, books he has read, and why he invests in alternative investments.  Chris had some investments even I had not considered. This interview was a real eye-opener. He also talks about his hierarchy of investors. For more information, visit the show notes at https://moneytreepodcast.com/prolific-investor-chris-odegard   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
4/16/202155 minutes, 18 seconds
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Everything You Wanted To Know About Investing In Overseas Real Estate

What is the easiest way to ease your way into overseas real estate investing?  Are you a Pioneer or a Settler? What country should you consider? What is not listed in the brochures? All these questions and more are answered on the show. We also talk about one of my favorite topics... How to do due diligence. Mike talks about his 100 question questionnaire. This guy is thorough. You will learn a lot. I know I did. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-overseas-real-estate-michael-cobb   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
4/9/202155 minutes, 7 seconds
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Choosing Real Estate Syndications Over Technology Due Diligence Investing Secrets

Have you considered investing in real estate syndications? They can be a great way to invest if you do your due diligence properly. Learn the secret questions to ask real estate syndicators to make sure it is a good investment for you. Are you focusing on financial offense or financial defense? Vetting values and more... For more information, visit the show notes at https://moneytreepodcast.com/choosing-real-estate-syndications-over-technology-due-diligence-investing-secrets   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
4/2/20211 hour, 12 minutes, 16 seconds
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Do You Need Financial Therapy? We Discuss This New Field Of Financial Planning

Do you need financial therapy? Studies suggest you do... Are you money avoidant, money vigilant, or money worship? This week we discuss financial therapy, money scripts, cognitive bias and more.   For more information, visit the show notes at https://moneytreepodcast.com/megan-mccoy-financial-therapy/   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
3/26/20211 hour, 8 minutes, 1 second
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Smart Estate Planning Can Save You Money and Your Privacy

Want to learn the secrets of smart estate planning strategies?  This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early.    For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
3/19/20211 hour, 3 minutes, 1 second
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Where to Invest Today

The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has virtually said they are going to print money until they run out of paper. Where should you invest your money today? That is the question on everyone's mind. We discuss some areas your should be looking at and where the market is changing that you might not be aware. Barbara Friedberg penned a great article, Where to invest in an overvalued market: https://barbarafriedbergpersonalfinance.com/where-invest-overvalued-market For more information, visit the show notes at https://moneytreepodcast.com/where-to-invest-today   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
3/12/202132 minutes, 49 seconds
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Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit

Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google?  You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing.  For more information, visit the show notes at https://moneytreepodcast.com/angel-investing-tom-wallace Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Barbara Friedberg | Barbara Friedberg Personal Finance
3/5/20211 hour, 2 minutes, 36 seconds
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What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?

Looking to invest in a business, real estate or a horse? Ever wonder why some people are good at investing in anything they invest in while others cannot seem to make it work? This week we interview J Scott about how he manages to invest in a wide variety of investments and do it well.  For more information, visit the show notes at https://moneytreepodcast.com/investing-in-a-business-j-scott
2/26/20211 hour, 7 minutes, 58 seconds
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Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang

Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vintages, it is a short jump to become an investor.  Follow Peter Lynch's advice and invest in what you know. Join us for this interesting episode about investing in wine.   For more information, visit the show notes at https://moneytreepodcast.com/alternative-investments-not-just-for-the-wealthy-investing-in-wine-with-anthony-zhang     Today's Panelists: Kirk Chisholm | Innovative Wealth Roger Nabedian  |  E & J Gallo Winery Megan Gorman | The Wealth Intersection
2/19/202156 minutes, 45 seconds
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Charles Schwab’s State of the Global Markets with Jeffery Kleintop

Jeff Kleintop is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal. This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering. 2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends. For more information, visit the show notes at https://moneytreepodcast.com/jeffrey-kleintop-charles-schwabs-state-of-the-global-markets-2021   Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance
2/12/202158 minutes, 21 seconds
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Getting Financially Naked With Jackie Porter

We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more. For more information, visit the show notes at https://moneytreepodcast.com/getting-financially-naked-with-jackie-porter   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
2/5/202156 minutes, 21 seconds
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Flipping Real Estate with Paul Thompkins – Here’s what you need to know…

We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip.    For more information, visit the show notes at https://moneytreepodcast.com/flipping-real-estate-paul-thompkins   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
1/29/202158 minutes, 51 seconds
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How I Lost $50,000,000 In Real Estate With Rod Khleif

This week we interview multi family real estate expert, Rod Khleif, about how he lost $50,000,000 in real estate and bounced back even stronger in his quest to create real estate wealth. We discuss the value of having the right mindset, how to pivot when you are wrong, the power of setting your intentions and being clear on what you want, real estate risk management tips and more... For more information, visit the show notes at https://moneytreepodcast.com/how-i-lost-50000000-in-real-estate-with-rod-khleif Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
1/23/202157 minutes, 16 seconds
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2020 Year End Wrap Up

Join us for the 2020 Year End Wrap Up and Review. We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more.  Don't miss this timely review to get your portfolio ready for 2021. Reference links from the show: Is a 10% return good or bad Is a 10% return good or bad (video) JP Morgan Market Insights - Guide to the Markets (January 2021)   For more information, visit the show notes at https://moneytreepodcast.com/2020-year-end-wrap-up   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
1/15/202143 minutes, 52 seconds
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Should You Get a Reverse Mortgage?

Are you considering a reverse mortgage as a part of your retirement plan? Are you worried these products are still the black sheep of retirement planning? You might be surprised that things have changed a bit in the reverse mortgage market. Check out this interview with Steve Resch where we discuss the ins and outs of reverse mortgages, why they have improved over the original products, and when it makes sense to consider for your retirement planning needs. For more information, visit the show notes at https://moneytreepodcast.com/reverse-mortgage-steve-resch   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
1/8/202146 minutes, 46 seconds
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Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money

This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-for-beginners-jerremy-newsome     Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
1/1/20211 hour, 9 minutes, 20 seconds
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Private Mortgage Lenders Are In For A Surprise This Year

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments. Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth. For more information, visit the show notes at https://moneytreepodcast.com/private-mortgage-lenders-eddie-speed Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
12/25/202056 minutes, 19 seconds
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Emerging Market Investing For 2020 and Beyond – Locating Opportunities With Tremendous Growth Potential

Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets? Most people are scared to invest outside their home country. It is called home country bias. Investors around the world have this same bias. However we want you to move beyond your comfort zone to look outside your home country at where the growth is happening for the next 80+ years. We interview Kevin Carter and discuss emerging market investing and where he sees value in the world today. For more information, visit the show notes at https://moneytreepodcast.com/emerging-market-investing-for-2020-and-beyond-locating-opportunities-with-tremendous-growth-potential   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
12/18/202059 minutes, 11 seconds
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Investing Secrets Of The Rich #11: Litigation Finance: How to Make Money of Someone Else’s Lawsuit

Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too. Fortunately there is a way to make money from someone else's lawsuit without going to court. This week we dive into Investing Secrets of The Rich Series (Episode #11): Litigation finance This investing secret for the rich is so secret that even some of Wall Street's Smartest investors are not aware that this is possible. We interview one of the industry's insiders to learn more about how this works. For more information, visit the show notes at https://moneytreepodcast.com/litigation-finance-jay-greenberg   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
12/11/202050 minutes, 38 seconds
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Interest Rate Volatility and Inflation Nancy Davis

Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk. Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more. For more information, visit the show notes at https://moneytreepodcast.com/interest-rate-volatility-inflation-nancy-davis   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
12/4/20201 hour, 6 minutes, 5 seconds
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Day Trading Secret #4: Master This and You Will Ensure Your Success, And It Doesn’t Come In A Black Box

Want to be a successful day trader? Think you have the chops to do it for a living? This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful. We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books. This is a must listen to episode if you want to know how the sausage is made with successful traders. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-secret-chris-tate   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
11/27/20201 hour, 19 minutes, 23 seconds
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Homeowners Insurance Innovations – How to Save Money On Your Insurance

Have you been over paying for your homeowners insurance? Would you even know if you were? We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient? This insider interview has given me a lot of interesting insight in an industry we don't think much about, but should. For more information, visit the show notes at https://moneytreepodcast.com/homeowners-insurance-sean-harper   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
11/20/20201 hour, 55 seconds
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Roger Ibbotson - Yale Professor Talks About the Future of Interest Rates, The Stock Market, and More

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Nicole Tanenbaum | Chequers Financial Management
11/13/20201 hour, 8 minutes, 30 seconds
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Learn How To Start a Fund to Grow Your Wealth

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework. This is a good insight into how funds work and some steps you can take to set up your own fund. For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
11/6/202057 minutes, 46 seconds
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The Future of Oil and Natural Gas Investing

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider. For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
10/30/202054 minutes, 51 seconds
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Tax Advantaged Investments in real estate DST

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be.  For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Miranda Marquit | MirandaMarquit.com  
10/23/202055 minutes, 3 seconds
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Money Honey Rachel Richards – Retire Early With Passive Income

Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show. For more information, visit the show notes at https://moneytreepodcast.com/money-honey-rachel-richards-passive-income   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
10/16/202043 minutes, 58 seconds
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Investing in Small Businesses For Profit

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy. Join us this week to learn how to build wealth outside of your W2 income. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
10/9/20201 hour, 2 minutes, 55 seconds
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Investing in Tax Liens For Profit and Fun – One of Kirk’s Favorite Asset Classes

This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too. Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-tax-liens-joanne-musa-tax-lien-lady Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
10/2/202059 minutes, 23 seconds
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Mobile Home Park Investing – Digging For Gold In A Trailer Park

This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview. For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly Today's Panelists: Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection Mindy Jensen | Bigger Pockets
9/25/20201 hour, 6 minutes, 51 seconds
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Venture Capital Investing: Wall Street’s Secret Club They Don’t Want You To Join

We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more. For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
9/18/20201 hour, 3 minutes, 31 seconds
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Black Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob Arnott

Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers. We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem. For more information, visit the show notes at https://moneytreepodcast.com/pension-crisis-rob-arnott   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
9/11/20201 hour, 18 minutes, 38 seconds
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Investing in Raw Land… The Simplest Form Of Real Estate Without The Headaches – Mark Podolsky

This week we interview the Land Geek, Mark Podolsky. We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land. I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Seth Williams | REtipster
9/4/202059 minutes, 18 seconds
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Investing At A Young Age… Inspiring Younger Investors With Caleb Gulliams

You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrificing today vs tomorrow. why compounding is important to growing wealth and more... For more information, visit the show notes at https://moneytreepodcast.com/investing-at-a-young-age-caleb-gulliams
8/28/202040 minutes, 53 seconds
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Learn The Secrets of Money Through Storytelling – Mesh Lakhani

This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling. We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school. For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-money-mesh-lakhani   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/21/20201 hour, 2 seconds
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Mindful Money Interview with Jonathan Deyoe

I have interviewed some great investors on this show and one thing comes to mind... While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor. We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex... And if that isn't enough we talk about how to create a happiness dividend. For more information, visit the show notes at https://moneytreepodcast.com/minful-money-jonathan-deyoe   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/14/20201 hour, 1 minute, 3 seconds
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Leveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan Stavasski

Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit. This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources. For more information, visit the show notes at https://moneytreepodcast.com/leveraging-credit-credit-repair-travel-hacking-yan-stavasski/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
8/7/20201 hour, 1 minute, 36 seconds
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Real Estate Crowfunding Review Episode with Ian Ippolito

  How are you looking to invest in real estate?  Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site? We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding. For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito   Today's Panelists: Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection
7/31/20201 hour, 9 minutes, 9 seconds
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The Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And More

Richard Smith spent the last 16 years leveling the playing field for individual investors. We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies. This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk. For more information, visit the show notes at http://moneytreepodcast.com/risk-management-stop-loss-volatility-stock-picking-and-more   Today's Panelists Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection
7/24/20201 hour, 18 minutes, 32 seconds
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The Fioneers – Learn How SloFi Can Make Your Life Better – interview with Jessica Fioneers

This week we interview Jessica Fioneers about SloFi. It is a acronym bonanza SloFI... FIRE... YOLO... and F-You money... well the last one is not quite an acronym, but who doesn't want that. For more information, visit the show notes at https://moneytreepodcast.com/fioneers-slofi-make-your-life-better
7/17/202048 minutes, 48 seconds
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Offshore Investing and Life As An Expat Interview With Mikkel Thorup

Do you like the country you live in? Have you imagined living in another country? What about investing in another country? On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well.    For more information, visit the show notes at https://moneytreepodcast.com/offshore-investing-life-as-an-expat-mikkel-thorup   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
7/10/20201 hour, 10 minutes, 14 seconds
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Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins

Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers.  We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space. For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-rebecca-wiggins   Today's Panelists: Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection Garret Philben   | Be Awesome Not Broke
7/3/202059 minutes, 22 seconds
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Financial Literacy for Kids, with Debbie Todd

Ever wondered why financial literacy for kids is not taught in school? Me too... We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious.   Today's Panelists Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection   For more information, visit the show notes at https://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa
6/26/20201 hour, 37 seconds
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Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting

This week we discuss how to think about budgeting when you don't want to think about budgeting.  This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode. Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time. Today's Panelists Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance Megan Gorman  |  The Wealth Intersection Mark English | Innovative Wealth For more information, visit the show notes at https://moneytreepodcast.com/budgeting-made-easy-nick-true
6/19/20201 hour, 22 seconds
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Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia

The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missing??? How should an investor invest in this market?  Buy and hold, DCA, market timing, or another secret strategy... We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update. For more information, visit the show notes at https://moneytreepodcast.com/types-of-wealth-management-firms/
6/12/202042 minutes, 29 seconds
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The History of Money Interview With John Sneisen

Have you ever wondered why there is such a large wealth gap in the US? Do you know why the middle class is disappearing? Have you thought about why our financial system is so unstable? You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show. For more information, visit the show notes
6/5/20201 hour, 26 minutes, 50 seconds
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Smart Beta vs Dumb Beta … Which is Better? A Discussion About ETFs

Is your ETF employing the best strategies for this market? This week we discuss ETFs and why you should consider them for your portfolio. We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out indexing, quant strategies, gold, and more.  For more information, visit the show notes at https://moneytreepodcast.com/298
5/29/20201 hour, 7 minutes, 41 seconds
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Social Security Benefits: What You Need To Know About Maximizing Your Benefits

Are you trying to maximize your social security benefits?  Confused by the complexity of when to apply? Looking for someone to make it easy? This week we interview a social security expert, Devin Carroll about the best practices, helpful tips and tools you can use to optimize your social security benefits.   For more information, visit the show notes at https://moneytreepodcast.com/297
5/22/20201 hour, 5 minutes, 45 seconds
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The 5 F’s of Financial Fraud

The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and more. The best part about this episode is literally the day we recorded it I got an email that hit all 5 Fs on their first outreach. It was priceless. Most frauds are easy to spot to the trained eye and the diligent investor. This special episode is the start of a series we are doing on financial fraud. This is a must listen episode... For more information, visit the show notes at https://moneytreepodcast.com/296
5/15/20201 hour, 30 minutes, 53 seconds
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Are Generation 4 Nuclear Reactors The Holy Grail of Energy? Mark Schneider Explains What We Don’t Know About This Secret Trend

This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors  Think about all the problems you think you know about nuclear energy... Those are all solved with generation 4 nuclear reactors.  We talk with the leading expert in nuclear energy who has the ear of both political parties. Big changes are afoot. Find out how you can participate in the trend. For more information, visit the show notes at https://moneytreepodcast.com/295
5/8/202054 minutes, 55 seconds
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The Wealthy Gardner Interview with John Soforic

Looking to create $20,000 a month in passive income? We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a strong passive cash flow, retired at 49 years old and why he has decided to teach others his secrets. For more information, visit the show notes at https://moneytreepodcast.com/294
5/1/20201 hour, 49 seconds
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Learn How Your Company’s Financial Wellness and 401k Plan Can Make Your Life Better

Does your employer love you? Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most employers don't have them. Want to know why? This week we discuss financial wellness plans, 401k plans, and George's podcast, Money Savage. This is a great interview with one of the industry's famous podcast hosts. For more information, visit the show notes at https://moneytreepodcast.com/293
4/24/20201 hour, 4 minutes, 12 seconds
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Real Estate Note Investing With Penni Zelincoff – Learn How To Invest In Real Estate Without The Headaches

Are you looking to invest in real estate?  How would you like to invest in real estate without fixing toilets, roofs, dealing with tenants or contractors? Sound too good to be true? Its not. Learn how some of the expert real estate investors invest in real estate with less risk and less stress. For more information, visit the show notes at https://moneytreepodcast.com/292
4/17/20201 hour, 5 minutes, 4 seconds
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The CARES Act Simplified – Everything You Need To Know In Easy To Follow Terminology

Have you heard of the CARES Act? It's the government's attempt to give you free money... Interested in learning more?  We discuss the ins and outs of the CARES act and how you can benefit from this new government bailout of America. Yes its that "Huge". We brought on 3 experts this week to discuss what you need to know. For more information, visit the show notes at https://moneytreepodcast.com/291b
4/14/20201 hour, 2 minutes, 9 seconds
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3 Famous Investors You Need To Know To Invest Successfully

How would you like to get into the minds of the top 3 investors of all time? We do that this week on our show...  We interview Scott Chapman about his new book where he analyzes the top 3 investors of our time and why they were successful. We discuss Peter Lynch, John Templeton, and Warren Buffett. For more information, visit the show notes at https://moneytreepodcast.com/291
4/10/202058 minutes, 34 seconds
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Investing in Natural Resources With Industry Legend Rick Rule

Investing in natural resources is hard... no, its foolish... unless you know what you are doing. If you understand the industry it is a gold mine (pun intended). Industry insider Rick Rule talks about his decades of experience investing in natural resource stocks, warrants, and other related investments. He brings his practical experience to the pie in the sky ideas that most investors are looking for. Gold, Silver, Platinum, Uranium, and more. We discuss the best ways to invest in this sector without losing your shirt. For more information, visit the show notes at https://moneytreepodcast.com/290
4/3/20201 hour, 22 minutes
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How To Deal With An Economic Crisis (COVID 19)

How are you acting during this health and economic crisis? Are you being reactive, proactive, or are you leading others to help your community? Are you financially resilient? Statistically, 10% or less people are leading and 80% are being reactive. Learn why and what you can do in times of crisis to thrive and come out of the crisis more resilient. For more information, visit the show notes at https://moneytreepodcast.com/289b
4/2/202059 minutes, 40 seconds
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Learn How Tactical Asset Allocation Investing Strategies Could Protect Your From The Market Next Downturn

Are you worried about the next market downturn? Want to know how to protect yourself? Want to know why you have never heard about this type of investing from your broker? We interview an up and coming quant and tactical asset allocation manager and discuss how tactical investing can protect your assets during adverse market conditions. Don't miss this episode with PJ DuWors of Q32 Capital Management. For more information, visit the show notes at https://moneytreepodcast.com/289
3/27/20201 hour, 8 minutes, 33 seconds
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Historical Stock Market Returns – Learn From The Past To Predict The Future – Barbara Friedberg

Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at https://moneytreepodcast.com/288
3/20/202057 minutes, 33 seconds
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Investing Legends: Steven Bregman – Value Investing In Uncertain Market Conditions

Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we  interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episode, but if you are serious about investing, this episode is pure gold. For more information, visit the show notes at https://moneytreepodcast.com/287
3/13/20201 hour, 25 minutes, 30 seconds
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Market Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price Drop

Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now.  Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop
3/12/202015 minutes, 20 seconds
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Market Monday: How to Protect Yourself In This Market, The Coronavirus, Lebanon Debt Default, and Fed Manipulation – March 8 2020

Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed manipulation and more... For more information, visit the show notes at https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020 
3/9/202040 minutes
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Investing in apartments and syndicates - Aaron Fragnito

Are you looking to invest in real estate that is too expensive?  Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications?  We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito.  For more information, visit the show notes at https://moneytreepodcast.com/286
3/6/202056 minutes, 19 seconds
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The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin

Are you worried about risk in your portfolio? ​ If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider. For more information, visit the show notes at https://moneytreepodcast.com/285
2/28/202059 minutes, 4 seconds
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The Ultimate Insider’s Guide To The Deferred Sales Trust

Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts.  For more information, visit the show notes at https://moneytreepodcast.com/284
2/21/20201 hour, 3 minutes, 18 seconds
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Types of Business Entities - What's The Best Entity For Your Business?

Are you looking to start a business? Struggling to figure out what types of business entities to create? Trying to optimize the structure to minimize taxes and potential liability? S-Corps, C-Corps, LLC, B-Corp, and more. We discuss why it is important for your company or your investment. For more information, visit the show notes at https://moneytreepodcast.com/283
2/14/202050 minutes, 22 seconds
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Listener Questions: Asset Allocation Methods, Evaluating REITs, Emergency Funds, Personal Budgets, and more

Top Listener Questions from our favorite listeners. Where should I invest my emergency fund? Do I need a formal Budget? How do I evaluate REITs? What is the best asset allocation for me? Listen to these questions and more... For more information, visit the show notes at https://moneytreepodcast.com/282
2/7/202039 minutes, 6 seconds
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Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor?

Want to know how most financial advisors communicate with their clients? A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors. For more information, visit the show notes at https://moneytreepodcast.com/281
1/31/20201 hour, 10 minutes, 7 seconds
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Tax Loopholes Of The Rich: Economic Opportunity Zone Investments – An Insider’s View With Brandon Lacoff

Are you looking at economic opportunity zone investments for your capital gains? This episode is for you. Want to know how the rich take advantage of the tax code to grow their wealth? This episode is for you. Not familiar with what I'm talking about? Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an economic opportunity zone fund. If you are looking to defer your capital gains with this new secret part of the tax code. Join us for another episode in our Tax Loopholes of the Rich series. For more information, visit the show notes at https://moneytreepodcast.com/280
1/24/20201 hour, 3 minutes, 48 seconds
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Buying Real Estate on Term

Have you ever wondered how people buy real estate with no money down? Me too. That's why we interviewed expert Chris Prefontaine about buying real estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate. https://moneytreepodcast.com/279
1/17/20201 hour, 20 seconds
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The Top 5 Reasons To Consider International Asset Protection And Offshore Banking – Interview with Joel Nagel

Do you work in a profession that is at high risk for lawsuits? Do you worry about creditors taking advantage of your wealth? Do you want to take a trip to a beautiful destination and write it off as a tax deduction? This is an exciting episode where we explore the idea of using international asset protection strategies and offshore banking. Learn some of the top reasons people consider these strategies for protecting their wealth. For more information, visit the show notes at https://moneytreepodcast.com/278