Money Tree Investing

Real Estate Opportunities for 2025 Nov 15, 2024

Marco Santarelli returns to share real estate opportunities you should be jumping on in 2025! Despite rising interest rates, Marco remains optimistic about real estate as one of the best opportunities to be a part of. He explains that high demand and low supply in many U.S. markets create opportunities, particularly in non-tier-one markets, and encourages investors to focus on "where" to invest rather than "when" to start. Most people who do start investing in real estate regret that they didn't invest even more!

Today we discuss...

Marco Santarelli shares his journey as a serial entrepreneur with a primary focus on real estate investing, specifically in turnkey investment properties.
Rising interest rates and their impact on real estate affordability.
Focusing on location rather than timing the market, as there are always opportunities in specific markets.
A lack of supply has created high demand in many U.S. housing markets, which is unlikely to be balanced before 2030.
How affordability challenges affect buyers and investors, especially in expensive tier-one markets.
Marco argues that even with higher mortgage rates, real estate investments continue to offer wealth protection, growth, and tax benefits.
The current economic backdrop, including inflation and the Federal Reserve’s interest rate policy, and its effects on real estate.
Real estate investments are viable at any interest rate if the numbers work and the location is right.
Housing demand is high due to an underbuilt market, with 2.1 million units needed to meet current demand.
Industrial real estate is performing well, while commercial properties struggle with vacancies.
Small-scale residential properties (1-4 units) are ideal for most investors due to financing benefits and availability.
Effective property management is essential; consider tenants as customers and research property managers’ services, reputation, and fees.
Real estate offers long-term benefits through cash flow, equity, and tax advantages, and consistent education is key for successful investing.

For more information, visit the show notes at https://moneytreepodcast.com/real-estate-opportunities-marco-santarelli-660

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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Election Results… And the Winners Are… Nov 13, 2024

The election results are in and the real winners are the American people who do not have to watch politics ads anymore! Today we dive into the aftermath of the recent elections and what happens next for the markets. We talk about the ineffectiveness of government spending and the evolving view of political parties. There needs to be greater personal accountability and unity in navigating the nation's political landscape. No matter what we will be sure to see the impact of political dynamics on society and markets. The market will definitely respond to the political events of the next four years.

Today we discuss...

Relief after the recent election, especially from political advertising overload.
How a record-breaking $15.9 billion was spent on U.S. political ads this election cycle.
Frustrations over high campaign spending and suggests such funds could better support social causes.
Critiques of the U.S. political system's reliance on private contributions and its potential to sway policy.
Comedians like Jon Stewart for addressing political hypocrisy across the spectrum.
The American political system seems to shift over time, with parties taking on opposite stances on issues like war.
Bipartisan acceptance of differing opinions and the preservation of First Amendment rights are essential for a healthy society.
Freedom of speech includes both expressing opinions and facing possible negative reactions.
Extremist views on both political sides have made rational discussion harder.
Polarized societies often see suppressed opinions emerge during pivotal events, like elections.
Market reactions to election results can indicate future performance trends.
Specific sectors post-election, like coal, banks, and crypto, provides insights on economic sentiment.
Election outcomes impact short-term market volatility, but fundamentals drive long-term trends.

For more information, visit the show notes at https://moneytreepodcast.com/election-results-659

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Becoming a Super Host: Secrets to Creating a Successful AirBNB Nov 08, 2024

Mark Lumpkin is here to discuss real estate investing through creating a successful AirBNB. He delves into what it means to be a "super host," by enhancing a property's visibility and appeal. If you have a unique properties that can serve as part of the travel experience, you can find yourself a niche in the industry, and tailor your property for maximum appeal and profitability. Many new investors rush in, lured by promises of high yields but lack a strategic approach. Mark shares the secrets of how to maximize your success.

Today we discuss...

Mark explains his and his wife's travel experiences that led them to prefer short-term rentals over traditional hotels.
How, inspired by their experiences, they decided to invest in short-term rentals and became Airbnb superhosts.
How short-term rentals have made previously uneconomical properties profitable by offering daily rentals instead of long-term leases.
The importance of having unique, high-quality properties to remain competitive and mitigate downturn risks.
Focusing on mid-range properties, rather than luxury or low-end ones, often yields the best financial results.
How unique, non-duplicatable properties avoid direct competition with identical listings.
Market risks such as natural disasters, insurance costs, and operational expenses specific to high-tourism areas.
The premium pricing strategy on weekends in vacation destinations for maximum yield.
Catering to unique needs, like wheelchair accessibility or family-friendly amenities, can attract a premium.
Balancing seasonal properties across markets with varying peak seasons can stabilize cash flow.
Managing a short-term rental requires a strong on-ground team for cleaning, maintenance, and guest support.
Listing properties on multiple platforms (Airbnb, VRBO, booking.com, etc.) increases exposure and revenue opportunities.
Building a brand and direct-booking options, supported by social media, is a growing trend among property owners.

For more information, visit the show notes at https://moneytreepodcast.com/successful-airbnb-mark-lumpkin-659

Election Shenanigans… Here’s What You Can Expect After the Election Nov 06, 2024

The election just happened and that means there will be some shenanigans after the election! Today we talk divisiveness in political discourse, the inefficiencies in government spending, and the challenges posed by increasing national debt and interest payments. The inefficiency in government spending and decision-making extends across the board so you need to be aware of your own finances and investments. Focus on your pragmatic investment strategies amidst economic uncertainty, especially after the election, and you'll be on a better track.

Today we discuss...

How politics is largely unhelpful for investing discussions. Today’s society often discourages open, contradictory opinions.
Election results are here, and market stability would benefit from a decisive winner.
Government spending has increased while private sector growth lags.
Government debt interest payments have surpassed national defense spending.
The economy faces challenges as more jobs shift to government, education, and healthcare.
Older generations dominate U.S. power structures, limiting opportunities for younger leaders.
Economic solutions are limited to either growth, inflation, or reduced spending.
The government, healthcare, and education sectors often suffer from inefficiency due to regulation.
Technological advances in housing and nuclear energy are slowed by regulatory oversight.
Crypto has been highly volatile, though fixed-income investments have also been risky in recent years.
Significant donations from the crypto sector went to both political parties in the last election cycle.
The market’s response to election results is likely stable unless there is a contested outcome, which could trigger volatility.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/after-the-election-657

The US Sovereign Wealth Fund… Origins Revealed Nov 01, 2024

Richard Duncan is back to share the concept of a U.S. sovereign wealth fund, an idea to drive national economic growth through large-scale public investment in emerging industries and technologies. Recent bipartisan support from both the Trump and Biden camps highlights growing momentum for this initiative, and Richard thinks it could accelerate technological breakthroughs in fields like AI, quantum computing, and biotech. Such a fund would not only help reduce the national debt but also bolster U.S. competitiveness against China’s rapid advancements in technology and defense.

Today we discuss...

The concept of a U.S. sovereign wealth fund, a proposal he has supported for years as a means of boosting national economic growth.
Concerns that government programs already incentivize private sector growth, like R&D tax credits and preferential funding, but face inefficiencies.
How a U.S. sovereign wealth fund would act as a venture capital source for private companies, similar to successful models in Singapore.
How under-investment could allow China to become the dominant superpower, citing parallels to Europe's unpreparedness for Hitler’s rise.
The effects of inflated debt and the fragility of the U.S. economy, highlighting government intervention as a key reason it hasn’t collapsed.
If credit contracts, a recession could turn into a depression, risking significant economic instability.
Each time private sector defaults threaten contraction, such as in 2008 and 2020, government intervention prevents economic collapse.
Advocates of austerity overlook that spending cuts can cripple consumption, investment, and job creation, leading to economic decline.
The speaker argues that large-scale investment, rather than austerity, is essential for growth and national security.
America's economic resilience stems partly from government debt; alternatives could risk societal collapse.
Future U.S. prosperity and competitiveness, especially against China, depend on substantial investment in science and technology.
The risk of economic misallocation, using overemphasis on pharmaceuticals as an example.
Balancing private sector decisions and government financing could ensure effective investment in essential industries.
The U.S. must innovate in energy, particularly nuclear and fusion, to meet growing demands from sectors like AI.
America's past reliance on globalization reduced inflation, but future economic stability may require adapting to changing global conditions.

For more information, visit the show notes at https://moneytreepodcast.com/sovereign-wealth-fund-richard-duncan-656

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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The Problem with the Election… It’s Not You… It’s Me Oct 30, 2024

There's a problem with the election and it's not just about you, it's me too. Our conversation today highlights how U.S. political party priorities have evolved with shifts in censorship power dynamics now seen in tech and government interactions. Voter turnout patterns by state reveal high engagement in blue states, sparking a discussion on potential impacts and a reflection on whether blockchain could offer fairer and more secure elections.

Today we discuss...

Most recent information is likely to be unreliable, especially with the election looming.
Historical context regarding political party evolution highlights significant shifts in the Democratic and Republican parties over the years.
The potential for implementing blockchain technology in voting is suggested as a way to enhance transparency and prevent voting irregularities.
When investing in the market, your biases—whether bullish or bearish—can distort your perception of reality.
Confirmation bias leads investors to seek information that supports their beliefs while ignoring opposing viewpoints.
Historical examples highlight how both individuals and groups can rationalize harmful choices based on their biases.
Recent trends show a belief that investing solely in the S&P 500 or real estate is the only way to achieve financial success, neglecting historical performance data.
Many investors, including Warren Buffett, are reevaluating their holdings based on new data, which suggests current market valuations may be overly optimistic.
Historical performance metrics show that various asset classes, including gold and emerging markets, may outperform current popular investments.
A shareholder proposal suggests Microsoft should consider holding Bitcoin instead of cash, reflecting a shift towards cryptocurrency among corporations.
Leveraging Bitcoin or any asset carries significant risks, particularly if market conditions change abruptly.
Despite increasing investments in Bitcoin, its price has remained relatively stable, indicating complex market dynamics.

For more information, visit the show notes at https://moneytreepodcast.com/problem-with-the-election-655

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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How the Profit First System Will Transform Your Taxes Oct 25, 2024

Today I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing profit before expenses. Shauna also shares strategies to reduce tax bills legally. Today we discuss...

Shauna Wekherlein shares her work as a tax strategist, helping people manage money and keep it away from the government legally.
The Profit First system is a simple financial framework for both businesses and individuals.
Shauna explains the process of setting aside a percentage of revenue for profit before paying expenses.
Profit First encourages using multiple bank accounts to separate funds for profit, taxes, and other expenses.
Kirk shares his positive experience with the Profit First system, calling it life-changing.
How the system is customizable, allowing users to start small and increase their profit percentage over time.
Shauna emphasizes the importance of having a separate bank account for taxes.
The value of financial strategies to reduce tax bills while still ensuring funds are available for payments.
Shauna highlights how business owners and individuals can use the Profit First method to achieve personal and financial goals.
The conversation covers common financial challenges like lifestyle inflation and debt, and how Profit First can help avoid them.

For more information, visit the show notes at https://moneytreepodcast.com/the-profit-first-system-shauna-wekherlien-654

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection

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Where is Bitcoin going next? Oct 23, 2024

Where is Bitcoin going next? Today we discuss Bitcoin and how it's currently crashing and what that means for it's future! We also talk about how consumer confidence fluctuates based on political affiliation and reflect on how political leanings shape people's perception of reality. We analyze charts "chart crimes," emphasizing how misleading technical analysis can be. We also touch on America's ever growing debt.

Today we discuss...

There's only two weeks between Halloween and the election!
The University of Michigan Consumer Expectations Index reveals an inverse correlation between political party expectations based on who is in power.
How political bias colors people's perception of reality.
A shift in political leanings of tech executives is observed, with a historical trend toward Democrat support but a recent swing toward conservatism in 2024.
The current state of leadership, with a lack of strong leaders across political lines.
The concept of "chart crimes", where misleading technical analysis charts often deceive inexperienced investors.
Bitcoin technical analysis is debunked, explaining that chart setups are not guaranteed predictions.
The U.S. may face bankruptcy within 5 to 10 years, which could trigger significant inflation and financial hardship.
The velocity of money and the trust in currency are key indicators to watch for potential hyperinflation or financial instability.
Bitcoin's recent rise is correlated with an increase in M2 money supply, and both Bitcoin and gold are seen as potential hedges against inflation.
There's uncertainty about how Bitcoin will perform in future recessions since it hasn't faced a major economic downturn yet.
Consumers are struggling with high core inflation, impacting necessary expenses like utilities and food, despite overall inflation rates declining.

For more information, visit the show notes at https://moneytreepodcast.com/where-is-bitcoin-going-653

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Balancing Business and Family: Jenny Groberg’s Journey to Success Oct 18, 2024

Jenny Groberg joins us to share how she has because a master of balancing business and family. Her journey led her to starting a consulting business from home while raising five children and navigating financial challenges due to her husband's medical school and residency. Jenny talks financial literacy, highlighting how she and her husband quickly paid off $250,000 in loans by living below their means.

We discuss...

Jenny Groberg is a mother of five, married for 21 years, whose husband's medical school and residency led her to start her own business out of necessity.
She started consulting from home and built a successful business employing hundreds of women across the US who also work remotely from home.
Jenny's company taps into a highly educated female workforce, breaking barriers in finance and challenging traditional male-dominated spaces.
She is passionate about empowering women, especially during times of economic hardship, as many women are returning to work due to rising costs and inflation.
Jenny highlights the flexibility and adaptability of women who juggle family and professional responsibilities while navigating challenges like maternity and remote work.
The accounting field is shrinking, but Jenny sees opportunities in helping businesses improve financial literacy and manage their finances better.
She emphasizes the importance of focusing on profitability over growth and ensuring businesses maintain financial discipline for long-term success.
Jenny shares her personal story of paying off $250,000 in student loans in two years by maintaining a strict budget and avoiding lifestyle inflation.
She believes that staying out of debt and managing finances conservatively can lead to long-term financial freedom and stability.
Jenny encourages business owners to regularly monitor their financials, manage payroll efficiently, and make conservative financial decisions to ensure business survival and growth.
She warns against relying on adjustable-rate loans and stresses the importance of saving for unexpected financial changes.

For more information, visit the show notes at https://moneytreepodcast.com/balancing-business-and-family-jenny-groberg-652

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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The US Government’s Secret Tax Is Revealed Oct 16, 2024

We reveal the secret tax the government is hiding from us! We also talk the misunderstandings of inflation and all it's complexities. We also help you learn more with key inflation-related terms, such as deflation, disinflation, and hyperinflation, clarifying that hyperinflation occurs when public trust in a currency is lost. And we also argue that inflation is influenced not just by money printing, but also by the velocity of money—the rate at which money circulates within an economy.

We discuss...

Government-published CPI (Consumer Price Index) is the gold standard for measuring inflation, but there may be incentives to manipulate it.
Shadow Stats shows inflation metrics based on older CPI calculations, suggesting a higher inflation rate than reported.
Historical inflation rates in the 70s and 80s were much higher than today's target of 2%, challenging the notion of what's considered "normal."
Money velocity is key to understanding inflation, as low velocity can counteract the effects of money printing.
New money creation typically leads to inflation.
Consumer price inflation visibly increases the price of goods and services, reducing purchasing power.
When wages don't rise alongside prices, it squeezes the middle class and working class, making them poorer.
Quantitative easing leads to asset price inflation but not consumer goods inflation.
Stimulus checks and COVID relief caused consumer price inflation by increasing the money supply.
Globalization has caused deflation by reducing the cost of goods.
Technological advances are deflationary by making products cheaper and more efficient.
Declining populations can lead to deflation, which worries governments with debt-based economies.
Immigration helps prevent population decline but has complex economic and cultural implications.
Despite recent inflationary spikes, the current trend is toward disinflation.
U.S. debt has grown dramatically, with the annual increase accelerating in recent years.

For more information, visit the show notes at https://moneytreepodcast.com/secret-tax-651

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Get Your Masters In Personal Finance Education In 30 Minutes Or Less Oct 11, 2024

Jeff Hulett shares how a proper personal finance education can build the habits that grow lifelong wealth. Our cognitive biases impact financial decision-making, often work against us. He highlights the role of habits and commitment devices in overcoming these biases, while also discussing the dangers of modern marketing and the manipulation of data. We also touch on how evolutionary biology still influences our financial behaviors today.

We discuss...

Jeff Hewlett shares his background in finance, mathematics, economics, and experience in banking and consulting.
Jeff discusses his involvement in AI, machine learning, and how these technologies have been evolving over decades.
He talks about his current role leading Personal Finance Reimagined, a platform focused on decision-making and financial education.
How wealth distribution challenges are attributed to evolutionary biology and consumerism.
Jeff emphasizes the importance of creating good financial habits and using commitment devices, such as robo-advisors.
AI and its impact on decision-making, especially its potential for persuasion.
Jeff highlights the significance of aligning decision processes with natural human tendencies, like binary decisions.
How the U.S. education finance system preys on availability bias, deferring loan payments to the future while hiding present costs.
College prices are excessively high, leading to concerns about the return on investment (ROI) for students.
The value of a college degree is more about demonstrating the ability to work hard and sustain effort over four years.
Community college can be a cost-effective route to a degree, demonstrating both financial savvy and resilience.
There's a cognitive bias known as "time discounting" that leads people to struggle with understanding the compounding value of time.
Confirmation bias affects political and social views, often reinforced by media echo chambers.
Media, both legacy and social, plays a significant role in shaping biased worldviews, sometimes feeding incomplete or selective information.
There's a growing generational divide in media trust, with older generations more likely to trust media than younger ones.
The rise of narrowcasting in media has led to the creation of echo chambers where people only hear confirming viewpoints.
Consumers of free media or social platforms are often the "product" being monetized, even when they think they aren’t paying for content.
AI and technology add to the complexity of discerning truth, as biases are baked into data sources, and deep fakes further obscure reality.
The challenge for society is figuring out how to discern accurate information amid pervasive bias and misinformation.

For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-education-jeff-hulett-650

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Megan Gorman | The Wealth Intersection
Phil Weiss | Apprise Wealth Management

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The Hurricane Destroyed the Stock Market Oct 09, 2024

Hurricane Helene was devastating, and it impacted so much more than just Asheville. Hurricanes can cause major claims, leading to a temporary dip in stock prices for these insurers, creating a chance to buy at a discount. Although insurers face huge costs when these disasters strike, they benefit from collecting high premiums that continue to rise in coastal areas. Only time will tell how the impacted areas, the insurance companies, and the stock market will recover in the aftermath.

We discuss...

Hurricane Helene and the other hurricane that is on it's way.
The opportunity for investors to buy discounted property and casualty insurance stocks during high-claim seasons.
Property casualty insurers’ strength lies in their ability to collect premiums and invest the float before claims are paid.
Warren Buffett’s investment strategy with property casualty insurance, leveraging the float for long-term investments like Coca-Cola.
Buffett’s investment prowess and how insurers gain an advantage by not needing to borrow money to grow.
The complex nature of analyzing property casualty insurers, which requires specific metrics.
A note on Hurricane Helene and the financial impact of other costly hurricanes.
Update on the Federal Reserve’s plans for interest rate cuts and fluctuating market expectations.
Warning about the unreliability of government data, especially close to elections, and how market participants respond to such data.
People are uncertain about market trends, and data may not always be reliable.
Data manipulation in government reports has occurred, so numbers should be taken as guides, not definitive facts.
A significant number of government employees were hired in September, influencing employment statistics.
Elections add volatility to markets, with uncertainty often causing swings before stabilizing afterward.
Corporate media often shapes narratives, leaving people feeling frustrated and distrustful of information.
Extremist factions in politics are gaining influence, with candidates catering to these groups for votes.
Many voters align with their party regardless of the candidate, reducing the significance of "undecided" voters.
Wall Street prefers certainty, with market trends stabilizing after election results are confirmed.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/hurricane-helene-649

Decoding ISOs, RSUs, and NSOs… Oh My! Oct 04, 2024

Josh Radman joins us today to discuss a little discussed topic on Money Tree Podcast: Decoding RSU, ISO and NQ SOs. He also shares how government programs and how they impact our labor market. He shares an example from local Broogers, which struggled to find staff and often received resumes from unemployable candidates. Josh also touches on how employment data has been revised to show many jobs are part-time or within the government, driven by new regulations. Shifting gears, Josh explores the idea that large AI models, like ChatGPT, might be throttled to prevent them from predicting the future, potentially disrupting markets. He also highlights the critical need for clean, reliable data for AI to function properly, as current government data is often inaccurate or manipulated.

Today we discuss...

Josh Radman shares his background, from General Mills to tech companies like Walmart e-commerce, where he encountered confusion around equity compensation.
How his frustration with understanding ISOs, RSUs, and NSOs led him to found Presidio Advisors, a firm focused on helping millennials with equity compensation.
He emphasizes the importance of balancing tax considerations with investment risk and prioritizing financial goals.
Radman discusses regret minimization as a tool for decision-making, helping clients navigate the risks of equity compensation.
Companies often fail to educate employees about equity compensation due to legal concerns, leaving employees to navigate complex tax and financial decisions.
The complexity of ISOs, NSOs, and RSUs requires advanced planning and understanding, especially when managing liquidity events like IPOs.
How long-term capital gains tax rates are preferable (0%, 15%, or 20%) compared to ordinary income tax rates (up to 37%).
Employees often face a limited post-termination exercise period (typically three months) to exercise stock options after leaving a company.
It’s important to assess short-term, mid-term, and long-term cash needs when considering exercising stock options.
Restricted Stock Units (RSUs) are taxed as ordinary income upon vesting without requiring cash outlay to exercise.
A common misconception is that you must hold RSUs for a year to achieve optimal tax treatment; this is not necessary.
Employees often underestimate total exposure to their company’s stock due to both explicit and implicit risks.
Cognitive biases, such as the endowment effect, can lead individuals to overvalue their RSUs and resist selling.
Market returns are skewed, with a small number of companies generating significant returns; diversification is essential to mitigate risk.

For more information, visit the show notes at https://moneytreepodcast.com/decoding-rsu-iso-nqso-josh-radman-648

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance

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The Irrational Impact of Politics on the Market Oct 02, 2024

Election season upon us so you know that there will be an irrational impact of politics that is going to hit the market this fall. We also discuss the aging of political figures like Joe Biden and Donald Trump, and the impact of stress on leaders. We explore generational cycles, particularly the "Fourth Turning" theory, and reflect on media influence and propaganda, both in the U.S. and globally.

Today we discuss...

The U.S. presidential candidates and the physical and mental demands of the campaign trail, especially for older politicians.
They explore the concept of "fourth turning" and generational cycles of conflict, predicting ongoing societal tensions.
Global perspectives on the U.S. are discussed, contrasting media portrayals and public opinions abroad
How "truth" is often subjective, shaped by perspective and opinion, especially in political contexts.
Both sides in a debate typically view the other as misinformed or evil, leading to a polarized environment.
The upcoming election period is expected to be filled with misinformation and humor, as political discourse tends to devolve.
Investment markets exhibit similar behavior, where individuals often believe they can predict outcomes, leading to misguided confidence.
Historical economic events, such as the housing market in the late '90s and 2007, demonstrate patterns of irrational behavior among investors.
Wall Street often presents a biased perspective, promoting buying to maintain market stability and profits.
People become emotionally invested in their stocks or political affiliations, which clouds their judgment and objectivity.
Discussions of gold, silver, and cryptocurrency reveal that tangible assets are often viewed as safe havens in uncertain economic climates.
Emotional decision-making plays a significant role in how individuals approach investments, especially concerning real estate versus stocks.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/irrational-impact-of-politics-647

Macro Economist Reveals… Global Meltdown Is At Hand Sep 27, 2024

Peter Berezin is here today to discuss the global meltdown that is coming! The chief strategist at BCA Research discusses the potential for an upcoming U.S. recession. Peter predicts that a recession could lead to a significant market crash, even without deep economic downturns, much like the 2001 recession. He also touches on inflation, budget deficits, and the government's ability to counteract economic downturns.

Today we discuss...

Predictions of a US recession to start later this year or early next year, contradicting the expectation of a soft landing.
Economic insulation from job openings and excess pandemic savings is depleting, cooling the economy.
Real estate markets, including commercial, residential, and single-family homes, look worrying due to high vacancy rates and rising delinquency.
Small regional banks could face problems due to their exposure to commercial real estate, potentially leading to a steady stream of bad news.
During a recession, Berezin expects opportunities to buy solid companies at a discount, particularly in tech and healthcare.
Inflation is expected to stay under control over the next 12 months due to a weakening economy, falling job openings, and lower wage growth.
Peter explains that printing money to finance fiscal deficits can be inflationary, particularly when unemployment rises and fiscal spending increases.
The large US budget deficit is troubling, especially as counter-cyclical fiscal policy might be limited during future economic downturns.
Concern about the continued printing of money in bad times, potentially leading to economic imbalances like income inequality.
Raising taxes is suggested as a possible path forward, though political challenges could impede this.
Tax increases are likely if certain tax cuts expire, with potential cuts to defense or social spending as other budget-balancing measures.
Concerns about worsening fiscal scenarios prompt the idea of hedging with TIPS and gold.
Global markets, especially outside the U.S., are seen as more attractive due to valuation gaps, with emerging markets managing inflation better recently.
Commodities, particularly metals, are seen as benefiting from the green energy transition, while oil demand may decrease.
Gold is positioned as a hedge against geopolitical volatility and long-term inflation, though rising bond yields have made it less attractive recently.
Bitcoin is unlikely to become a central bank asset due to its anonymity and governments' need to monitor and tax transactions.

For more information, visit the show notes at https://moneytreepodcast.com/global-meltdown-peter-berezin-646

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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Fed Wow… Heavy On The Propaganda Sep 25, 2024

Corporate media is heavy on the propaganda these day! It's hard to tell what is real in the news anymore. But what we do know for sure is the Federal Reserve made a surprising decision to cut interest rates by 50 basis points, reducing the federal funds rate to a range of 4.75% to 5%. We talk the implications of this unexpected move. It's hard to understand the Fed's rationale so it's important to understand the data that may not be publicly available and questioning what signals the Fed is responding to. That's why you need to stay vigilant when it comes to the news and where you're getting your facts and data from.

Today we discuss...

The Fed surprised many by cutting the federal funds rate by 50 basis points, bringing it to a range of 4.75% to 5%.
Concerns arose about the sudden need for significant rate cuts, indicating potential underlying economic issues.
Many speculate that the Fed possesses data not publicly available, raising concerns about hidden economic pressures.
The Fed's decisions are influenced by unemployment trends more than inflation or stock market performance.
Speculations linger about whether the Fed's actions could influence the upcoming election, although this is not typically their mandate.
Overall, the Fed's strong statements indicate a serious concern about economic conditions, prompting scrutiny and analysis from investors and economists alike.
The speaker argues that news media often functions as high-grade propaganda, which can cloud rational thinking.
The rise of the internet in the 1990s disrupted traditional media by providing free access to information.
People shifted from relying on traditional media outlets to independent sources like blogs and podcasts.
The limitations of their data access compared to government or mainstream media.
The media employs attention-grabbing tactics, such as sensationalism and loud broadcasts, to attract viewership.
This reliance on dramatic presentation often overshadows the delivery of accurate information.

For more information, visit the show notes at https://moneytreepodcast.com/heavy-on-the-propaganda-645

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Phil Weiss | Apprise Wealth Management

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Top Ways To Invest In Cannabis Stocks So Your Investments Don’t Go Up In Smoke Sep 20, 2024

Anthony Coniglio is here today to talk about how you can invest in cannabis stocks! Anthony co-founded New Lake Capital Partners, a real estate investment trust (REIT) focused on the cannabis sector. Today he's here to discusses the complexities of investing in cannabis! He touches on the challenges and opportunities in the U.S. cannabis market, such as state-by-state regulations, federal restrictions, and evolving consumer preferences. There is potential for medical cannabis, but there is also need for more research to enable broader investment and growth in the industry.

Today we discuss...

Anthony's 30 years of business experience, and how it led him to co-founding New Lake.
How the cannabis market has garnered attention since Canada's legalization in 2018, with various investment opportunities emerging in both U.S. and Canadian markets.
Investing in cannabis can involve direct plant-touching businesses (cultivators, manufacturers, distributors) or non-plant-touching businesses (ancillary services, real estate).
Medical cannabis is supported by a majority of Americans, but research is hindered by its Schedule I status, limiting evidence on its efficacy.
The Schedule I to Schedule III rescheduling proposal is still pending, with a hearing scheduled for December to address comments and opposition.
The cannabis industry is highly regulated, with indoor cultivation facilities focusing on optimizing THC content.
Consumer preferences are shifting towards edibles and drinks rather than raw flower, indicating potential growth areas in the industry.
Hemp differs from cannabis mainly in THC content, and can be used for various industrial applications, including products with higher THC through legal loopholes.
The cannabis sector faces challenges due to federal regulations affecting banking and investment, impacting liquidity and institutional involvement.
There is a need for policy reform to enable better banking services and research opportunities, which could normalize the industry and recognize its significant employment impact.

For more information, visit the show notes at https://moneytreepodcast.com/invest-in-cannabis-stocks-anthony-coniglio-644

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance

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Is Ai Stealing Your Jobs And Causing Inflation? Sep 18, 2024

Is Ai stealing your jobs? Today we discuss how Ai is impacting the job market and inflation. We also highlight the states where people are having a lower percentage of struggle with household expenses compared to other states. We also share possible concerns about the potential negative impacts of universal basic income and the future of work. Join us today we talk about all of this and more!

Today we discuss...

Some states have lower percentages of adults struggling with household expenses compared to other states.
The states with fewer adults struggling are mostly liberal, while those with higher struggles are predominantly conservative.
Conservative states with high welfare dependency often criticize welfare systems despite benefiting from them.
The debate over Universal Basic Income (UBI) continues, with concerns about its potential to cause inflation and economic issues.
AI's impact on job markets is significant, affecting both creative and technical professions, and may lead to existential questions about purpose and employment.
Social Security, Medicare, and pensions are projected to face financial shortfalls in the coming decade.
Receiving steady, high pay without working can reduce stress but strain the labor economy, leading to higher job prices.
Employment data has been frequently restated, revealing that many jobs are part-time or in government sectors.
New regulations create more government jobs to enforce them, even though the original data was already accessible.
There is concern that AI's ability to predict the future might be limited to avoid impacts on markets and other areas.
Centralized platforms, like Google and social media, may manipulate information to shape opinions and influence outcomes.
Building personal AI models could help avoid manipulation by large corporations and governments.

For more information, visit the show notes at https://moneytreepodcast.com/ai-stealing-your-jobs

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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The Secret Future Of Banking Sep 13, 2024

Emmanuel Daniel is here today to discuss the secret future of banking! He shares his background, and how he established "The Asian Banker," a publication focused on understanding the banking and financial landscapes in Asia. He provides insights on China’s economic transformation, especially in tech and AI. He also examines the secret future of banking, and how it will impact the global scale.

Stay tuned as today we discuss...

Daniel's experiences with the banking sector across Asia, the Middle East, Africa, and Silicon Valley.
Daniel talks about his deep connections with influential people in the U.S. financial system and his unique perspective on U.S. and Chinese policymaking.
China's rise, highlighting its post-Cultural Revolution recovery, WTO accession, and economic growth driven by education and infrastructure investments.
The evolving landscape of banking with the introduction of new technologies like AI, blockchain, and digital banking, and the challenges and opportunities they present.
The challenges of regulating new financial technologies and the impact of digital disruption on traditional banking models.
Technology is forcing institutions to adapt to greater personalization in finance, society, and governance.
How young generations across the world are forming new communities and subcultures enabled by digital platforms.
The challenge for governments, especially in more controlled states like China, is managing and steering this newfound individual empowerment.
How India represents an untapped potential with significant structural challenges, particularly within its state apparatus and governance.
Future trends will focus on leveraging AI for productivity gains, rather than being paralyzed by fear of the technology.
How the US is poised to lead the world in creating a new, digitized, and financialized economy, serving as a model for others.

For more information, visit the show notes at https://moneytreepodcast.com/secret-future-of-banking-emmanuel-daniel-642

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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The Inverted Yield Curve Distorting The Financial Markets And Your Portfolio Sep 11, 2024

Historically, every time the yield curve inverts, a recession follows, but don't fret just yet, this could be correlation, not causation. Recession tends to follow when the yield curve reverts back to normal after inversion, rather than during the inversion itself. The Federal Reserve's themselves and their actions have impacted the yield curve over the year and shifts in banking behavior can slow the economy. Changes in economic conditions and market behaviors suggest a potential recession is forthcoming, but don't panic yet, you can't predict the market.

Today we discuss...

The inverted yield curve occurs when short-term interest rates exceed long-term rates, which is generally considered abnormal.
The Fed's recent rate hikes caused the short end of the yield curve to increase sharply, resulting in an inversion.
Banks are less likely to lend during periods of an inverted yield curve because lending at a lower rate than they borrow leads to losses.
Changes in how money is created may alter the predictive power of the yield curve inversion as a recession indicator.
Household allocation to stocks has recently hit an all-time high, indicating extreme market complacency.
Fixed income, traditionally seen as a conservative investment, became the worst-performing asset class in 2022 due to interest rate volatility.
Many investors may be unaware of their true risk tolerance, having not experienced significant capital loss since the 2008-2009 financial crisis.
Risk in investing includes not just losing money but also the loss of time, as shown by the S&P 500's negative performance from 2000 to 2013.
Confidence in the American Dream has significantly eroded since 2012, with fewer people believing hard work will lead to success.
Credit card defaults are reaching record highs, surpassing previous peaks seen during the dot-com bubble and the financial crisis.
U.S. government spending is projected to increase significantly, with 87% allocated to interest expenses, Social Security, and healthcare.
Food prices have reached new highs, contributing to financial stress for consumers.
The cost of U.S. federal debt interest has skyrocketed, reaching $1.1 trillion annually, or $3 billion per day.
There is concern that the Federal Reserve is not truly independent, with its actions influenced by government, banks, and other powerful entities.

For more information, visit the show notes at https://moneytreepodcast.com/inverted-yield-curve-641

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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World War 2.5 Is Still a Go. What You Need to Know Sep 06, 2024

Andrew Stotz returns to discuss World War 2.5! Having moved from the U.S. to Thailand in 1992, Stotz has extensive experience in the Thai stock market and now runs A. Stotz Investment Research. Stotz shared his perspective on U.S. dominance in Europe, the growing tension with China, and the shift of global resources, particularly in Africa. He also highlighted the increasing complexity of international compliance regulations driven by Europe's green energy transition. Learn how all this significantly impact global markets and developing nations.

Today we discuss...

How Andrew began a career as a sell-side analyst in 1993.
Andrew's 20 years in the Thai stock market and where his experiences led him.
Andrew's podcast My Worst Investment Ever, focusing on lessons from financial failures.
The U.S.'s dominance over Europe and the ongoing geopolitical tensions.
The potential collapse of the U.S. market and dollar is a concern for investors outside America.
Uncertainty about the timing and severity of the anticipated recession.
The strategic economic moves of China, particularly in Africa, and its implications for global power dynamics.
The discussion includes the complexities of China's role in global capitalism and its interactions with the U.S. and Europe.
Europe is criticized for exporting strict compliance and regulations, particularly around green energy, impacting global trade and development.
And more!

For more information, visit the show notes at https://moneytreepodcast.com/world-war-2-5-andrew-stotz-640

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Can You Smell What The Fed Is Cookin? Sep 04, 2024

The fed is cookin' up something and today we talk about their upcoming decision on interest rates, and debate on whether and how much rates should be cut. We discuss the impact of potential rate cuts - there’s concern about inadvertently stoking inflation or failing to manage a gradual economic slowdown. We also talk about market expectations, past misjudgments, and behavioral biases and how they effect investment strategies.

Today we discuss...

How inflation has decreased to 2.2% year over year, which is positive but may not feel beneficial to everyone.
The Fed is expected to lower interest rates, with debate over whether it will be by 0.25% or 0.5%.
Unemployment has risen to 4.3%, leading to concerns about a potential recession.
Whether the Fed's actions are aimed at inflation control or market performance.
The concept of second-level thinking in investing and the importance of understanding market expectations.
How the Fed may lower rates once this year and not make multiple cuts unless there is a severe recession.
Historical comparisons between past and current interest rates and unemployment rates.
The importance of understanding market pricing, timing, and investor behavior.
The role of behavioral finance biases, such as recency bias, in economic decision-making.
Strategies for passive investing, portfolio rebalancing, and navigating the bond market in a changing interest rate environment.

For more information, visit the show notes at https://moneytreepodcast.com/fed-is-cookin-639

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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VC Investing In the Next Generation Of Technology Aug 30, 2024

Kepmton Schwab is here to discuss Venture Capital (VC) investing! We also discuss the emotional and strategic aspects of selling a business and how successful sales really comes down to aligning the interests of both the seller and the buyer.

We also talk about the hot trend of institutional money pouring into private companies, especially in tech and AI, and how emerging technologies can boost a company’s value and more! Today we discuss...

Kempton Schwab's background as a retired executive operator and business owner, now working in advisory.
Kempton's story about his experience in selling his company.
How successful transactions are rooted in aligning the seller's and buyer's motivations.
The importance of business stability, customer base, and technology in determining company valuation and multiples.
The role of AI and emerging technologies in enhancing existing value propositions rather than creating new ones.
Public and private markets, and the opportunities and challenges in technology and traditional sectors.
The trend of institutional money chasing private companies and how it impacts valuations and the industry.
The significance of critical thinking and understanding a company's value proposition before investing.
Practical takeaways for investors and business owners considering selling their companies.

For more information, visit the show notes at https://moneytreepodcast.com/vc-investing-kempton-schwab-638

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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Jackson Hole Revelation… Powell Reveals His Secret Thoughts on Inflation and the Economy Aug 28, 2024

Powell was in Jackson Hole last week and today we discuss some Jackson Hole Revelation on the future of the market and interest. We also talk the current election and all of the ins and outs of election strategy. Then, we veer into how social media is changing elections and how it feels like people, especially comedians, are holding back more than they used to because of cancel culture. We reflected on how trends, whether in culture or finance, often swing to extremes before eventually balancing out.

Today we discuss...

How neither major party is focusing on policy; Trump's policies are somewhat known, but Harris has been silent.
The current strategy of staying silent and letting the press handle the narrative reflects a shift in political tactics.
There is concern about electing a candidate without clear policy positions or public discourse.
Social media has heightened expectations for political figures to be vocal and transparent.
Criticisms of Harris include skepticism about her ability to change policies while already in office.
Historical examples, such as Johnson and Kennedy, show that VPs may have differing policies from Presidents.
The pendulum of cultural and political trends often swings from one extreme to the other, influencing market behavior.
Social media and current cultural dynamics affect how comedy and political commentary are received.
The market trends, such as real estate prices, are influenced by broader economic conditions and cultural shifts.
Reversion to the mean is a concept where extreme market movements often correct back to an equilibrium.
Understanding financial trends and market cycles can help in making informed investment decisions.
What Powell discussed at Jackson Hole.

For more information, visit the show notes at https://moneytreepodcast.com/jackson-hole-revelation-637

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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TIPS, Treasuries and Inflation Aug 23, 2024

Roger Silk joins us to discuss TIPs, treasuries, and inflation, and more! He explains the nuances of the repo market, potential risks, and its role in the broader financial system.

Silk also touches on the impact of interest rates on asset values and the banking sector from his time at World Bank. Silk also discusses complex financial products like treasury inflation-protected securities!

Join us today as we discuss...

Roger discusses his background, including his PhD in applied economics and founding of Sterling Foundation Management.
Roger describes his work at the World Bank, focusing on treasury operations and the repo market.
The potential problems in the repo market, including issues during financial crises.
How interest rates impact asset valuations and bank profits, particularly during periods of zero interest rates.
The role of human capital in risk assessment and the importance of individual goals in portfolio management.
The risks associated with inflation, especially in relation to complex financial instruments like TIPS.
The challenges and complexities of understanding and investing in TIPS as an inflation hedge.
Alternative assets like gold and farmland, distinguishing between gold as money and farmland as an investment.
Roger's book The Investor's Dilemma Decoded.

For more information, visit the show notes at https://moneytreepodcast.com/treasuries-and-inflation-roger-silk-636

Why Volatility Exists In The Market… And How You Can Benefit Aug 21, 2024

A lot of volatility exists in the stock market right now, but did you know you can actually benefit from it?

Today we talk about how market reactions are driven by expectations versus reality, with surprises like unexpected Fed actions causing significant volatility.

Political uncertainty certainly has an impact on the market and you can't even rely on Wall Street predictions. That's why it's crucial to understand market sentiment and how everyone’s collective behavior influences market trends over trying to predict the market itself!

Today we discuss...

The recent stock market volatility and the aim to understand it without getting bogged down in specifics.
How market reactions often follow Fed announcements, but these are just correlations, not direct causes.
How volatility can also be triggered by political uncertainty, such as the potential outcomes of upcoming elections.
The Fed’s future rate moves and their unexpectedness contribute significantly to market shifts.
Wall Street predictions can be inaccurate, with current expectations showing a high chance of rate cuts in the future despite past errors.
People don't fully realize inflation's impact because it is largely contained.
Personal inflation rates, such as grocery bills or car prices, may be much higher than CPI figures suggest.
The old methods of addressing inflation, like investing in the S&P 500, might not be effective against current "silent inflation."
The currency market is massive, and the carry trade is typically suited for large institutions rather than individual investors.
Lumber prices have dropped significantly, correlating with the housing market and broader economic conditions.
Housing affordability has decreased, with higher income levels required to afford typical homes in many markets.

For more information, visit the show notes at https://moneytreepodcast.com/volatility-exists-635

Golden Protection For Your Portfolio Aug 16, 2024

Do you have proper protection for your portfolio? If not, gold might be the solution for you. Rich Checkan is here today to discuss the "stealth gold market." He delves into the cultural differences in gold ownership between Eastern and Western investors. He also touches on the distinct dynamics of the silver market and the industrial uses and market behavior of platinum and palladium. We also discuss the manipulation of gold prices and the broader implications of the massive money printing and national debt on the gold market.

Today we discuss...

Asset Strategies International deals in gold, silver, platinum, palladium, bars, coins, certificates, and rare coins.
The current gold market is described as a "stealth gold market" due to its consolidation and recent breakout.
Western investors are hesitant to buy gold at high prices, while Eastern buyers and central banks support the market.
There has been a significant transfer of gold from the West to the East.
The premiums for gold are higher on the Shanghai Gold Exchange compared to the London Exchange.
Central banks are buying gold to reduce their dollar reserves and increase holdings in gold.
The silver market is also seeing interest, with silver prices at about 50-60% of their all-time highs.
Platinum and palladium are primarily industrial metals, used in jewelry and catalytic converters.
The demand for silver is expected to increase due to its use in green technologies like solar panels.
The gold market is influenced by various factors, including geopolitical issues and economic concerns.
Central bank buying of gold has been high due to concerns about the US dollar and debt.
The relationship between debt, currency, and gold is often misunderstood, leading to underestimation of gold's value.

For more information, visit the show notes at https://moneytreepodcast.com/protection-for-your-portfolio-rich-checkan-634

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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IMPORTANT: New Investing Framework You Need To Know Aug 14, 2024

There's new investing framework you need to be aware of! Join us today as we discuss what it is. Today we chat about the recent performance of the S&P 500, the current economic system, which is reliant on money printing by the Federal Reserve, and the lack of viable alternatives to this system. We need to be able to adapt to new information and market conditions, even when it challenges previous assumptions. Investors to be flexible in their thinking and strategy.

Join us as we discuss...

The S&P 500 has seen a strong upward trend but experienced a recent decline.
Recent job numbers were significantly lower than expected, causing disappointment.
The current economic environment is complex, with inflation subsiding but not expected to return drastically.
The system heavily relies on quantitative easing (money printing), with no easy solution to stop it without severe consequences.
Asset prices, including stocks and real estate, are largely influenced by the Fed's balance sheet.
Technology and crypto are seen as the primary assets that might outperform inflation.
Real estate and other traditional investments may not keep up with inflation.
Changing perspectives and adapting to new information is crucial for investors.
Current market conditions, including potential softening and election uncertainties, may impact future performance.
The framework for understanding inflation and market dynamics is evolving, and past assumptions may no longer apply.

For more information, visit the show notes at https://moneytreepodcast.com/new-investing-framework-633

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Investing In Hedge Funds For the Average Joe Aug 09, 2024

Bob Elliott discusses how investing in hedge funds can be for everyone! Elliott highlighted the traditional "two-and-twenty" fee structure, common in hedge funds, private equity, and other alternative assets, which can significantly erode investor returns. His firm aims to replicate these strategies, including equity long-short and global macro, using advanced machine learning to infer hedge fund positions from return data, making them accessible at lower fees for the average investor.

Today we discuss...

Bob's focus to bring low-cost indexing to the world of two-and-twenty, similar to the impact of stock and bond indexing.
Hedge fund strategies, despite being expensive, offer good returns with lower volatility and drawdowns compared to stocks.
Various hedge fund strategies include equity long-short, global macro, fixed income, and emerging market strategies.
Real-time performance data helps in understanding and replicating hedge fund strategies.
The current economic cycle is income-driven rather than credit-driven, making it more durable to rising interest rates.
Overvaluation and high expectations suggest that now may not be the best time to invest heavily in stocks.
The similarities between the current period and the 1970s highlight the importance of diversified portfolios.
Factors like de-globalization, geopolitical tensions, and inflationary pressures could influence future economic dynamics.
Volatility in market expectations and the reality of economic conditions contribute to the current buoyant market despite high interest rates.

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

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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-hedge-funds-bob-elliot-632

Spurious Correlations in Financial Markets Aug 07, 2024

In the financial markets, it's common to spurious correlations based on historical data. However, the economic landscape has evolved, and banks now invest more in treasuries and borrow from the Fed rather than traditional lending. This shift questions the yield curve's predictive power. Additionally, spurious correlations show absurd links between unrelated data points, emphasizing the need for critical analysis of data to avoid misleading narratives.

Today we discuss...

Financial markets often draw conclusions from patterns, such as the inverted yield curve predicting recessions. Today's economy differs from 30 years ago, with banks favoring treasuries over traditional lending, altering the yield curve's predictive power. Correlation does not always imply causation; the inverted yield curve's causative effect may be weakened. Spurious correlations can be humorous but highlight the pitfalls of finding meaning in random data patterns. The bond market, at $130 trillion, dwarfs the $50 trillion US stock market and $100 trillion global stock market. The increasing debt and bond market highlight the importance of access to capital. AI's impact is currently seen as limited by many CEOs, viewing it as a potential rather than immediate profit driver. Microsoft's expenses on data centers have increased significantly, reflecting the infrastructure investment for cloud and AI services. Commercial real estate faces challenges, with significant losses on properties due to rising interest rates and reduced demand. Residential real estate is also under pressure, with 41.4% of median income now spent on new mortgages, surpassing 2008 levels.

For more information, visit the show notes at https://moneytreepodcast.com/spurious-correlations-631

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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The Crypto Trade Continues To Bear Fruit. Learn Where To Invest Next Aug 02, 2024

The crypto trade continues to stay strong! Do you know where to invest? Join us for an interesting conversation with Paul Rosenberg as he shares some tips and current insights on the crypto space. Paul discusses the state of Bitcoin and Ethereum, the challenges they face, and the implications of their integration into mainstream financial systems through ETFs.

He also highlights the geopolitical and economic shifts impacting the global financial landscape.

Today we discuss...

Paul's background in electrical construction and engineering and his time in the early cypherpunk community.
His early company called Crypto Hippie that provided internet privacy.
Paul's monthly newsletter at freemansperspective.com.
How a majority of illicit activities use traditional currencies like the US dollar.
Bitcoin has remained consistent, with its value tied to supply and demand rather than being a traditional investment vehicle.
Bitcoin ETFs are emerging due to high demand, with many US citizens owning some Bitcoin.
Ethereum runs smart contracts and has experienced technical challenges and governance changes.
Other cryptocurrencies serve as tools for specific uses rather than investment vehicles.
ETFs might pull Bitcoin into wallets over which there is some regulatory control.
Bitcoin can evade currency controls, making it valuable in certain situations.
The global east and south are building their own monetary systems, moving away from the US dollar.
Holding physical assets and stocks in real, productive companies is advisable.
The US and European corporations are vulnerable as the "third world" becomes more self-sufficient.

For more information, visit the show notes at https://moneytreepodcast.com/crypto-trade-continues-paul-rosenberg-630

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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How Ice Baths Can Keep You From Freaking Out When The Index Experiences A Small Pullback Jul 31, 2024

Did you know ice baths can help you keep a cool head when the markets experience a small pullback? They have so many additional benefits you may never thought of! In this weeks episode we discuss ice baths, the market, housing data, and more.

We talk about confusing and contradictory signals in current trends, the importance of being cautious during a statistically weak period in the stock market, and watching market trends closely to make informed decisions.

Today we discuss...

Morning routines for stress relief and energy.
The confusion and contradictory signals in current financial markets.
The importance of being cautious, especially during a statistically weak period for the stock market.
Watching market trends closely to make informed decisions.
There is a mention of a listener, Charles, who corrected an error about the company behind Three Mile Island.
How the bond market is indicating that rates may drop soon.
The conversation touches on the performance of various market indexes like the S&P 500, NASDAQ, and Russell 2000.
They note that the market is confusing, with different sectors showing different trends.
Lightening up portfolios during the current period, which is typically weak statistically.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/small-pullback-ice-baths-629

Blake Christian Reveals the Secrets of Opportunity Zone Funds Jul 26, 2024

Join us today as Blake Christian reveals the secrets of Opportunity Zone funds. He's here to explain the flexibility and tax benefits of these funds. He highlights the program's role in encouraging investments in underserved communities. He also shares the challenges in navigating the rules and compares OZ funds with other tax deferral strategies like 1031 exchanges. Prepare to learn everything you've ever needed to know about OZ funds!

We discuss...

How OZ funds allow deferring capital gains if reinvested within 180 days, with potential tax-free appreciation if held for 10 years.
Which six states do not conform to Opportunity Zone benefits.
Over 8,000 census tracts qualify for Opportunity Zone investments, targeting underserved communities with high unemployment and welfare recipients.
How OZ funds can be used for real estate and operating businesses, attracting investments into otherwise neglected areas.
The complexities and potential pitfalls in structuring OZ funds, including the necessity of making proper elections and meeting improvement requirements.
When combining Opportunity Zone funds with Section 1202 qualified small business stock can provide additional tax benefits.
Installment sales are a simpler alternative for deferring gains but carry risks of higher future tax rates.
California aggressively taxes deferred gains from 1031 exchanges and Opportunity Zones, even if the taxpayer relocates to another state.

For more information, visit the show notes at https://moneytreepodcast.com/the-secrets-of-opportunity-zone-funds-blake-christian-628

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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Revealed… The Next Hot Trend Is Officially A Go Jul 24, 2024

We reveal the next hot trend and cover all the hot topics. We discuss free speech, political violence, and how bad ideas are necessary to recognize good ones.

Additionally, we talk discuss energy consumption, the increasing demand driven by AI and the need for clean energy solutions like nuclear power. We also discuss the growth in data centers and the importance of investing in energy and technology sectors to address these trends.

Today we discuss...

Recent events including a Trump rally and an assassination attempt.
Emphasis on the rejection of violence regardless of political affiliation.
Importance of staying and engaging in political discourse rather than leaving.
Free speech and the importance of hearing both good and bad ideas.
The Biden administration's bill to expedite nuclear power plant regulations.
Highlighting the energy consumption of AI compared to Bitcoin and the potential issues it causes.
Investment opportunities in nuclear energy and data centers.
Historical trends in energy consumption and the rise of renewable energy.
Mention of technological advancements and their impact on energy needs.
Discussion on the rapid growth of AI and its implications for energy consumption.
Emphasis on the need for strategic solutions to meet growing energy demands.

For more information, visit the show notes at https://moneytreepodcast.com/next-hot-trend-627

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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The Rise of Private Credit in a Post 2008 World Jul 19, 2024

Nelson Chu joins us today to discuss the rise of private credit! He's here to share how private credit emerged as a significant player post-2008 financial crisis when banks scaled back their lending. Despite his initial lack of experience in credit, Nelson was drawn to private credit for its potential to offer shorter durations, lower minimum investments, and attractive yields compared to traditional bank loans.

Today we discuss...

How Nelson started his career in finance, working at Merrill Lynch, Bank of America, and BlackRock.
He left traditional finance to start a consulting company and then founded Percent, focusing on private credit.
Non-bank lenders fulfill the ongoing demand for loans by raising money from the private credit market.
How banks are finding ways to re-enter the lending market through joint ventures and leveraging other business parts.
The private credit market seeing pressure due to high interest rates and increasing defaults in consumer credit.
Competitive tension between banks and private credit lenders influences the cost of capital and lending rates.
How Nelson's company Percent focuses more on conventional private credit opportunities rather than real estate.
Lenders are being more selective in extending small business loans due to the current risk cycle.

For more information, visit the show notes at https://moneytreepodcast.com/the-rise-of-private-credit-nelson-chu-626

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Phil Weiss | Apprise Wealth Management

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Legendary Investor Secret #24: How Confirmation Bias Blinds You To Some Of The Best Investments Jul 17, 2024

Are you losing out on good investments due to confirmation bias? We often want clear, definitive answers to how to invest, but in financial markets and social media, this can be tricky. We tend to look for information that supports what we already believe, known as confirmation bias, and social media makes this worse by feeding us content that aligns with our views, creating echo chambers. The takeaway is that while data can guide us, it doesn't provide absolute certainty, and we need to stay aware of our biases and the limitations of the information we consume.

Today we discuss...

Understanding data interpretation is crucial; it's not about definitive conclusions but about probabilities.
Our tendency to see patterns where none may exist, like with the inverted yield curve and recessions, shows how we seek certainty.
Market predictions are complex; events like the 2011 gold crash challenge simplistic explanations.
Half-truths, more than outright lies, mislead us because they seem plausible but aren't entirely accurate.
Social media algorithms create filter bubbles, reinforcing our biases and limiting exposure to diverse viewpoints.
The influence of confirmation bias in political and social beliefs is profound, shaping our perceptions of reality.
Financial beliefs, like linking money printing directly to inflation, oversimplify complex economic realities.
Chart crimes and misleading visuals can distort perceptions, leading to erroneous conclusions about trends.
Bitcoin's price movements post-halving illustrate the complexities of market predictions and speculative fervor.

For more information, visit the show notes at https://moneytreepodcast.com/confirmation-bias-625

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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The Growing Popularity of Covered Call Option Strategy Jul 12, 2024

Join us for a fascinating episode as we welcome Barry Martin, a seasoned expert in covered call option strategy. Barry shares his insights into the growing popularity of covered call writings, discussing how they have surged from $7 billion to $75 billion in just a few years. Whether you're an experienced trader or new to options, this episode offers valuable perspectives on managing risk and generating income through covered calls.

Today we discuss...

How the popularity of covered option writing has surged in recent years. Barry manages $1.3 billion in option overlay strategies at Sheldon Capital Management.
The decline in commission costs and increased options education have contributed to the growing interest in covered call writing.
Covered call writing is most beneficial in choppy, sideways markets, slightly up or down, where income generation is a key goal.
Barry emphasizes that selling options in low-volatility, low-interest-rate environments is less beneficial.
Barry advocates for using defensive, market-leading stocks with significant free cash flow for covered call writing.
Covered call writing is misunderstood as risky by some CPAs and advisors due to a lack of education and familiarity with the strategy.
Educating oneself, starting with basic strategies like covered calls, and minimizing risk are essential for successful options trading.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/the-growing-popularity-of-covered-call-option-strategy

Independence From Bad Investing Jul 10, 2024

We are here to celebrate your independence from bad investing. Today we discuss investing, political commentary, and of course the U.S. debate. Listen in for investment insights and how politics often have little impact on stock market performance. The focus is on understanding market trends, with a detailed analysis of current market performance across various sectors, highlighting that a few high-performing stocks are driving overall market gains and more.

Today we discuss...

The UK's new prime minister and political changes post-Brexit.
The US presidential debate between Biden and Trump, with concerns about the candidates' competency.
Emphasis on the lack of substance in the debate and questions about who is actually running the country.
Discussion on the perceived gaslighting by political parties and media.
The importance of consistent investment strategy irrespective of political changes.
Market performance trends, focusing on high-performing stocks driving overall gains.
Advice on the benefits of indexing and diversification in investments.
Concluding thoughts on maintaining a disciplined investment approach despite market or political volatility.

For more information, visit the show notes at https://moneytreepodcast.com/independence-from-bad-investing-623

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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How to Give the Gift of College With a 529 Plan Jul 05, 2024

Patricia Roberts joins us today to discuss how to give the gift of college with a 529 plan. She has spent over two decades guiding parents on how to prepare for the high costs of higher education and avoid the burden of student loan debt. Patricia played a pivotal role in launching a nonprofit program in New York City, providing seed money for college to 200,000 public school kindergartners. Now, Patricia works with Gift of College, bringing 529 education and student loan repayment benefits to workplaces. Today we discuss...

The insights and expertise of Patricia, a seasoned professional in college financial planning.
How to prepare for the high cost of higher education and avoid student loan debt.
How a 529 benefits can be passed to the family.
How Patricia helped launch a nonprofit program in New York City that provided seed money for college to 200,000 public school kindergartners.
Gift of College and how they promote 529 education and student loan repayment benefits in the workplace.
Patricia's book Route 529.

For more information, visit the show notes at https://moneytreepodcast.com/give-the-gift-of-college-patricia-roberts-622

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Douglas Heagren | Pro College Planners

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Revealed... How Your Food Choices Effect Your Investing Jul 03, 2024

Did you know your food choices effect your investing? Take the time to think about investing and the importance of knowing what you're getting into. Just like you should understand the food you eat, you should understand your investments. Our brains look for shortcuts, but skipping the details can lead to poor decisions. Whether it's food or stocks, doing the homework is crucial.

This week we discuss...

The differences in food ingredients in the US, which use artificial dyes and corn syrup, compared to other countries that use natural ingredients.
How the brain's pattern recognition and shortcuts can affect investing and emphasizes the importance of doing thorough research.
How few people actually do the hard work and most rely on others.
The need to understand what you are investing in just like you need to understanding what you are eating.
The importance of understanding market trends, particularly in gold and silver.
Using caution when investing in gold miners due to their volatility and boom-bust cycles.
The benefits of investing in royalty companies for their low capital requirements and consistent returns.
Happy Independence Day!

For more information, visit the show notes at https://moneytreepodcast.com/your-food-choices-effect-your-investing-621

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/your-food-choices-effect-your-investing-621

The Future of Investing in International Markets with Jason Crawshaw Jun 28, 2024

Today we welcome Jason Crawshaw from Polaris to talk about investing in international markets. Originally from South Africa, he is now a portfolio manager here. His journey's been a rollercoaster, from business school in the US to cutting my teeth in Johannesburg's equity market. Now, for over a decade, he's called Polaris home, focusing on global value. Lately, he is locked on international plays, whether it's established or emerging markets. Learn more about the future of investing in international markets! T

his week we discuss...

Jason's experience in the equity market, particularly in fundamental equity analysis, with a focus on cash flow generation.
How Jason's investment strategy revolves around discounted cash flow analysis, particularly focusing on maintenance cash flow adjusted for inflation.
Jason's preference for international markets over the US due to perceived value opportunities.
The dominance of the US in global equity markets and the potential overvaluation compared to other regions.
Regions like Europe and their economic challenges, energy concerns, and regulatory issues.
Emerging markets: past enthusiasm and current challenges, especially in China.
Africa as a frontier market with demographic advantages but also currency and governance challenges, making it difficult for equity investors.
The importance of capital allocation and shareholder returns, and the impact of management decisions on stock performance.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-markets-jason-crawshaw-629

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Megan Gorman | The Wealth Intersection
Phil Weiss | Apprise Wealth Management

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What Willie Mayes Can Teach Us About the Stock Market Jun 26, 2024

Did you know that Willie Mayes can teach us a lot about the stock market? Baseball and investing may have more in common than you think! We talk market statistics, market inefficiencies and arbitrage -- once a profitable strategy is widely known, it loses effectiveness due to widespread adoption (think the short squeeze on GameStop). We also discuss the potential decline of the US dollar's dominance as the world's reserve currency and the direction energy sources may go in the future. It's important to be financially prepared! Today we discuss...

Market statistics and sports statistics can be loosely tied together, with both requiring consideration of multiple metrics for evaluation. There is no single metric that defines the best stock or the greatest player in sports. Efficient market theory suggests that market inefficiencies are arbitraged out over time as more people exploit them. How hedge funds often exploit small arbitrage opportunities, but these opportunities may disappear once they are widely known. Momentum trading strategies can lose effectiveness as more market participants adopt them. How some investors track congressional actions and use them as indicators for investment decisions, but this strategy may lose effectiveness over time. Roaring Kitty's success with GameStop illustrates how retail investors can challenge institutional investors by exploiting publicly available information. The Senate passed a nuclear bill aimed at reducing costs and expediting the permitting process for nuclear energy projects. The expiration of a 50-year trade agreement with Saudi Arabia signals a shift in global power dynamics and highlights the need for the US to transition to alternative energy sources.

For more information, visit the show notes at https://moneytreepodcast.com/willie-mayes-can-teach-us-619

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Exploring Business Cycles with Liz Young: Insights for Young Professionals Jun 21, 2024

Today we discuss the financial industry and the cycles of business. We have Liz Young from SoFi here to discuss her role in producing investment-related content across various platforms. The strategist shares insights into her career journey, emphasizing the importance of being open to unexpected opportunities.

Liz advises young professionals to explore different roles to discover their interests. We also talk market dynamics, Fed policies, and inflation! Join us as we discuss...

Investment-related content across various platforms for SoFi.
Macroeconomic trends and their impact on capital markets.
The importance of seizing opportunities in one's career.
The significance of workplace environment and personal skills for career satisfaction.
Embracing discomfort and learning from mistakes early in one's career.
The unpredictability of the finance industry and the need for resilience.
The influence of market conditions on personal happiness and resilience.
Considering the business cycle as a mental model for navigating market volatility.
The challenges of identifying the current phase of the business cycle.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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Consumer Sentiment Leads The Way. So Where IS The Problem… Jun 19, 2024

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

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Michael Edesess Exposes the Conspiracies in Common Financial Practices Jun 14, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/conspiracies-in-common-financial-practices-michael-edesess-616

Stonks Are Back… And So is Inflation Jun 12, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/stonks-are-back-615

Can Bitcoin Reshape the Economy? Jeff Booth's Solution to Deflation Jun 07, 2024

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

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Trend Confirmed... Nuclear Energy Is Coming To A Neighborhood Near You Jun 05, 2024

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

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Thinking Outside the Box with Alternative Data May 31, 2024

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

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Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs May 29, 2024

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

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Unbiased Annuity Truths and Guidance with The Annuity Man May 24, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/annuity-truths-stan-the-annuity-man-610

The Meme Stock Craze Killed Jim Simons May 22, 2024

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

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Cultivating Good Financial Habits for Entrepreneurs May 17, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608

Questioning The Basic Narratives of Investing May 15, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/narratives-of-investing-607

Challenging Conventional Wisdom: Alternative Insights From James Davolos May 10, 2024

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

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Buffett-Palooza Dominates The Weekend… And In Other News Your Brain Is Broken May 08, 2024

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

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The Power of Patterns: How This Technical Analysis Model Shapes Investment Strategies May 03, 2024

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

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Something Interesting Happening In The Housing Market May 01, 2024

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

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Banking on Change: Exploring Central Bank Digital Currencies Apr 26, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602

Chart Crimes: Something Interesting Happened In The Market Today Apr 24, 2024

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

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Unlocking Investment Wisdom: Answering Your Listener Questions Apr 19, 2024

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

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Daniel Kahneman: Something Interesting Happened In The Market Today Apr 17, 2024

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

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Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges Apr 12, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

Stock Market Expectations: Something Interesting Happened In The Market Today Apr 10, 2024

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

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Managing the Highs and Lows of the Market by Investing in EFTs Apr 05, 2024

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-396

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Phil Weiss | Apprise Wealth Management
Tim Baker | Metric Fin

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This Person Is To Blame For The Market Going Up Apr 03, 2024

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

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Striking Gold: Investing in Laundromats Mar 29, 2024

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

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The Truth About The False Notion of a US Civil War and the Stock Market Mar 27, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/civil-war-and-the-stock-market-593

Unraveling Supply Chain Dynamics from Chaos to Clarity Mar 22, 2024

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

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Stock Market Opportunities And Where To Find Them Mar 20, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/stock-market-opportunities-591

The Energy Crisis No One Is Talking About Mar 16, 2024

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

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Something Interesting Happened In The Market Today Mar 13, 2024

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

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Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities Mar 08, 2024

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

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Follow on X (formerly Twitter): https://x.com/MTIPodcast

What does Investing in Japan, Reddit, and the Moon Have in Common Mar 06, 2024

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

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A Technical Traders Outlook On The Financial Markets Mar 01, 2024

This week we dive into the world of technical traders. We discuss the Risk Management Checklist, allocation, styles, quantity of trades, tactical strategies the psychology of investing and more.

Having a process is important. The best process is pushing play on your podcast player and listen to this episode. Join us again for an exciting episode with Chris Vermeulen.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection
Douglas Heagren | Pro College Planners

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Maybe Powell Was Right About Inflation… What Say You Mr Market? Feb 28, 2024

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

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How To Find Your Money Zen – An Interview With Manisha Thakor Feb 23, 2024

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

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Will The Bank Brisk Jog Turn Into A Run? Feb 21, 2024

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

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Personal Finance Podcast Interview with Andrew Giancola Feb 16, 2024

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

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Water Water Everywhere and Not A Drop To Invest Feb 14, 2024

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

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Global Macro Strategies for 2024: The Hidden Risks Feb 09, 2024

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

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The Stock Market Missed This One Big Thing Feb 07, 2024

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

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Why The 60-40 Portfolio Is Broken… And How To Fix It Feb 02, 2024

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

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All Time Highs… To The Moon… And the Moon Is Made Of Cheese Jan 31, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/all-time-highs-577

The Compound Code Interview with Scott Kyle Jan 26, 2024

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

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For more information, visit the show notes at https://moneytreepodcast.com/compound-code-scott-kyle

2024 Started With a Meh… Jan 24, 2024

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

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Secret Tax Strategies of Wealthy Investors Jan 19, 2024

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

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Check out my BIG predictions for 2024 Jan 17, 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

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Do You Have Mindful Money? These Simple Habits Can Improve Your Odds Of Money Success Jan 12, 2024

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

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Happy New Year To You and Your Stonks Jan 10, 2024

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

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What Is The Quiet Shift – Interview With Dr Nicole B Simpson Jan 05, 2024

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

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Santa Clause Is Coming To Wall Street Jan 03, 2024

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

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Where Are The Missing Billionaires...Victor Haghani Dec 29, 2023

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

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I Was Wrong... Dec 27, 2023

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

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This History of IPOs And How You Can Get Access Dec 22, 2023

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

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Santa Clause Rally Here We Come Dec 20, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/santa-clause-rally-2023-565

How Do Women and Immigrants Get Access To Capital Markets Dec 15, 2023

What does it mean to be an emerging manager in today's world? Why is it so hard for women and immigrants to get access to capital markets? Isn't the American dream still attracting immigrants? You might be surprised at some of the answers we discuss on the show today.

Fortunately America is still attracting talent, but not like it used to. Join us this week as we peek into the underbelly of America's capital markets.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection

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Bulls Make Money… Bears Make Money… Pigs Get Slaughtered Dec 13, 2023

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

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Secrets of High Finance – An Exclusive Interview With Christopher Zook Dec 08, 2023

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

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It’s Black Friday Again… And Again Dec 06, 2023

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

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Ultra High Net Worth Investor Issues Dec 01, 2023

John Jennings, financial advisor to ultra high net worth investors, discusses a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets.

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/ultra-high-net-worth-issues-john-jennings

We Give Thanks For This Podcast Nov 29, 2023

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

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The Importance Of Having A Personal Finance Process: Interview with Bryan Kuderna Nov 24, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-process-bryan-kuderna

Where Have All The Bears Gone? Nov 22, 2023

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

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The Big Mistakes In Financial Divorce Interview With Sharon Klein Nov 17, 2023

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

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The 2024 Bank Crisis Everyone Saw And Did Nothing Nov 15, 2023

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

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Risk Is What Is Left Over Once You Have Thought Of Everything Else Nov 10, 2023

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

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The Fed Spoke… And The Market Listened Nov 08, 2023

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

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Investing In US Financial History… What If? Nov 03, 2023

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

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What do Jordan Belfort and Warren Buffett Have In Common? Nov 01, 2023

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

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If You Want Excitement Watch The News. If You Want News, Listen To This Podcast Oct 27, 2023

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

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Stocktwits Interview with Rishi Khanna Oct 27, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/stocktwits-rishi-khanna

High Yield Bonds And The Next Credit Event Interview with Peter Higgins Oct 20, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/next-credit-event-peter-higgins

Is The Sky Falling… Or Just The Stock Market? Oct 18, 2023

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

This System Controls Your Investing and Your Life. Here’s How To Change It Oct 13, 2023

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

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Beware Of The Coming Credit Event… Are You Ready? Oct 11, 2023

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

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Insider Information In The Real Estate Market an Interview With Tim Wallen Oct 06, 2023

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

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Fall Market Seasonality And What It Means For Markets Oct 04, 2023

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

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The Swing Trading Mindset Amnol Singh Sep 29, 2023

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

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WTF Happened in 1971? Sep 27, 2023

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

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Mark Yusko: The New Era Of Digital Currencies Sep 22, 2023

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

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Fear And Control Of Your Investing Sep 20, 2023

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

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Why The Housing Crash Is 100% Certain But Rising Rates Leads To Rising Prices Sep 15, 2023

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

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Why Your Returns Stink in 2023, Retailers Sound The Alarm, and China Problems Pile up Sep 13, 2023

Retailers are sounding the alarm... a bit late in my opinion, and probably doing a bait and switch as well. They are claiming that slippage (AKA theft) is causing them to lose billions... or the economy is doing it... The theft has been an increasing part of their business in states like California. And they have been aware of it. Why sound the alarm now? Join us this week to find out.

Also we discuss China's new woes and other interesting information like the Huge spread between 7 stocks and 493 stocks being 50%. WOW.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Invest Like A Billionaire Interview With Ben Fraser Sep 08, 2023

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

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The Market is on the Edge of Doing Crazy Sep 06, 2023

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance

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The Happiness Retirement Project Sep 01, 2023

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

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My Awesome Vacation And What You Missed In The Markets Aug 30, 2023

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

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Budget Hacks, Russian Math, and Choosing The Correct Tax Advisor Aug 25, 2023

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

I Went Fishing And Caught A Monster... How This Relates To Inflation Is Important Aug 23, 2023

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

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MacroWatch Update: Richard Duncan On China, Inflation, Recessions, Bulls, Bears, and More Aug 18, 2023

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

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1.55 Billion Dollar Lottery… And the Winner Is… Aug 16, 2023

We discuss the 1.55 Billion dollar lottery.

We also discuss what lottery winners, professional athletes and trust fund kids all have in common... (hint) it isn't money). If you want to win the next billion dollar lottery, here is what you need to do.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Real Estate Debt – Problems and Opportunities Aug 11, 2023

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

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The Fed Said What??? Aug 09, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/fed-said-what-beware-of-inflation-527

The Art of Slow Flip Real Estate Aug 04, 2023

Scott Jelinek 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

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Beware of Inflation: Stocks Are On Fire… Don’t Get Burned Aug 02, 2023

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

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Predictive Models, Private Equity, and Management Consulting with Paul Lennick Jul 28, 2023

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

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Summer Wind… Came Blowing In… From Across The Fed’s Desk Jul 26, 2023

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Cash Flow Cookbook with Gordon Stein Jul 21, 2023

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

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Summer Doldrums…But Not For The Stock Market Jul 19, 2023

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

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Inflation, Deflation, and Truflation Jul 14, 2023

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

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I Went On Vacation And The Stock Market Did This Jul 12, 2023

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

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Secrets of Accounting In Wealth Management Jul 07, 2023

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

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Sell In May And Go Away… Or Maybe Not Jul 05, 2023

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

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Investing In Life Settlements With Lucas Siegel Jun 30, 2023

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

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It’s A Crazy New Bull Market Jun 28, 2023

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

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Child Free Financial Planning – The Risks and Rewards Jun 23, 2023

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

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Beware Deflation Is Back Jun 21, 2023

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

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Are Men Or Women Better Investors? Jun 16, 2023

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

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The Market Is Broken… Here’s Why Jun 14, 2023

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

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Wall Street Secret #714: Why Active Investing Underperforms Jun 09, 2023

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

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The Debt Ceiling Is Over… Or Is It? Jun 07, 2023

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

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Your Brain Is A Bad Investor…Here’s How You Change It Jun 02, 2023

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
Tim Baker | Metric Fin
Philip Weiss | Apprise Wealth

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The Debt Ceiling Default Is Near… Or Is This Just More Political Theater? I’ll Let You Decide May 31, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/debt-ceiling-defualt-507

Investing in Agriculture – Farming Secrets Interview With George Bravante May 26, 2023

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

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The Immigration Problem, Non-Problem May 24, 2023

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

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The 2023 Banking Crisis And High Yielding Debt May 19, 2023

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

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Supply and Demand For House Prices Is A Myth May 17, 2023

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

Rates, Housing And The Fed – An Interview With Greg McBride From Bankrate May 12, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/rates-housing-and-the-fed-an-interview-with-greg-mcbride-from-bankrate

Another Bank Failure Of First Republic… I’m Sure It’s Nothing May 10, 2023

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

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Episode 500!!! – Congratulations Money Tree Investing Podcast! May 05, 2023

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

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It’s An Earnings Soft Landing… Here Is What You Should Expect This Earnings Season May 03, 2023

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

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Do You Have Queer Money? An Interview With David and John Auten-Schneider Apr 28, 2023

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

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Gold… FAANGMNT…Banks… And Hidden Risks Apr 26, 2023

This week we discuss all sorts of crazy things going on in the market:

FAANGMNT, and why its ruining index investing, and how you can do better
What you are missing about gold, and how to find it
The hidden risks of bank stocks no one is talking about
And a whole lot of other crazy things you need to know.

Join us this week to learn more stuff you are not hearing anywhere else.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott Apr 21, 2023

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware of Inflation – Do Valuations Matter Apr 19, 2023

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

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The Shadow Bankers Secret Look Behind The Economic Facade Apr 14, 2023

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

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Finding Truth In The Tea Leaves – Correlation vs Causation Apr 12, 2023

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

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Mediating With Kim Curtis Apr 07, 2023

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Deflationary Housing Crash – This Is The Way Apr 05, 2023

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

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What Is Your Investor Mindset? Mar 31, 2023

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware of Deflation – Beware of the Housing Collapse Mar 29, 2023

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

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John Sneisen The Economic Truth Of Central Bank Money Printing Mar 24, 2023

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

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Deflation Ahead: Banking Crisis Part 2… More Pain To Come Mar 22, 2023

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/banking-crisis-487

Investing In Oil And Gas For Profit And Tax Mar 17, 2023

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

Beware Of Deflation – Is Your Cash Safe? Bank Runs, SVB, and More Mar 15, 2023

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

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Investing in Precious Metals Interview with Lynette Zang Mar 10, 2023

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

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Beware of Deflation: The History Of Soft Landings Mar 08, 2023

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

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Follow on Twitter: https://twitter.com/MTIPodcast

The Social Investing Network Interview with David McDonough Mar 03, 2023

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

Beware Of Deflation – The Housing Crash 2023 Mar 01, 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

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Dynamics of Running a Family Office For Wealthy Families Feb 24, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/running-a-family-office-ron-diamond

Beware of Deflation Again? This Week Things Get Spicy. Feb 22, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/deflation-again-part-3-ep-479

Investing In Growth Companies - Interview Gerry Frigon Feb 17, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-growth-companies-gerry-frigon

Beware Deflation Ahead (Part 2) Feb 15, 2023

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

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Investing In Coffee – Investing in Private Companies Internationally With Josh Ziegelbaum Feb 10, 2023

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

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Beware of Deflation – What You Need To Know About The Coming Deflation Feb 08, 2023

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

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Buying Small Businesses For Cash Flow Interview With Zach Oehlman Feb 03, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/zach-oehlman-buying-small-businesses-for-cash-flow

Beware Of The Inflation Soft Landing Feb 01, 2023

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

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Financial Wellness And Generation X – Interview With Bobbi Rebell Jan 27, 2023

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

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Inflation Drops Again… And Other Predictable Data Jan 25, 2023

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

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The Year of Recalibration – An Interview with Professor Jeff Bierman Jan 20, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/jeff-bierman-year-of-recalibration

The Singularity and Ai – How ChatGPT Is Transforming The Economy In Only 2 Months Jan 18, 2023

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

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Happy New Year – Year End Performance 2022 Jan 13, 2023

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

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Money Tree Investing Podcast 2022 Market Wrap Up Jan 11, 2023

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

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For more information, visit the show notes at https://moneytreepodcast.com/2022-market-wrap-up

My Worst Investment Ever With Andrew Stotz Jan 06, 2023

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

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Happy New Year Of Inflation Jan 04, 2023

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

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Annie Duke Tells All On Money Tree Investing Podcast Dec 30, 2022

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

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All I Want For Christmas Is Inflation Dec 28, 2022

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

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The Tao Of Trading Interview With Simon Ree Dec 23, 2022

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

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Beware of Inflation: Don't Fight The Fed Dec 21, 2022

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

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Energy Intelligence – How To Make Money From The Biggest Trend That People Hate Dec 16, 2022

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

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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

Understanding Market Cycles & How It Can Make You Money Dec 14, 2022

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

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Property Manager Survival Guide – How to Find the Best Property Manager Dec 09, 2022

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

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We Are All Screwed… Big Oil Will Save Us – Beware of Inflation Dec 07, 2022

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

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Edward Chancellor The Price Of Time – History of Interest Rates Dec 02, 2022

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

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Beware of Inflation – The Inflation Impact On Bonds Nov 30, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

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It's All About Bonds - The Impact of Inflation on Bonds Nov 25, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

FTX Crash & How You Should Think About It Nov 23, 2022

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

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Matt Leising & The Great Crypto Caper – The 55 Million Dollar Crypto Heist And How It Almost Brought Down Ethereum Nov 18, 2022

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

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Inflation Is Gone… Or Is It? Nov 16, 2022

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

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Global Economic Forces Are At Work, Here Is How You Navigate Them Nov 11, 2022

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

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Beware of Inflation – Your Investing Style Is Dangerous Nov 09, 2022

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

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The Future of Food & Emerging Trends – Investing In Agriculture And Food Nov 04, 2022

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

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Inflation… When Will It End? How Long Will Inflation Last? We Have The Answer Nov 02, 2022

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

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Listener Questions October 2022 – Let Us Know What You Think Oct 28, 2022

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

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Beware of Inflation – King Dollar And The Magazine Indicator Oct 26, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-king-dollar-magazine-indicator

Sustainable, IMPACT, & ESG Investing – Is It A Good Strategy For Your Money Oct 21, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/sustainable-esg-investing-eddy-soffer

Inflation Is More Dangerous Than WW3 Oct 19, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-is-more-dangerous-than-ww3

Scott Carson Discounted Note Investing Tactics Oct 14, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/scott-carson-discounted-note-investing

Beware of Inflation – Oil Price Inflation, OPEC, Russian Chess vs US Checkers, Mortgages, Bank of England and More Oct 12, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-oil-price-inflation-421b

Yieldstreet - Milind Mehere Oct 07, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/yieldstreet-milind-mehere

Beware of Inflation End of 3rd Quarter 2022 Oct 05, 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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-end-3rd-quarter-2022

Investing In International Real Estate: A Primer Guide Sep 30, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-real-estate-mike-cobb

Beware of Inflation - Investing in Bonds with Inflation Sep 28, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-419b

Investing In Farmland With Carter Malloy Sep 23, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-farmland-carter-malloy

Beware of Inflation: Inflation is a Global Problem Sep 21, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/inflation-is-a-global-problem-beware-of-inflation-418

Tax Lien Investing With The Tax Lien Lady – Joanne Musa Sep 16, 2022

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

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Beware of Inflation: Clean Energy Vs Dirty Energy Sep 14, 2022

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

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Risk Management and Asset Allocation For Tiger 21 Sep 09, 2022

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

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Beware of Inflation: Should The Cost Of College Be Free? Sep 07, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-clean-energy-vs-dirty-energy

Emotional Psychology of Investing Sep 02, 2022

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

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Beware of Inflation: Bull Market Vs Bear Market... You Choose. Aug 31, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments

Alternative Investments You Have Not Heard Of... with Stefan Von Imhof Aug 26, 2022

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

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Beware of Inflation: The New FAANG Stocks 2.0 Aug 24, 2022

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

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Joe Robert Ventures: A Discussion About The Distressed Debt Opportunity Aug 19, 2022

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

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Beware of Inflation: Bear Market Rally? Is it Cyclical or Structural? Aug 17, 2022

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

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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 Aug 12, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/spotgamma-brent-kochuba

Beware of Inflation: Income Inequality, Historical Tax Rates, Bear Market Rules, Economic Updates, and More… Aug 10, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Alpha Architect – Wes Gray Aug 05, 2022

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

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Beware of Inflation: The Bullwhip Effect Aug 04, 2022

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

The Contrarian Edge – Vitaliy Katsenelson Jul 29, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware of Inflation: Bear Market Rules, Current Market Update and Listener Question Jul 27, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Lessons From The Pros: Behavioral Value Investing – Playing Offense Vs Defense With Your Investments Jul 22, 2022

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

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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 Jul 20, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/

Secrets of The Rich #12: Qualified Small Business Stock 1202 – $10 Million or More in Capital Gains Tax Free Jul 15, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware of Inflation: Why Is The Euro At Par With The US Dollar? Why Should I Care? Jul 13, 2022

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

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Are You Home Country Biased? Global Dividends Can Provide Interesting Opportunities Jul 08, 2022

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

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Beware of Inflation: The Impact Of Inflation On Valuations – Growth Vs Value, Current Markets, Valuations and More… Jul 06, 2022

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

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Secrets of The Rich #17 – Investing in Agriculture For Income, Growth and Protection From Inflation Jul 01, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware of Inflation: The Impact Of Inflation On Investments – How Do You Know When You Are Wrong? Jun 29, 2022

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

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Get Higher Income From Your Investments – Covered Call Writing and Dividend Stocks Jun 24, 2022

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

Beware of Inflation – How Does Inflation Affect Real Estate & Your Portfolio Asset Allocation? Jun 22, 2022

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

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Historical Perspective On Inflation From The Former Editor of Barrons, Gene Epstein Jun 17, 2022

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

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Why Do We Have Inflation? The #1 Reason (Bonus Episode) Jun 15, 2022

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

101 Guide To Investing Distressed Assets During Times Of Market Stress Jun 10, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Beware Of Inflation – (Bonus Episode) The Impact of Inflation on Cryptocurrencies, Gold, and Your Cash Jun 05, 2022

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

Investing In High Yield Bonds To Find Higher Yields Jun 03, 2022

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

Is Passive Investing Truly The Best Strategy? May 27, 2022

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

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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

7 Best Ways To Provide Financial Education For Kids May 20, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/financial-education-for-kids-debbie-todd

Money Revolution Book – Richard Duncan May 13, 2022

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/money-revolution-book-richard-duncan

Beware Of Inflation – The Bonus Interview That Will Change Your Life… For The Better May 11, 2022

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

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Investing In Gold For Protection and Profit May 06, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-for-protection-and-profit-george-milling-stanley

Global Macro Trading Strategies & The Perfect Trade Apr 29, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/global-macro-trading-alex-gurevich

Learn How To Pick High Quality Value Stocks From The Pros Apr 22, 2022

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

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Investment Decision Making Made Easy With Victor Haghani Apr 15, 2022

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

Top 5 conservative Option Strategies to Generate Additional Income Apr 08, 2022

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

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Commercial opportunities in space – Brittany Zimmerman Apr 01, 2022

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

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Investing In China And Technology Mar 25, 2022

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

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Is Investing In Dividend Stocks The Best Strategy? Mar 18, 2022

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

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What’s In Store for 2022 Mar 11, 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

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Life After Debt - Marcus Garrett Mar 04, 2022

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/

Benefits Of Investing In Real Estate At Any Age Feb 25, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/benefits-of-investing-in-real-estate-ralph-geramin

Zillow Real Estate Market Insights With Jeff Tucker Feb 18, 2022

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

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What Does The UFC, Gambling, and Financial Coaching Have In Common? Feb 11, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/ufc-financial-coach-chris-hanna

Socially Responsible Real Estate Development Feb 04, 2022

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

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This Odd House... Let's Do A Fix and Flip Jan 28, 2022

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

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COVID Getting You Down? You Need A Midlife Gap Year Jan 21, 2022

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

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For more information, visit the show notes at https://moneytreepodcast.com/

Assets Protection Strategies – Douglass Lodmell Jan 14, 2022

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

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Year End Review – 2022 Year Ahead Jan 07, 2022

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

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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

Developing Real Estate – An Interview With Josh Benaim Dec 31, 2021

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

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For more information, visit the show notes at https://moneytreepodcast.com/developing-real-estate-josh-benaim

Investing in Small Cap Value: Interview with Francis Gannon Dec 24, 2021

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

Investing in Uranium – The Next Generation of Cheap Clean Energy Dec 17, 2021

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

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11 Top Strategies For Raising Money Smart Kids Dec 10, 2021

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Investment Fraud 101: How to Protect Yourself From Fraudsters Dec 03, 2021

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

Real Stories: Currency Trading 101 with Rob Booker Nov 26, 2021

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

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Follow on Twitter: https://twitter.com/MTIPodcast

Creative Seller Financing Secrets with Terry Hale Nov 19, 2021

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

Story: Physician Real Estate Investor Mas Oishi Nov 12, 2021

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

Julio Gonzalez: Engineered Tax Services Nov 05, 2021

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/julio-gonzalez-engineered-tax-services

Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier Oct 29, 2021

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

Debate Of The Century: Active Vs Passive Investing… Which Is Better? Oct 22, 2021

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.

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For more information, visit the show notes at https://moneytreepodcast.com/active-vs-passive-investing-rick-ferri-tom-sosnoff

Secret Of the Rich #15: Investing in Music Royalties Oct 15, 2021

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

Technical Analysis For Fun and Profit with JC Parets Oct 08, 2021

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

Richard Duncan and Macro Economics Oct 01, 2021

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

Charles Sunnucks: Value Investing Sep 24, 2021

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

US Trading Championship 2020 – Learn How Oliver Kell Made 941.1% In One Year Trading Stocks Sep 17, 2021

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

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Follow on Twitter: https://twitter.com/MTIPodcast

For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman

Startup investing 101: An Interview with Startup Incubator and Accelerator Founder Space Founder, Steven Hoffman Sep 10, 2021

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

Eryka Gemma: Cryptocurrency, Bitcoin, NFTs and more. Sep 03, 2021

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

The Chart Report - Learn Why Charting Is An Important Part Of Investing Aug 27, 2021

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

Larry Kotlikoff: US Economic Policy, Social Security & The US Debt Crisis Aug 20, 2021

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

Options Trading Strategies Expert Tom Sosnoff Exposes Fact from Fiction with Options Trading Aug 13, 2021

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

The Importance Of Investing In Gold For Your Portfolio Aug 06, 2021

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

Conducting Due Diligence On Your Investments 101 Jul 30, 2021

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

Cell Tower Leasing: Creating Extra Income From Your Real Estate With The 5G Revolution Jul 23, 2021

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

The Cost of College - How Much Is Too Much Jul 16, 2021

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

Technical Analysis 201: Swing Trading, VWAP, Time Frames and more with Brian Shannon Jul 09, 2021

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

Daniel Crosby: Behavioral Finance Jul 02, 2021

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

A Historical Approach To Asset Allocation Investing Jun 25, 2021

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

Real Estate Tax Loopholes of the Rich #11: Cost Segregation, Tax Credits, and Tax Incentives Jun 18, 2021

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

Secured Mortgage Notes: Finding Yield in a Low Yield Environment Jun 11, 2021

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

Brian Adams: Real Estate Syndication Trends Jun 04, 2021

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

Real Estate Inflation – Should You Be Afraid Of This New Trend? May 28, 2021

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

Berkshire Hathaway Annual Meeting 2021 May 21, 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

Gold Vs. Bitcoin Debate May 14, 2021

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

Listener Questions: When Is The Housing Market Going To Crash, Inflation, and Dividend Stocks May 07, 2021

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

Everything You Need To Know About Investing In Cryptocurrencies Apr 30, 2021

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

Tiger 21: Learn The Secrets Of How Successful Entrepreneurs Preserve Their Wealth Apr 23, 2021

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

Are You A Prolific Investor? Chris Odegard The Employee To Investor Transformation Apr 16, 2021

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

Everything You Wanted To Know About Investing In Overseas Real Estate Apr 09, 2021

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

Choosing Real Estate Syndications Over Technology Due Diligence Investing Secrets Apr 02, 2021

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

Do You Need Financial Therapy? We Discuss This New Field Of Financial Planning Mar 26, 2021

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

Smart Estate Planning Can Save You Money and Your Privacy Mar 19, 2021

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

Where to Invest Today Mar 12, 2021

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

Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit Mar 05, 2021

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

What Does Investing In A Business, Real Estate, And A Race Horse Have In Common? Feb 26, 2021

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

Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang Feb 19, 2021

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

Charles Schwab’s State of the Global Markets with Jeffery Kleintop Feb 12, 2021

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

Getting Financially Naked With Jackie Porter Feb 05, 2021

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

Flipping Real Estate with Paul Thompkins – Here’s what you need to know… Jan 29, 2021

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

How I Lost $50,000,000 In Real Estate With Rod Khleif Jan 23, 2021

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

2020 Year End Wrap Up Jan 15, 2021

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:

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

Should You Get a Reverse Mortgage? Jan 08, 2021

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

Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money Jan 01, 2021

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

Private Mortgage Lenders Are In For A Surprise This Year Dec 25, 2020

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

Emerging Market Investing For 2020 and Beyond – Locating Opportunities With Tremendous Growth Potential Dec 18, 2020

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

Investing Secrets Of The Rich #11: Litigation Finance: How to Make Money of Someone Else’s Lawsuit Dec 11, 2020

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

Interest Rate Volatility and Inflation Nancy Davis Dec 04, 2020

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

Day Trading Secret #4: Master This and You Will Ensure Your Success, And It Doesn’t Come In A Black Box Nov 27, 2020

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

Homeowners Insurance Innovations – How to Save Money On Your Insurance Nov 20, 2020

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

Roger Ibbotson - Yale Professor Talks About the Future of Interest Rates, The Stock Market, and More Nov 13, 2020

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

Learn How To Start a Fund to Grow Your Wealth Nov 06, 2020

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

The Future of Oil and Natural Gas Investing Oct 30, 2020

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

Tax Advantaged Investments in real estate DST Oct 23, 2020

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

Money Honey Rachel Richards – Retire Early With Passive Income Oct 16, 2020

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

Investing in Small Businesses For Profit Oct 09, 2020

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

Investing in Tax Liens For Profit and Fun – One of Kirk’s Favorite Asset Classes Oct 02, 2020

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

Mobile Home Park Investing – Digging For Gold In A Trailer Park Sep 25, 2020

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

Venture Capital Investing: Wall Street’s Secret Club They Don’t Want You To Join Sep 18, 2020

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

Black Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob Arnott Sep 11, 2020

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

Investing in Raw Land… The Simplest Form Of Real Estate Without The Headaches – Mark Podolsky Sep 04, 2020

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

Investing At A Young Age… Inspiring Younger Investors With Caleb Gulliams Aug 28, 2020

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

Learn The Secrets of Money Through Storytelling – Mesh Lakhani Aug 21, 2020

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

Mindful Money Interview with Jonathan Deyoe Aug 14, 2020

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

Leveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan Stavasski Aug 07, 2020

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

Real Estate Crowfunding Review Episode with Ian Ippolito Jul 31, 2020

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

The Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And More Jul 24, 2020

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

The Fioneers – Learn How SloFi Can Make Your Life Better – interview with Jessica Fioneers Jul 17, 2020

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

Offshore Investing and Life As An Expat Interview With Mikkel Thorup Jul 10, 2020

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

Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins Jul 03, 2020

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

Financial Literacy for Kids, with Debbie Todd Jun 26, 2020

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

Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting Jun 19, 2020

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

Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia Jun 12, 2020

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/

The History of Money Interview With John Sneisen Jun 05, 2020

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

Smart Beta vs Dumb Beta … Which is Better? A Discussion About ETFs May 29, 2020

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

Social Security Benefits: What You Need To Know About Maximizing Your Benefits May 22, 2020

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

The 5 F’s of Financial Fraud May 15, 2020

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

Are Generation 4 Nuclear Reactors The Holy Grail of Energy? Mark Schneider Explains What We Don’t Know About This Secret Trend May 08, 2020

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

The Wealthy Gardner Interview with John Soforic May 01, 2020

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

Learn How Your Company’s Financial Wellness and 401k Plan Can Make Your Life Better Apr 24, 2020

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

Real Estate Note Investing With Penni Zelincoff – Learn How To Invest In Real Estate Without The Headaches Apr 17, 2020

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

The CARES Act Simplified – Everything You Need To Know In Easy To Follow Terminology Apr 14, 2020

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

3 Famous Investors You Need To Know To Invest Successfully Apr 10, 2020

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

Investing in Natural Resources With Industry Legend Rick Rule Apr 03, 2020

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

How To Deal With An Economic Crisis (COVID 19) Apr 02, 2020

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

Learn How Tactical Asset Allocation Investing Strategies Could Protect Your From The Market Next Downturn Mar 27, 2020

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

Historical Stock Market Returns – Learn From The Past To Predict The Future – Barbara Friedberg Mar 20, 2020

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

Investing Legends: Steven Bregman – Value Investing In Uncertain Market Conditions Mar 13, 2020

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

Market Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price Drop Mar 12, 2020

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

Market Monday: How to Protect Yourself In This Market, The Coronavirus, Lebanon Debt Default, and Fed Manipulation – March 8 2020 Mar 09, 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

Investing in apartments and syndicates - Aaron Fragnito Mar 06, 2020

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

The Risk Management Process – How Experts Manage Risk Interview With Kelly Coughlin Feb 28, 2020

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

The Ultimate Insider’s Guide To The Deferred Sales Trust Feb 21, 2020

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

Types of Business Entities - What's The Best Entity For Your Business? Feb 14, 2020

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

Listener Questions: Asset Allocation Methods, Evaluating REITs, Emergency Funds, Personal Budgets, and more Feb 07, 2020

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

Financial Advisor Research Survey – How Do You Want To Communicate With Your Financial Advisor? Jan 31, 2020

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

Tax Loopholes Of The Rich: Economic Opportunity Zone Investments – An Insider’s View With Brandon Lacoff Jan 24, 2020

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

Buying Real Estate on Term Jan 17, 2020

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

The Top 5 Reasons To Consider International Asset Protection And Offshore Banking – Interview with Joel Nagel Jan 10, 2020

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

Financial New Year’s Resolutions – Starting The Year Right Jan 03, 2020

Happy New Year!!! Welcome to the new decade of 2020.

We are starting off the new year on the right foot by discussing the best way to create your financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help you do this right.

For more information, visit the show notes at https://moneytreepodcast.com/277

Paying Off Debt Quickly – We Interview the Experts – Katie Welsh And Denis O’Brien Dec 27, 2019

Did you end up spending way more during the holidays than you expected? Did you max out your credit cards? Did you know that debt is probably causing you much more stress that you realize?

This week we discuss paying off debt with 2 experts who were able to quickly pay down a large amount of debt and go back to enjoying life without stress.

For more information, visit the show notes at https://moneytreepodcast.com/276

Incentive-Based Corporate Tax Policy: Innovative Ideas For The US Tax Code – Interview with Chris Macke – Solutionomics Dec 20, 2019

Are you worried about how global trade wars are going to affect your portfolio? What about changes in tax policy?

This is the episode for you. Chris Macke discusses these issues and some innovative solutions like Incentive-Based Corporate Tax Policy to make real change. We also discuss how you should look at these big issues in regards to your investments.

For more information, visit the show notes at https://moneytreepodcast.com/incentive-based-corporate-tax-policy-chris-macke-solutionomics

Tax Loopholes of the Rich: Defined Benefit plans- Brent Henningson Dec 13, 2019

Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan.

Want to know why your financial advisor never told you about it? We discuss that too.

For more information, visit the show notes at https://moneytreepodcast.com/274

Millennial Investing Interview with Kara Perez Dec 06, 2019

Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and they are the biggest generation since the baby boomers. They want to make an impact.

If you are a millennial, listen to Kara's view of how millennial investing can be done differently to make a difference and still be successful.

For more information, visit the show notes at https://moneytreepodcast.com/273

Self Storage Investing – Interview with Kris Benson Nov 29, 2019

Having a tough time throwing away all your extra junk... sorry - treasures?

You are not alone. Everyone else has this problem too. This is one of the reasons that the trend in self storage investing has been experiencing a great run over the past 25 years, outperforming many other real estate sectors. Are you investing in self storage units?

Kris Benson discusses what you are missing out with self storage investing and why you have not heard of these interesting trends in this space. Join us this week to learn why you should consider this sector.

For more information, visit the show notes at https://moneytreepodcast.com/272

Shareholder Yield – A Secret Investing Methodology That Leaves Dividend Yield in the Dust – Interview with Meb Faber Nov 22, 2019

Are you looking for high dividend yield stocks? You are probably missing out on some of the best shareholder friendly stocks.

Today we dive into the concept of Shareholder yield. Its like looking for dividend stocks on steroids.

According to Meb's research companies with high shareholder yield outperform the S&P500 and their dividend yielding stock counterparts.

Learn more about how shareholder yield can impact your investing strategy.

For more information, visit the show notes at https://moneytreepodcast.com/271

The Formula for a Relaxing Retirement – Retirement Coach Jack Phelps Discusses The Essential Parts Retiring Wel Nov 15, 2019

What are your biggest concerns about retirement?

Are you concerned about retiring well? Are you worried about having enough money at retirement?Are you stressed about retiring period?

You are not alone. Most Americans who are close to retiring are concerned about what the next step is.

It makes sense right? How many people have retired before... So how would you know what to do.

This week we interview retirement coach Jack Phelps about how to retire well.

For more information, visit the show notes at https://moneytreepodcast.com/270

Danielle Martino - Federal Reserve, Monetary policy, and Central Banking Nov 08, 2019

We love talking to Wall Street Insiders.

This week we have an insider from the Federal Reserve Bank of Dallas. We dig into why the Federal Reserve monetary policy is bad for America, but more importantly we discuss what the actual problem is...

And its not what you think. We cover many of the problem the US Federal Reserve faces today as well as down the road.

For more information, visit the show notes at https://moneytreepodcast.com/269

Space Economy – Are There Moonshot Opportunities Or Is It Too Early To Shoot The Moon? Nov 01, 2019

Space... The final frontier. A universe of endless possibilities. There is a emerging trend of investing in the space economy.

This week we discuss whether this is an early chance to shoot the moon on some space investments or whether these investments will fizzle out.

We interview Andrew Chanin about how investors can participate in this sector.

For more information, visit the show notes at https://moneytreepodcast.com/268

How do Central Banks Influence Interest Rates? Oct 25, 2019

Are you wondering how the Federal Reserve interest rates impact your life? Probably not... But you should. Interest rates impact everything that you do related to money.

This week we are discussing how the Federal Reserve's actions effect interest rates, inflation and deflation. We discuss why they manipulate interest rates, how this can effect your money, and what the Federal Reserve fears most (hint, its not ghosts).

For more information, visit the show notes at https://moneytreepodcast.com/267

How to Talk to Aging Parents about Money, with Cameron Huddleston Oct 18, 2019

What is more awkward that talking to your parents about money?

If you are like me, not much.

Its a close call between talking to them about money or about the birds and the bees.

This week we discuss how to talk to your parents about money with Cameron Huddleston. She talks about why this is such an important topic and how you can make the conversation a lot less weird.

For more information, visit the show notes at https://moneytreepodcast.com/266

How do bloggers make money: Logan Allec went from zero to financial independence Oct 11, 2019

Can you make a living by blogging? Logan Allec blogged his way to financial independence in 1 year.

Listen to his story and other ways blogging can create another stream of income or be that side-hustle to help you make more and invest more.

For more information, visit the show notes at https://moneytreepodcast.com/265

ESG Investing Socially Responsible Investing and Climate Change – Dale Wannen Oct 04, 2019

Want to invest to make the world a better place? Want to invest in companies that are changing the world? Interested in ESG Investing?

You have come to the right place. This week we discuss socially responsible investing, ESG Investing, Impact Investing, and the pros and cons of trying to change the world with your investing dollars. We also discuss what people get right and what they get wrong about socially responsible investing.

For more information, visit the show notes at https://moneytreepodcast.com/264

My Worst Investments Ever and The Stories from Personal Finance Professionals Sep 27, 2019

Live from Bankok and Live from Washington DC... We discuss our worst investments ever.

Want to learn from the mistakes of others? Good. It is a lot smarter than making them yourselves.

This week we discuss some Titanic investing failures and the top 6 mistakes to avoid at all costs.

For more information, visit the show notes at https://moneytreepodcast.com/263

Investing in Pot Stocks - Are They On Fire ... Or Going Up In Smoke Sep 20, 2019

Are you wondering if you should invest in Cannabis? No, not for personal reflection or chilling out.

This week we discuss the enormous potential for the new trend of investing in pot stocks. We interview Kip Meadows about his views on the cannabis industry and we have some interesting guests who have experimented with some very creative ways to invest in pot stocks.

You are going to be s"toked" that you listened to our guests and panelists discuss how you can take part in this industry.

For more information, visit the show notes at http://moneytreepodcast.com/262

Retirement Distribution Strategies for Smart People Interview with Brandon Renfro Sep 13, 2019

Want to know how much you are going to need in order to retire? You may be surprised at the answer... and its not what you think.

This week we discuss retirement distribution strategies in our interview with Brandon Renfro. Brandon is capital in the national guard with a PhD in finance as well as a professor of finance. We discuss the different methods you should consider if you are close to retirement or want to plan your retirement before it happens to you.

For more information, visit the show notes at https://moneytreepodcast.com/261

How Health Care Costs are going to impact your life and retirement - Scott Heiser Sep 06, 2019

Scott is a strategic innovator who knows the ins and outs of what feels like an overwhelming world of healthcare and insurance.

Today, he shares his knowledge to help educate and empower us about how health care costs are going to impact our retirement.

For more information, visit the show notes at https://moneytreepodcast.com/260

The Importance of Employee Benefits and Why You Need To Look Beyond Your Salary Aug 30, 2019

What you don't know about your employee benefits could be costing you $100,000 or more.

We discuss the important of employee benefits with Natalie Pine.

She tells us how some obscure parts of the tax code can save you a lot of money in taxes and why if you don't talk to your employer about a "total compensation statement", you could be leaving a lot of money on the table.

Do you have a total compensation statement for your job?

For more information, visit the show notes at https://moneytreepodcast.com/importance-of-employee-benefits-and-why-you-need-to-look-beyond-your-salary

Q&A: Financial Independence, FIRE, And Investing Like a Noob With Our Special Guest Shane Dillon Aug 23, 2019

We have a special question and answer show this week with Shane Dillon as our guest to discuss financial independence.

Shane wrote a finance book while biking across Europe and lives a lifestyle most people dream of in an unconventional way.

For more information, visit the show notes at https://moneytreepodcast.com/258

Student Loan Planning - Get Rid of The Anxiety and Quickly Pay Your Debt With This Alternative Strategy Interview with Travis Hornsby Aug 16, 2019

Do you have massive student loans?

Do your loans make you anxious?

We interview Travis Hornsby at Student Loan Planner about some of his alternative strategies and even some research that surprised him on how to quickly pay down student loan debt. Travis had extremely complex repayment decisions for him and his wife who is a physician. If you are burdened by student loans, you will not want to miss this episode.

For more information, visit the show notes at https://moneytreepodcast.com/257

This Stock Options Expert Shows You How He Makes 100% Gains With Options - Interview with Jeff Bishop Aug 09, 2019

Multi-millionaire and stock options expert, Jeff Bishop, talks about how he makes over 100% gains by investing in options to boost his growth.

Not familiar with options? You are not alone. Options are not for everyone, but he explains his philosophy and why he mixes his aggressive options strategies with conservative strategies to manage risk.

Learn from an experienced professional how he grows his wealth.

For more information, visit the show notes at https://moneytreepodcast.com/256

6 Pillars of Building Wealth Interview with Michael Zhuang Aug 02, 2019

Learn more about the 6 Pillars of building wealth from Michael Zhuang:

Wealth preservation, tax mitigation, asset protection, and more.

For more information, visit the show notes at https://moneytreepodcast.com/255

Essential Investor Mindset Tips for Real Estate Investors Interview with Steven Pesavento Jul 26, 2019

Are you looking to invest in real estate?

Sounds simple right? There are countless real estate courses out there telling you how to start investing in real estate. Then why are there not more real estate investors?

In this episode, we interview Steven Pesavento about the real estate investor mindset. Steven flipped 150 houses in his first two years as a real estate investor, when most real estate investors struggle with one. It takes more than just money to be a successful real estate investor.

We discuss the importance of having a solid investor mindset.

Do you have limiting beliefs?
Have you burned your boats?
Who is your mentor?
The importance of having the right team
Why you are not succeeding yet, and more…

For more information, visit the show notes at https://moneytreepodcast.com/254

Financial Matters When Losing Someone You Love - Jennifer Luzzatto Jul 19, 2019

How do you deal with losing someone you love? Jennifer Luzzatto joins us to talk about dealing with personal and financial loss.

For more information, visit the show notes at https://moneytreepodcast.com/253

Day Trading Stocks for Profit and Financial Freedom Interview with Jason Bond Jul 12, 2019

This former school teacher went from a -$250,000 negative net worth to a net worth of over 50 million dollars by day trading stocks.

This week we interview Jason Bond about how he turned his financial life around by trading stocks and teaching others his secrets. Jason talks about his mentors, his favorite investing styles, what he thinks about penny stocks and more.

For more information, visit the show notes at https://moneytreepodcast.com/252

Listener Questions: Investing with no money, when is the next stock market crash, extreme investing, emergency funds, and more Jul 05, 2019

Back by popular demand, we are answering your questions.

Bill wants to know how to begin investing in crypto-currencies.

Will is wondering if a stock market crash is coming?

Anna is practically broke. How does she begin investing?

...and more.

For more information, visit the show notes at http://moneytreepodcast.com/251

Doug Casey – The International Man Interview – We Discuss His Best and Worst Speculations, Dinner With Dictators, International Investing In War Zones and More Jun 28, 2019

Doug Casey is a world-class thinker, speculator, traveler, and in my opinion the most interesting guy in the world. Think about it. Who do you know who has had dinner with third-world dictators, has tried to take a country public… and almost succeeded, written multiple best-selling books, made and lost millions in his speculations, and he is still looking to try new things.

This week we learn about Doug Casey. We discuss some of the secrets to his success, some of the most interesting places to invest at a time when everything is overpriced, how to become an international man, and why dictators are more interesting than anybody you know.

For more information, visit the show notes at https://moneytreepodcast.com//250

The Best Robo Advisors and why you should care - Interview with Barbara Friedberg Jun 21, 2019

Veteran portfolio manager Barbara Friedberg is also an author, fintech consultant, and former university finance instructor.

She joins us today to talk about roboadvising.

Then, Tim Picciott and Andy Wang join Kirk and Miranda on the panel to dig deeper into roboinvesting.

For more information, visit the show notes at http://moneytreepodcast.com/249

Flipping Real Estate for Profit Jun 14, 2019

Have you considered investing in real estate for extra income, as a career, or a hobby?

Think again…

This week we have Dominic Kirchner on our show to talk about flipping real estate for profit. Dominic has been successfully investing in real estate, flipping and rehabbing real estate for profit for over 17 years.

This past year he did 50 fix and flips and he continues to grow each year.

Dominic talks about how to find great deals... The importance of having a good team… Why you need to stay in your lane… the importance of having a good exit strategy... and most importantly he talks about the current conditions of the real estate market and where he thinks it will go from here.

If you are a real estate investor, you don’t want to miss this week's show.

http://moneytreepodcast.com/248

Women and Money - Interview with Belinda Rosenblum Jun 07, 2019

Author, Wealth Expert, and speaker Belinda Rosenblum joins us to talk about women and money.

For more details and information, visit the show notes at https://moneytreepodcast.com/247

Victor Sperandeo - Legendary Futures and Options Trader and Market Wizard May 31, 2019

Victor Sperandeo is to Wall Street what Warren Buffett is to Main St. Unless you are a student of the market you may have never heard of him, but you are in for a treat today.

Some of the topics we cover in today’s episode:

How have HFT and technology effected your trading? Risk Management Indexes How do you manage risk with your trades?

For more information, visit the show notes at https://moneytreepodcast.com/246

The Debt Mindset: Debt Resolution, Bankruptcy, Student Loans, and More May 24, 2019

You should love your debt.

That's the message from Leslie H. Tayne, Esq., a debt resolution attorney.

She explains some of the technical issues that exists with debt, but also dives deep into the mindset of how debt can impact more than just your finances.

You will also learn about the signs for when you might consider contacting a debt resolution company or service in today's episode.

For more information, visit the show notes at https://moneytreepodcast.com/245

A Deeper Look into Annuities (our panel discussion) May 20, 2019

In this bonus episode, our panel discusses the previous episode's interview about annuities with Stan The Annuity Man Haithcock.

To listen to the Stan Haitcock interview, go to https://moneytreepodcast.com/243

Kristin Shea from Highland Capital Brokerage joins Kirk Chisholm, Miranda Marquit, and Tim Picciott for this in-depth debate.

For more information about today's episode, visit the show notes at https://moneytreepodcast.com/stan-the-annuity-man-hates-annuities-find-out-why

Stan The Annuity Man Hates Annuities… Find out why. May 17, 2019

You have likely heard, "Annuities are not bought, they’re sold".

Stan “the annuity man” Haithcock knows all about annuities, and knows why there is so much negativity around this financial product.

Variable, fixed, immediate, indexed: It can all be confusing to a person who doesn’t know what annuities are.

“If you are looking for market returns, you should never ever ever buy any type of annuity. If you are looking for income or principle preservation, or maybe some long term care issues, then an annuity may fit.”

Stan asks everyone to answer these two questions:

1. What do you want the money to contractually do? 2. When do you want those contractual guarantees to start?

From this point, you can determine if you actually need an annuity - and what type.

For more information, visit the show notes at https://moneytreepodcast.com/243

Passive Cash Flow Real Estate Investments with Lane Kawaoka May 10, 2019

Lane Kawaoka recently quit his job because he’s built an income from real estate investments.

He shares the journey to owning more than 2,100 units across the United States while living in Hawaii.

Lane’s mission is to help hard-working professionals out of the rat race by reverse-engineering the wealth building strategies of the rich. You can hear some of those strategies on his podcast, Smart Passive Cash Flow.

Then our panel discusses the various ways to invest in real estate, including “live-in flipping”, crowdfunding, tax liens, lease options, and self-directed IRAs.

For more information, visit the show notes at https://moneytreepodcast.com/242

Financial Literacy For Kids: Teaching your kids to invest - interview with John Lanza May 03, 2019

How do you bring up the concept of money with your kids?

John Lanza joins us to talk about age-appropriate conversations about money, allowance, and how important it is to have your kids learn how to save up for a goal at an early age.

Then the panel discusses kids and investing.

For more information, visit the show notes at https://moneytreepodcast.com/241

Tax Loopholes for the Rich #1: Economic Opportunity Zones Interview Matt Chancey CFP Apr 26, 2019

Are you getting all the tax benefits possible? How about getting benefits after the taxable event?

Matt Chancey joins us to talk about Economic Opportunity Zones. What is the time value of money? Can you benefit from a stepped-up basis after holding an asset for 10 years?

Listen to the show for more.

For the show notes at https://moneytreepodcast.com/240

Special Needs Trusts with Brynne Conroy - PLUS Asset Protection and we try to make insurance sexy Apr 19, 2019

Brynne has one child with special needs. How does this change the way she does her financial planning and investing?

In general, her plan is to “save everything”. But even doing that, Brynne says she does not “max out my retirement accounts to a point where I feel that an ABLE account or a Special Needs Trust is necessary or necessarily financially viable.”

ABLE stands for “Achieving a Better Life Experience Act”, which are tax-advantaged savings accounts for individuals with disabilities and their families

Listen in as Brynne explains how ABLE accounts work, how someone would benefit from having an ABLE account, and how she’s working to live a beautiful life within the choices and parameters available to her.

For more information, visit the show notes at http://moneytreepodcast.com/239

Creating Legacy Wealth from Real Estate Apr 12, 2019

Marco began investing in real estate at the age of 18 with a single townhouse that he bought, renovated, leased, and managed himself. He continued building his real estate portfolio over the years up to 84 units with additional single-family homes, duplexes, and small apartments.

Marco is an expert in the ins and outs of real estate investing and has been helping investors create wealth and passive income for the past 15 years through Norada Real Estate.

For more information, visit the show notes at http://moneytreepodcast.com/238

Self Directed IRA Investing, with Kirk Chisholm Apr 05, 2019

What is the difference between a traditional IRA and a self-directed IRA?

Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says “There’s no technical difference. It’s more of a marketing language that people use”.

“The self-directed IRA came about years ago as a way to distinguish between an IRA that’s investing outside of the stock market versus an IRA that’s investing in more traditional investments.”

Kirk should know. Self-directed IRAs is his specialty.

Listen as Joseph Hogue learns more about these interesting and unique investment options and then joins our panel to discuss the “red lights” of what to look out for.

For more information, visit the show notes at http://moneytreepodcast.com/237

Trends in Accounting and Finance, with Sean Stein Smith Mar 29, 2019

FinTech is making an impact in the world if investing.

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

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

Then our panel gets together to discuss how these trends may effect their work in professional services.

For more information, visit the show notes at http://moneytreepodcast.com/236

Creating Cash Flow with Jack Bosch Mar 22, 2019

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

Jack Bosch describes this as “The Pile of Money Theory”: Work until you are age 65, put 10 percent of your income to the side, and by retirement you will have saved up enough to live without running out of cash.

Jack proposes the “Cash Flow for Life” approach: Money that comes in from the investments you have built such as:

• Dividend stocks • Royalty payments • Business investments • Real estate

Listen as Jack shares his story out of debt, the strategies they used to generate income, and ultimately purchase assets that provide him Cash Flow for Life.

For more information, visit the show notes at http://moneytreepodcast.com/235

Investing for a Living with Roger Dowd Mar 15, 2019

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

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

He discusses how AI is coming into the space and what we could see in the coming future for investors.

Then Miranda joins Kirk in our panel discussion.

Kirk describes how Investing for a living is a lot like job:

You wake up, assess the markets, put together your buy and sell orders for the day, set limits, etc.

For more information, visit the show notes at http://moneytreepodcast.com/234

How to Invest in a Business with Kelly Coughlin Mar 08, 2019

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

For more information, visit the show notes at http://moneytreepodcast.com/how-to-invest-in-a-business-with-kelly-coughlin

How to Invest in Tax Liens with Melanie Finnegan Mar 01, 2019

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

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

Our guest, Melanie Finnegan of Tax Lien Wealth Solutions, explains there is a difference between a tax lien and a tax deed, and that there are two types of markets: Primary and secondary markets.

To learn more, listen to the interview and stick around for the panel discussion where we learn how tax liens fit into an investment portfolio.

For more information, visit the show notes at http://moneytreepodcast.com/232

Listener Questions - Stock Buybacks, Investing with ETFs, HSAs for Retirement, and Figuring out When to Sell Your Stocks Feb 22, 2019

The mailbag is full again, so we spent time answering your questions!

Justin asks: Is GM justified with cutting it’s workforce when spending more than $10M buying back shares?

Tyler read that buying small cap funds in a taxable brokerage account isn’t wise because of capital gains. He has been buying small cap ETFs in a regular brokerage account when earning overtime. Should he be concerned?

CJ has heard that HSAs are the holy grail of retirement investing. They already have great insurance through his wife’s government job. Does it make sense to open a high-deductible plan just for the benefit of being able to max out an HSA for retirement purposes?

Antonio understands the benefits of holding investments for the long term but wants to know how to determine the right time to sell.

For more information, visit the show notes at http://moneytreepodcast.com/231

Investing with P2P Lending Feb 15, 2019

Joseph Hogue and Kirk Chisholm join us again this week as we discuss P2P Lending.

P2P lending, more specifically defined as Peer-to-Peer lending, replaces the position of a traditional bank when it comes to taking out a loan.

P2P sites like Lending Tree and Kiva also matches borrowers to individuals who want to lend out money and earn interest.

Is P2P Lending right for you? What alternatives are there for individuals who want to put their money to work but mitigate some of the risk?

Find out in today's episode.

For more information, visit the show notes at http://moneytreepodcast.com/230

Real Estate Blockchain Investing with Matthew Sullivan Feb 08, 2019

Would you invest in someone else’s home?

Using blockchain technology, you could own a portion of someone’s home. Or as a home owner, you could sell some of your equity to get some much needed cash without having to pay interest.

Matthew Sullivan from QuantmRE explains how this works and what it can do to diversify your portfolio in a new way.

For more information, visit the show notes at http://moneytreepodcast.com/229

Investing in Cryptocurrencies with Barbara Longue Feb 01, 2019

Bitcoin, Etherium, Litecoin, Monero…there are dozens of cryptocurrencies. Barbara Longue says thousands are still to come.

Are cryptocurrencies truly an investable asset? Miranda and Doug get to the bottom of this in today’s episode.

What you’ll learn today:

Why is blockchain technology important
What is cryptocurrency
What’s the difference between Altcoin and Bitcoin

For more information, visit the show notes at http://moneytreepodcast.com/228

Listener Questions - Dogs of the Dow, When to Pay Down Debt, Real Estate, Investing and Cash Flow Jan 25, 2019

You wrote in, and we answered.

Here are some of the topics covered in today's Listener Questions episode:

Beating the DOW strategy, also known as "The Dogs of the Dow".
Taking money out of retirement savings to pay off debt.
Would it have been better to invest rather than pay off the student loan debt after college?
And a question about how to handle a $70,000 inheritance.

For more information, visit the show notes at http://moneytreepodcast.com/227

Frugal Your Way to Financial Independence with Taylor the FI Guy [Encore presentation] Jan 18, 2019

Taylor and his wife are pursuing Financial Independence by saving 40 percent of their income every year.

As they got raises and increased their take-home pay, they kept expenses low so they could increase their savings to 70 percent.

Learn some of the frugal habits they continue to use and about picking individual stocks.

For more information, visit the show notes at http://moneytreepodcast.com/frugal-your-way-to-financial-independence-with-taylor-the-fi-guy

3 Paths to Financial Independence with Deacon Hayes [Encore presentation] Jan 11, 2019

Deacon and his wife combined finances shortly after marriage – only to find $52,000 in consumer debt was weighing them down. They made the choice – and a plan – to pay down that debt in 18 month.

Moving past debt freedom, Deacon began focusing on complete financial independence.

In his book, “You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It” he describes the three ways to financial independence:

Real estate
Stock market
Entrepreneurship

Listen in as Deacon shares each way and how it can help you achieve financial independence.

For more information, visit the show notes at http://moneytreepodcast.com/3-paths-financial-independence-deacon-hayes

Investing in Raw Land with Mark Podolsky, The Land Geek Jan 04, 2019

Raw land. Is it the undiscovered country of the investing world?

Mark Podolsky shares his experience buying, selling, and leasing raw land as an investment.

Unlike buying traditional real estate, purchasing raw land doesn’t require a lot of money. Mark outlines a process of looking for lots with unpaid property taxes, purchasing the lots, and then offering them to people who live along the plot line.

The key to a successful raw land purchase is to do the research and due-diligence needed to make sure you have a clear title or other obstructions to a hassle-free transaction.

After Mark’s interview, the panel discusses other thoughts behind investing in raw land - and the pitfalls you need to be aware of.

For more information, visit the show notes at http://moneytreepodcast.com/224

Women & Divorce with Shannah Compton Game Dec 28, 2018

Shannon Compton Game went through a divorce. Today she shares things she learned that helped get through the process of separating finances in a way that doesn't drain the bank.

For more information, visit the show notes at http://moneytreepodcast.com/223

Start a Business and Cultivate Multiple Income Streams with Johnny Gabriele Dec 21, 2018

Investing in equities can help you build wealth, but creating a business and finding other streams of income can help accelerate building your net worth. Johnny Gabriele knows this all too well.

He thought it would be fun to find a cat-shaped cake mold for his girlfriend. After looking everywhere and finding nothing, he took the opportunity to create his own and started selling them online.

A new small business was born.

Johnny shares the steps to creating a business, and emphasizes that they should be followed in a precise order.

Listen to the steps and our panel discuss how they built their businesses. For more information, visit the show notes at http://moneytreepodcast.com/222

Investing and Intellectual Property with Attorney Daniel Goldstein Dec 14, 2018

Why is knowing about intellectual property important for normal investors?

A patent gives you a specific right in a given country. It give the right of exclusivity to sell the item or device, build the device, or import it into the country.

A great name, they offer something exclusive, or a company that works hard and offers an excellent product or service. A patent can be placed on any one of these things to bring something unique to an investor.

Dr. Daniel Goldstein also explains the complications of patents in other countries, how somebody gets a patent, and the difference between trade secret and patent rights.

For more information, visit the show notes at http://moneytreepodcast.com/221

Long-Term Tax Planning with Rick Rodgers and the Panel Talks about Tax-Free Investing Dec 07, 2018

CFP Rick Rodgers described the three legs of a tax-efficient retirement strategy:

Pre-tax
After-tax
Tax-free

Then the panel comes on to discuss Social Security, municipal bonds, and year-end tax strategies that can help you can avoid being taxed on capital gains when expecting a loss in the market.

For more information, visit the show notes at http://moneytreepodcast.com/220

Constructing ETFs with Kip Meadows - PLUS the Panel Talks Marijuana Stocks Nov 30, 2018

Kip Meadows joins us to talk about how ETFs are constructed.

He explains that an ETF is a type of mutual fund that trades like a stock. While mutual funds aren’t technically traded until the end of the day, ETF transactions can be conducted during intraday trading.

“They’re organized in a structure that allows buying shares in an underlying portfolio. That's why you go through an exchange because you have to to go through a broker dealer in order to purchase an ETF. The broker-dealer will purchase the shares in the underlying ETF and the broker-dealer is who keeps up with how many shares you own. The broker-dealer then handles the accounting to show you how many shares you own - which is different than an open-end fund where the transfer agent for the open end fund directly carries your shares at the fund.

They're created the same way as any sort of registration with the Securities and Exchange Commission - you have to file the registration to become effective, and once it’s effective then you can purchase those shares through the broker-dealer.”

Then our panel gets into a discussion about alternative medicinal ETFs and who’s getting into marijuana stocks.

For more information, visit the show notes at http://moneytreepodcast.com/219

How to Make Money in the Stock Market with Insider Trading, Stock Buybacks, Consumer Confidence, and the Fed Nov 23, 2018

Insider Trading may not be what you think it is. But it is clear that there are rules to follow when certain knowledge is obtained when it comes to buying or selling stocks.

When you see people get shares inside their own company and they immediately sell. This is not illegal, and could be used as an indicator in your decision to buy or sell.

We also talk about stock buybacks, following the Consumer Confidence index, and how you can read various indicators.

For more information, visit the show notes at http://moneytreepodcast.com/218

Here Comes the Stock Market Crash - What to Do Next Nov 16, 2018

What’s going on in the market? Can you predict the next market downturn from how well the economy is chugging along and the confidence of consumers? For almost a decade, people have been predicting the next bear market. With the recent volatility in the DOW and S&P 500 index, you would think their prediction is coming true. But is it? Doug Goldstein, Linda P. Jones and Miranda Marquit discuss indicators we can examine to determine how the market is doing today and what that means for the future. It should be noted that nobody can predict the future, and past performance is no indication of future returns. This podcast is for informational purposes only. Before making any decision or taking any action, you should consult a competent professional. For more information, visit the show notes at http://moneytreepodcast.com/217

How Do ETFs and Other Funds Work with Kevin Quigg Nov 09, 2018

Kevin Quigg describes the differences between ETFs, mutual funds, and the type of person who would benefit from hedge funds.

Exchange Traded Funds (ETF) is traded during the day, just as a single stock would be.

Mutual funds are typically bought directly through the mutual fund manager. The price is determined by the net asset value of the securities held within the fund at the end of the trading day.

Kevin Quigg describes hedge funds as different from ETFs and mutual funds as “sharp tools rather than dull instruments”. He goes on to explain that hedge funds are only available to qualified investors…those who have met certain requirements and proven themselves to be able to truly understand the amount of risk they are taking.

There are also numerous restrictions with hedge funds. Listen to Miranda’s interview with Kevin Quigg and then the discussion our roundtable has immediately following.

For more information, visit the show notes at http://moneytreepodcast.com/216

Winning the Lottery, Real Estate Investing, and Family Inheritance Nov 02, 2018

What happens when you win BIG in the lottery? This is the topic Miranda has been pondering when the Mega Millions jackpot reached $1.5 billion.

Linda talks about how mortgage rates over 5 percent can impact the market and what it means to you while Doug shares a story of siblings inheriting property from their parents. What could go wrong?

For more information, visit the show notes at http://moneytreepodcast.com/215

Rule 72t, How to Choose Investments, and Binary Options - We answer Listener Questions Oct 26, 2018

Can you take advantage of any loopholes in ROTH IRA contributions to withdraw earnings tax and penalty free? That’s our first question from Jason who wants to pull from his investment in an early retirement scenario.

We also hear from Sweetcase on Facebook who asks, “How do you decide which investing product to use?”

Katrine asks if it makes sense to trade binary options. Can she make it work for her?

Got a question? Send it to us here: http://moneytreepodcast.com/contact

Investing Apps, Paying Off Debt and Asset Allocation - Listener Questions Oct 19, 2018

ADD, Apps, and Asset Allocation: It's all covered in today's episode.

Listeners Alicia, Sally, Katie, Jillian and Shanna sent in questions for this episode.

If you'd like to have your question addressed, contact us here: http://moneytreepodcast.com/contact

Better Money Moves with Chris Hogan Oct 12, 2018

Chris Hogan speaks to people all over the nation about how to make better moves with their money. As one of Ramsey Solution’s speakers, he has the opportunity to address thousands of people who are looking for knowledge, solutions, and answers to their money problems.

It's not about numbers, it's about stories

One of the ways he gets his message across is by telling stories. Stories, as Joe Saul-Sehy says, is what’s missing in today’s financial media. Chris Hogan agrees that personal testimonies can open the door to learning about money and making changes for our own good.

“A lot of us come to deal with money based on our own preconceived notions, our own failures, and our own knowledge. Much of this was based on how you were raised - how was money talked about and how do you view it. It doesn’t matter where I came from or what I knew…it became a matter of what I’m learning and what am I doing as I move forward.”

Lightbulb moment

Chris says his lightbulb moment was after he went “looking” at an SUV and came home with a $600 vehicle payment. He ran the numbers on how much the money could have become if he’d invested it rather than driving it and it became his wake-up moment.

Becoming an Everyday Millionaire

Chris Hogan and Ramsey Solutions are working with a research firm to study the habits and behaviors of over 10,000 millionaires. What they are finding is that people of all walks of life can become millionaires, and the book offers stories from some of the people in the study.

For more information, visit the show notes at http://moneytreepodcast.com/212

How Banks Make Their Money with Anand Talwar from Ally Bank Oct 05, 2018

Anand Talwar from Ally Bank explains how banks make their money.

The primary way is through loans. Consumer loans, such as Ally’s leading auto finance business, need to charge more in interest rates than they are paying out in savings account interest. This ensures the entity earns more than it spends on overhead and other expenses.

Anand points out that brick-and-mortar banks have different expenses than online banks, as they need to cover facilities costs and on-site employees. This makes it easier for online banks to offer more competitive rates for their customers.

Mobile banking has become much easier and convenient for the average customer. Smartphone apps allow you to deposit checks, transfer money, and even . If you are looking for cash, the apps can help locate an ATM within your network in close proximity to you.

Banking apps, such as Ally’s, can also allow you to trade stocks and ETFs, and customer service representatives are available 24 hours a day to help you open an IRA.

The convenient services allow banks to provide you more services and products with less friction, making it much easier to do business with a bank.

Ally estimates there are more than $3 trillion dollars of consumer’s deposits are sitting at banks making almost nothing. That translates to $50 billion dollars of interest consumers are missing out on, but can be improved just by switching your bank.

Ally will be facilitating “National Online Banking Day”, so be sure to visit Ally.com to see what they are offering.

For more information, go to http://moneytreepodcast.com/211

How to Retire in a Different Country Sep 28, 2018

Would you move to an overseas city if it only cost $40k a year to live? CNBC wrote an article about five overseas cities where you could have a comfortable retirement for $37,000 a year.

Miranda, Joe and Linda talk about the things one would have to leave behind but also the benefits of moving to a different location that don’t only have to do with money.

Pros and cons to moving overseas:

The internet makes it easy to connect with anyone almost anywhere in the world In some locations the internet isn’t always accessible or reliable Many overseas locations have better weather conditions Some countries have areas with greater concerns for security The cost of living can be much cheaper You need to be concerned with the availability and cost of healthcare

We also go over the things you need to consider having in place before moving.

For more information, visit the show notes at http://moneytreepodcast.com/210

How to Use Fintech to Make Better Money Decisions with Joe Saul-Sehy Sep 21, 2018

Recently JP Morgan announced the release of their new investing app, which leave many saying “Welcome to the club”.

Fintech is changing the way we do money - and it’s here to stay.

Budgeting, spending, investing, and even trading are all influenced by fintech.

Fintech products are helping people become influence marketers, and our guest Joe Saul-Sehy says apps help create community.

One more thing that is coming out of the fintech movement is the ability to get people interested in money. Joe loves using how fintech is bringing various financial knowledge to the average person, and some even gamify the learning process.

Listen to Linda P. Jones and Joe Saul-Sehy talk about using fintech to make better money decisions.

For more information, visit the show notes at http://moneytreepodcast.com/209

Manage Your Inheritance Like a Boss with Doug Goldstein Sep 14, 2018

75% of people who receive inheritances go through all the money within 5 years. Aretha Franklin passed away intestate (without having made a will).

Doug Goldstein knows a thing or two about inheritances and released a book with helpful advice about how to handle a windfall - and how to properly leave an inheritance to your loved ones.

For more information, visit the show notes at http://moneytreepodcast.com/208

The Laws of Investing Success, with Dr. Daniel Crosby [ENCORE] Sep 07, 2018

Dr. Daniel Crosby shares the fundamental methods for investing success based on his studies of human behavior and finance.

The 4 C’s to behavioral investing:

Consistency
Clarity
Courageousness
Conviction

and some of The Ten Commandments of Investment Behavior.

For more information, visit the show notes at http://moneytreepodcast.com/207

Should You Mortgage Your Cabin and Ditch the Savings Bonds - We Answer Your Questions Aug 31, 2018

If you believe we are due for a correction in the market, would you plan to borrow money on your house to invest during the downturn?

That’s what one listener, Sigmund from Norway, plans to do. He’s debt free and has a paid-for cabin, which he plans to mortgage during the next recession. What does the panel think?

Charles’s daughter has $1,000 worth of EE Savings Bonds that were given to her over the years by her step-grandmother. They already have enough saved for her to go to college, so what should he do about the savings bonds?

We dive deep into these topics with our varying experiences and opinions. Listen closely.

For more information, visit the show notes at http://moneytreepodcast.com/206

How to Build Wealth with Linda P. Jones Aug 24, 2018

Linda P. Jones feels the financial industry hasn't done a good job getting women interested in investing like it has for men. But what's the real harm?

Linda shares reasons why it's important for women to become a "Wealth Heiress" so they don't outlive their savings and she gives clear direction with helpful tips in her new book "You're Already a Wealth Heiress! Now Think and Act Like One: 6 Practical Steps to Make It a Reality Now".

For more information, visit the show notes at http://moneytreepodcast.com/205

Impact Investing with Eddie Lorin Aug 17, 2018

Do you take into account the social mission or the social impact of the investments you buy?

Eddie Lorin from ImpactHousing.com shares ways to invest well while doing good. Eddie helps people invest in ways that help people through the investments they purchase, such as REITs that invest in multi-family properties.

For more information, visit the show notes at http://moneytreepodcast.com/204

How to Invest in Real Estate with Jake and Gino of Wheel Barrow Profits Aug 10, 2018

Real estate investors Jake and Gino bought their first rental property, then learned it was a “crack den”.

But they didn’t quit, and they own more than 900 multifamily units. They speak with Linda P. Jones about what it's like to own multifamily units - and what to look out for.

"You make money on the buy", says Gino.

Our panel agrees, and discusses more on the topic of multi-unit rental real estate:

Is rental real estate the place to go if you don't have confidence in the stock market?
Will financing become more difficult for real estate investors in a rising interest rate environment?
What is the real estate market like in Israel compared to the United States?

Listen to find out more about multifamily rental real estate.

For more information, visit the show notes at http://moneytreepodcast.com/203

Slashing Taxes in Your Portfolio, with Mark Byelich and Paul Murray Aug 03, 2018

Mark Byelich and Paul Murray say the best and most advantageous bucket is the tax-free bucket.

A tax-free bucket includes things like Roth IRAs, Roth 401(k)s and the cash value of life insurance policies.

Mark and Paul, from share their thoughts with Joe Saul-Sehy, which led to an interesting discussion with the panel about:

Can you live a lifestyle and pay no tax? Is permanent life insurance a good tax savings vehicle? What tax strategy is most commonly overlooked or underutilized?

For more information, visit the show notes at http://moneytreepodcast.com/202

Target Date Funds, Exchange Traded Notes, and How to Handle a Windfall: We Answer Listener Questions Jul 27, 2018

We are starting the next 200 episodes with another Listener Questions episode:

Michael is 35 years old, has no debt, and $30,000 in his checking account. He contributes 3 percent of his earnings to his company’s 401(k) to gets the match. Michael wants to get more aggressive with his investments. Should he contribute more or just change out of a target date fund?

John wants to understand the difference between an exchange traded note and an exchange traded fund. Also, inverse index ETFs like DXD or XQQQ, which are leveraged shorting of the NASDAQ and DOW respectively, is it not true that over time the value must degrade towards zero as markets invariably rise over long periods of time and the ETF price is designed to increase only when the index falls? Why invest in inverse ETFs?

Semone feels like she can stand the volatility of the market, but wonders if it is time to increase her position with bonds in her portfolio.

Jerry and his wife received a small windfall. His wife wants to pay off the car and mortgage, but Jerry thinks it’s time to invest because they have nothing saved other than a little money in a 401(k).

Devin Carroll from Social Security Intelligence and the Big Picture Retirement podcast joins us to answer these questions.

For more information, visit the show notes at http://moneytreepodcast.com/201

Investing Success and Failure with the Money Tree Crew Jul 20, 2018

Celebrating our 200th episode with stories of our biggest successes and financial mistakes.

For more information, visit the show notes at http://moneytreepodcast.com/200

Retirement FAIL with Greg Sullivan Jul 13, 2018

It’s not the technical stuff that keeps people from failing in retirement, life events keep people from making it through their golden years.

Greg Sullivan says personal, emotional and relational things that happen in life that can throw your retirement. He says making portfolios based on 8 years of cash needs, and some incremental changes along the way to retirement, helps weather the storm of any market cycle.

He also talks with Joe about Long Term Care Insurance and a chapter called “The Nest that Won’t Empty”.

For more information, visit the show notes at http://moneytreepodcast.com/199

The Magic Pill to Wealth, with Julia Carson Jul 06, 2018

The secret to success doesn’t come from a pill. Julia Carlson shares tips she sees her rich clients use to create wealth. Surprisingly, most of her tips don’t involve being the best at investing: • Couples do finances together • Investing while living on less then you make • Making purchases based on experiences and not stuff She also shares information about her clients paying off the mortgage and what it does for the overall health of their finances. For more information, visit the show notes at http://moneytreepodcast.com/198

Investing in the Next Generation of Entrepreneurship with Tracy Worthington Jun 29, 2018

Tracy Worthington didn't want to go to college, so she got a cosmetology license.

She began by selling candles and soaps to friends but ended up creating an entire line of 100 items.

Today she runs a very successful business in Palm Springs called Just Blow Drys.

This prompted Linda to inquire, "Will entrepreneurship be the key for the next generation to create their wealth?"

The panel also gets into this look into the future where malls become a huge collection of restaurants and delivery services bring us more than just pizza on Friday night.

For more information, visit the show notes at http://moneytreepodcast.com/197

How to Use Investing to Reach Your Goals with Rick Frisbie Jun 22, 2018

Whether using an investment manager or robo-advisor, setting a goal is one of the most important steps in financial planning.

Rick Frisbie from RobustWealth.com speaks to this point and the importance of having an investment strategy that will take you to where you want to be down the road.

Investing doesn’t have to be just for retirement savings. It can be for travel, a new house, anything you can dream up that requires long-term planning.

For more information about this episode, visit the show notes at http://moneytreepodcast.com/196

Long Term Care Insurance, Stock Market Timing, and Roth 401k - We Answer YOUR Questions Jun 15, 2018

When shopping for long term care insurance, what are the pros and cons to take into consideration? This is the first in a line of questions we answer from you - the listener.

Cheryl asks about the pros and cons of long term care insurance.

Dan is familiar with a Child IRA and wants the panel to talk about a Ricky Trust. They take it a bit further by discussing the benefits of investing at a young age.

David asks if there is any sense in timing the markets to take advantage of a probably drop. Or should he pay off his mortgage early rather than invest?

Danielle wants to know what we think about consumer staple funds or ETFs.

Alex wants to know about Roth 401k versus traditional 401ks. Would it make sense to begin investing into the Roth 401k if they have been maxing out their traditional accounts at work?

Listen to the entire episode, and thanks to our sponsor: BUZZ Indexes

For more information, visit the show notes at http://moneytreepodcast.com/195

Stock Market Predictions Investing for Retirement and Getting Out of the Rental Property Game Your Listener Questions Jun 08, 2018

Why does the market drop when financial news is good? This is just one listener question we answer in today's Listener Questions episode.

Justin saw the job’s US jobs report described more job and better pay, but S&P fall more than 2 percent that day and 4 percent the following Monday.

Harry wants to know if he should move out of his Target Date Fund into a lower cost index fund. He also wants to know if he should have a Roth IRA, invest more into his ETFs, do more investing into his ETFs with the extra cash he has each month.

Max is ready to retire. He wants to sell his rental property and travel. Max has a pension that will cover his monthly expenses. Should he invest the proceeds from his rental property sale into something that pays dividends to fund his travel?

For more information, visit the show notes at http://moneytreepodcast.com/194

Frugal Your Way to Financial Independence with Taylor the FI Guy Jun 01, 2018

Taylor is on the way to FI (financial independence). He also likes the idea of retiring early, which completes the acronym FIRE. So he and his wife are putting away more than 70 percent of their income.

Before his journey, Taylor liked saving money. Then met a woman who brought more frugal habits into their relationship - and more income.

He also read The Richest Man in Babylon, which furthered his desire to spend wisely and invest a ton of money for the future.

Listen to his story - and to the panel discussion following the interview to hear what they think about investing in individual stocks.

For more information, visit the show notes at http://moneytreepodcast.com/193

Finding the Right Financial Advisor with Lorraine Ell May 25, 2018

Miranda sits down with Lorraine Ell, CEO and Senior Financial Advisor at Better Money Decisions, about ways to find and identify the right financial advisor for you.

Are there clear signs for when you need to seek the advice of a financial advisor?

You want to find an advisor that does comprehensive planning, not just one who looks at your retirement savings.

Does your financial advisor help you to understand the investing options and financial decisions placed in front of you? Lorainne Ell says an advisor should be one who explains and educates.

Lorraine released a book to show the common investing financial planning pitfalls, and how to avoid them in “Bozos, Monsters, and Whiz-Bangs: Bad Advice From Financial Advisors and How To Avoid It”.

For more information, visit the show notes at http://moneytreepodcast.com/192

REITs, Stock Options, and IRAs: We Answer Your Listener Questions May 18, 2018

Jake focuses on dividends. Should he invest in a single REIT and reinvest dividends until retirement?

This is just one of the questions we tackle from our listeners on today's Money Tree Investing Podcast.

For more information, visit the show notes at http://moneytreepodcast.com/191

Student Loans and Investing in Your Future with Robert Farrington May 11, 2018

Student Loans have become the single most concerning financial issue with young people and the millennial generation.

Whether you signed the dotted line with full knowledge of what happens when you take on student loans or you unknowingly signed your life away for a college degree, the debt must be satisfied in some way.

Robert Farrington of TheCollegeInvestor.com led the charge last month with the Student Loan Movement. The goal was to bring awareness to the problem of student debt and challenge people to focus on paying down their debt in the month of March 2018, and the total debt eliminated as of the date of this release is over $1.4 million!

For more information, visit the show notes at http://moneytreepodcast.com/190

Modern Entrepreneurship with Raoul Davis Jr. May 04, 2018

Raoul Davis Jr from AscendantStrategy.net talks with Linda about what an entrepreneur is and how important they are to our future.

The internet has made entrepreneurship much more achievable for the average person: social media makes it easier to connect with people, email allows entrepreneurs to make direct sales to individuals, and LinkedIn helps entrepreneurs find industry professional they need to help grow the business.

You can be branded or you can get labeled. Being branded is more like a fist, it has more force and impact where getting labeled is like having 5 loose fingers.

Does entrepreneurship play an important part in wealth creation in the future? The panel gets together to discuss this and more on today’s show.

For more, visit http://moneytreepodcast.com/189

Investing in Blockchain Technology with Eric Ervin Apr 27, 2018

Eric Ervin created an ETF of blockchain technologies.

He knows the power behind the technology, and can see larger companies using blockchains in a variety of ways.

Not only can blockchains develop cryptocurrencies, but they can also work to record legal contracts and be a record of documentation.

Then the panel discusses the question, “Can blockchain be a viable asset class”?

For more information, visit the show notes at http://moneytreepodcast.com/188

Financial Basics for Money Smart Week with Karen Chan Apr 20, 2018

Our guest today is Karen Chan, a Personal Financial Educator working with the Federal Reserve Bank of Chicago to promote Money Smart Week. Karen shares financial basics for those just getting started and the "easiest way to build up savings." For more information, visit the show notes at http://moneytreepodcast.com/187

Roth IRA and HSA with Eric Brotman Apr 13, 2018

Eric Brotman from Brotman Financial Group explains the benefits - and the differences - between various tax-advantaged savings accounts.

For more information, visit the show notes at http://moneytreepodcast.com/186

Change Your Money Beliefs with Belinda Rosenblum Apr 06, 2018

We form self-limiting beliefs based on negative things we’ve seen, or perceive to be negative, that subconsciously prevent us from being or doing the same thing.

Belinda believes we should stop and ponder these behaviors to see if they are based on factual data and not the remnants of past emotional strains.

She gives an example of Justin, who believed it wasn’t safe to have money in the bank, nor could he trust women with money. When Justin was 7 years old, the money he earned from a paper route was taken from his piggy bank. He told his mom, “We’ve been robbed”. His self-limiting belief was formed that moment when hearing her response, “Oh, I needed the money.”

Do you have money beliefs that are holding you back? Or do have money beliefs that help you excel?

The panel jumps in to discuss this. You don’t want to miss it.

For more information, visit the show notes at http://moneytreepodcast.com/185

Diversified Investing Retirement Accounts and Rebalance Listener Questions Mar 30, 2018

We love getting your questions.

Today we tackle questions from Kai, Matt, Gary, Justin, Nora and Don.

For more information, visit the show notes at http://moneytreepodcast.com/184

Real Estate Investing for Cash Flow with Kevin Bupp Mar 23, 2018

While many real estate investors seek capital appreciation, cash flow investors like Kevin Bupp look for recurring revenue they can use to spend, invest, or save up to purchase another rental property.

Kevin shares insights on what it means to be a cash flow investor and how you can begin to invest in real estate with very little money.

For more information, visit the show notes at http://moneytreepodcast.com/183

How to Outlive Your Money Mar 16, 2018

Imagine this: Your sister is caring for your mother, and you feel she constantly gets financial assistance above and beyond what you think is fair.

Would you be worried that your mom will run out of money?

This is the situation Pat is in. He thinks his sister is taking advantage of the situation and doesn't want mom to end up in the poor house.

Listen to his real-life story and to the solutions the panel shares that could help you outlive your money.

For more information, visit the show notes at http://moneytreepodcast.com/182

What Happens When Someone Steals Half a Million from You? Mar 09, 2018

A bookkeeper noticed checks were clearing the bank without signatures, so she began writing some herself out of her employers account.

More than $500,000 later she finds herself in jail, but who is to blame here?

Desiree Patno is the CEO and President of Women in the Housing and Real Estate Ecosystem (NAWRB) and Desirée Patno Enterprises, Inc. who found out from an outside bank that this was going on. She is now on a mission to expose the neglect from all parties involved - not just the bookkeeper - to make sure things like blank checks never get through the system without notification again.

There's much more to this story, so listen to her story and check out the show notes at http://moneytreepodcast.com/181

Taxes, Early Retirement, Roth IRA - We Answer Your Questions Mar 02, 2018

A couple listeners with more than $2M in investments emailed us with questions about retiring, their 401(k) accounts, and how to beat taxes.

For a full list of questions, visit the show notes at http://moneytreepodcast.com/180

3 Paths to Financial Independence with Deacon Hayes Feb 23, 2018

Deacon and his wife combined finances shortly after marriage - only to find $52,000 in consumer debt was weighing them down. They made the choice - and a plan - to pay down that debt in 18 month.

Moving past debt freedom, Deacon began focusing on complete financial independence. In his book, “You Can Retire Early!: Everything You Need to Achieve Financial Independence When You Want It” he describes the three ways to financial independence:

• Real estate • Stock market • Entrepreneurship

Listen in as Deacon shares each way and how it can help you achieve financial independence.

For more information, visit the show notes at http://moneytreepodcast.com/179

How to Make Money in the New Market with Will Denyer Feb 16, 2018

Can a demographic have such an impact on a national economy that it keeps interest rates low?

Will the end of a "global savings glut" force interest rates to go up?

What will this mean for inflation?

Our guest, Will Denyer, explains how three decades of investing by Asia's population helped keep interest rates low, but how it all could change once they begin taking money out for their retirement.

For more information, visit the show notes at http://moneytreepodcast.com/178

Money Stories and Investing Buckets with Jason Smith Feb 09, 2018

Challenging the traditional way of thinking about the bucket strategy, author Jason Smith says you should have three investing buckets.

He begins to explain with a story, then dives deeper into the Investing Buckets: The Now Bucket, the Soon Bucket, and the Later Bucket.

Jason also cautions against "Freak-out Risk".

Listen as he explains how volatility in the market causes people to make emotional decisions with their money at the exact wrong time.

For more information, visit the show notes at http://moneytreepodcast.com/177

Choose the Right Financial Advisor with Joe Saul-Sehy Feb 02, 2018

Most people think picking an advisor means finding someone who can pick the best investments.

Joe Saul-Sehy, one of our regular panelists, used to be a financial advisor. He can testify that being a great advisor requires the ability to help clients discover and work on their goals - not just manage their investments.

Join Linda, Doug, Miranda and Joe as they discuss how to identify a good financial advisor, what the difference between an advisor and a Certified Financial Planner is, and how you can be a good client.

For more information, visit the show notes at http://moneytreepodcast.com/176

How to Find a CFP Where to Put Your Retirement Savings and How to Save for a Home We Answer Your Questions Jan 26, 2018

By popular demand, we take your questions and put them on air. Linda P Jones, Miranda Marquit and Joe Saul-Sehy give their takes on questions you sent in.

For more information, visit the show notes at http://moneytreepodcast.com/175

Investing in Gold with Rich Checkan Jan 19, 2018

“Securities do not always prove good. Money is gold, and nothing else”.

This quote is attributed to J.P. Morgan in 1912. Does it still hold some truth today?

Rich Checkan is the president of Asset Strategies International. Doug asks him about the benefits of owning gold and does gold truly keep its value?

Then our panelists - who are worth more than their weight in gold - discuss the history of gold’s value in economies and where gold fits into an investment portfolio.

For more, visit the show notes at http://moneytreepodcast.com/174

Open a Child IRA, with Chris Carosa Jan 12, 2018

Could a child invest enough by age 18 to have enough money at retirement - even if he/she never saved another dime?

Chris Carosa wants children to have a “Child IRA” available from birth - giving the money enough time to compound into $2.2 million dollars.

Does that sound good to you? It will after you listen to this episode of the Money Tree Investing Podcast.

For more information, visit the show notes at http://moneytreepodcast.com/173

Wall Street Walkers - Build Wealth Without the Stock Market Jan 05, 2018

A special presentation of MTI Panelist Miranda Marquit's podcast, Adulting.tv, which originally aired on November 9, 2017 at https://adulting.tv/ep/a097-build-wealth-without-stocks

Why do Men and Women Approach Financial Planning Differently? Dec 29, 2017

CEO of Financially Wise Women, Brittney Castro, talks to Doug Goldstein in this special presentation of the Goldstein on Gelt Show, which originally aired on December 4, 2017 at http://goldsteinongelt.com/inheritance/men-women-approach-financial-planning-differently

Where to Invest $300 to $500 by Linda P. Jones Dec 22, 2017

A special presentation of MTI Panelist Linda P. Jones Podcast, Be Wealthy and Smart, which originally aired on July 21, 2017 at http://www.lindapjones.com/listener-q-where-to-invest-300-to-500

Build Wealth Faster (with David Osborn and Paul Morris) Dec 15, 2017

A special presentation of MTI Panelist Joe Saul-Sehy's podcast, Stacking Benjamins, which originally aired on December 4, 2017 at https://www.stackingbenjamins.com/building-wealth-faster

Invest in Bitcoin, Roth IRA, and mREITs from Your Listener Letters Dec 08, 2017

Listener letters came in about buying company stock at a 15% discount and dumping it the same day, mREIT investing, taking money out of a ROTH to retire early, and starting a podcast about investing in Bitcoin.

For more information, visit the show notes at http://moneytreepodcast.com/168

When a Home is an Investment with Dan Green - MTI167 Dec 01, 2017

Is your personal residence an investment? Many people think so, and it certainly can be counted towards your net worth - but where does your home fit into an investment portfolio?

Dan Green, Founder of Growella.com, joins us to talk about the pros and cons of using a personal residence as an investment or a rental - or both.

For more, visit the show notes at http://moneytreepodcast.com/167

Dividend Investing Student Loans and Retirement Your Listener Questions - MTI166 Nov 24, 2017

Listener questions keep pouring in, so this episode is full of questions about investing - or not.

Steven wants to know if it’s better to use a dividend aristocrat’s ETF or try to build a dividend yielding portfolio on my own?

Eric wants to pay tuition out of pocket but is likely to run short. Should he take out student loans for the last year of school or withdraw some IRA funds to pay?

Cato thinks index investing may be causing a relative overpricing of index stocks. Could this be a bubble on a bubble?

Rocko wants to know if he should scale back on his 401k to help fund his next investment property.

Get more information about this episode - or to send in your question - by going to http://moneytreepodcast.com/166

Telling Financial Stories with Mihir Desai – MTI165 Nov 17, 2017

Most people think mixing humanity and finance creates an oxymoron, but there is more tying wisdom and risk together than most realize. Professor of Finance at Harvard Business School, Mihir Desai, says the humanities of finance mirror how we handle

How to Manage Money Like a Millionaire with Panelist Joe Saul-Sehy – MTI164 Nov 11, 2017

What are some of the habits and behaviors Joe Saul-Sehy observed as a financial planner for financially independent millionaires? We put the spotlight on him today to learn how millionaires manage their money – and what not to do if

Worst Investments Ever with Jim Wang LIVE at FinCon – MTI163 Nov 03, 2017

Losing money sucks. We’ve had some investments go south and lost money, but the lessons shouldn’t be ours alone. Jim Wang from WalletHacks joins us in a live performance of the Money Tree Investing Podcast at FinCon17, Dallas. Along with

Kids and Money with Jen Hemphill – MTI162 Oct 27, 2017

Jen Hemphill from Her Money Matters shares the money lessons she has learned while growing up and from coaching others. Highlights from Jen’s interview: Jen married a military man. They moved 9 times before settling down. She couldn’t find work

How Do You Feel About Investment Buckets with Buck Joffrey – MTI161 Oct 20, 2017

Buck Joffrey – Physician, entrepreneur, asset manager and podcaster – loves teaching about the benefits of saving and cash-flow. In this episode he talks about the problems with “investment buckets” and how Wall Street works. Then he goes into making

The Perfect Portfolio with Ken French – MTI160 Oct 13, 2017

Ken French, professor at the Tuck School of Business at Dartmouth, talks about portfolio design as it relates to assets and investing. Then our panel discuss what they think would make a perfect investing portfolio. Do money managers really add

Equifax Shenanigans and Trading Systems with Laurens Bensdorp – MTI159 Oct 06, 2017

Can you be an effective stock trader in only 30 minutes a day? Laurens Bensdorp developed a system to help you invest. The system is based on rules he shares in his book, “The 30-minute Stock Trader”. But first, the

State Income Taxes, Retirement Account Tax Issues, What Is a Short-Term Investment – Your Listener Questions – MTI158 Sep 29, 2017

Listener questions again? Yes, and we love it so keep them coming! Today we talk about making personal finance decisions when your state raises their taxes and can’t balance their budget, where to invest when you are maxing out a

Paying for Investment Newsletters, Index ETFs, Retirement Account Diversification – Your Questions Answered – MTI157 Sep 22, 2017

When does it make cents to pay for information about investing? Well, you are listening to a free podcast – but we have an answer for that question from listener Justin – and many more in this Listener Letters episode.

Investment Analysis and Indexing with Spencer Jakab from the Wall Street Journal – MTI156 Sep 15, 2017

Can someone really beat the market on a consistent basis? Spencer Jakab, Deputy Editor of the Wall Street Journal’s “Heard on the Street” column, speak with Doug Goldstein about finding bargains in the market, how someone would make a portfolio

Investing in a Side Hustle LIVE from Podcast Movement – MTI155 Sep 08, 2017

Want to make more money? Have you hit the pay ceiling and ran out of corporate ladder to climb? Start a side hustle! Live from the floor at the Podcast Movement conference, we talk about: How to find a

Student Loans, Debt, Gold and Financial Windfalls: We Answer Your Listener Questions – MTI154 Sep 01, 2017

Lots of our listeners are asking what to do with money they have laying around. It’s a good problem to have, and most want to put it to work wisely. Jeremy is 26 years old and just moved home after

Investing in a Family Office with Richard Wilson – MTI153 Aug 25, 2017

Richard C. Wilson is CEO of Family Club Office Association and Chairman of Wilson Holding Company. Family offices are private wealth management advisory firms that serve ultra-high-net-worth investors. They are different from traditional wealth management shops in that they offer

Suze Orman explains Who Invests Best – MTI152 Aug 18, 2017

Can women invest better than men? That’s what Suze Orman joins us to talk about today. She has been helping people of all ages improve their personal finances – and knows all to well the differences between how women and

Gifting Stock, Pay Off Debt or Buy a House, and Saving in Brazilian Currency – MTI151 Aug 11, 2017

Great questions from listeners in the mailbag today: Max wants to give his parents a gift of $10,000 when they retire in a few years. They absolutely won’t accept a cash gift, so could I give them stock instead? Georgie

Value Investing: What You Should Know with Trip Miller – MTI150 Aug 04, 2017

What do you look for as a value investor? Do you look at Apple, Google, and Amazon because you use them? Trip Miller talks with us about the quantitative and qualitative traits they look for as they decide to add

Choosing Investments, Career Choices, Long-Term Care, Pensions and Social Security, Listener Questions – MTI149 Jul 28, 2017

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

How to Retire Early with Billy and Akaisha Kaderli – MTI148 Jul 21, 2017

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

Target Date Funds, Fintech Apps, and Buying in an Overheated Real Estate Market: We Answer Your Questions – MTI147 Jul 14, 2017

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

What You Need to Know about Stock Market Manipulation with Tim Courtney – MTI146 Jul 07, 2017

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

Then he and Miranda discuss market manipulation. Who has the bigger hand on the trading buttons? Do they make a difference? What do we need to know about stock market manipulation?

Listener Questions: Buying a Car on Credit, SIMPLE IRA, and Mutual Fund Investing – MTI145 Jun 30, 2017

You’ve got questions? Our panel has answers. Doug, Linda, Joe and Miranda are back to offer their thoughts about Buying a Car on Credit, SIMPLE IRAs, and Mutual Fund Investing. Amy: Ways to save more. We are about to buy

Commercial Real Estate with Paul Moore – MTI144 Jun 23, 2017

Paul Moore, author of “The Perfect Investment” shares how you can create enduring wealth from the multifamily housing. Paul says two-thirds of the battle in finding a good multi-family property is wrapped up in finding the right sub-market and property

Dividend Stocks, Super-Charge Your Savings, and Mortgages…We Answer Your Questions – MTI143 Jun 16, 2017

Today’s letter bag is full of questions about best places to save and invest emergency funds, down-payments and other big-time purchases. We also tackle questions about dividend paying stocks and what to look out for when choosing to work with

How To Pick Winning Investments with Stig Brodersen – MTI142 Jun 09, 2017

Stig Brodersen co-hosts the Investors Podcast, a show that studies billionaires and talks about books they read while interviewing people they like to interact with. Stig says it isn’t complicated to invest in stocks, “but it’s definitely time consuming, and

Retirement Planning, Paying Down Student Loans and Taxes. We Answer Your Listener Questions – MTI141 Jun 02, 2017

Tax strategies in retirement planning, defensive allocations, and where to invest when you have extra money every month...these are some of the questions we tackle in our Listener Letters episode.

Worst Financial Advice from Podcasts with Hilary Hendershott – MTI140 May 26, 2017

Hilary Hendershott from Profit Boss Radio shares her Top 10 List of Worst Financial Advice from Podcasts, things like: Discounted Life Insurance House-flipping seminars Cash Envelope Systems The “Bucket Investing” strategy Then our panelists discusses some of the bad advice

MTI139: Listener Questions – HSAs, 401k Early Withdrawals, Backdoor Roth IRA and more May 19, 2017

A jam-packed show with your letters answered: Simone wants to know about signing up for a high-deductible health plan at work and using an HSA to sock money away for retirement. Kamille and her husband are trying to come up

MTI138: How Debt Can Help You Build Wealth with Tom Anderson May 12, 2017

“All debt is not created equally”, says Tom Anderson, author of The Value of Debt. Tom explains why it’s important to eliminate Oppressive Debt, debt with interest rates higher than 10 percent. He also believes it is important to begin

MTI137: Should You Trust Fund Ratings? with Christine Benz May 05, 2017

Morningstar’s Director of Personal Finance, Christine Benz, advises why an investor shouldn’t only rely on Morningstar® research, but should also do their own. She also breaks down the difference between index funds and exchange traded funds (ETFs). Morningstar® researches mutual

MTI136: Trend Following, Speculation, and More with Daniel Ameduri Apr 28, 2017

Daniel Ameduri believes 90 percent of your liquid net worth should be in reliable performers. The remaining 10 percent is for speculation by those who want to play around in the markets. Daniel recently turned $83,000 from his liquid net

MTI135: Listener Questions Early Retirement, Investing in ETFs and When to Pay Down Your Mortgage Apr 21, 2017

Answering listener questions about investing on today’s episode: Matthew from Australia is 27 years old, has no debt, and plans to retire in the next 20-25 years. He deposited $150k into three ETFs: The S&P 500, All World, and ASX200

MTI134: Dividend Investing with Andrew Sather Apr 14, 2017

Andrew Sather comes back to the Money Tree Investing podcast to talk about Dividend Investing: The importance of investing in dividend-paying stocks Dividend success stories The Dividend Aristocrats: Walmart, Coca-Cola, Abbot Laboratories, Altria, Procter & Gamble Having high-yield dividend funds

MTI133: Do Credit Cards Make Sense in Your Life? with Jason Steele Apr 07, 2017

Jason Steele, an expert in the credit card industry, discusses the benefits and risks of using a credit card. Find out who truly benefits from your credit card purchases and who should give up credit card usage altogether. Then, our

MTI132: The Future of Active Trading with Jamie Wise Mar 31, 2017

Imagine being able to gather investing sentiment from all over the world and focus it into one pool of stocks before the rest of the world. That’s what the BUZZ Index sets out to do. Innovative? Sure. Effective? We talk

MTI131: Successful Retirement & Social Security Mar 24, 2017

When does it make sense to begin taking Social Security? Age 62? Age 67? Even later? Devin Carroll CFP® joins us to discuss the timing and situations when it makes sense to wait and some situations when it makes sense

MTI130: Taming the High Cost of College, with Brad Baldridge Mar 17, 2017

Deferring saving for retirement or taking on your child’s student loan debt may not be the only option you have to pay for your kid’s higher education. Brad Baldridge, CFP®, is a College Funding Consultant specializing in late stage college

MTI129: Millennial Money Decisions, with Amanda Abella Mar 10, 2017

Millennials are probably right to be scared of the market since they have witnessed some really bad experiences. Our guest today, Amanda Abella, answers the question, “What would you tell millennials to get them into investing?” Amanda is a millennial

MTI128: Marriage and Money, with Couple Money’s Elle Martinez Mar 03, 2017

Elle Martinez from Couple Money joins us to talk about the HOW of talking about money with your partner. Elle says to avoid talking about numbers when you first start a conversation about money. Instead, talk about your goals. The

MTI127: Investing in Private Equity, with Douglas McCormick Feb 24, 2017

Doug McCormick from HCI Equity talks with Linda about Private Equity investing and the role it plays in our economy – and yours! Private equity is a security that isn’t on the public exchange. The two most common types are

MTI126: Are Your Emotions Screwing Up Your Investing Plan? with T. Michelle Jones Feb 17, 2017

The DOW recently broke the 20,000 mark. How does that make you feel? T. Michelle Jones from Bryn Mawr Trust joins us for a discussion about how emotions get in the way of our investing plans and how to stay

MTI125: Listener Letters – Tax Advantages of Roth IRA vs Traditional, Using Insider Trading News, and Reallocating ETFs Feb 10, 2017

It’s our favorite time again where we answer your letters. Scott wants to understand: “By being taxed on deposit into the Roth, I lose out on compounding interest on the taxed portion. Under normal conditions, would the sum of the

MTI124: Selling the Big House to Get Out Of Debt Faster Feb 03, 2017

Claudia and Garrett did everything right – so they thought: They went to school on student loans, purchased cars with loans, and got a mortgage for a house when all they really wanted to do was travel. What started as

MTI123: Money Moves for the New Year with Maria Bruno from Vanguard Jan 27, 2017

Vanguard’s Maria Bruno joins us today to talk about getting our money ready for 2017. Should we be saving instead of investing? How much should we be investing? What about re-balancing? While every person’s finances are different, there are logical

MTI122: Listener questions what to do with $100k and why index investing RULES! Jan 20, 2017

We are back and in full force for your investing questions. Chris is 25 years old and inherited $100,000. How should he invest it without putting it into retirement savings? Sarah wants to understand the method of Tax Loss Harvesting.

MTI121 REWIND: Mistakes in Investing, with Phil Ash Jan 13, 2017

Bringing one more blast from the past, Phil Ash shares some of the most common investing mistakes we make that prevent us from maximizing our returns. Then our panelists discuss their “favorite” mistakes. About Phil Ash: Formerly of Baton Investing,

MTI120 REWIND: Rent vs Buy with Jason Hull Jan 06, 2017

Just because we are on vacation doesn’t mean we’ve forgotten about you. From our archives, the Rent vs Buy debate is still a popular topic – so popular that we are bringing this popular episode back to you today. Our

MTI119 REWIND: Selling on CraigsList and Why Budgets Are Sexy, with J. Money Dec 30, 2016

We are on holiday but wanted to bring you a blast from our past. This episode is one of the most popular, so we wanted to replay it while we are away. J. Money from BudgetsAreSexy.com shares funny stories of

MTI118: How to Not Run Out of Money In Retirement, with Jane Bryant Quinn Dec 23, 2016

Are you close to retirement without adequate savings? Jane Bryant Quinn’s most recent book, How to Make Your Money Last, addresses this problem for those facing retirement and those in retirement. Social Security, working longer, and how large of a

MTI117: DIY Investing vs the Pros, with Eric and Wendy Nissan Dec 16, 2016

Eric and Wendy Nissan know what it’s like to be on both sides of the market: As both professional and as investors. Today they share tools, strategies, and things the pros use that the average investor doesn’t. We also discuss

MTI116: Answering Your Questions about investing in real estate, diversification and how to retire early Dec 09, 2016

Send us your questions and we might actually get to them. This episode is just that: Listener Letters with Miranda, Doug, Joe and Linda P. Jones David 1 writes in with his full portfolio standings, but isn’t contributing to

MTI115: Market Timing, with Garrett Jones Dec 02, 2016

Market Timing: When should you get out of the market and when is the right time to get back in? The market has been volatile, but not as often as you think. Garrett Jones works with Peter Eliades’ of Stock

MTI114: The Breaking Point, with James Dale Davidson Nov 25, 2016

James Dale Davidson says we are headed for a money cataclysm, after about 42 trillion dollars in wealth has been “created out of vapors”. In the 20th Century, we used more energy than at any point in our time. This

MTI113: The Laffer Curve, with Dr. Arthur Laffer Nov 18, 2016

Arther Laffer is best known for the Laffer Curve, an illustration of the theory that there exists some tax rate between 0% and 100% that will result in maximum tax revenue for governments. He explains how there are two effects

MTI112: BitCoin – Investment or Currency? (with Ashe Whitener) Nov 11, 2016

Crypto-currency is as controversial as the recent Presidential election. Will it become the medium of exchange in the near future? Ashe Whitener, host of the Liberty Entrepreneurs Podcast, explains where Bitcoin came from and how it works. Interesting points: •

MTI111: Lessons From Epic Entrepreneur Fails, with John Lee Dumas Nov 04, 2016

John Lee Dumas, host of Entrepreneur On Fire, knows more stories about failure than anyone we know. He has asked more than 1,400 entrepreneurs to tell their stories of woe – and how they overcame it. John said that learning

MTI110: Indexing is a Local Sport, with David Stein Oct 28, 2016

David Stein from the popular “Money For The Rest Of Us” podcast talks about indexing: Is Indexing really making you an active money manager? Why do people pick index funds from their local country? Does emotion play a part in

MTI109: Listener Letters about Big Buyouts, How to Research Stocks, and SRI for Atheists Oct 21, 2016

How are stocks effected when a big buy-out is expected? What are good books to read about value investing? What other sources are there about SRI for an atheist? We are back for another round of Listener’s Letters: Listener Joe

MTI108: Option Alpha, with Kirk Du Plessis Oct 14, 2016

“The first thing people need to understand about options is that the market is incredibly efficient”, says Kirk Duplesis from OptionAlpha.com. There is no free lunch, meaning you don’t get anything without giving up something. Kirk describes buying an option

MTI107: Know Your Advisor, Monitor Your Credit, and Watch Wells Fargo Oct 07, 2016

Wells Fargo, one of the largest commercial and business banks in the world, fired over 5,300 employees when thousands of accounts were opened without their customer’s approval. The panel discusses who was affected by this, how it could happen, and

MTI106: Listener’s Letters – Beginning with Robinhood, Acorns and Betterment Sep 30, 2016

Today we answer listener letters from Shylowe, Christopher, Michael and Justin. Shylowe is living paycheck to paycheck and wants to learn about investing. He uses Acorns and Robinhood because they really have no barrier to entry, has had some success,

MTI105: Top 7 Investment Strategies of Centimillionaires, with Richard C Wilson Sep 23, 2016

Richard Wilson, author of How To Start a Family Office, shares the Top 7 Investment Strategies of Centimillionaires. Richard explains how centimillionaires: Want to own the game rather than being a player in someone else’s game Need to establish themselves

MTI104: Crowd Investing, with Annie Wyatt of CrowdInvest Sep 16, 2016

Can the crowd skew the market? Annie Wyatt from CrowdInvest thinks it can beat the market. What is crowd investing? The theory is that independent and diverse individuals will out-perform a singular opinion (such as portfolio managers). CrowdInvest has tested

MTI103: Finding Your Investing Philosophy, with Matt Hall Sep 09, 2016

Matt Hall is the founder and President of Hill Investment Group. He wrote a book, “Odds On: The Making of An Evidence Based Investor”, out of frustration with traditional investing books he calls “moderately technical”. While other books gave great

MTI102: Rebounders Don’t Fail, They Pivot – Rick Newman Sep 02, 2016

Success comes with hard work and tough decisions. Sometimes you need to quit and pivot. Rick Newman wrote the book, “Rebounders: How Winners Pivot From Setback To Success”. Doug interviews him about failing fast and making tough choices on the

MTI101: Cyclical, Linear and Hybrid Real Estate, with Jason Hartman Aug 29, 2016

Jason Hartman has his finger on the pulse of real estate in several areas around the United States. He knows What’s going on in the Real Estate markets and where the best places are to invest. In this episode, he

MTI100: Listener Letters about Bonds effecting Equities, how Credit Card Rewards are paid for, and more Aug 19, 2016

Today we get together to answer YOUR questions: Kevin wants to know if bonds are in for a “day of reckoning”. How do bonds effect equity valuations? Paul wants to know if dollar cost averaging is a sustainable strategy all

MTI099: Making Better Women Investors, with Ellen Jordan Aug 12, 2016

What you be done to improve the financial system for woman breadwinners in today’s world? Our guest, Ellen Jordan, talks about the problems she is seeing as a CFP and Senior Vice President at Bryn Mawr Trust and our panel

MTI098: How to Avoid a House Sale Fail, with Jules Haas Aug 05, 2016

New York Attorney, Jules Haas, is an expert on probate, estate planning, and real estate. Today he talks about the basics of a real estate transaction, particularly purchasing a primary residence. Tips from Jules Haas: Hire an engineer or architect

MTI097: The Morality of SRI and Google Cars, with Rabbi Shaya Karlinsky Jul 29, 2016

Rabbi Shaya Karlinsky explains how we can still make moral-based investment decisions even when faced with a difficult question like this: Would you invest in a company that sells self-driving cars if it chose to kill the driver instead of

MTI096: The Laws of Investing Success, with Dr. Daniel Crosby Jul 22, 2016

Dr. Daniel Crosby is a Psychologist, New York Times Best-Seller and HUGE St. Louis Cardinals fan. His newest book, The Laws of Wealth: Psychology and the Secret to Investing Success, talks about ‘Forecasting is for Weathermen’ and ‘If You’re Excited,

MTI095: Using the News to Make Investing Decisions – with Matt Towery Jul 15, 2016

Matt Towery believes we can use the news to make investment decisions. “News effects all of our investments. Anyone can watch the news but by the time you hear about it you couldn’t take advantage of the event. It’s already

MTI094: Listener Letters about selling ESPP discount stocks, how to grow investments when most is cash, and more Jul 08, 2016

We are back to answer your questions: Tommy asks for ideas to grow his investments. Most of his investments are in cash, the rest in a brokerage account. Listener “In Need Of a Teacher” wants to know how to implement

MTI093: Crowdfunding Securities with Gregg Flinn Jul 01, 2016

Have you ever wanted to get in on some of those Shark Tank-like deals? The US Government has a new ruling that appears to let you do that now under Reg-CF. In the past, you had to be an “accredited

MTI092: How to Raise Financially Fit Kids with Shannon McLay Jun 24, 2016

Our guest, Shannon McLay from FinancialGym.net, says ““Financial Literacy starts in the home”. She shares stories of her son’s experiences with money at a young age and how we too can raise a financially fit kid. 7 Tips to Teach

MTI091: Listener Letters about Finding an Investment Mentor, Stock Target Prices, and Investing Too Much Jun 17, 2016

Time again for our panel to answer your questions: *Justin wants to know what analysts mean by a stock target price? *Emily is worried she may be saving TOO much. *Listener “Invest Passionately” wants to know the panel’s opinion of

MTI090: Peter Schiff on Government Regulation and Financial Troubles Jun 10, 2016

Economist and stockbroker, Peter Schiff, wonders if we would have Jetsons-like lives if the government didn’t put so many regulations on business. In today’s episode, we discuss inflation, regulation, and stagnation “Who knows what extra inventions we would have come

MTI089: Investing in Mobile Home Parks with Jefferson Lilly Jun 03, 2016

Many investors don’t think about investing in mobile home parks. Jefferson Lilly shares the benefits of owning mobile home parks and why it's the only real estate asset class that is actually shrinking.

MTI088: Making the Most of Credit Card Rewards with David Shelhammer May 27, 2016

David Shelhammer is a credit card reward enthusiast. He believes collecting credit card rewards or cash back from using credit cards can be a lucrative hobby. David admits, along with our roundtable panelists, that they aren’t for everyone and you

MTI087: Being a Socially Responsible Investor with Bill Holliday May 20, 2016

Are you socially responsible with your investments? Bill Holliday joins us to talk about SRIs (Socially Responsible Investments), what qualifies as an SRI, and if there is a place in our portfolio for such a niche type of investment. Of

MTI086: Burton Malkiel on Low Interest Rates, Corporate Bonds, and Dividend-paying Stocks for Retirees May 13, 2016

Burton Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street. He discusses ways retires should look at the current state of interest rates, purchasing corporate bonds, and dividend-paying

MTI085: Investing an Inheritance, Dollar Cost Averaging, and Universal Basic Income May 06, 2016

The panel discusses questions from YOU, the listeners! Daniel is worried about pricing limit orders below flash-crash prices. How does he protect his valuable assets from doom (his words, not ours) 30 year old, Sonny, wants to know if it

MTI084: Ty Crandall on Business Funding Apr 29, 2016

Investing in your business is investing in yourself. A business can contribute to your retirement as an asset you could either sell or create an income for years to come. Our guest, Ty Crandall, believes you can finance a business

The post MTI084: Ty Crandall on Business Funding appeared first on Money Tree Investing Podcast.

MTI083: Adaptive Asset Allocation with Adam Butler Apr 22, 2016

Adam Butler is CFA and CEO of ReSolve Asset Management. He co-wrote a book, Adaptive Asset Allocation, with Michael Philbrick and Rodrigo Gordillo. Adaptive asset allocation is a form of market rotation. The presumption is you have “some sort of

MTI082: Terrance Odean – Making Simple Smart Financial Decisions Apr 15, 2016

In this complex world of finance, we need to keep these main areas simple: Saving, insurance and investing 1. Saving, Spending, and Credit If you aren’t saving enough you are probably spending too much. One reason is today it is

MTI081: Build Wealth, Not a Credit Score with Steve Stewart Apr 08, 2016

Can you be credit worthy without a credit score? That’s what Financial Wellness Coach, Steve Stewart, believes. A credit score is based on your credit report – but the only things on credit reports are debts, debt products, and bills

MTI080: Safety Scores with Kevin Stewart Apr 01, 2016

Kevin Stewart introduced the Safety Score to StocksForTheWeek.com. The Safety Score looks at the typical income statement items a financial analyst would use to come up with a score for more than 2,400 companies. At a glance someone could quickly

MTI079: Listener Questions on ETF Arbitrage, Index Funds, and Pay Down Mortgage or Invest Mar 25, 2016

We are back with questions from YOU. Today's topics cover picking ETFs, investing in index funds, and should you pay extra on the mortgage or invest

MTI078: Pessimistic About the Market? David Holland rests our fears Mar 18, 2016

If advisers can list the serious risks of the market, like the drop in oil prices or possibility the Fed makes a bad decision, how can they still say “Don’t worry. It’ll be OK and you should still invest.” David

MTI077: Biotech Sector Investing with Brad Loncar Mar 11, 2016

Biotechnology has been the stock market’s best performing sector over the last 4-5 years, according to Brad Loncer, a private investor with a biotech focus. Cancer immunotherapy caught his attention. It is a treatment that uses your body’s own immune

MTI076: Options Trading with John Richardson Mar 04, 2016

Options trading isn’t something we come across on a daily basis. Today’s guest, John Richardson, explains how options trading can be a great way to enhance your portfolio.

MTI075: Securities Crowdfunding with Rick Andrade Feb 27, 2016

There’s a lot going on with securities crowdfunding. It can provide a way for startups, small businesses, and medium business to raise funds. It’s also a way for folks with a little less money to access opportunities in hedge funds

MTI074: Where to find the best money managers with Chris Cogswell Feb 19, 2016

How do the best money managers handle portfolios? Along with sharing their views on the best money managers, the Money Tree Podcast panelists also discuss whether the high-speed technical traders are taking a piece of your investment profits. On today’s

MTI073: Wayne Connors on Portfolio Building 2016-Style Feb 13, 2016

Wayne Connors from RetirementInvestor.com builds portfolios and teaches investors how to use investing tools for a living. How do you avoid some common mistakes people make in volatile, 2016-style markets? What’s important to know (and NOT know) in today’s markets.

MTI072: Managing and Making Money with Online Business, Budgets and Craig’s List with J. Money Feb 05, 2016

This week we talk about managing and making money with online business, budgets, and Craig’s List. Our guest is J. Money from BudgetsAreSexy.com.

The post MTI072: Managing and Making Money with Online Business, Budgets and Craig’s List with J. Money appeared first on Money Tree Investing Podcast.

MTI071: Millennials and Investing with Katie Brewer Jan 29, 2016

There are indications that millennials are scared to invest. Thanks to the memory of 2008, and watching their parents worry about losses to retirement accounts, many millennials are pulling back on their expectations. However, staying away from stock investing is

MTI070: Day Trading with Brady Dahl (Andrew’s Farewell Episode) Jan 22, 2016

Do you know what it takes to be successful at day trading? It’s not for everyone, but it is something that can work well if you have the right temperament and the right approach. In this episode, Brady Dahl from https://www.momotraders.com/ talks

MTI069: How’s My Portfolio Looking? (and new contributors!) Jan 17, 2016

On today’s first show of 2016 we answer a slew of your letters…everything from bitcoin to diversification to international investments, investing abroad and while in the military. We also debut our new, exciting lineup of contributors. See links to their

MTI068: Money Tree Classic, Robo-Advisors with Rob Berger Jan 01, 2016

Happy New Year! We’re still on break as we spend time with our families and get ready to add new panelists to the show. We hope you enjoy this classic Money Tree Podcast episode. Today’s classic episode is about robo-advisors.

MTI067: Money Tree Classic, Real Estate Investing with Brandon Turner Dec 25, 2015

We hope you are enjoying a Merry Christmas! We’re on break right now, enjoying time with family, so we thought we’d share a classic podcast episode. In this Money Tree Classic episode, we revisit real estate investing with Brandon Turner

MTI066: Money Tree Classic, David Stein on MPT Dec 18, 2015

Enjoy this classic episode of the Money Tree Podcast. David Stein, from Money for the Rest of Us, talks about Modern Portfolio Theory, and where it fits in today’s investing climate. Some of the topics covered include what MPT is,

MTI065: College Savings Basics with Abby Brooks from Sallie Mae Dec 11, 2015

In this episode we talk with Abby Brooks from Sallie Mae about college savings and what you need to consider when planning for your kids to go to college. Topics covered: Types of savings account What is your savings priority

MTI063: Investing Like a King with Doug Goldstein Dec 06, 2015

Doug Goldstein, author of Rich as a King, a book comparing investing to chess, joins us this week to talk about fundamental investing practices. How should beginners invest? What’s important about diversification (and when’s it overblown)? How important is it

MTI062: Listener Questions on Beginning Investing Nov 20, 2015

It’s another episode with listener questions. This time, most of the questions deal with beginning investing. If you want to know what you can do to start building wealth, we talk about some of your opportunities to invest while answer

MTI061 Alternative Investments Nov 13, 2015

Traditional investments of stocks and bonds are beginning to be more and more correlated. This makes it hard to be diversified in your portfolio. Today we talk about alternative investments that can help you reduce the overall correlation of your

The post MTI061 Alternative Investments appeared first on Money Tree Investing Podcast.

MTI060: Are Options Difficult and Risky? Nov 06, 2015

Joshua Belanger from OptionSizzle.com joins us to talk options: why do people see them as risky? Joshua sees the opposite: options are a great way to invest, and he’ll share why on today’s show! In our second half, our usual

MTI059: Football + Finances, Stock Splits, Insurance Oct 30, 2015

Topics covered include: The similarities between how scouts evaluate players and how investors can evaluate stocks The concept of offense, defense, and special teams in your investing and a complete insurance breakdown Examples of stock splits, the reasons behind them, and

MTI058: Is Paying Down Student Loans a Good Investment? Oct 23, 2015

We are told that paying down student loans — or any debt — offers a “guaranteed” return on investment. Even if that’s true, is speeding up the pay down on low-interest, tax-deductible debt really the best use of your resources?

MTI057: Where Does Investing Fit In Your Financial Plan? Oct 16, 2015

Jason Hull CFP from MyFinancialAnswers.com joins us to talk about where investing fits in your overall plan. Then our roundtable team discusses planning and investing. Enjoy! Today’s Panelists Miranda Marquit | Planting Money Seeds Joe Saul-Sehy | Stacking Benjamins Andrea Travillian | Take

MTI056: Emerging Markets and Market Volatility Oct 09, 2015

The markets lately have been on a crazy roller coaster. Much of this volatility is due not to our own conditions in the US, but to the economies of other countries. In this episode we talk to guest Andrew Stotz

MTI055: Historic 1,000 Point Dow Plunge with Trading Justice Sep 25, 2015

Topics covered include: Why trading was halted, with comparisons to 2010 flash crash How markets across the world move depending on the time of day The effects of the current bear market in commodities The best way for the long

MTI054: Investing in a Two Tier Market with Jim Pearce Sep 19, 2015

Are you looking for some good bargains in the current volatile market? In this episode, Jim Pearce from Investing Daily talks about the two tier market and how to find good values when things get interesting. We talk about the

MTI053: Listener Questions – Retirement, Real Estate and Gold Sep 04, 2015

We answer listener questions brought to us via email. We welcome guest panelist Jeremy Balkin, the author of Investing with Impact: Why Finance Is a Force for Good to help us provide insight. Some of the topics we cover in

MTI052: Investing in a Franchise with Scott McIntosh from Nestle Toll House Cafe Aug 29, 2015

Scott McIntosh, VP of Franchise Development for Nestle Toll House Cafe, joins us to talk about investing in a franchise. We cover lots of ground in this area that many investors don’t consider: – Can you invest passively in franchises

MTI051 Small Business Retirement Accounts Aug 21, 2015

In this episode we talk with Roger Wohlner from the Chicago Financial Planner about types of small business retirement accounts and what you should consider when looking at setting one up. The discuss: The SIMPLE, SEP, Solo 401K Traditional Pension

MTI050: Roth IRA and Tax Management with Ron Nawrocki Aug 14, 2015

Topics covered include: Why 95% will never be wealthy Multiple IRAs, Roth IRA, and Self Directed IRA Overcoming information overload Resources The Richest Man in Babylon by George S. Clason Today’s Panelists Andrew Sather | eInvestingforBeginners Miranda Marquit | Planting Money Seeds Shannon

MTI049: Listener Investing Questions and Answers Aug 07, 2015

Today we answer more of your investing questions and answers . We take your questions and answer them in great detail with a little fun debate. The topics we covered were: What to do with extra money beyond the 401K

MTI048: Currency Trading with Linda P. Jones Jul 31, 2015

What’s next for the U.S. dollar? Is it really headed for weakness after recent years of strength? And if the greenback is ready for weakness, is it time to turn to other currencies? Linda P. Jones joins us to talk

MTI047: Beginner Technical Analysis with Greg Harmon Jul 24, 2015

Technical analysis is the study of past prices, used for risk management and to help obtain a possible directional bias going forward. In this episode we review some of the basics so that you can decide if technical analysis is

MTI046: Emerging Markets with Professor Andrew Karolyi Jul 17, 2015

Topics covered include: Perspective on current emerging markets landscape How to assess risk in the over 50 emerging markets countries The effect of politics on emerging markets investments Resources Cracking the Emerging Markets Enigma by Andrew Karolyi Today’s Panelists Andrew Sather

MTI045: Hedge Fund ETFs with Ethan Powell of Highland Capital Management Jul 11, 2015

Hedge funds inside of an ETF? Ethan Powell is Chief Product Strategist and Executive Vice President at Highland Capital Management in Dallas, Texas. He shares insights into how hedge funds work and how they’ve managed to squeeze them into exchange

MTI044: Investing Mistakes with Phil Ash Jul 06, 2015

Are you making some of the most common investing mistakes? Many of us aren’t doing all we can to maximize our returns — and we don’t even know it. We talk to Phil Ash, from Baton Investing, about the investing

MTI043: Buy vs Rent with Jason Hull Jun 26, 2015

Buy vs rent – the constant debate! In this episode we look to the pros and cons of both sides and how to decide if the time is right to buy a home. Topics covered include: Benefits of owning a

The post MTI043: Buy vs Rent with Jason Hull appeared first on Money Tree Investing Podcast.

MTI042: Is Capitalism Evil or Good with Jeremy Balkin Jun 19, 2015

Capitalism is a hotly contested topic as it relates to the government and the economy. We’ll discuss whether each of us believes that capitalism is evil or good, and you might learn some interesting perspectives from both sides of the

MTI041: A Silver Bullet For Your Portfolio? with Andrew Chanin of PureFunds Jun 12, 2015

Andrew Chanin, CEO of PureFunds joins us to talk about silver and miners. Where does silver go in your portfolio? Why is it on such a run lately? What’s the upside/downside of a silver-based investment? We’ll talk about how buying

MTI040: Your Letters – Quarterly Earnings, College Degrees and More Jun 06, 2015

Today we empty the mailbag, answering your letters about quarterly earnings, bonds, college degrees and more. Have a question for the show? Write us at contact (at) moneytreepodcast (dot) com.

The post MTI040: Your Letters – Quarterly Earnings, College Degrees and More appeared first on Money Tree Investing Podcast.

MTI039: Commodities for the Individual Investor May 29, 2015

Commodities always seem like the sophisticated advanced investing thing to do. However, is it really an area that the individual investor should be investing in? This week we look at what commodity investing is and if you should try and

MTI038: Investing in P2P Loans with Simon Cunningham May 22, 2015

P2P loans offer an interesting investing opportunity. There is the potential for diversification and reasonably good returns. We talk with Simon Cunningham from LendingMemo.com about what types of P2P loans are ideal for investing, as well as what to look

MTI037: The World’s Deleveraging Situation with Preston Pysh May 15, 2015

Today’s discussion centers on the global economic system and its inner workings. If you’ve ever wanted to know how market forces impact each other and influence the economy as a whole, this is the episode to tune in to. This episode

MTI036: Broken Eggs Film – The Looming Retirement Crisis with Andrew Meadows May 08, 2015

Co-producer Andrew Meadows from the new documentary Broken Eggs – The Looming Retirement Crisis, joins us this week to tackle America’s “three legged stool” (investing, pensions and social security). He exposes the flaws in each “leg” and we discuss potential

MTI035: Q&A Listener Questions What to Do With Lump Sums May 01, 2015

Today is our inaugural questions and answers episode. We take three questions from readers and answer them in great detail. The questions were: 1. How would you go about investing a large windfall of money such as a million dollars,

MTI034: Trend Following with Niels Kaastrup-Larsen Apr 24, 2015

Today we talk about an investing strategy called Trend Following. Our guest Niels Kaastrup-Larsen guides us through what a beginner needs to know about investing using trend following as your strategy. Topics Covered What is trend following and how

MTI033: Investing Priorities with Carl Richards Apr 17, 2015

How do you set your investing priorities? This week’s guest is Carl Richards, the best-selling author of The Behavior Gap, joins us to talk about some of the concepts in his new book, The One-Page Financial Plan, and how they

MTI032: Growth Traps and Global Strategies with Sean Emory Apr 10, 2015

Today’s episode takes a deep dive look into the world of small cap growth, and discusses some of the dangers of investing in that space. We also get perspective on global allocation strategies, with a few simple analysis methods shared

MTI031: Avoiding the Value Trap with Andrew Sather Apr 03, 2015

Andrew Sather (our esteemed co-host AND the mind behind eInvestingForBeginners) has written a new book called the Value Trap Indicator. We’ll discuss strategies and specific examples from the book on how you can avoid investing traps. What is a value

MTI030: Annuities for Retirement Mar 27, 2015

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

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

MTI029: Create a Retirement Spending Plan with Roger Whitney Mar 20, 2015

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

MTI028: Evaluate Management and Earnings Calls with Andrea Travilian Mar 13, 2015

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

MTI027: Real Estate, Hustle, and Successful Partnerships with Engelo Rumora Mar 06, 2015

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

MTI026: The Intelligent Option Investor with Erik Kobayashi-Solomon Feb 27, 2015

Learn all about options trading in a world where prices are reliant on an opaque financial model. The inflexibility of the model creates interesting value opportunities both with options and equities. Today’s episode is with Erik Kobayashi-Solomon, an expert in

MTI025: Joe Saul-Sehy and Who You Trust with Your Money Feb 20, 2015

Who do you trust with your money? New podcast panelist Joe Saul-Sehy talks about his years as a financial industry insider. Who should you trust when it comes to your money? While you are probably the best manager of your money,

MTI024: Andrew Hallam and the Permanent Portfolio Feb 13, 2015

How would it be if you had an investment portfolio that you never had to worry about? That’s the theory behind the “permanent portfolio,” which is explained by Andrew Hallam in his new book. While Hallam doesn’t use the permanent

MTI023: Dual Momentum Investing with Gary Antonacci Feb 06, 2015

Learn all about the application of momentum in an investing strategy. Today’s episode is with the award winning author and expert of modern portfolio theory Gary Antonacci. His book, Dual Momentum Investing: An Innovative Strategy for Higher Returns with Lower

MTI022: All About Robo Advisors with Rob Berger Feb 04, 2015

In this episode we interview Rob Berger of Dough Roller about robo-advisors. Should you use one? Should you fire your existing traditional financial advisor? Find out this and much more in this episode. Resources Dough Roller Betterment Personal Capital Wealthfront

MTI021: How to Get Over Your Fear of Investing with Dan Egan of Betterment Jan 23, 2015

A fear of investing is very real in today’s world. Stock market crashes, sensational media stories, and myths about how much money it takes to invest can weigh on your mind, and create uncertainty about investing. Unfortunately, a fear of

MTI020: Warren Buffett’s Books with Preston Pysh Jan 17, 2015

Today’s guest is Preston Pysh from Buffett’s Books. We talk about Warren Buffett’s origin story, the implications of fear and greed in the marketplace, and Buffett’s 4 rules for picking stocks. A fascinating discussion that is essential for any stock

MTI019: Is Modern Portfolio Theory Wrong? with David Stein Dec 26, 2014

Interview David Stein of podcast Money for the Rest of Us about the flaws in asset allocation and modern portfolio theory. What are your other options and how can you manage your investment portfolio better. Resources Money For The Rest

MTI018: Retirement Investing for Millennials with Lauren Brouhard Dec 19, 2014

Investing is the best way to build wealth for the future, but many millennials are wary of investing. They aren’t sure how to trust others with their money, and they may not have had money conversations with their parents. Fidelity’s

MTI017: Managing Your Cash Flow with Chris Miles Dec 12, 2014

Many people and businesses struggle financially not because they have too little income, but because they have serious cash flow issues. Chris Miles is an expert on managing cash flow, and he shares some of his top tips with you in

MTI016: Accredited Investor Newswire with Larry Farris Nov 28, 2014

In this episode about accredited investors, learn about: Investments outside of Wall Street How to find high yield investments Low risk, high reward investing Links Mentioned in the Episode: MONEY Master the Game: 7 Simple Steps to Financial Freedom

MTI015: Getting Started Investing in Real Estate with Brandon Turner Nov 21, 2014

Are you looking to start investing in real estate? What are the legit methods that require low or no money down? Brandon Turner of BiggerPockets has a new book out that tells you the options available. Resources mentioned: The Book

MTI014: Investing in Websites with Tom Drake Nov 14, 2014

Want to make money by investing in websites? It’s possible. Depending on how you view your website, you can build a revenue source for the future. We discuss different ways that websites can be used for investing with Tom Drake,

MTI013: XBRL and Financial Data with Nate Anderson Nov 07, 2014

HTML shaped and revolutionized the internet, and XBRL is about to do the same with financial reporting. This digital way of reporting financial figures promises to make financial data more accessible than ever before! This week Nick interviews Nate Anderson,

MTI012: Austrian Economics with Andy Duncan Oct 31, 2014

Great interview with the financial derivatives expert and Austrian economist Andy Duncan about the destruction of money and its effect on the world, with a discussion on the role of capitalism, labor, markets, and the value of capital on the

MTI011: Setting Time-Based Investing Goals with Robert Farrington Oct 24, 2014

Different assets are ideal for different goals, especially when you consider your time frame. When setting investing goals, it’s important to consider time horizon, as well as what you want to accomplish. In this episode we talk about setting investing

MTI010: Why Are Options Not Always Risky? with Brian Overby Oct 17, 2014

To the beginning investor, options trading can seem like it’s only a risky bet. In this episode we discuss how options can be used as a hedge, and in some cases a method to generate income in your portfolio. We

MTI009: Earnings Manipulation and Financial Statement Analysis with Hewitt Heiserman Oct 10, 2014

Earnings manipulation can make a company look very profitable, while in fact they are bleeding money. This week’s guest, Hewitt Heiserman, is an author of the book It’s Earnings That Count and an expert in financial statement analysis. He devised a

MTI008: Financial Planners and Mortgages for Millennials with Kate Holmes Oct 04, 2014

This episode covers a wide range of important financial topics. Kate Holmes, the founder of Belmore Financial, comes on to the podcast to share her thoughts about the typical financial adviser and broker. She brings her over 9 years of

MTI007: Dividend Investing with Andrea Travilian Sep 26, 2014

Do you want to super-charge your investment portfolio? One of the best ways to build your nest egg faster is with the help of dividends. Learn why dividends can be a powerful addition to your portfolio, and how you can

MTI006: Peer-to-Peer Investing with Peter Renton Sep 19, 2014

In this week’s episode, Larry Ludwig interviews Peter Renton on the topic of Peer-to-Peer investing. Resources mentioned: Is Lending Club or Prosper a Risky Investment? from Investor Junkie Lending Club Review from Investor Junkie Lend Academy NickelSteamroller

The post MTI006: Peer-to-Peer Investing with Peter Renton appeared first on Money Tree Investing Podcast.

MTI005: Chris Moody on Trading versus Investing and How to Become an Expert Trader Sep 12, 2014

In this week’s episode of the Money Tree Investing Podcast, Nick Kraakman interviews Chris Moody, a highly experienced swing trader, on the difference between trading and investing. Chris shares some thought-provoking insights with us and recommends several must-read books for

MTI004: Larry Ludwig on Asset Allocation Sep 06, 2014

Today’s interview is with our very own Larry Ludwig from Investor Junkie. As an experienced investor and business owner, Larry has plenty of great insights to share both on the podcast and on his site. In this episode, we find

MTI003: Andrew Sather on Investing for Beginners Sep 06, 2014

There are a lot of misconceptions about investing. From the idea that you can make big money right now, to the myth that you need a lot of capital to get started, our panel dispels the myths that hold many

MTI002: Nick Kraakman on Value Investing Aug 28, 2014

This time Nick Kraakman from valuespreadsheet.com is interviewed by Larry Ludwig. Nick shares why he believes Value Investing is the best way to consistently earn above-average returns, as well as his views on the current valuation of the stock market.

The post MTI002: Nick Kraakman on Value Investing appeared first on Money Tree Investing Podcast.

MTI001: Miranda Marquit on Personal Finance and Growing Your Wealth Aug 06, 2014

In this very first episode of the Money Tree Investing Podcast, Nick Kraakman interviews fellow panel member Miranda Marquit from PlantingMoneySeeds.com on the topic of personal finance. Miranda also shares her number one tip to grow your wealth. The episode

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