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    Business

    Money Tree Investing

    The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.

    If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

    Advertise

    Copyright: © Money Tree Investing

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    Latest Episodes:
    The Stock Market Missed This One Big Thing Feb 07, 2024
    Show notes

    The stock market missed this one big thing... But you don't have to. Learn how to take advantage of mistakes the market makes. Join us this week as we discuss all sorts of off limit topics that can help you become wealthy... if you listen 🙂

    Today's Panelists:

    Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


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

    We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed.

    We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space.

    Today's Panelists:

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

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


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

    Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them.

    Today's Panelists:

    Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

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


    The Compound Code Interview with Scott Kyle Jan 26, 2024
    Show notes

    Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income.

    Join us for an interesting episode about compounding.

    Today's Panelists:

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

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

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


    2024 Started With a Meh… Jan 24, 2024
    Show notes

    Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024.

    And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices.

    For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575

    Today's Panelists:

    Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


    Secret Tax Strategies of Wealthy Investors Jan 19, 2024
    Show notes

    This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax.

    Today's Panelists:

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

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


    Check out my BIG predictions for 2024 Jan 17, 2024
    Show notes

    Happy 2024!

    It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024.

    Highlights
    • 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos.
    • Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts.
    • Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed.
    • Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations.
    • Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures.
    • Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity.
    • Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts.

    Today's Panelists:

    • Kirk Chisholm | Innovative Wealth
    • Douglas Heagren | Pro College Planners

    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast


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

    This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health.

    For more information, visit the show notes at https://moneytreepodcast.com/mindful-money-jonathan-deyoe

    Today's Panelists:

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

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


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

    Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway.

    Join us this week as we dive into what is important and not about 2024.

    Today's Panelists:

    Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


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

    Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you.

    For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson

    Today's Panelists:

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

    Follow on Facebook: https://www.facebook.com/moneytreepodcast

    Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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


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