Money Tree Investing

Latest Episodes:

Santa Clause Is Coming To Wall Street Jan 03, 2024

Show notes

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

Show notes

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

Show notes

It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened.

The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position does not pay millions of dollars a year and typically it is filled by an academic. Only rarely does it get filled by person with real life experience. So the attraction to the position is mainly for power and influence... and most important legacy.

So my error was in thinking that Jerome Powell wanted to be remembered as a Paul Volker type, who killed inflation. However after the recent Fed meeting, it appears as if Powell is comfortable becoming the next Arthur Burns... Who fell over himself and did nothing and maybe even helped the US experience inflations rates approaching 20%. It was a crazy period of time to say the least and Powell may have just blundered into Burns' mistake. Only time will tell, but arrogance knows no bounds.. Just ask our politicians.

Join us this week for a fun Holiday Special.

For more information, visit the show notes at https://moneytreepodcast.com/i-was-wrong-powell-wants-to-be-burns-not-volker-603

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

Show notes

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

Show notes

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

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

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

Show notes

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

Show notes

Bulls Make Money... Bears Make Money... Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you are not being a pig.

For more information, visit the show notes at https://moneytreepodcast.com/bulls-make-money-bears-make-money-pigs-get-slaughtered-563

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

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

Show notes

Christopher Zook talks about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club.

For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-high-finance-christopher-zook

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection
Phil Weiss | Apprise Wealth Management

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

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

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

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

Show notes

This week we discuss Black Friday and why it doesn't matter to the markets. Personal spending cools... The market yawns

Credit Card Balances Skyrocket... The market doesn't notice.

The economy starts cooling and the market celebrates. They think the Fed will pivot, but the Fed is clearly saying no. Eventually the market will wake up after it gets hit in the head with a brick.

We also discuss Moral Hazzard and why it will cause the next market crash.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

Ultra High Net Worth Investor Issues Dec 01, 2023

Show notes

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: