Money Tree Investing

Latest Episodes:

We Give Thanks For This Podcast Nov 29, 2023

Show notes

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

Show notes

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

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

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

Where Have All The Bears Gone? Nov 22, 2023

Show notes

A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from uncle sam. Lastly, we share a very popular chart of why it makes sense to rent vs buy right now.

Oh and we congratulate meatloaf... AKA Javier Milei, which might prove out to be real life comedy, not just the kind his girlfriend puts on.

For more information, visit the show notes at https://moneytreepodcast.com/where-have-all-the-bears-gone-557

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Phil Weiss | Apprise Wealth Management

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

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

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

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

Show notes

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years.

For more information, visit the show notes at https://moneytreepodcast.com/financial-divorce-sharon-klein

Today's Panelists:

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

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

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

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

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

Show notes

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008.

A 2024 bank crisis would surprise a lot of people, but at the same time everyone saw it coming and did nothing. Why? Good question. This has the making of the next black swan. Much like 2022 when the markets immediately dropped on the first day of trading. People just decided that it was time. Time will tell for 2024.

Also in the news... The last US treasury auction yielded poor results when no one showed up. Yields are not dropping like many predicted. And next year should be interesting.

For more information, visit the show notes at https://moneytreepodcast.com/2024-bank-crisis-555

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

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

Show notes

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode.

For more information, visit the show notes at https://moneytreepodcast.com/risk-is-what-is-left-over-grant-bledsoe

Today's Panelists:

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

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

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

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

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

Show notes

This week the Fed spoke and the market listened. Here is what it heard...

We still don't believe you J Powell... We know you will lower rates next year.
The markets should be higher despite any rational thought.
HODL
Nuff Said...
Mic Drop...

And in other news... People still cannot pay their credit card bills... or buy new homes... or afford to continue to spend on a debt fueled buying binge... And no one seems to notice or care. Alice in Wonderland is plain vanilla might be able to understand this, but not many others can.

For more information, visit the show notes at https://moneytreepodcast.com/the-fed-spoke-market-listened-inflation-553

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

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

Show notes

We discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are coming and you need to be prepared. Paradigm shifts... Debt Jubilee... Growth Challenges... and more.

Join us for an interview with Mark Higgins, who is a market historian and student of financial history.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-us-financial-history-mark-higgins

Today's Panelists:

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

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

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

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

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

Show notes

We discuss some crazy mental models about how the world works that can help you be successful in investing. Are these correlations or causations? Your answer can give you insight into your future. Other tell tales signs are the commonalities of Jordan Belfort and Warren Buffett. Warren Buffett didn't become wealthy like you read about. There is an underlying secret that allowed him to become this rich and it isn't just by picking stocks.

This week we have a Halloween special episode where we reveal all the costumes that people wear are not what they seem.

For more information, visit the show notes at https://moneytreepodcast.com/jordan-belfort-and-warren-buffett-551

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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

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

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

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

Show notes

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

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