Money Tree Investing

Latest Episodes:

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

Show notes

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

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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

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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

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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

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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

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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

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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

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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

Show notes

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

Show notes

Have you noticed that Active investing tends to underperform?

This is one of those non-secret secrets. What is not typically known is why this is the case. Most people claim it is due to fees, but this is not true. Fees only contribute to part of the tracking error. This week's Wall Street Secret dives into why this happens and what you can do to prevent it in your portfolio.

For more information, visit the show notes at https://moneytreepodcast.com/active-investing-underperforms-timothy-baker

Today's Panelists:

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

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

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