Money Tree Investing

Latest Episodes:

Where to Invest Today Mar 12, 2021

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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

Show notes

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: