Money Tree Investing

Latest Episodes:

Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money Jan 01, 2021

Show notes

This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading.

For more information, visit the show notes at https://moneytreepodcast.com/day-trading-for-beginners-jerremy-newsome

Today's Panelists:

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

Private Mortgage Lenders Are In For A Surprise This Year Dec 25, 2020

Show notes

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments.

Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth.

For more information, visit the show notes at https://moneytreepodcast.com/private-mortgage-lenders-eddie-speed

Today's Panelists:

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

Emerging Market Investing For 2020 and Beyond – Locating Opportunities With Tremendous Growth Potential Dec 18, 2020

Show notes

Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets?

Most people are scared to invest outside their home country. It is called home country bias. Investors around the world have this same bias. However we want you to move beyond your comfort zone to look outside your home country at where the growth is happening for the next 80+ years.

We interview Kevin Carter and discuss emerging market investing and where he sees value in the world today.

For more information, visit the show notes at https://moneytreepodcast.com/emerging-market-investing-for-2020-and-beyond-locating-opportunities-with-tremendous-growth-potential

Today's Panelists:

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

Investing Secrets Of The Rich #11: Litigation Finance: How to Make Money of Someone Else's Lawsuit Dec 11, 2020

Show notes

Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too.

Fortunately there is a way to make money from someone else's lawsuit without going to court.

This week we dive into Investing Secrets of The Rich Series (Episode #11): Litigation finance

This investing secret for the rich is so secret that even some of Wall Street's Smartest investors are not aware that this is possible. We interview one of the industry's insiders to learn more about how this works.

For more information, visit the show notes at https://moneytreepodcast.com/litigation-finance-jay-greenberg

Today's Panelists:

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

Interest Rate Volatility and Inflation Nancy Davis Dec 04, 2020

Show notes

Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk.

Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more.

For more information, visit the show notes at https://moneytreepodcast.com/interest-rate-volatility-inflation-nancy-davis

Today's Panelists:

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

Day Trading Secret #4: Master This and You Will Ensure Your Success, And It Doesn't Come In A Black Box Nov 27, 2020

Show notes

Want to be a successful day trader? Think you have the chops to do it for a living?

This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful.

We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books.

This is a must listen to episode if you want to know how the sausage is made with successful traders.

For more information, visit the show notes at https://moneytreepodcast.com/day-trading-secret-chris-tate

Today's Panelists:

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

Homeowners Insurance Innovations – How to Save Money On Your Insurance Nov 20, 2020

Show notes

Have you been over paying for your homeowners insurance?

Would you even know if you were?

We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient?

This insider interview has given me a lot of interesting insight in an industry we don't think much about, but should.

For more information, visit the show notes at https://moneytreepodcast.com/homeowners-insurance-sean-harper

Today's Panelists:

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

Roger Ibbotson - Yale Professor Talks About the Future of Interest Rates, The Stock Market, and More Nov 13, 2020

Show notes

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio.

For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor

Today's Panelists:

Kirk Chisholm | Innovative Wealth
Barbara Friedberg | Barbara Friedberg Personal Finance
Megan Gorman | The Wealth Intersection
Nicole Tanenbaum | Chequers Financial Management

Learn How To Start a Fund to Grow Your Wealth Nov 06, 2020

Show notes

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework.

This is a good insight into how funds work and some steps you can take to set up your own fund.

For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth

Today's Panelists:

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

The Future of Oil and Natural Gas Investing Oct 30, 2020

Show notes

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0?

This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider.

For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard

Today's Panelists:

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

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