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    Business

    Money Tree Investing

    The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.

    If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

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    Copyright: © Money Tree Investing

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    Latest Episodes:
    Tax Advantaged Investments in real estate DST Oct 23, 2020
    Show notes

    Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be.

    For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon

    Today's Panelists:

    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection
    • Miranda Marquit | MirandaMarquit.com

    Money Honey Rachel Richards – Retire Early With Passive Income Oct 16, 2020
    Show notes

    Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that.

    Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show.

    For more information, visit the show notes at https://moneytreepodcast.com/money-honey-rachel-richards-passive-income

    Today's Panelists:

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

    Investing in Small Businesses For Profit Oct 09, 2020
    Show notes

    This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies.

    We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy.

    Join us this week to learn how to build wealth outside of your W2 income.

    For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen

    Today's Panelists:

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

    Investing in Tax Liens For Profit and Fun – One of Kirk's Favorite Asset Classes Oct 02, 2020
    Show notes

    This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too.

    Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it.

    For more information, visit the show notes at https://moneytreepodcast.com/investing-in-tax-liens-joanne-musa-tax-lien-lady

    Today's Panelists:

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

    Mobile Home Park Investing – Digging For Gold In A Trailer Park Sep 25, 2020
    Show notes

    This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview.

    For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly

    Today's Panelists:

    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection
    • Mindy Jensen | Bigger Pockets

    Venture Capital Investing: Wall Street's Secret Club They Don't Want You To Join Sep 18, 2020
    Show notes

    We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't.

    It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more.

    For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom

    Today's Panelists:

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

    Black Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob Arnott Sep 11, 2020
    Show notes

    Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers.

    We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem.

    For more information, visit the show notes at https://moneytreepodcast.com/pension-crisis-rob-arnott

    Today's Panelists:

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

    Investing in Raw Land… The Simplest Form Of Real Estate Without The Headaches – Mark Podolsky Sep 04, 2020
    Show notes

    This week we interview the Land Geek, Mark Podolsky.

    We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land.

    I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101.

    For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky

    Today's Panelists:

    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Seth Williams | REtipster

    Investing At A Young Age… Inspiring Younger Investors With Caleb Gulliams Aug 28, 2020
    Show notes

    You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrificing today vs tomorrow. why compounding is important to growing wealth and more...

    For more information, visit the show notes at https://moneytreepodcast.com/investing-at-a-young-age-caleb-gulliams


    Learn The Secrets of Money Through Storytelling – Mesh Lakhani Aug 21, 2020
    Show notes

    This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling.

    We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school.

    For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-money-mesh-lakhani

    Today's Panelists:

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

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