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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.

    Advertise

    Copyright: © Money Tree Investing

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    Latest Episodes:
    Mindful Money Interview with Jonathan Deyoe Aug 14, 2020
    Show notes

    I have interviewed some great investors on this show and one thing comes to mind...

    While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor.

    We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex...

    And if that isn't enough we talk about how to create a happiness dividend.

    For more information, visit the show notes at https://moneytreepodcast.com/minful-money-jonathan-deyoe

    Today's Panelists:

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

    Leveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan Stavasski Aug 07, 2020
    Show notes

    Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit.

    This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources.

    For more information, visit the show notes at https://moneytreepodcast.com/leveraging-credit-credit-repair-travel-hacking-yan-stavasski/

    Today's Panelists:

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

    Real Estate Crowfunding Review Episode with Ian Ippolito Jul 31, 2020
    Show notes

    How are you looking to invest in real estate?

    Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site?

    We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding.

    For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito

    Today's Panelists:

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

    The Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And More Jul 24, 2020
    Show notes

    Richard Smith spent the last 16 years leveling the playing field for individual investors.

    We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies.

    This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk.

    For more information, visit the show notes at http://moneytreepodcast.com/risk-management-stop-loss-volatility-stock-picking-and-more

    Today's Panelists
    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection

    The Fioneers – Learn How SloFi Can Make Your Life Better – interview with Jessica Fioneers Jul 17, 2020
    Show notes

    This week we interview Jessica Fioneers about SloFi.

    It is a acronym bonanza

    SloFI...

    FIRE...

    YOLO...

    and F-You money... well the last one is not quite an acronym, but who doesn't want that.

    For more information, visit the show notes at https://moneytreepodcast.com/fioneers-slofi-make-your-life-better


    Offshore Investing and Life As An Expat Interview With Mikkel Thorup Jul 10, 2020
    Show notes

    Do you like the country you live in? Have you imagined living in another country? What about investing in another country?

    On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well.

    For more information, visit the show notes at https://moneytreepodcast.com/offshore-investing-life-as-an-expat-mikkel-thorup

    Today's Panelists:

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

    Do you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins Jul 03, 2020
    Show notes

    Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers.

    We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space.

    For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-rebecca-wiggins

    Today's Panelists:

    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection
    • Garret Philben | Be Awesome Not Broke

    Financial Literacy for Kids, with Debbie Todd Jun 26, 2020
    Show notes

    Ever wondered why financial literacy for kids is not taught in school?

    Me too...

    We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious.

    Today's Panelists
    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection

    For more information, visit the show notes at https://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa


    Budgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting Jun 19, 2020
    Show notes

    This week we discuss how to think about budgeting when you don't want to think about budgeting.

    This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode.

    Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with the Joneses and FOMO, Nick takes this line of thinking to a whole new level. He caused me to reexamine my premises. This is something we all should do from time to time.

    Today's Panelists
    • Kirk Chisholm | Innovative Wealth
    • Barbara Friedberg | Barbara Friedberg Personal Finance
    • Megan Gorman | The Wealth Intersection
    • Mark English | Innovative Wealth

    For more information, visit the show notes at https://moneytreepodcast.com/budgeting-made-easy-nick-true


    Current Market Conditions Update, Types of Wealth Management Firms, and Barbipedia Jun 12, 2020
    Show notes

    The stock market is approaching all-time highs... yet unemployment is somewhere between 13-20%. Prior to the selloff, It was below 4%. What am I missing???

    How should an investor invest in this market?

    Buy and hold, DCA, market timing, or another secret strategy...

    We discuss these issues, the 5 types of wealth management firms, and Barbipedia. We had a lot of fun on this episode. Join us for and market update.

    For more information, visit the show notes at https://moneytreepodcast.com/types-of-wealth-management-firms/


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