Money Tree Investing

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true. I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy. For more information, visit the show notes at https://moneytreepodcast.com/us-trading-championship-2020-oliver-kell Today's Panelists: Kirk Chisholm | Innovative Wealth Michael Rechenthin | tastytrades 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 For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies. We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors. 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 For more information, visit the show notes at https://moneytreepodcast.com/startup-incubator-steven-hoffman

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more... Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July with a debate of gold vs bitcoin. It was definitely was the surprise (not to us) hit of the conference. For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-eryka-gemma-bitcoin Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of investing. Patrick works with a lot of top traders, so you will learn a lot from this episode. For more information, visit the show notes at https://moneytreepodcast.com/the-chart-report-patrick-dunuwila Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more). Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss this episode. For more information, visit the show notes at https://moneytreepodcast.com/larry-kotlikoff-us-economic-policy Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Great interview this week with Options Trading Strategies expert, Tom Sosnoff. We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management? Listen to this episode with a lifelong industry insider from the options industry. For more information, visit the show notes at https://moneytreepodcast.com/options-trading-strategies-tom-sosnoff Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinum, Palladium, Rhodium, and more. For those of you who missed Freedomfest 2021 in July, Rich was my debate partner with the famous Gold vs Bitcoin Debate. I think we won. What do you think? For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-richard-checkan Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic. For more information, visit the show notes at https://moneytreepodcast.com/due-diligence-elliot-holland Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Are you looking to profit from the 5G revolution which is changing the future of technology? Have you considered cell tower leasing as a way to generate passive income from your real estate? We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector. For more information, visit the show notes at https://moneytreepodcast.com/hugh-odom

How can I afford to send my kids to college without putting myself into the poorhouse? Is the cost of college worth the price? Does everyone need a college education? We discuss these questions and more on this weeks show. This is a topic we will come back to time and time again to help people make the most of college for their kids. For more information, visit the show notes at https://moneytreepodcast.com/the-cost-of-college-ron-lieber Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Jack Wang | Innovative Wealth

Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more... Brian is a great educator of other traders and he eats his own cooking. He brings a great perspective of how to think about trading differently using different time frames, VWAP, and more. Price Volume and Time... What else is there to know? Oh and he wrote one of the top Ten books on Technical Analysis... he is no slouch. For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-brian-shannon Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

The secrets to investing are all in your head... Also known as behavioral finance. You don't need to be a psychologist. Daniel Crosby distills hundreds of behavioral bias down to 4 main categories and makes is simple to understand so you too can be a successful investor. The best investors in the world and large financial institutions understand these secrets. You should too. This interview is pure podcast gold. Learn your biggest enemy in investing. Are men or women better investors? Did you know people expect 17% returns annually from here... should they? Mindfulness and investing. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-finance-daniel-crosby Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more. Topics we address: What assets are the best ones to buy in a crisis Why do crisis happen? The importance of liquidity Value investing Japan The current bubbles Inflation, Deflation, and stagflation How to not be fooled by history For more information, visit the show notes at https://moneytreepodcast.com/asset-allocation-investing-dan-rasmussen Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax incentives and cost segregation. If you own real estate and you have not considered this, you need to listen to this episode. For more information, visit the show notes at https://moneytreepodcast.com/cost-segregation-bobby-thames Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you been looking for yield in all the wrong places? Lets talk about the right ones... Secured Mortgage Notes. Never heard of it? You are not alone. This is an enormous market place where people lend and borrow money for real estate privately... not through the banks. So the yields can be much higher. Check out our episode this week on Secured private mortgages, private notes, REO, and other secured paper. For more information, visit the show notes at https://moneytreepodcast.com/secured-mortgage-notes-chris-seveney Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications. We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more. For more information, visit the show notes at https://moneytreepodcast.com/brian-adams-real-estate-syndication-trends Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Real estate prices are continuing to skyrocket. People continue to flee to the suburbs. Lumber prices are up 300%+ People are paying above listed price all cash offers sight unseen. Where is this madness going to end? On top of that, Inflation is starting to pick up. Commodity prices are rising... when they have done nothing but drop for over 10 years. Have we finally turned the corner and started to see the inflation that the Fed has so desperately been seeking. We discuss all this and more on the show today with Greg McBride, from Bankrate.com. For more information, visit the show notes at https://moneytreepodcast.com/real-estate-inflation-greg-mcbride Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually. This week we discuss the points made by Buffett and Munger at the annual meeting as well as some of things that Buffett missed. For more information, visit the show notes at https://moneytreepodcast.com/berkshire-hathaway-annual-meeting-2021 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Which would you rather have Gold or Bitcoin? No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position. We have 4 experts debating whether Gold vs Bitcoin is better. You don't want to miss this debate. The big topics we discuss: What is the best store of wealth, liquidity, potential threats, transparency, environmental impact, and better impact on mankind. If you liked this debate, we will also be holding this debate at Freedomfest 2021 in South Dakota this summer July 21 - 24th. If you are in the area, stop by and say hi. (Register here: http://www.freedomfest.com/2021-featured-speakers Kirk Chisholm | Innovative Wealth Rich Checkan | Asset Strategies International Eryka Gemma | Bank of Eryka Paul Rosenberg | Cryptohippie

It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks. Send us your questions and you can be famous on our show. For more information, visit the show notes at https://moneytreepodcast.com/listener-questions-housing-market-crash-inflation-dividend-stocks

Are you still wondering what all the fuss is about? Still think cryptocurrencies are the next tulip bubble? This week we interview Paul Rosenberg about why everyone is excited about investing in cryptocurrencies. We discuss what is preventing widespread adoption, "stock to flow", privacy coins, and why you need to take a second look at how blockchain technology is going to change the world. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-cryptocurrencies-paul-rosenberg Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Tim Picciott | The Liberty Advisor

A great interview with Michael Sonnenfeldt, founder and chairman of Tiger 21, a peer network of successful high net worth individuals. We discuss what it is like for successful entrepreneurs to have an successful exit, then deal with new wealth, how to raise kids around wealth, what surprises they encounter, how to deal with loss, why entrepreneurs have the opposite mindset of successful investors, and more. For more information, visit the show notes at https://moneytreepodcast.com/tiger-21-michael-sonnenfeldt-successful-entrepreneurs Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Are you a prolific investor? We interview Chris Odegard about his story of going from employee to full time investor. He talks about how he learn to be a smart investor, books he has read, and why he invests in alternative investments. Chris had some investments even I had not considered. This interview was a real eye-opener. He also talks about his hierarchy of investors. For more information, visit the show notes at https://moneytreepodcast.com/prolific-investor-chris-odegard Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

What is the easiest way to ease your way into overseas real estate investing? Are you a Pioneer or a Settler? What country should you consider? What is not listed in the brochures? All these questions and more are answered on the show. We also talk about one of my favorite topics... How to do due diligence. Mike talks about his 100 question questionnaire. This guy is thorough. You will learn a lot. I know I did. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-overseas-real-estate-michael-cobb Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Have you considered investing in real estate syndications? They can be a great way to invest if you do your due diligence properly. Learn the secret questions to ask real estate syndicators to make sure it is a good investment for you. Are you focusing on financial offense or financial defense? Vetting values and more... For more information, visit the show notes at https://moneytreepodcast.com/choosing-real-estate-syndications-over-technology-due-diligence-investing-secrets Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Do you need financial therapy? Studies suggest you do... Are you money avoidant, money vigilant, or money worship? This week we discuss financial therapy, money scripts, cognitive bias and more. For more information, visit the show notes at https://moneytreepodcast.com/megan-mccoy-financial-therapy/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

Want to learn the secrets of smart estate planning strategies? This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early. For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

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

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

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

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

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

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

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

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

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: Is a 10% return good or bad Is a 10% return good or bad (video) JP Morgan Market Insights - Guide to the Markets (January 2021) 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

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

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

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

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

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

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

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

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

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

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

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

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 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

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