Money Tree Investing

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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/

Have you ever wondered why there is such a large wealth gap in the US? Do you know why the middle class is disappearing? Have you thought about why our financial system is so unstable? You might be surprised at the answers to these questions. You don't have to look far, because the answers are found in the history of money. Join us this week as we interview money historian, John Sneisen on our show. For more information, visit the show notes

Is your ETF employing the best strategies for this market? This week we discuss ETFs and why you should consider them for your portfolio. We discuss the difference between mutual funds and ETFs, active and passive ETF strategies, Smart Beta, ex-out indexing, quant strategies, gold, and more. For more information, visit the show notes at https://moneytreepodcast.com/298

Are you trying to maximize your social security benefits? Confused by the complexity of when to apply? Looking for someone to make it easy? This week we interview a social security expert, Devin Carroll about the best practices, helpful tips and tools you can use to optimize your social security benefits. For more information, visit the show notes at https://moneytreepodcast.com/297

The 5 F's of Finance discusses financial fraud, why it happens, how to protect yourself against it, why smart people are more susceptible to it and more. The best part about this episode is literally the day we recorded it I got an email that hit all 5 Fs on their first outreach. It was priceless. Most frauds are easy to spot to the trained eye and the diligent investor. This special episode is the start of a series we are doing on financial fraud. This is a must listen episode... For more information, visit the show notes at https://moneytreepodcast.com/296

This week we discuss the best trend you have never heard of... Generation 4 Nuclear Reactors Think about all the problems you think you know about nuclear energy... Those are all solved with generation 4 nuclear reactors. We talk with the leading expert in nuclear energy who has the ear of both political parties. Big changes are afoot. Find out how you can participate in the trend. For more information, visit the show notes at https://moneytreepodcast.com/295

Looking to create $20,000 a month in passive income? We interview the Wealthy Gardener, John Soforic, about how he turned his humble beginnings into a strong passive cash flow, retired at 49 years old and why he has decided to teach others his secrets. For more information, visit the show notes at https://moneytreepodcast.com/294

Does your employer love you? Find out why financial wellness plan are essential to employee productivity, happiness and reducing stress... Yet most employers don't have them. Want to know why? This week we discuss financial wellness plans, 401k plans, and George's podcast, Money Savage. This is a great interview with one of the industry's famous podcast hosts. For more information, visit the show notes at https://moneytreepodcast.com/293

Are you looking to invest in real estate? How would you like to invest in real estate without fixing toilets, roofs, dealing with tenants or contractors? Sound too good to be true? Its not. Learn how some of the expert real estate investors invest in real estate with less risk and less stress. For more information, visit the show notes at https://moneytreepodcast.com/292

Have you heard of the CARES Act? It's the government's attempt to give you free money... Interested in learning more? We discuss the ins and outs of the CARES act and how you can benefit from this new government bailout of America. Yes its that "Huge". We brought on 3 experts this week to discuss what you need to know. For more information, visit the show notes at https://moneytreepodcast.com/291b

How would you like to get into the minds of the top 3 investors of all time? We do that this week on our show... We interview Scott Chapman about his new book where he analyzes the top 3 investors of our time and why they were successful. We discuss Peter Lynch, John Templeton, and Warren Buffett. For more information, visit the show notes at https://moneytreepodcast.com/291

Investing in natural resources is hard... no, its foolish... unless you know what you are doing. If you understand the industry it is a gold mine (pun intended). Industry insider Rick Rule talks about his decades of experience investing in natural resource stocks, warrants, and other related investments. He brings his practical experience to the pie in the sky ideas that most investors are looking for. Gold, Silver, Platinum, Uranium, and more. We discuss the best ways to invest in this sector without losing your shirt. For more information, visit the show notes at https://moneytreepodcast.com/290

How are you acting during this health and economic crisis? Are you being reactive, proactive, or are you leading others to help your community? Are you financially resilient? Statistically, 10% or less people are leading and 80% are being reactive. Learn why and what you can do in times of crisis to thrive and come out of the crisis more resilient. For more information, visit the show notes at https://moneytreepodcast.com/289b

Are you worried about the next market downturn? Want to know how to protect yourself? Want to know why you have never heard about this type of investing from your broker? We interview an up and coming quant and tactical asset allocation manager and discuss how tactical investing can protect your assets during adverse market conditions. Don't miss this episode with PJ DuWors of Q32 Capital Management. For more information, visit the show notes at https://moneytreepodcast.com/289

Learn why that can cost you money and how some of the top investors look at historical stock market returns. We dig into past performance and discuss how you can use that to benefit your portfolio. We interview seasoned stock market veteran, Barbara Friedberg about how you should look at historical stock market returns. For more information, visit the show notes at https://moneytreepodcast.com/288

Markets around the world are overpriced. Value stocks have under-performed for over 10 years. If you are a value investor, where do you invest? This is one of my favorite interviews. This week we interview Investing Legend, Steven Bregman. He explains how he looks at the markets from a value lens, why value investing is important to overall market health, the danger of low interest rates, why you should worry about the indexation of markets, and the bond ETF bubble. We cover a lot in this episode, but if you are serious about investing, this episode is pure gold. For more information, visit the show notes at https://moneytreepodcast.com/287

Back by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now. Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop

Welcome to our first Market Monday where we discuss what happened last week, what to expect next week and to help put the market into perspective. Last week was a crazy one... just like the week before. Will this continue? We talk about how to look at the market with an unbiased lens, how to not lost your mind while others are losing theirs, the bond market, the Lebanon bond default, the spike in the VIX and what it means, the coronavirus (COVID-19), economic conditions, black swan events, fed manipulation and more... For more information, visit the show notes at https://moneytreepodcast.com/market-monday-coronavirus-how-to-protect-yourself-in-this-market-lebanon-debt-default-fed-manipulation-march-8-2020

Are you looking to invest in real estate that is too expensive? Are you looking to invest in real estate but don't feel you have the expertise or time to do it yourself? Have you considered apartment syndications? We discuss the pros and cons to this assets class and investment style on our show this week with Aaron Fragnito. For more information, visit the show notes at https://moneytreepodcast.com/286

Are you worried about risk in your portfolio? ​ If you are not worried about risk you should be. If you are worried about risk, this show will discuss how to think about risk management with your investments. This week we discuss how to create a risk management process with 3 essential elements that many financial institutions miss. Kelly Coughlin refers to this as making sure your investments have TLC. Great tips from a former insider. For more information, visit the show notes at https://moneytreepodcast.com/285

Are you considering the Deferred Sales Trust to defer capital gains taxes on the sale of your business, real estate or low costs basis stock? This episode is the Ultimate Insiders Guide to the Deferred Sales Trust. We discuss how it works, what you need to know, and is this something you should use. We interview a trustee and promoter of the deferred sales trust, Brett Swarts. For more information, visit the show notes at https://moneytreepodcast.com/284

Are you looking to start a business? Struggling to figure out what types of business entities to create? Trying to optimize the structure to minimize taxes and potential liability? S-Corps, C-Corps, LLC, B-Corp, and more. We discuss why it is important for your company or your investment. For more information, visit the show notes at https://moneytreepodcast.com/283

Top Listener Questions from our favorite listeners. Where should I invest my emergency fund? Do I need a formal Budget? How do I evaluate REITs? What is the best asset allocation for me? Listen to these questions and more... For more information, visit the show notes at https://moneytreepodcast.com/282

Want to know how most financial advisors communicate with their clients? A recent survey from Sean Brown at Ycharts discusses the current state of communications with clients and their financial advisors. For more information, visit the show notes at https://moneytreepodcast.com/281

Are you looking at economic opportunity zone investments for your capital gains? This episode is for you. Want to know how the rich take advantage of the tax code to grow their wealth? This episode is for you. Not familiar with what I'm talking about? Put on your earphones and listen to this interview with industry insider, Brandon Lacoff, who tells us exactly what to look for when considering an economic opportunity zone fund. If you are looking to defer your capital gains with this new secret part of the tax code. Join us for another episode in our Tax Loopholes of the Rich series. For more information, visit the show notes at https://moneytreepodcast.com/280

Have you ever wondered how people buy real estate with no money down? Me too. That's why we interviewed expert Chris Prefontaine about buying real estate on terms. He talks about the three best ways to buy real estate without putting cash down and reducing your risk on your investments in real estate. https://moneytreepodcast.com/279

Do you work in a profession that is at high risk for lawsuits? Do you worry about creditors taking advantage of your wealth? Do you want to take a trip to a beautiful destination and write it off as a tax deduction? This is an exciting episode where we explore the idea of using international asset protection strategies and offshore banking. Learn some of the top reasons people consider these strategies for protecting their wealth. For more information, visit the show notes at https://moneytreepodcast.com/278

Happy New Year!!! Welcome to the new decade of 2020. We are starting off the new year on the right foot by discussing the best way to create your financial new year's resolutions. Listen to our panel of experts with decades of experience helping people succeed. We have a great list of books that are great tools to help you do this right. For more information, visit the show notes at https://moneytreepodcast.com/277

Did you end up spending way more during the holidays than you expected? Did you max out your credit cards? Did you know that debt is probably causing you much more stress that you realize? This week we discuss paying off debt with 2 experts who were able to quickly pay down a large amount of debt and go back to enjoying life without stress. For more information, visit the show notes at https://moneytreepodcast.com/276

Are you worried about how global trade wars are going to affect your portfolio? What about changes in tax policy? This is the episode for you. Chris Macke discusses these issues and some innovative solutions like Incentive-Based Corporate Tax Policy to make real change. We also discuss how you should look at these big issues in regards to your investments. For more information, visit the show notes at https://moneytreepodcast.com/incentive-based-corporate-tax-policy-chris-macke-solutionomics

Do you make high 6 or even 7 figure income and are frustrated with the limitations of your 401k plan? This week we discuss the defined benefit plan, a secret retirement saving strategy that is used by wealthy families to put away up to 6 figures annually in their retirement plan. Want to know why your financial advisor never told you about it? We discuss that too. For more information, visit the show notes at https://moneytreepodcast.com/274

Millennial's have it rough. They came into the professional world during the great recession. They are widely misunderstood by corporate America, and they are the biggest generation since the baby boomers. They want to make an impact. If you are a millennial, listen to Kara's view of how millennial investing can be done differently to make a difference and still be successful. For more information, visit the show notes at https://moneytreepodcast.com/273

Having a tough time throwing away all your extra junk... sorry - treasures? You are not alone. Everyone else has this problem too. This is one of the reasons that the trend in self storage investing has been experiencing a great run over the past 25 years, outperforming many other real estate sectors. Are you investing in self storage units? Kris Benson discusses what you are missing out with self storage investing and why you have not heard of these interesting trends in this space. Join us this week to learn why you should consider this sector. For more information, visit the show notes at https://moneytreepodcast.com/272

Are you looking for high dividend yield stocks? You are probably missing out on some of the best shareholder friendly stocks. Today we dive into the concept of Shareholder yield. Its like looking for dividend stocks on steroids. According to Meb's research companies with high shareholder yield outperform the S&P500 and their dividend yielding stock counterparts. Learn more about how shareholder yield can impact your investing strategy. For more information, visit the show notes at https://moneytreepodcast.com/271