Money Tree Investing

We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/all-time-highs-577

Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/compound-code-scott-kyle

Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices. For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024. Highlights 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos. Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts. Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed. Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations. Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures. Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity. Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners 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

This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health. For more information, visit the show notes at https://moneytreepodcast.com/mindful-money-jonathan-deyoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway. Join us this week as we dive into what is important and not about 2024. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations. We also discuss where these uber wealthy went. Join us for this fun holiday special. For more information, visit the show notes at https://moneytreepodcast.com/where-are-the-missing-billionaires-victor-haghani Today's Panelists: Kirk Chisholm | Innovative Wealth 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 X (formerly Twitter): https://x.com/MTIPodcast

It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position does not pay millions of dollars a year and typically it is filled by an academic. Only rarely does it get filled by person with real life experience. So the attraction to the position is mainly for power and influence... and most important legacy. So my error was in thinking that Jerome Powell wanted to be remembered as a Paul Volker type, who killed inflation. However after the recent Fed meeting, it appears as if Powell is comfortable becoming the next Arthur Burns... Who fell over himself and did nothing and maybe even helped the US experience inflations rates approaching 20%. It was a crazy period of time to say the least and Powell may have just blundered into Burns' mistake. Only time will tell, but arrogance knows no bounds.. Just ask our politicians. Join us this week for a fun Holiday Special. For more information, visit the show notes at https://moneytreepodcast.com/i-was-wrong-powell-wants-to-be-burns-not-volker-603 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about this exciting event. We also discuss how investors can get access to these securities... and if they even should. For more information, visit the show notes at https://moneytreepodcast.com/history-of-ipos-dakin-campbell Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

2023 has been a most interesting year. And it looks like we are ending it with a tremendous Santa Clause Rally for the books. This is in part due to Jerome Powell's decision to become an Arthur Burns, not a Paul Volker. So much for his legacy... Join us as we discuss some of the most interesting news today. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/santa-clause-rally-2023-565

What does it mean to be an emerging manager in today's world? Why is it so hard for women and immigrants to get access to capital markets? Isn't the American dream still attracting immigrants? You might be surprised at some of the answers we discuss on the show today. Fortunately America is still attracting talent, but not like it used to. Join us this week as we peek into the underbelly of America's capital markets. 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 X (formerly Twitter): https://x.com/MTIPodcast

Bulls Make Money... Bears Make Money... Pigs Get Slaughtered is an old phrase which still hold true. Are you being a pig in your portfolio? This is a good time of year to reassess your portfolio and make sure you are not being a pig. For more information, visit the show notes at https://moneytreepodcast.com/bulls-make-money-bears-make-money-pigs-get-slaughtered-563 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Christopher Zook talks about the secrets of high finance and how you can join them. We discuss GP Stakes and how this exists for investors to join the club. For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-high-finance-christopher-zook Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week we discuss Black Friday and why it doesn't matter to the markets. Personal spending cools... The market yawns Credit Card Balances Skyrocket... The market doesn't notice. The economy starts cooling and the market celebrates. They think the Fed will pivot, but the Fed is clearly saying no. Eventually the market will wake up after it gets hit in the head with a brick. We also discuss Moral Hazzard and why it will cause the next market crash. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

John Jennings, financial advisor to ultra high net worth investors, discusses a myriad of topics related to issues that extreme wealth has with individuals and families. We also discuss mental models, ikigai, and wealth preservation secrets. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/ultra-high-net-worth-issues-john-jennings

We give thanks for this podcast, Money Tree Investing. We thank the listeners for your faith in us. We would also like to thank Wall Street for giving us so many opportunities to poke holes in your "rules of thumb". This week we discuss what is going on with consumer sentiment, the first of Seth Klarman's lessons from 2008 and more important market related insights. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

It is important to have a personal finance process if you want to have success with your household finances. Most people only focus on their investments and ignore everything else. This is a mistake. We interview Bryan Kuderna to discuss how you can improve your financial health. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-process-bryan-kuderna

A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from uncle sam. Lastly, we share a very popular chart of why it makes sense to rent vs buy right now. Oh and we congratulate meatloaf... AKA Javier Milei, which might prove out to be real life comedy, not just the kind his girlfriend puts on. For more information, visit the show notes at https://moneytreepodcast.com/where-have-all-the-bears-gone-557 Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years. For more information, visit the show notes at https://moneytreepodcast.com/financial-divorce-sharon-klein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008. A 2024 bank crisis would surprise a lot of people, but at the same time everyone saw it coming and did nothing. Why? Good question. This has the making of the next black swan. Much like 2022 when the markets immediately dropped on the first day of trading. People just decided that it was time. Time will tell for 2024. Also in the news... The last US treasury auction yielded poor results when no one showed up. Yields are not dropping like many predicted. And next year should be interesting. For more information, visit the show notes at https://moneytreepodcast.com/2024-bank-crisis-555 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode. For more information, visit the show notes at https://moneytreepodcast.com/risk-is-what-is-left-over-grant-bledsoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week the Fed spoke and the market listened. Here is what it heard... We still don't believe you J Powell... We know you will lower rates next year. The markets should be higher despite any rational thought. HODL Nuff Said... Mic Drop... And in other news... People still cannot pay their credit card bills... or buy new homes... or afford to continue to spend on a debt fueled buying binge... And no one seems to notice or care. Alice in Wonderland is plain vanilla might be able to understand this, but not many others can. For more information, visit the show notes at https://moneytreepodcast.com/the-fed-spoke-market-listened-inflation-553 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

We discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are coming and you need to be prepared. Paradigm shifts... Debt Jubilee... Growth Challenges... and more. Join us for an interview with Mark Higgins, who is a market historian and student of financial history. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-us-financial-history-mark-higgins 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 X (formerly Twitter): https://x.com/MTIPodcast

We discuss some crazy mental models about how the world works that can help you be successful in investing. Are these correlations or causations? Your answer can give you insight into your future. Other tell tales signs are the commonalities of Jordan Belfort and Warren Buffett. Warren Buffett didn't become wealthy like you read about. There is an underlying secret that allowed him to become this rich and it isn't just by picking stocks. This week we have a Halloween special episode where we reveal all the costumes that people wear are not what they seem. For more information, visit the show notes at https://moneytreepodcast.com/jordan-belfort-and-warren-buffett-551 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Looking for credible news sources? Me too. That's why I don't read the "news". I cultivate my sources from various places based on their ability to identify certain trends. This has taken me 20 years to filter Want your own sources? Here are 6 tips to cultivate your own sources How to cultivate investment sources Stay away from major media, most of it is propaganda or paid-for advertising Find independent sources and follow them for a while to get to know their perspective Find competing sources (e.g. republican view vs democrat view). This is hard but extremely valuable Find people who know how to think Challenge your own views on things. Challenge your ego Look for outliers or things that don't make sense Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Great interview this week with Stocktwits COE Rishi Khanna. We discuss how Stocktwits is changing the face of investing. We discuss Ai, deep fakes, Web3, decentralized ownership, investor sentiment, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/stocktwits-rishi-khanna

Peter Higgins talks about high yield bonds and the next credit event. If you are not worried about the next credit event, it could clean you out. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/next-credit-event-peter-higgins

Even though the market has been dropping for the past 3 months, very few people think it is going lower. BIG QUESTION: Why does virtually no one on Wall Street believe J Powell? He has been clear. We have been clear. Rates will be higher for longer than most people think. The markets are starting to reflect it, wait till it is fully baked in. Not a rollercoaster I want to be on. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners 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

We think we have free will and control over our lives, but we have much less control than we think. No I'm not talking about the government. I'm talking about the operating systems that control us. Habit formation, cognitive bias, emotions, prediction engines, misinformation and more. This is a great episode if you want to change your life. Join us this week as we discuss how to change your investing with Mary Martin. For more information, visit the show notes at https://moneytreepodcast.com/controls-your-investing-mary-martin Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Tim Baker joins me to discuss the up coming credit event, what a credit event is, and how you can prepare. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Get some insider information in the real estate market from our interview with Tim Whalen. You need to hear this if you own real estate. It is starting to happen and I'm glad I made the changes to my portfolio last year before this came about. Great insights this week from Tim. Join us to hear what he thinks will happen next. For more information, visit the show notes at https://moneytreepodcast.com/insider-information-in-real-estate-market-tim-wallen Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Summer is over and fall market seasonality is here. Join us to see what this means for your portfolio. If history repeats this will impact your portfolio more than you know. BTW did you notice the equal weight SP500 is now negative for the year? Yup... almost no one else did either, but it's important. join us to find out why. For more information, visit the show notes at https://moneytreepodcast.com/fall-market-seasonality-543 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Amnol Singh talks about the swing traders mindset and how to prevent yourself from making big mistakes. We discuss how to use different styles in your favor, and why some methods work better than others. Join us this week to learn a new skillset that could help in a volatile market. For more information, visit the show notes at https://moneytreepodcast.com/swing-trading-amnol-singh Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

WTF Happened in 1971 indeed... Anyone over the age of 40 years old knows what happened in 1971. If you don't then this is essential information if you want to protect your wealth. Join us as we dive into a ton of data, charts and stories about why 1971 was the turning point where things started to go off the rails. www.wtfhappenedin1971.com Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Investing legend Mark Yusko has a seasoned career at Morgan Creek prior to that he worked on the endowments at UNC and Notre Dame. Mark is a deep thinker and strategist when it comes to investing in the new era of digital currencies. There is a lot of opportunity and challenges ahead. If you want to navigate the choppy waters, listen to this episode where we find out what Mark sees that we do not. For more information, visit the show notes at https://moneytreepodcast.com/mark-yusko-new-era-digital-currencies Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week we discuss how fear and control negative affect your investing success. Wall Street... The media... Salespeople... All of them are working against your better judgement. We share these secrets this week on our show to help you become a better investor today. Inverted yield curve, housing prices, household liquidity savings, income and more. BTW This has nothing to do with Marijuana. But we do discuss it being the 6th largest cash crop in the US. Imagine when it becomes legal in all states. Goodbye sweet corn... Hello sweet Mary Jane. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

The housing crash is 100% certain according to Keith Weinhold. While we agreed with Keith on a lot of ideas on this episode, we do have a heated debate on why housing is not crashing yet and why it might take a while. Join us this week on Money Tree Investing where we skewer some traditional thinking about real estate so you can find the best opportunities in the real estate market without taking a bath... although you should definitely bath daily. 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 X (formerly Twitter): https://x.com/MTIPodcast

Retailers are sounding the alarm... a bit late in my opinion, and probably doing a bait and switch as well. They are claiming that slippage (AKA theft) is causing them to lose billions... or the economy is doing it... The theft has been an increasing part of their business in states like California. And they have been aware of it. Why sound the alarm now? Join us this week to find out. Also we discuss China's new woes and other interesting information like the Huge spread between 7 stocks and 493 stocks being 50%. WOW. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Billionaire Ben Frasier is the podcast host of Invest Like A Billionaire. We discuss billionaire habits, how you too can become wealthy, and what to do immediately when you have extreme wealth. This is an in depth dive into billionaire wealth and what you can learn from it. For more information, visit the show notes at https://moneytreepodcast.com/invest-like-a-billionaire-ben-fraser Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

This week we interview Wes Moss about the Happiness Retirement Project. We discuss a lot of research data on people who are the happiest in retirement. If you think you know about happiness in retirement, you haven't seen anything yet. I learned a lot in this interview and will be applying much of the knowledge to my own practice. Join us this week for your own happiest retirement. For more information, visit the show notes at https://moneytreepodcast.com/happiness-retirement-project-wes-moss Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://x.com/MTIPodcast

This week I came back from vacation to this surprise in the markets. I take one week off and what happens? You guessed it. not much. Well except for the market sell off, bounce back and bounce back again. It's all getting us ready for Labor day when the real traders get back to their desks. Well if they actually went to work in an office... Which according to Goldman Sachs is not happening. We will see some changes coming up and we are going to talk about it with you. Join us for an interesting episode about all fun things you wanted to do on vacation but never did. For more information, visit the show notes at https://moneytreepodcast.com/what-you-missed-in-the-markets-inflation-533 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

Household budgets are getting tight. The middle class is getting squeezed. Credit card debt is through the roof. What comes next is not fun. This week we interview Tatiana Tsoir about some great budget hacks and choosing the correct tax advisor. For more information, visit the show notes at https://moneytreepodcast.com/budget-hacks-tatiana-tsoir

I went fishing with the family last week and caught this monster fish from the prehistoric era. It looked almost alien. I also learned a few things about inflation that we discussed in this episode which could be a leading indicator for the market direction. For more information, visit the show notes at https://moneytreepodcast.com/relates-to-inflation-531 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

One of our favorite macro economists, Richard Duncan, joins us to discuss everything you want to know about, Inflation, China, recessions, bull-bear case for the future of the markets, and what are high rates going to do with the economy. For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-watch Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast

We discuss the 1.55 Billion dollar lottery. We also discuss what lottery winners, professional athletes and trust fund kids all have in common... (hint) it isn't money). If you want to win the next billion dollar lottery, here is what you need to do. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast