Money Tree Investing

The Euro is at par with the US Dollar. Huh? Should I be worried or is it ok to be confused? You are not alone in wondering if this matters. The answer is it does and it doesn't. In this episode we will discuss why this matters. We discuss where it is a good thing and where it is a bad thing for the US economy. It is worth watching as it can impact your investments. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-why-is-the-euro-at-par-with-the-us-dollar 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 Twitter: https://twitter.com/MTIPodcast

Are you looking to increase the yield on your dividend stocks? Are you aware there are stocks outside of the US? While we all know we can buy stocks in other countries, most do not. This is not a US-centric problem. Home country bias is a global bias. We all inherently follow Peter Lynch by investing in what we know. However this limits you to opportunities and lowers your potential dividend yield. Global dividends are a great way to enhance your income on investments if you know what you are doing. We discuss how you can do that. For more information, visit the show notes at https://moneytreepodcast.com/are-you-home-country-biased-global-dividends-can-provide-interesting-opportunities 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

Happy Independence Day! (2 Days Belated) I hope you all enjoyed the holiday and spent some time reflecting on what is important in your life. We are at it once again. You guessed it... Inflation. We are beating inflation like a rented mule. (Apologies in advance to all the rented mules who were offended by that comment.) Since inflation is not going away, we are going to keep discussing this until everyone is up to speed. This has global impact so prepare yourselves. This week we will be discussing the impact of inflation on valuations, should you invest in growth vs value, and we discuss the markets and what our thoughts are. Join us with your frosty beverage of choice (as long as your are not driving, or it is a slushy). Cheers! 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 Twitter: https://twitter.com/MTIPodcast

This is another episode of Secrets of the Rich. Secret #17, Investing in Agriculture. Have you asked yourself why so many Billionaires are investing in agriculture? We discuss why on this weeks episode. This is one of my favorite asset classes, yet so few people are investing in it. You should start to learn more. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-agriculture-for-income-growth-and-protection-from-inflation 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

Inflation Alert... Here is what you need to know about the impact of inflation on investments in your portfolio. We discuss stocks, bonds, real estate, cash, commodities, and more. Also I hope you have watched the prior episodes. IF you have not please click here to listen. If you have then you are aware of our prediction about inflation. Now we are going to take you behind the curtain and show you how to know when you are wrong. We will be using ourselves as the guinea pigs for this one, but you can learn from this to apply to your own investing. For more information, visit the show notes at https://moneytreepodcast.com/impact-of-inflation-on-investments-beware-of-inflation-4 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 Twitter: https://twitter.com/MTIPodcast

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated in this low yield environment. This is a great tool for people to understand and add to their toolbox. We also discuss how to hedge your portfolio in times of market volatility. For more information, visit the show notes at https://moneytreepodcast.com/covered-call-writing-kevin-simpson

Are you curious about how inflation affects real estate? Your home, investment property, land, etc. will all be affected by inflation. This is the biggest source of wealth for most Americans, so it is Urgent that you understand this fact. We also discuss how asset allocation has changed and how you should be thinking about your own asset allocation. For more information, visit the show notes at https://moneytreepodcast.com/how-does-inflation-affect-real-estate-your-portfolio-asset-allocation-inflation-4 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

High inflation is causing big problems in the economy, stock market and family budgets. When will it go back to "normal"? What is the Federal Reserve going to do? How can you prepare for what comes next? This interview is a great historical perspective on inflation from Gene Epstein, who as a former editor at Barron's, has seen this happen before and can share his perspective. For more information, visit the show notes at https://moneytreepodcast.com/historical-perspective-on-inflation-editor-of-barrons-gene-epstein 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

Why do we have inflation? I'm sure you have heard about 100 reasons why this is happening, yet none of them make sense to you. We are in a paradigm shift and most people will not realize this for at least another year. In this episode we discuss what is inflation, why do we have it, how does this effect your real estate, should you buy real estate, and more... For more information, visit the show notes at https://moneytreepodcast.com/why-do-we-have-inflation-bonus-episode-beware-of-inflation-3

If you are worried about paying too much for your investments, this episode we discuss how to invest in distressed assets. As we move towards a recession, many assets will become distressed and you will want to know how to invest and keep your risk low. Should you feel guilty about finding bargains? We discuss that too. For more information, visit the show notes at https://moneytreepodcast.com/101-guide-to-investing-distressed-assets-during-times-of-market-stress 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

This is the second bonus episode in our Beware of Inflation series where we discuss the impact of inflation on different assets and aspects of your life. This episode we discuss the impact of inflation on cryptocurrencies. Do you think cryptocurrencies are a good hedge against inflation? The results may surprise you. We have some assets that are great hedges against inflation but for different reasons than you think. For more information, visit the show notes at https://moneytreepodcast.com/impact-of-inflation-on-cryptocurrencies-gold-cash-bonus-episode

Are you looking for higher yields? High yield bonds are historically an interesting way to increase the yields you get from your investments. Markets are getting rocky, so finding the right bonds are important. Many professionals love buying high yield bonds during tough markets. Bill talks about how he finds good bonds. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-high-yield-bonds-to-find-higher-yields-bill-zox

We have a thorough discussion this week with Rick Ferri about passive investing and whether it makes sense for your portfolio. We also discuss why Warren Buffett doesn't use passive investing, why it works, and if it will continue to work in the next 5 years. 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/is-passive-investing-truly-the-best-strategy

Debbie Todd discusses the 7 best ways to teach financial education to kids. This is one of the biggest problems in this country... adults not having financial acumen... which starts when they are children. Debbie talks about where this comes from, and how to fix it. If you have children, you want to listen to this episode. 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/financial-education-for-kids-debbie-todd

Richard Duncan is once again a guest on our show. Richard is going to explain to us why our economy is hitting a speedbump and why this is the symptom of larger problems. Also his book talks about some remedies that could get us back on track. I love having Richard on the show as he is a wealth of information and wisdom. His book, The Money Revolution was a fascinating read. While there are definitely challenges ahead, there are also huge opportunities as well... however they might not be what you think. Join us to hear how you can prepare for this next evolution in the economy. 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/money-revolution-book-richard-duncan

This is an important announcement... This is a special bonus episode that will thoroughly explain this new inflation trend and the implications for your life. There is a paradigm change happening in the economy and you need to understand it. Warning... this episode is long and important. This will be the first of many bonus episode released (future ones will be shorter) discussing the impact of inflation and how to protect yourself. This may scramble your brain a bit and change everything you think you know about the economy, markets and your life. Those of you who are clients are already being briefed about this new trend, but we also wanted to help prepare as many people as possible. Important: Understanding this trend is the most important thing you can do for yourself and your family. You may not like what I have to say, but after you hear it, you will understand why I am telling you. I will be in the guest seat tonight with my friend Douglas Heagren, a College Funding Expert. I will be creating an Inflation Survival Guide in the next few weeks. Please let me know if you would like a complimentary copy. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-the-bonus-interview-that-will-change-your-life-kirk-chisholm 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

Is high inflation keeping you up at night? If not it should. The financial markets are going through a paradigm shift that most people are not aware of. Investing in gold is historically one safe haven you should consider. If you want to protect what you have and profit along the way George Milling Stanley has some answers for you. Listen to why gold makes sense now vs in the past, how you can incorporate gold into your portfolio, allocations, and different tools. If you the markets have you seasick, don't miss this episode. 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/investing-in-gold-for-protection-and-profit-george-milling-stanley

Some of the best hedge funds use a global macro trading strategy to beat the markets. Alex explains how he is able to use this strategy to understand the world better and manage risk. He discusses how he reacted to March 2020 and how he is positioned for the increased volatility in the markets today. 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/global-macro-trading-alex-gurevich

This week we interview Eric Schoenstein about picking high quality value stocks in a volatile environment. The nature of the stock market has changed recently and most people have not noticed. Eric explains the tools necessary to not only survive in this market but thrive. Its a good time to brush up on your value stock investing. For more information, visit the show notes at https://moneytreepodcast.com/quality-value-stocks-eric-schoenstein 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

Good investment decision making is hard work and requires an understanding of how the markets operate. You cannot learn this in a textbook. We discuss some of the tools on our show with Victor Haghani. Good predictors of top performing stocks, position sizing, asymmetric risk bets, and the puzzle of the missing billionaires. For more information, visit the show notes at https://moneytreepodcast.com/investment-decision-making-victor-haghani

This is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that can be used to generate additional income for your portfolio. Options may be foreign to you, but these strategies pack a punch when you are looking for managing your risk, generating additional income or protecting your positions in a rocky market. For more information, visit the show notes at https://moneytreepodcast.com/conservative-option-strategies-kirk-chisholm 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 Twitter: https://twitter.com/MTIPodcast

This week we talk to Brittany Zimmerman, who has worked with NASA, ISS, and the US DoD. She has an inside track on the current and future technologies regarding space travel. We get some great insight on the commercial opportunities of space. If you want to invest in the final frontier, you will love this episode. For more information, visit the show notes at https://moneytreepodcast.com/ 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

We interview Bruce Liu about the best strategy for investing in China. We discuss the role of technology, why you old investing in China strategy is no longer valid and where you should invest for the future. You will definitely come away from this interview with a new insight on the Chinese economy. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-china-and-technology-bruce-liu 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

Want to buy some boring dividend stocks? These are stocks that people would look at your funny if you bragged about them at a party. Yet these are some of the best high quality stocks you can consider today. Many of these stocks also pay you to hold them with a dividend. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-dividend-stocks-austin-graff 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

This is a great opportunity to pick the brain of the Chief Global Investment Strategist at Charles Schwab. Jeff Kleintop talks about what he thinks is in store for 2022 and how you should think about your investments. This is a great interview that you won't want to miss. (This interview was done in January, so it does not address the Ukraine conflict.) For more information, visit the show notes at https://moneytreepodcast.com/jeff-kleintop-schwab-2022 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

This week we interview Marcus Garrett about life after debt. We discuss the learn apply teach method, how different generations perceive debt differently, growing passive income, and how to go from heavy in debt to financial freedom. Learn from an expert who literally wrote the book on getting out of debt. 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/

These days, there are many options for investing. From the tried and true methods of investing such as mutual funds and bonds, to the more risky and volatile options like stocks, cryptocurrency, NFT's, and the metaverse. It's all a delicate balance of risk vs reward. One of the tried and true vehicles for investment is real estate. While many investors think you need a large amount of capital or an incredible amount of time to invest in real estate, the truth is you can invest in real estate with limited capital and if you partner with others as a passive investor it can require almost no time. But what are the benefits of investing in real estate as opposed to other options like stocks, bonds, or crypto? What advantages do you get from investing in real estate as opposed to a tech startup or opening a restaurant? The list of benefits for investing in real estate is exhaustive and impressive. When compared to other investment vehicles, real estate is unrivaled. Listen to hear a few of the most attractive benefits when it comes to investing in real estate. 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/benefits-of-investing-in-real-estate-ralph-geramin

This week we interview Senior Economist at Zillow, Jeff Tucker. We discuss the state of the real estate market, what's changed, and what trends you need to be aware of. For more information, visit the show notes at https://moneytreepodcast.com/zillow-real-estate-market-insights-with-jeff-tucker 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

This week we interview the financial coach for UFC fighters. We discuss some best practices that work for both UFC fighters and normal people. Personal finance, cash management, Brazillian Jiu Jitsu, professional card counting, and more. 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/ufc-financial-coach-chris-hanna

Check out this great interview with Yusef Alexander about socially responsible real estate development for multi family housing. We talk about some unique topics like, Why buy real estate in working-class areas, why your investment portfolio needs a multiplier, submarket optimization, why you need to continually invest in yourself. For more information, visit the show notes at https://moneytreepodcast.com/socially-responsible-real-estate-development-yusef-alexander 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

Have you considered using the fix and flip strategy to make some extra money on the side? Everyone should have multiple streams of income... But how can you get started and turn a fix and flip into money not a mess. Gabe discusses industry trends, some of the biggest hurdles to doing this successfully, how to hire, and more... For more information, visit the show notes at https://moneytreepodcast.com/fix-and-flip-gabe-dasilva 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

So many people have midlife crisis, and COVID has not helped. You might need a break... This week we interview Lisette Smith about the idea of taking a midlife gap year. College students take a gap year, why can't adults take one too. While this can take some planning, it can provide so many benefits to you and your family. 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/

Worried about lawsuits? Looking to hide your wealth from creditors? Want to make your wealth impenetrable? This week we interview Doug Lodmell on some of the best asset protection strategies to Protect Your Wealth. We discuss the simple and complex strategies that Uber wealthy families use to protect themselves from outside and inside risks. For more information, visit the show notes at https://moneytreepodcast.com/assets-protection-strategies-douglass-lodmell 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

2021 is finally in the books. Whew. A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities. This week we discuss year end returns, what happened, what you missed, and how to invest for 2022. Dual Impact Funds is the sponsor of this episode. Click Here for more details. 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/2022-year-end-review-the-year-ahead

What does an opera singer have to do with being successful in real estate? We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mindy Jensen | Bigger Pockets 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/developing-real-estate-josh-benaim

We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. 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/investing-in-small-cap-value-francis-gannon

Are you looking for the next big trend? Are you looking to invest in environmentally green energy before everyone else? We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your own home, and why the risks of the past are no longer an issue. Scott also talks about his genius way to invest in this trend while mitigating most of the commodity prices issues. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For the show notes, visit https://moneytreepodcast.com/investing-in-uranium-scott-melbye 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

Are your kids money smart? This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For more information, visit the show notes at https://moneytreepodcast.com/11-top-strategies-for-raising-money-smart-kids 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

Are you a victim of investment fraud? You might be but don't know it yet. We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with. Dual Impact Funds is the sponsor of this episode. Click here for more details. 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 Visit the show notes at https://moneytreepodcast.com/investment-fraud-101-how-to-protect-yourself-from-fraudsters

Real Stories of real investors: Currency Trading This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed. Dual Impact Funds is the sponsor of this episode. For details go to https://moneytreepodcast.com/IQ-Dual-Impact-1 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

Want to buy real estate with no money down? Don't have any money, credit, or experience? Carleton Sheets tells us you can do it. So does Terry Hale. We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle. Dual Impact Funds is the sponsor of this episode. Click for more details. 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/creative-seller-financing-terry-hale

Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth. We also discuss why it is important for physicians to plan for their later years today. 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/physician-real-estate-investor-mas-oishi

This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez. We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth. Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too. 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/julio-gonzalez-engineered-tax-services

We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities. Don't miss this great insight into fix and flip real estate done the right way. 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/fix-and-flip-real-estate-tony-javier

I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this. Tom Sosnoff, founder and CEO of tastytrades, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his approach is best. Rick Ferri, the president of the John C. Bogle Center for Financial Literacy and host of bogleheads on Investing podcast, comes out swinging with his own data of why passive investing beats active investing. Many people talk about passive investing being the better approach. Rick will show you why. Don't miss this epic event. Maybe the best debate ever on this show. 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/active-vs-passive-investing-rick-ferri-tom-sosnoff

Want to get paid every time a Taylor Swift song is played? I do. You can too. This week we dive into another secret of the rich and famous. Investing in music royalties. This is a cool and lucrative investment that you probably would not have thought of. Prior to this you need to have connections to invest in music royalties. Institutional money has been investing in this space for a while, and now you can too. Find out how on this week's episode. 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/investing-in-music-royalties-adam-cowherd

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture. We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would disappoint investors compared to last year. Topics we discuss in this episode: The top indicators he looks for when making a trade The one indicator that tops all others, and it is so simple you probably won't believe it. Sizing your trades Risk management How to trade different markets without being an expert in that investment Join us for insights into where the market is going for Q4 2021. 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/jc-parets-technical-analysis-for-fun-and-profit

Worried about a global financial crisis? You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the corner. Here are some topics we discuss: Capitalism vs creditism How much credit needs to be created to keep us out of a recession? Is inflation or deflation going to impact our economy in the short term? The China Bubble The Fed Taper implications For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-economics 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

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you. 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/value-investing-charles-sunnucks

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