
Money Tree Investing
848 episodes — Page 9 of 17

Ep 445Beware of Inflation – King Dollar And The Magazine Indicator
The King is Dead... Long Live the King. King Dollar is doing the opposite of what everyone thought would happen. No its not going to zero. Its actually testing all time recent highs. Not only that but it is disrupting the entire global economy. However the dollar is only a symptom, not the cause. We discuss the cause. Next we discuss the magazine cover indicator. One of my favorites and you will see why. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-king-dollar-magazine-indicator

Ep 444Sustainable, IMPACT, & ESG Investing – Is It A Good Strategy For Your Money
This week we interview Eddy Soffer from Interactive Brokers. We discuss Sustainable, IMPACT, and ESG Investing. ESG investing is a hot area right now. Individuals and companies are all chipping in to give their opinion on the pros, cons and thinking behind this trend. Join us this week as we have a good discussion about ESG investing and how it will impact your wealth. 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 For more information, visit the show notes at https://moneytreepodcast.com/sustainable-esg-investing-eddy-soffer

Ep 442Inflation Is More Dangerous Than WW3
Yes I said it. Inflation is more dangerous than WW3. Don't believe me? Did you live through the 1970s inflation? what about the 1920s in Germany? or 2008 inflation in Zimbabwe, or Venezuela right now? If you look at history (or the present) you will notice that hyperinflation destroys not only the economy, but the country. The German 1920 hyperinflation is one of the factors that led to WW2. We lay out the entire thesis during the show this week and why you need to be prepared. Join us to learn more. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-is-more-dangerous-than-ww3

Ep 441Scott Carson Discounted Note Investing Tactics
This week we interview Scott Carson about investing in discounted notes. This is not your average alternative investment, but it is an interesting way to get into real estate without tenants and toilets. Join us as we discuss investing in discounted notes. 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 Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/scott-carson-discounted-note-investing

Ep 440Beware of Inflation – Oil Price Inflation, OPEC, Russian Chess vs US Checkers, Mortgages, Bank of England and More
bonusOil price inflation is back... OPEC has decided to go against the US and the US is losing. Maybe The White House should not have used the strategic petroleum reserves for political gain in November. Oil price inflation will be back with a vengeance this winter. Stock up now. At least we are not living in Germany. The Russians may be losing in Ukraine, but they played this hand well. The only one to upstage Russia/OPEC is the Onion who filed an Amacus brief with the US Supreme court... Well played sirs... Well played. The Bank of England is having big problems as well, and very little has to do with the new PM, Liz truss. I only mention England because the Bank of England had to intervene in the markets this week. But they are not alone with problems. The mortgage and housing markets are a mess once again. And we also discuss the yield curve. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-oil-price-inflation-421b

Ep 439Yieldstreet - Milind Mehere
Milind Mehere joins us this week from Yieldstreet. We discuss why he started the platform and what is accomplishes that others do not. If you want to know more, join us this week where we dig deep to find out if its right for you. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance 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 Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/yieldstreet-milind-mehere

Ep 438Beware of Inflation End of 3rd Quarter 2022
End of 3rd Quarter 2022 has been the bloodiest market performance I have seen in over a decade. There are scary data points everywhere. However when you look at the performance, you would think the bad stuff has already happened. You think this is bad, you have not seen anything yet. You can join us to see Prince William give us the finger. Yes the middle one... I think. Join us this week to listen in on our discussion about how you should be thinking about end of 3rd quarter 2022. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-end-3rd-quarter-2022

Ep 437Investing In International Real Estate: A Primer Guide
Are you worried about the stability of the US? Do you wish you had a plan B just in case things don't work out? Well here is one solution... This week we interview Mike Cobb from ECI Development. Mike is an expert in investing in international real estate. He has been traveling and investing in properties in Central and South America for over 26 years. He has seen it all and made all the mistakes you don't want to make. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance 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 Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/investing-in-international-real-estate-mike-cobb

Ep 436Beware of Inflation - Investing in Bonds with Inflation
Is it time to invest in bonds? We will discuss this week whether it is time to find safety in bonds, the housing situation, and more inflation data. Inflation is a range not a number. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-419b

Ep 435Investing In Farmland With Carter Malloy
Investing in farmland is one way to protect yourself from higher inflation. This week we discuss how to invest in one of the oldest assets classes. Carter Malloy from AcreTrader will explain how he is democratizing farmland investing for people who are not farmers. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-farmland-carter-malloy 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-farmland-carter-malloy

Ep 434Beware of Inflation: Inflation is a Global Problem
Inflation is a global problem... It may "only" be 8.3%, but this is a big problem that is not going away. inflation rising... GDP falling... a recipe for disaster... or more like a slow motion train wreck. We discuss housing inventories in different cities and what the market thinks the fed funds rate will be by year end. 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 For more information, visit the show notes at https://moneytreepodcast.com/inflation-is-a-global-problem-beware-of-inflation-418

Ep 433Tax Lien Investing With The Tax Lien Lady – Joanne Musa
This week we discuss tax lien investing opportunities with Joanne Musa, the Tax Lien Lady. There are enormous potential gains in in tax liens if you know where to look. We discuss where to look in this episode. Wall Street has squeezed most of the profits out of tax liens, but they have missed a few areas and that is where you need to look. We outline that for you here on this episode. For more information, visit the show notes at https://moneytreepodcast.com/tax-lien-investing-with-the-tax-lien-lady-joanne-musa 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

Ep 432Beware of Inflation: Clean Energy Vs Dirty Energy
This is the Royal Rumble of debates. Clean Energy vs Dirty Energy. We discuss the pros and cons, the short term and long term impacts on everyone. This is the debate you should be hearing on the news, but are not. For more information, visit the show notes at https://moneytreepodcast.com/clean-energy-vs-dirty-energy-2 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

Ep 431Risk Management and Asset Allocation For Tiger 21
This week we interview Michael Sonnenfeldt, founder of Tiger 21. We discuss many issues that effect the Tiger 21 community, risk management, asset allocation, when they expect a recession, and most importantly what trends are the most watched for their members. This is another exciting interview with Michael, who has graciously shared a peek behind the curtain with the Tiger21 community. My favorite part is the asset allocation for Tiger 21 community. For more information, visit the show notes at https://moneytreepodcast.com/risk-management-and-asset-allocation-for-tiger-21 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

Ep 430Beware of Inflation: Should The Cost Of College Be Free?
This week we discuss one of the big political footballs, debt forgiveness of the cost of college. Should we forgive the cost of college or not? Don't miss my rant on this topic. We also discuss the housing crisis, are 0% down payment mortgages a good thing, and the value of HOPE. Who said HOPE is not a strategy... I guess it was me... But this is a different type of HOPE. Join us this week to see how HOPE can help you. 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 For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-clean-energy-vs-dirty-energy

Ep 429Emotional Psychology of Investing
This week we interview psychologist, Stanley Teitelbaum about the emotional psychology of investing. We discuss cognitive bias, blind spots, the greed & fear cycle, following the herd, cutting losses, looking for the guru syndrome as well as his own odyssey with investing. For more information, visit the show notes at https://moneytreepodcast.com/emotional-psychology-of-investing-stanley-teitelbaum 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

Ep 428Beware of Inflation: Bull Market Vs Bear Market... You Choose.
This week we tackle the age old debate... Bull Market Vs Bear Market... Where is the market going next. We show you 4 different ways to look at it and most importantly... how you should NOT look at it. We pack in a plethora of charts and wisdom in to this episode. This is a must listen episode. We also discuss what is priced into the market, which is a better inflation hedge, bitcoin or avocados, and the surge in housing payments and housing supply. Lots to see. make sure to check us out on YouTube. 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 For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments

Ep 427Alternative Investments You Have Not Heard Of... with Stefan Von Imhof
Alternative investments are a big field. So many opportunities... So many interesting ways to invest outside the market. This week we interview Stefan Von Imhof about his alternative investment market place. Baseball cards, websites, water rights, music royalties, sealand and more. For more information, visit the show notes at https://moneytreepodcast.com/stefan-von-imhof-alternative-investments Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance 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 Twitter: https://twitter.com/MTIPodcast

Ep 426Beware of Inflation: The New FAANG Stocks 2.0
If you thought FAANG stocks were the place to invest... Check out our FAANG Stocks 2.0. FAANG 1.0 will not help you in a recession. FAANG 2.0 will be the place to be. We talk about tech and the "new tech" stocks you should think about for your portfolio. Want to know where to invest, Next week we are going to roll out our FANUIGA Stocks. 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

Ep 425Joe Robert Ventures: A Discussion About The Distressed Debt Opportunity
This week we interview Joe Robert of Robert Ventures. We discuss the opportunities that will be available to investors in the next recession with distressed debt. This is not for everyone, but this is a crucial piece of the investing puzzle. If you don't understand it, you could be on the other side of the trade from Joe. What's that phrase... "If you don't know who the sucker is at the poker table... its you." This is why it will be worth your time to learn about this type of investment. We also discuss cryptocurrencies, foreclosures, loan modifications and more... Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection 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

Ep 424Beware of Inflation: Bear Market Rally? Is it Cyclical or Structural?
This week we discuss whether this is a bear market rally or a new bull market. This is the key to the markets next move. We also discuss whether Inflation is cyclical or structural. Zoltan Pozsar from Credit Swiss has a good take on this. Here are a few key quotes from his recent market research. The last one is very important. 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

Ep 423Looking To Know The Direction Of The S&P 500? Brent Kochuba From Spotgamma Shows You How The Pros Trade Volatilityow Spotgamma
Brent Kochuba, the founder of SpotGamma, has expertise predicting the future movements of equities and indices. While a lot of what he does is a bit technical, if you want to know where things are going in the future... Brent is your guy. Short Squeeze, Gamma Squeeze, and volatility. All things that Brent tracks daily. Listen to this episode to find out how the pros look at the increase volatility we have seen in the 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 Twitter: https://twitter.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/spotgamma-brent-kochuba

Ep 422Beware of Inflation: Income Inequality, Historical Tax Rates, Bear Market Rules, Economic Updates, and More…
Another blockbuster episode here on Money Tree Investing. This week we tackle a sacred cow (you know we love to do that)... Income Inequality. This week Doug and Kirk discuss what is going on in the economy, consumer credit balances, the bullwhip effect, the stock market, and employment. Did you know that July was the 5th best performing month for the Wilshire 5000 index in the past 30 years? Was new s to me too. We also discuss the 2-10 yield curve, historical tax rates and more. This is an action packed episode of summer fun. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-income-inequality-bullwhip-2 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

Ep 421Alpha Architect – Wes Gray
Wes Gray is a man of many talents. He was a Captain in US Marine Corp, has a PhD in Finance and Univ of Chicago, and now run Alpha Architect. We discuss a lot of areas on this episode. I know you will enjoy it. We discuss the value of using common sense with the quant approach, whether Value investing is making a come back ( I like this one), poor man's managed futures, the biggest risks right now, when to use discretion, inflation protection, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection 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

Ep 420Beware of Inflation: The Bullwhip Effect
High Inflation Explained... This week we dive into one of the major causes for high inflation... Hint, its not excessive money printing. We discuss the bullwhip effect, how it effects commodities and goods like avocados, lobsters, ammunition, lumber and more. We make this advanced economic topic simple and easy to understand. You can amaze your friends and family with your extensive knowledge about how the economic system works and it might even help you understand how this inflation cycle will play out... Yes this topic is that important. Oh did I mention that The Beer Game is a simple way to understand the bullwhip effect as well... Sorry The Beer Game does not involve drinking beer. Although I won't tell you not to. 🙂 Don't forget to check out our new Bear Market Survival Guide - The Top 12 Bear Market Rules to Help You Survive and Thrive in The Next Bear Market. It will give you simple and easy, actionable advice to set yourself up for success with your investments. 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 For more information, visit the show notes at https://moneytreepodcast.com/bullwhip-effect-beware-of-inflation

Ep 419The Contrarian Edge – Vitaliy Katsenelson
This is a rare chance to listen to one of the top value investors or our day. We discuss his dream company to invest in, how to manage risk in tough markets, upcoming opportunities for potential investments, inflation, global risks, his list of company to buy in a down market, and more. If you are not investing with a value tilt, then you need to listen to this interview. Investing in value stocks requires a lot more than just finding cheap companies. We discuss all of this on the episode. For more information, visit the show notes at https://moneytreepodcast.com/contrarian-edge-vitaliy-katsenelson 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

Ep 418Beware of Inflation: Bear Market Rules, Current Market Update and Listener Question
This week we discuss some interesting updates in the markets, the top 12 bear market rules, and a great listener question, is this the perfect investment strategy. Doug joins me again for this rousing episode. If you want to read more about the Top 12 Bear Market Rules to Live By - To Survive and Thrive in the Next Bear Market, read this excellent post. Great Listener Question From Chris: "I love your show! The problem I am looking to solve is it a good long term strategy for 100% of my stock allocation to sell 30 delta OTM covered calls on SCHD and when assigned sell 30 delta cash covered puts (rinse and repeat) to boost the income of my portfolio. I've doing this for about a year now and so far up about 6% on the year when SPY is down about 18%." For more information, visit the show notes at https://moneytreepodcast.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 Twitter: https://twitter.com/MTIPodcast

Ep 417Lessons From The Pros: Behavioral Value Investing – Playing Offense Vs Defense With Your Investments
Value investing has been in the dog house for the past 20 years. You needed an iron stomach to stick with it when it under performed for 2 decades. However, not everyone suffered. Gary Mishuris uses "behavioral value investing" to invest better with value stocks. He looks for value where others are not. This is one of the hardest and best ways to invest in value stocks. Wayne Gretzky says skate where the puck is going to be. Gary shows us how to do that with value stocks. As value stock are coming back into favor you need to look at what is working. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-value-investing-gary-mishuris 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

Ep 416Beware of Inflation: UPDATE: Inflation 9.1% Wow! Also The Value of Cash, Bitcoin Bonanza, and Why A Bad Economy Does Not Support Bad Business Models
Amazing Inflation Update: 9.1% WOW! I think I need to dust off my dictionary to look up what "transient" means. This week we discuss all sorts of news updates, the inflation reading, why cash is not trash, Bitcoin, and why bad economies do not support bad business models. 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 For more information, visit the show notes at https://moneytreepodcast.com/

Ep 415Secrets of The Rich #12: Qualified Small Business Stock 1202 – $10 Million or More in Capital Gains Tax Free
This week we interview David French about another advanced planning strategy for our series, Secrets Of The Rich Episode #12, Qualified Small Business Stock 1202. Sounds interesting? Yawn. What if I told you you could sell your business tax free up to $10 million (or more)... Now are you interested? Yes... Me too. This is a great episode for business owners who are looking to save on taxes when they sell their business. Join us to learn about this elusive tax secret of the rich. For more information, visit the show notes at https://moneytreepodcast.com/qualified-small-business-stock-1202-david-french 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

Ep 414Beware of Inflation: Why Is The Euro At Par With The US Dollar? Why Should I Care?
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

Ep 413Are You Home Country Biased? Global Dividends Can Provide Interesting Opportunities
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

Ep 412Beware of Inflation: The Impact Of Inflation On Valuations – Growth Vs Value, Current Markets, Valuations and More…
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

Ep 411Secrets of The Rich #17 – Investing in Agriculture For Income, Growth and Protection From Inflation
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

Ep 410Beware of Inflation: The Impact Of Inflation On Investments – How Do You Know When You Are Wrong?
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

Ep 409Get Higher Income From Your Investments – Covered Call Writing and Dividend Stocks
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

Ep 408Beware of Inflation – How Does Inflation Affect Real Estate & Your Portfolio Asset Allocation?
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

Ep 407Historical Perspective On Inflation From The Former Editor of Barrons, Gene Epstein
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

Ep 406Why Do We Have Inflation? The #1 Reason (Bonus Episode)
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

Ep 405101 Guide To Investing Distressed Assets During Times Of Market Stress
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

Ep 404Beware Of Inflation – (Bonus Episode) The Impact of Inflation on Cryptocurrencies, Gold, and Your Cash
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

Ep 403Investing In High Yield Bonds To Find Higher Yields
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

Ep 402Is Passive Investing Truly The Best Strategy?
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
Ep 4017 Best Ways To Provide Financial Education For Kids
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

Ep 400Money Revolution Book – Richard Duncan
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

Ep 399Beware Of Inflation – The Bonus Interview That Will Change Your Life… For The Better
bonusThis 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

Ep 399Investing In Gold For Protection and Profit
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

Ep 398Global Macro Trading Strategies & The Perfect Trade
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

Ep 397Learn How To Pick High Quality Value Stocks From The Pros
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

Ep 396Investment Decision Making Made Easy With Victor Haghani
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