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Money Tree Investing

574 episodes - English - Latest episode: 3 months ago - ★★★★★ - 520 ratings

The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.

If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

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Episodes

Santa Clause Rally Here We Come

December 20, 2023 06:00 - 52 minutes - 36.1 MB

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: ht...

Secrets of High Finance – An Exclusive Interview With Christopher Zook

December 15, 2023 06:00 - 44 minutes - 30.6 MB

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.   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 Twitte...

Bulls Make Money… Bears Make Money… Pigs Get Slaughtered

December 13, 2023 06:00 - 51 minutes - 35.3 MB

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: htt...

Secrets of High Finance – An Exclusive Interview With Christopher Zook

December 08, 2023 06:00 - 1 hour - 43.5 MB

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: h...

It’s Black Friday Again… And Again

December 06, 2023 11:49 - 58 minutes - 80 MB

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 Chishol...

Ultra High Net Worth Investor Issues

December 01, 2023 05:00 - 1 hour - 53.9 MB

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.li...

We Give Thanks For This Podcast

November 29, 2023 06:00 - 48 minutes - 66.6 MB

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...

The Importance Of Having A Personal Finance Process: Interview with Bryan Kuderna

November 24, 2023 06:00 - 1 hour - 45.3 MB

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/moneytre...

Where Have All The Bears Gone?

November 22, 2023 06:00 - 40 minutes - 27.8 MB

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-gon...

The Big Mistakes In Financial Divorce Interview With Sharon Klein

November 17, 2023 06:00 - 52 minutes - 36.2 MB

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 Fac...

The 2024 Bank Crisis Everyone Saw And Did Nothing

November 15, 2023 06:00 - 51 minutes - 35.4 MB

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. ...

Risk Is What Is Left Over Once You Have Thought Of Everything Else

November 10, 2023 06:00 - 1 hour - 54.2 MB

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 | P...

The Fed Spoke… And The Market Listened

November 08, 2023 06:00 - 52 minutes - 36.3 MB

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 t...

Investing In US Financial History… What If?

November 03, 2023 05:00 - 1 hour - 42.9 MB

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 Panel...

What do Jordan Belfort and Warren Buffett Have In Common?

November 01, 2023 05:00 - 57 minutes - 39.3 MB

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 ...

If You Want Excitement Watch The News. If You Want News, Listen To This Podcast

October 27, 2023 15:00 - 46 minutes - 64.4 MB

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...

Stocktwits Interview with Rishi Khanna

October 27, 2023 05:00 - 1 hour - 49.5 MB

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 ...

High Yield Bonds And The Next Credit Event Interview with Peter Higgins

October 20, 2023 05:00 - 1 hour - 47.7 MB

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 ...

Is The Sky Falling… Or Just The Stock Market?

October 18, 2023 12:49 - 52 minutes - 48.5 MB

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 o...

This System Controls Your Investing and Your Life. Here’s How To Change It

October 13, 2023 05:00 - 1 hour - 49.1 MB

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://moneytreepodcas...

Beware Of The Coming Credit Event… Are You Ready?

October 11, 2023 05:00 - 50 minutes - 69.8 MB

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  

Insider Information In The Real Estate Market an Interview With Tim Wallen

October 06, 2023 05:00 - 1 hour - 82.8 MB

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 Chish...

Fall Market Seasonality And What It Means For Markets

October 04, 2023 05:00 - 52 minutes - 36.1 MB

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 Weal...

The Swing Trading Mindset Amnol Singh

September 29, 2023 05:00 - 1 hour - 44.7 MB

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 ...

WTF Happened in 1971?

September 27, 2023 14:37 - 48 minutes - 33.5 MB

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/mone...

Mark Yusko: The New Era Of Digital Currencies

September 22, 2023 05:00 - 1 hour - 58.5 MB

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-...

Fear And Control Of Your Investing

September 20, 2023 14:50 - 52 minutes - 36.2 MB

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 ...

Why The Housing Crash Is 100% Certain But Rising Rates Leads To Rising Prices

September 15, 2023 05:00 - 1 hour - 48.4 MB

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 | I...

Why Your Returns Stink in 2023, Retailers Sound The Alarm, and China Problems Pile up

September 13, 2023 05:00 - 55 minutes - 38.3 MB

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 stock...

Invest Like A Billionaire Interview With Ben Fraser

September 08, 2023 05:00 - 1 hour - 44.6 MB

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 Wei...

The Market is on the Edge of Doing Crazy

September 06, 2023 15:00 - 28 minutes - 20 MB

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  

The Happiness Retirement Project

September 01, 2023 05:00 - 1 hour - 45.4 MB

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-w...

My Awesome Vacation And What You Missed In The Markets

August 30, 2023 05:00 - 51 minutes - 35.3 MB

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 intere...

Budget Hacks, Russian Math, and Choosing The Correct Tax Advisor

August 25, 2023 05:00 - 1 hour - 41.6 MB

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 And Caught A Monster... How This Relates To Inflation Is Important

August 23, 2023 05:00 - 53 minutes - 49.3 MB

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.f...

MacroWatch Update: Richard Duncan On China, Inflation, Recessions, Bulls, Bears, and More

August 18, 2023 12:05 - 1 hour - 52.6 MB

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...

1.55 Billion Dollar Lottery… And the Winner Is…

August 16, 2023 15:00 - 31 minutes - 21.9 MB

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 ...

Real Estate Debt – Problems and Opportunities

August 11, 2023 13:07 - 1 hour - 46.8 MB

Boris Dorfman joins us to share stories about real estate debt problems and opportunities. We also discuss, the next recession or crash, what is going on in California, skyrocketing vacancies, the office market looming doom, inflation and when rates will start to drop. 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 ...

The Fed Said What???

August 09, 2023 05:00 - 58 minutes - 40.1 MB

The Fed said what this week?  In case you missed it the Fed raised interest rates, Fitch downgraded the US debt based on REALITY. But no one seemed to care as everyone who has been investing for the past 20+ years already knows that reality doesn't matter in the stock market. Also in the news... You didn't win the 1.35 billion dollar lottery. Here's why. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.fac...

The Art of Slow Flip Real Estate

August 04, 2023 05:00 - 1 hour - 43.8 MB

Scott Jelinek talks about the art of slow flip real estate deals. We discuss how to invest in real estate without investing in real estate, being a landlord, buying discounted paper, and scaling up the number of properties owned. For more information, visit the show notes at  https://moneytreepodcast.com/art-of-slow-flip-real-estate-scott-jelinek Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/m...

Beware of Inflation: Stocks Are On Fire… Don’t Get Burned

August 02, 2023 05:00 - 43 minutes - 60 MB

This week we discuss the markets and why things are so confusing. Stocks are on fire and it is leaving experts scratching their heads. No one can make heads of tails of this, yet that is not stopping the rocket ship higher... That is until it runs out of fuel and crashes back down to earth. We discuss this and more this week on Money Tree Investing Podcast. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebo...

Predictive Models, Private Equity, and Management Consulting with Paul Lennick

July 28, 2023 05:00 - 59 minutes - 41.2 MB

This week we interview Paul Lennick about ways businesses are improving profits. Automation, robotics, AI, and more. We also discuss predictive models and all the ways that the business landscape will change in the next 5 years. Risks, Rewards, and Reshoring. Join us for an inside look at the business world of 2023 and what is to come. For more information, visit the show notes at https://moneytreepodcast.com/predictive-models-paul-lennick Today's Panelists: Kirk Chisholm | Innovative...

Summer Wind… Came Blowing In… From Across The Fed’s Desk

July 26, 2023 05:00 - 45 minutes - 62.8 MB

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    

Cash Flow Cookbook with Gordon Stein

July 21, 2023 05:00 - 51 minutes - 35.5 MB

Worried about the economy, high inflation, higher cost of goods and services and stagnant wages? This is the episode for you. Cash flow is the lifeblood of any company of household budget. We discuss how you can improve your cash flow and set yourself up for success. For more information, visit the show notes at https://moneytreepodcast.com/cash-flow-cookbook-gordon-stein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise...

Summer Doldrums…But Not For The Stock Market

July 19, 2023 11:50 - 54 minutes - 37.6 MB

The summer of 2023 has been very unexpected. Normally the summer doldrums allows traders to escape to the Hamptons. If they did, they missed out on a lot. Canadian wildfires, the hottest summer in my recollection and the stock market which is also on fire. This great episode discusses what is goin on the in the market and what you need to know about the second half of 2023. For more information, visit the show notes at https://moneytreepodcast.com/summer-doldrums-not-for-the-stock-521 ...

Inflation, Deflation, and Truflation

July 14, 2023 05:00 - 56 minutes - 38.9 MB

Oliver Rust from Truflation shares his shocking inflation revelation about the US CPI. His data is revealing about the true nature of inflation and what that means for the US economy. The short version is that the CPI is wrong but not in the way you think. For more information, visit the show notes at https://moneytreepodcast.com/truflation-oliver-rust Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management ...

I Went On Vacation And The Stock Market Did This

July 12, 2023 05:00 - 53 minutes - 73.1 MB

Happy Independence Day! I hope you all took some time off and spent it with family and friends. I personally took time off and then the stock market did this weird thing. We will talk about that and other important things on another awesome episode of Money Tree Investing Podcast.  For more information, visit the show notes at https://moneytreepodcast.com/stock-market-did-this-519 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Fa...

Secrets of Accounting In Wealth Management

July 07, 2023 05:00 - 58 minutes - 40.1 MB

Phil Weiss joins us to discuss some secrets of accounting for the wealth management industry that should give you pause.  He provides great investing wisdom that you can apply today. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Fin 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...

Sell In May And Go Away… Or Maybe Not

July 05, 2023 05:00 - 1 hour - 41.6 MB

Sell in May and go away is an aphorism which always works... Sort of. Ok, not always, most times... Not really. ok sometimes. This time tested principal sometimes works. If you combine that with the 3rd year of a presidential cycle, higher than normal interest rates, dropping inflation, over-priced assets, housing problems, and a war (not really a war), and the invention of skynet.Ai, You get... Well I don't know. Frankly, no one of note has any idea what is going on with this market. ...

Investing In Life Settlements With Lucas Siegel

June 30, 2023 05:00 - 55 minutes - 38.3 MB

Lucas Siegel joins us to talk about investing in structured settlements. We discuss the good the bad and ugly history of life settlements. This is a fascinating asset class which very people understand. Here's what you need to know about investing in life settlements. Join us this week with Lucas Siegel. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-life-settlements-lucas-siegel Today's Panelists: Kirk Chisholm | Innovative Wealth Philip Weis...

Guests

Joe Saul-Sehy
4 Episodes
David Stein
3 Episodes
Belinda Rosenblum
2 Episodes
Brandon Turner
2 Episodes
Daniel Crosby
2 Episodes
Deacon Hayes
2 Episodes
Mark Podolsky
2 Episodes
Rob Berger
2 Episodes
Robert Farrington
2 Episodes
Brad Baldridge
1 Episode
Cameron Huddleston
1 Episode
Chris Hogan
1 Episode
Daniel Ameduri
1 Episode
Daniel Goldstein
1 Episode
David Osborn
1 Episode
Eddie Lorin
1 Episode
Elle Martinez
1 Episode
Hilary Hendershott
1 Episode
Jack Bosch
1 Episode
Jason Bond
1 Episode
Jason Hartman
1 Episode
Jefferson Lilly
1 Episode
Jen Hemphill
1 Episode
John Lee Dumas
1 Episode
Kevin Bupp
1 Episode
Kirk Du Plessis
1 Episode
Kris Benson
1 Episode
Paul Moore
1 Episode
Paul Murray
1 Episode
Richard Wilson
1 Episode
Roger Whitney
1 Episode
Steven Pesavento
1 Episode
Travis Hornsby
1 Episode
Ty Crandall
1 Episode

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@mtipodcast 199 Episodes