Money Tree Investing
608 episodes - English - Latest episode: 15 days ago - ★★★★★ - 520 ratingsThe 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
Up Your Real Estate Investments with the Tax Benefits of 1031 Exchanges
April 12, 2024 05:00 - 1 hour - 45.8 MBThis week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes. 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 Tw...
Stock Market Expectations: Something Interesting Happened In The Market Today
April 10, 2024 05:00 - 50 minutes - 34.7 MBWe explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss: Volatility arises as the market reacts to unexpected news and adjusts ...
Managing the Highs and Lows of the Market by Investing in EFTs
April 05, 2024 05:00 - 48 minutes - 33.4 MBDive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the...
This Person Is To Blame For The Market Going Up
April 03, 2024 05:00 - 50 minutes - 35 MBThe market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss: Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. F...
Striking Gold: Investing in Laundromats
March 29, 2024 05:00 - 48 minutes - 33.4 MBJordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into the world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles. We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs. Plus, Jordan dishes on what's shaking up the laundry business and where it's headed. Get ready for a lively chat on...
The Truth About The False Notion of a US Civil War and the Stock Market
March 27, 2024 05:00 - 50 minutes - 34.7 MBAnother week in the markets and the idea of a potential civil war and the stock market. Another eventful week in the markets, with little significant change. Why so quiet? Discussion revolves around the recent Fed meeting and its implications. Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning. Understanding market reactions is crucial for informed investment decisions. Market trends reflect the collective actions and sentiments of millions of in...
Unraveling Supply Chain Dynamics from Chaos to Clarity
March 22, 2024 06:00 - 1 hour - 43.7 MBI'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the disruptions experienced by supply chains during the pandemic. Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges. Today's Panelists: Kirk Chisholm | Innovative Wealth ...
Stock Market Opportunities And Where To Find Them
March 20, 2024 05:00 - 48 minutes - 33.3 MBThis week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most important, why it pays to be a bull. We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic o...
The Energy Crisis No One Is Talking About
March 16, 2024 02:41 - 1 hour - 49.4 MBThis week we have Doomberg join us, the prolific writer behind the Doomberg Substack, a renowned for insightful commentary and analysis on global energy dynamics and the current energy crisis under the surface. Doomberg's expertise delves deep into the complexities of the energy sector, exploring the intricate intersections of geopolitics, technology, and sustainability. We discuss the latest trends, challenges, and opportunities shaping the future of energy. For more information, visit ...
Something Interesting Happened In The Market Today
March 13, 2024 05:00 - 58 minutes - 40.3 MBJoin us to see what happened this week causing a rocket ship ride higher in many assets. crypto, gold, US stocks, international stocks, Japan, and more. Also we discuss the state of the union address, Stanley Druckenmiller, chart crimes and more. This is a fun week with lots of mini rants about the markets. We also take a listener comment tear it apart and show you why he is correct. For more information, visit the show notes at https://moneytreepodcast.com/something-happened-in-the-m...
Drowning in Ordinary Investments? Discover the Untapped Wealth of Water Investment Opportunities
March 08, 2024 06:00 - 1 hour - 43.3 MBI'm thrilled about today's discussion, Water Investment Opportunities, because we have the privilege of hosting Riggs Eckelberry, a seasoned expert whose upbringing as a corporate guy provided him with a unique, global perspective on the world. Together, we're embarking on a deep dive into the events unfolding in 2024, particularly honing in on the looming presidential election and its potential reverberations across the markets. Our conversation promises to traverse a multitude of topics...
What does Investing in Japan, Reddit, and the Moon Have in Common
March 06, 2024 06:00 - 33 minutes - 23 MBWhy is a raven like a writing desk? I still cannot answer that question. But Japan, Reddit and the moon are all related. Japan recently hit all time highs in the stock market, the moon was conquered by a private company and Reddit will IPO soon. Oh and I forgot about crypto which is also going to be on the moon soon if the price goes any higher. We have another fun episode with Kirk and Phil talking about Phil's experience as an analyst and why Cisco and Chesapeake Energy stopped talking t...
A Technical Traders Outlook On The Financial Markets
March 01, 2024 06:00 - 1 hour - 41.8 MBThis week we dive into the world of technical traders. We discuss the Risk Management Checklist, allocation, styles, quantity of trades, tactical strategies the psychology of investing and more. Having a process is important. The best process is pushing play on your podcast player and listen to this episode. Join us again for an exciting episode with Chris Vermeulen. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Go...
Maybe Powell Was Right About Inflation… What Say You Mr Market?
February 28, 2024 06:00 - 49 minutes - 33.9 MBThis week we discuss the true cost of the American dream, when the next market sell off will start, and why the financial markets are drastically underestimating inflation. We also discuss why office REITs are in trouble, and druckenmiller's reason for evading the 1987 crash looks similar to the markets today. Join us for another great live episode about the real insight into financial markets without all the fluff. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Hea...
How To Find Your Money Zen – An Interview With Manisha Thakor
February 23, 2024 06:00 - 1 hour - 45.5 MBThis week we discuss how to find you money zen. The combination of financial health and emotional wealth will result in a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning. We discuss... How to cope with financial trauma, cultural norms, societal influences and evolutionary biology. Join us to see how this can positively impact your life. Today's Panelists: Kirk Chisholm ...
Will The Bank Brisk Jog Turn Into A Run?
February 21, 2024 06:00 - 52 minutes - 36.4 MBThe banking sector is no longer heading into the toilet, but at some point the bank brisk job may turn into a run. What will happen if it does? Don't wait till it does to do your research. Do it now. Commercial real estate will play a big part in this. The big story today is JAPAN. Huh? Yup Japan is making big news... and no one is talking about it... Once again we are making news great again. Join us to find out why Japan is important now. Also in the news... VC deals are drying u...
Personal Finance Podcast Interview with Andrew Giancola
February 16, 2024 07:00 - 50 minutes - 34.8 MBThis week we interview Personal Finance Podcast host, Andrew Giancola. We discuss everything you need to know about investing and money... and other stuff. We discuss... Perspective of buyers and sellers- balance of what you are trying to accomplish Diversification of income streams Systems and processes are important Quality of books Quality of due diligence Real estate vs businesses And so much more... Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagre...
Water Water Everywhere and Not A Drop To Invest
February 14, 2024 06:00 - 56 minutes - 38.9 MBInvesting in water has a certain logic and allure to it in that it is the most prized commodity on this planet. However there is such an abundance that we don't value it with a price. We do have a shortage of drinkable water in many parts of the US and the world and yet very few options to make water drinkable at an economic level. In this episode we discuss investing in water, the upcoming election, the housing problems and more. For more information, visit the show notes at https://mon...
Global Macro Strategies for 2024: The Hidden Risks
February 09, 2024 06:00 - 1 hour - 55.4 MBJoin us this week as we discuss global macro strategies for 2024. We discuss the 2024 election & Outlook - will the election have an impact on markets? geopolitical impact? World stability? Econ stability- factors for better or worse? We discuss Russia, China, mid east, oil gold, bonds, partisan change in 2024, US political strategy vs geo political strategy, trade war w China, globalization vs deglobalization. --> hypo-globalization. inflation price collapse? Disinflation 1980-2020, China...
The Stock Market Missed This One Big Thing
February 07, 2024 15:32 - 44 minutes - 30.8 MBThe stock market missed this one big thing... But you don't have to. Learn how to take advantage of mistakes the market makes. Join us this week as we discuss all sorts of off limit topics that can help you become wealthy... if you listen 🙂 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 ...
Why The 60-40 Portfolio Is Broken… And How To Fix It
February 02, 2024 06:00 - 50 minutes - 34.6 MBWe blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showc...
All Time Highs… To The Moon… And the Moon Is Made Of Cheese
January 31, 2024 06:00 - 46 minutes - 32 MBOnce again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/...
The Compound Code Interview with Scott Kyle
January 26, 2024 06:00 - 51 minutes - 35.7 MBScott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/m...
2024 Started With a Meh…
January 24, 2024 06:00 - 51 minutes - 35.3 MBHappy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices. For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planne...
Secret Tax Strategies of Wealthy Investors
January 19, 2024 06:00 - 56 minutes - 38.6 MBThis week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-p...
Check out my BIG predictions for 2024
January 17, 2024 06:00 - 45 minutes - 31.4 MBHappy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024. Highlights 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos. Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts. Risk Management: Advocacy for managing risk inst...
Do You Have Mindful Money? These Simple Habits Can Improve Your Odds Of Money Success
January 12, 2024 06:00 - 1 hour - 44 MBThis week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health. For more information, visit the show notes at https://moneytreepodcast.com/mindful-money-jonathan-deyoe Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/show...
Happy New Year To You and Your Stonks
January 10, 2024 06:00 - 51 minutes - 71 MBHappy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway. Join us this week as we dive into what is important and not about 2024. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/money...
What Is The Quiet Shift – Interview With Dr Nicole B Simpson
January 05, 2024 06:00 - 58 minutes - 40.3 MBNicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners...
Santa Clause Is Coming To Wall Street
January 03, 2024 06:00 - 40 minutes - 28 MBHappy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-...
Where Are The Missing Billionaires...Victor Haghani
December 29, 2023 06:00 - 55 minutes - 38.3 MBVictor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations. We also discuss where these uber wealthy went. Join us for this fun holiday special. For more information, visit the show notes at https://moneytreepodcast.com/where-are-the-missing-billionaires-victor-haghani Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Follow...
I Was Wrong...
December 27, 2023 06:00 - 53 minutes - 37.1 MBIt is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position does not pay millions of dollars a year and typically it is filled by an academic. Only rarely does it get filled by person with real life experience. So the attraction to the position is mainly for po...
This History of IPOs And How You Can Get Access
December 22, 2023 06:00 - 1 hour - 43.3 MBThis week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about this exciting event. We also discuss how investors can get access to these securities... and if they even should. For more information, visit the show notes at https://moneytreepodcast.com/history-of-ipos-dakin-campbell Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Financial...
Santa Clause Rally Here We Come
December 20, 2023 06:00 - 52 minutes - 36.1 MB2023 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...
How Do Women and Immigrants Get Access To Capital Markets
December 15, 2023 06:00 - 44 minutes - 30.6 MBWhat does it mean to be an emerging manager in today's world? Why is it so hard for women and immigrants to get access to capital markets? Isn't the American dream still attracting immigrants? You might be surprised at some of the answers we discuss on the show today. Fortunately America is still attracting talent, but not like it used to. Join us this week as we peek into the underbelly of America's capital markets. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbar...
Bulls Make Money… Bears Make Money… Pigs Get Slaughtered
December 13, 2023 06:00 - 51 minutes - 35.3 MBBulls 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 MBChristopher 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...
Secrets of High Finance – An Exclusive Interview With Christopher Zook
December 08, 2023 06:00 - 1 hour - 43.5 MBChristopher 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 MBThis 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 MBJohn 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 MBWe 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 MBIt 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 MBA 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 MBSharon 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 MB2023 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 MBRisk 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 MBThis 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 MBWe 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 MBWe 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 MBLooking 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...