Money Tree Investing

This 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...

Investing 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 electi...

Join 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 de...

The 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 Follo...

We blow up the 60-40 portfolio in this interview. It is broken and needs to be fixed. We discuss how to improve on the 60-40 portfolio with alternative investments and what to look for in the alternative investment space.  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss |  Apprise Wealth Management   Follow on Facebook: https:/...

Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https:/...

Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income. Join us for an interesting episode about compounding. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss |  Apprise Wealth Management   Follow on Facebook: https://www...

Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024. And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices. For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575     To...

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

Happy 2024! It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024. Highlights 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos. Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the hist...

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

Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway.  Join us this week as we dive into what is important and not about 2024. Today's Panelists: Kirk Chisholm | Innovative Wealth Do...

Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you. For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson Today's Panelists: Kirk Chisholm | Innovative Wealth Barbar...

Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night.   Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.fac...

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

It is important to admit when you are wrong. It may not happen often, but it does happen. Here is my error and why it happened. The Federal Reserve Chairman is a position with a lot of power. Essentially this person is god as everything he says or even infers is taken as gospel. The position does not pay millions of dollars a year and typically it is filled by an academic. Only rarely does it get...

This week we dive into the history of IPOs with Dakin Campbell. Dakin discusses who IPOs have always been alluring and what most people miss about this exciting event. We also discuss how investors can get access to these securities... and if they even should. For more information, visit the show notes at https://moneytreepodcast.com/history-of-ipos-dakin-campbell Today's Panelists: Kirk Chisholm...

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 Planner...

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

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 Chisho...

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...

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...

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 o...

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 Chisho...

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...