Money Tree Investing

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...

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...

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 rea...

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/in...

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 Inters...

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 | Ba...

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 defini...

This is an important announcement ... This is a special bonus episode that will thoroughly explain this new inflation trend and the implications for your life. There is a paradigm change happening in the economy and you need to understand it. Warning ... this episode is long and important. This will be the first of many bonus episode released (future ones will be shorter) discussing the impact of...

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 inc...

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 Persona...

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://moneytreepodc...

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.c...

This is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that can be used to generate additional income for your portfolio. Options may be foreign to you, but these strategies pack a punch when you are looking for managing your risk, generating additional income or protecting your positions in a rocky market.  ...

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

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 We discuss the role of technology, why you old investing in China strategy is no longer valid and where you should invest for the future.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

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

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

This week we interview Marcus Garrett about life after debt. We discuss the learn apply teach method, how different generations perceive debt differently, growing passive income, and how to go from heavy in debt to financial freedom. Learn from an expert who literally wrote the book on getting out of debt. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg P...

These days, there are many options for investing. From the tried and true methods of investing such as mutual funds and bonds, to the more risky and volatile options like stocks, cryptocurrency, NFT's, and the metaverse. It's all a delicate balance of risk vs reward. One of the tried and true vehicles for investment is real estate. While many investors think you need a large amount of capital or a...

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

This week we interview the financial coach for UFC fighters. We discuss some best practices that work for both UFC fighters and normal people. Personal finance, cash management, Brazillian Jiu Jitsu, professional card counting, and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   Follow on Fac...

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

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

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

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