Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wea...
Sep 24, 2021•59 min•Ep. 367
2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true. I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy. For more information, visit the show notes at https://moneytreepodcast.com/us-trading-championship-2020-oliver-kell Today's Panelists: Kirk Chisholm | Innova...
Sep 17, 2021•55 min•Ep. 366
The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies. We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance M...
Sep 10, 2021•1 hr 4 min•Ep. 365
We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more... Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July wi...
Sep 03, 2021•1 hr 1 min•Ep. 364
Patrick Dunuwila, CMT and founder of The Chart Report discusses all manner of charting secrets, what to look for and why, and his favored style of investing. Patrick works with a lot of top traders, so you will learn a lot from this episode. For more information, visit the show notes at https://moneytreepodcast.com/the-chart-report-patrick-dunuwila Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection...
Aug 27, 2021•1 hr 1 min•Ep. 363
Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more). Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss this episode. For more information, visit the show notes at https://moneytreepodcast.com/larry-kotlikoff-us-economic-policy Today's Panelists: Kirk Chi...
Aug 20, 2021•1 hr 9 min•Ep. 362
Great interview this week with Options Trading Strategies expert, Tom Sosnoff. We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management? Listen to this episode with a lifelong industry insider from the options industry. For more information, visit the show notes at https://moneytreepodcast.com/options-trading-strategies-tom-sosnoff Today's Panelists: ...
Aug 13, 2021•1 hr 16 min•Ep. 361
We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinum, Palladium, Rhodium, and more. For those of you who missed Freedomfest 2021 in July, Rich was my debate partner with the famous Gold vs Bitcoin Deba...
Aug 06, 2021•1 hr 1 min•Ep. 360
This week we interview an insider who teaches us how to do proper due diligence on a company (public or private). Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic. For more information, visit the show notes at https://moneytreepodcast.com/due-diligence-elliot-holland Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wea...
Jul 30, 2021•1 hr 8 min•Ep. 359
Are you looking to profit from the 5G revolution which is changing the future of technology? Have you considered cell tower leasing as a way to generate passive income from your real estate? We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector. For more information, visit the show notes at https://moneytreepodcast.com/hugh-odom
Jul 23, 2021•43 min•Ep. 358
How can I afford to send my kids to college without putting myself into the poorhouse? Is the cost of college worth the price? Does everyone need a college education? We discuss these questions and more on this weeks show. This is a topic we will come back to time and time again to help people make the most of college for their kids. For more information, visit the show notes at https://moneytreepodcast.com/the-cost-of-college-ron-lieber Today's Panelists: Megan Gorman | The Wealth Intersection ...
Jul 16, 2021•1 hr•Ep. 357
Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more... Brian is a great educator of other traders and he eats his own cooking. He brings a great perspective of how to think about trading differently using different time frames, VWAP, and more. Price Volume and Time... What else is there to know? Oh and he wrote one of the top Ten books on Technical Analysis... he is no slouch. For more information, vis...
Jul 09, 2021•1 hr•Ep. 356
The secrets to investing are all in your head... Also known as behavioral finance. You don't need to be a psychologist. Daniel Crosby distills hundreds of behavioral bias down to 4 main categories and makes is simple to understand so you too can be a successful investor. The best investors in the world and large financial institutions understand these secrets. You should too. This interview is pure podcast gold. Learn your biggest enemy in investing. Are men or women better investors? Did you kn...
Jul 02, 2021•1 hr 6 min•Ep. 355
This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more. Topics we address: What assets are the best ones to buy in a crisis Why do crisis happen? The importance of liquidity Value investing Japan The current bubbles Inflation, Deflation, and stagflation How to not be fooled by history For more...
Jun 25, 2021•1 hr 18 min•Ep. 354
Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax incentives and cost segregation. If you own real estate and you have not considered this, you need to listen to this episode. For more information, visit the show notes at https://moneytreepodcast.com/cost-segregation-bobby-thames Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman...
Jun 18, 2021•44 min•Ep. 353
Have you been looking for yield in all the wrong places? Lets talk about the right ones... Secured Mortgage Notes. Never heard of it? You are not alone. This is an enormous market place where people lend and borrow money for real estate privately... not through the banks. So the yields can be much higher. Check out our episode this week on Secured private mortgages, private notes, REO, and other secured paper. For more information, visit the show notes at https://moneytreepodcast.com/secured-mor...
Jun 11, 2021•1 hr 7 min•Ep. 352
Want to know where the big money is investing in real estate? This week we interview Brian Adams about how the Ultra High Net worth family offices, institutions and big money is investing in real estate syndications. We discuss recent real estate syndication trends, some hot locations, demographic shifts, risks to look out for and more. For more information, visit the show notes at https://moneytreepodcast.com/brian-adams-real-estate-syndication-trends Today's Panelists: Kirk Chisholm | Innovati...
Jun 04, 2021•1 hr 11 min•Ep. 351
Real estate prices are continuing to skyrocket. People continue to flee to the suburbs. Lumber prices are up 300%+ People are paying above listed price all cash offers sight unseen. Where is this madness going to end? On top of that, Inflation is starting to pick up. Commodity prices are rising... when they have done nothing but drop for over 10 years. Have we finally turned the corner and started to see the inflation that the Fed has so desperately been seeking. We discuss all this and more on ...
May 28, 2021•1 hr 2 min•Ep. 350
Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually. This week we discuss the points made by Buffett and Munger at the annual meeting as well as some of things that Buffett missed. For more information, visit the show notes at https://moneytreepodcast.com/berkshire-hathaway-annual-meeting-2021 Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection...
May 21, 2021•34 min•Ep. 349
Which would you rather have Gold or Bitcoin? No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position. We have 4 experts debating whether Gold vs Bitcoin is better. You don't want to miss this debate. The big topics we discuss: What is the best store of wealth, liquidity, potential threats, transparency, environmental impact, and better impact on mankind. If you liked this debate, we will also be holding this debate at Freedomfest 2021 in South Dako...
May 14, 2021•1 hr 12 min•Ep. 348
It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks. Send us your questions and you can be famous on our show. For more information, visit the show notes at https://moneytreepodcast.com/listener-questions-housing-market-crash-inflation-dividend-stocks...
May 07, 2021•35 min•Ep. 347
Are you still wondering what all the fuss is about? Still think cryptocurrencies are the next tulip bubble? This week we interview Paul Rosenberg about why everyone is excited about investing in cryptocurrencies. We discuss what is preventing widespread adoption, "stock to flow", privacy coins, and why you need to take a second look at how blockchain technology is going to change the world. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-cryptocurrencies-p...
Apr 30, 2021•1 hr 22 min•Ep. 346
A great interview with Michael Sonnenfeldt, founder and chairman of Tiger 21, a peer network of successful high net worth individuals. We discuss what it is like for successful entrepreneurs to have an successful exit, then deal with new wealth, how to raise kids around wealth, what surprises they encounter, how to deal with loss, why entrepreneurs have the opposite mindset of successful investors, and more. For more information, visit the show notes at https://moneytreepodcast.com/tiger-21-mich...
Apr 23, 2021•1 hr 14 min•Ep. 345
Are you a prolific investor? We interview Chris Odegard about his story of going from employee to full time investor. He talks about how he learn to be a smart investor, books he has read, and why he invests in alternative investments. Chris had some investments even I had not considered. This interview was a real eye-opener. He also talks about his hierarchy of investors. For more information, visit the show notes at https://moneytreepodcast.com/prolific-investor-chris-odegard Today's Panelists...
Apr 16, 2021•55 min•Ep. 344
What is the easiest way to ease your way into overseas real estate investing? Are you a Pioneer or a Settler? What country should you consider? What is not listed in the brochures? All these questions and more are answered on the show. We also talk about one of my favorite topics... How to do due diligence. Mike talks about his 100 question questionnaire. This guy is thorough. You will learn a lot. I know I did. For more information, visit the show notes at https://moneytreepodcast.com/investing...
Apr 09, 2021•55 min•Ep. 343
Have you considered investing in real estate syndications? They can be a great way to invest if you do your due diligence properly. Learn the secret questions to ask real estate syndicators to make sure it is a good investment for you. Are you focusing on financial offense or financial defense? Vetting values and more... For more information, visit the show notes at https://moneytreepodcast.com/choosing-real-estate-syndications-over-technology-due-diligence-investing-secrets Today's Panelists: K...
Apr 02, 2021•1 hr 12 min•Ep. 342
Do you need financial therapy? Studies suggest you do... Are you money avoidant, money vigilant, or money worship? This week we discuss financial therapy, money scripts, cognitive bias and more. For more information, visit the show notes at https://moneytreepodcast.com/megan-mccoy-financial-therapy/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection...
Mar 26, 2021•1 hr 8 min•Ep. 341
Want to learn the secrets of smart estate planning strategies? This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early. For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz Today's Panelists: Kirk Chisholm | Innovati...
Mar 19, 2021•1 hr 3 min•Ep. 340
The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has virtually said they are going to print money until they run out of paper. Where should you invest your money today? That is the question on everyone's mind. We discuss some areas your should be looking at and where the market is changing that you might not be aware. Barbara Friedberg penned a great article, Where to invest in an overvalued market:...
Mar 12, 2021•33 min•Ep. 339
Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google? You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing. For more information, visit the show notes at https://moneytreepodcast.com/angel-investing-tom-wallace Today's Panelists: Kirk Chisholm | Innovative Wea...
Mar 05, 2021•1 hr 3 min•Ep. 338
