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. While that...
Jul 05, 2023•1 hr•Ep. 517
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 Weiss | Apprise ...
Jun 30, 2023•56 min•Ep. 516
Tim Baker joins us to talk about about this crazy new bull market... that virtually no one believes is in a bull market. We discuss this and what this means for investors. We also discuss global inflation and how international inflation relates to the US. For more information, visit the show notes at https://moneytreepodcast.com/crazy-new-bull-market-515 Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast...
Jun 28, 2023•51 min•Ep. 515
This week we interview Jay Zigmont CFP from Child Free Wealth. Jay clues us in on some shocking statistics about child free families. The child free financial planning challenges are very different. Considering the younger generations are stating they less likely to have kids, this is an important topic. Join us this week as we dive into the child free lifestyle and how families should think about planning for this lifestyle. For more information, visit the show notes at https://moneytreepodcast...
Jun 23, 2023•1 hr 1 min
Another Fed meeting and another disappointment for someone. We look at the CPI numbers and then the Fed decision to pause on rate hikes and it make me scratch my head in confusion. They say they are worried about inflation, and maybe raising rates 1-2 more times this year, yet inflation is dropping quickly, the economy seems to be fine and interest rates are higher than they have been in 20 years. Are we living in the twilight zone, Alice and Wonderland, or fantasy land. it's not entirely clear,...
Jun 21, 2023•50 min•Ep. 513
This week we ask Juliann Gumulak-Smith about this shocking insight into women investors. Are men or women better investors? In the spirit of not being cancelled, threatened, or beaten up for having my own opinion... I'll let you decide. Just kidding. My audience is smarter than that. This week we discuss women and investing, some tips on how people can learn to overcome some mental hurdles about investing and some basic skills you can easily learn. For more information, visit the show notes at h...
Jun 16, 2023•1 hr 2 min•Ep. 512
This week I talk with Phil Weiss about the new CPI inflation numbers, what they mean, and how you should think about this impacting your portfolio. We discuss all sorts of wall street magic tricks and how they bamboozle you with performance. Today's Panelists: Kirk Chisholm | Innovative Wealth 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 Twitter: https...
Jun 14, 2023•51 min•Ep. 511
Have you noticed that Active investing tends to underperform? This is one of those non-secret secrets. What is not typically known is why this is the case. Most people claim it is due to fees, but this is not true. Fees only contribute to part of the tracking error. This week's Wall Street Secret dives into why this happens and what you can do to prevent it in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/active-investing-underperforms-timothy-baker T...
Jun 09, 2023•1 hr 12 min•Ep. 510
Congratulations to all of you who survived the debt ceiling debate. Wow. That was a close one... Not really. The markets almost flinched for a half a day... Meanwhile in fantasyland the politicians were telling us how the US would default, we would mint a 1 trillion dollar coin and they would resurrect Abe Lincoln. Well maybe no the last part, but I'm sure they were thinking it. This week we discuss what they put into this historic bill (maybe historic is an exaggeration). But we will talk about...
Jun 07, 2023•47 min•Ep. 509
This week we interview Patrick Huey about how you can rewire your brain from being a bad investor to a rockstar investor. We discuss some notable cognitive biases, confirmation bias, information bias, anchoring, hindsight bias, representativeness, status quo bias and many more. Brain psychology is a huge part of successful investing. If you want to be a successful investor, you need to understand your brain. Patrick tells us some quick and simple methods to improve your odds. Today's Panelists: ...
Jun 02, 2023•1 hr 13 min•Ep. 508
The scary debt ceiling default talking points are behind us... or are they? As you know, we have predicted this was a farce long before the solution was (sort of) agreed to. Can you imagine a situation where the debt ceiling is not raised? Me neither. And "should" has nothing to do with it. This week we discuss the debt ceiling and housing issues. Did you know the average mortgage rate in the US is 8.164%? wow. no words. And you know I'm not short on words. Today's Panelists: Kirk Chisholm | Inn...
May 31, 2023•52 min•Ep. 507
This week we interview George Bravante and get some behind the scenes farming secrets. Investing in agriculture is not for everyone, but it is a great under appreciated asset class that some of the wealthiest people in the world invest in. Bill Gates is one of the worlds wealthiest people, who made this fortune in technology. Yet he is also one of the largest land owners in the US. Why would he do that? We discuss why you should consider having at least some farmland in your portfolio. Today's P...
May 26, 2023•51 min•Ep. 506
Once again we kick politics in the teeth and discuss a politicized issue without making it about politics. Are we supernatural? Are we magicians? Or are we just wicked smaaart. I'll let you decide. This week we discuss how immigration affects economics, why China is calling their debts, housing, and more data that will make more sense than it appears. For more information, visit the show notes at https://moneytreepodcast.com/immigration-problem-non-problem-505 Today's Panelists: Kirk Chisholm | ...
May 24, 2023•55 min•Ep. 505
David Breazzano joins us to talk about the 2023 banking crisis and high yielding debt. Most people were surprised by the recent banking crisis, but not everyone. Listen to this great episode with David Breazzano about how he is investing in high yielding debt and the great opportunities that are right under your nose. We discuss asset classes that most investors don't even think about and why this is exactly why you can find enormous opportunities. Join us this week for a dive in the Wall Street...
May 19, 2023•1 hr 23 min•Ep. 504
Once again we at Money Tree Investing Podcast are pulling back the curtain on the wizard and spilling the beans on Wall Street Secrets. This week we dispel the notion that supply and demand for house prices is why house prices are still high even though people cannot afford them. It's simply not true. Think about it for a moment. There are 100 widgets in supply. There are 100 people who want a widget. There should be a price that could be agreed upon to purchase those widgets. However what if I ...
May 17, 2023•56 min•Ep. 503
Bankrate's Chief Financial Analyst, Greg McBride, joins us to discuss interest rates, housing, the Federal Reserve, and more. We discuss where we have been, where we are now, and where we are going with rates and housing. This is a great episode if you want to know more about the most important markets in the US. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.li...
May 12, 2023•1 hr 11 min•Ep. 502
This week we discuss a lot of hot topics, another bank failure of First Republic, JP Morgan takeover, what it means for the banking sector, why the market doesn't seem to care, why the rating agencies are acting like it's 2007, updates on the probability of a recession, tech company job losses blamed by Ai, and what Ai means for your job... if anything. Join us for another fun episode of Money Tree Investing Podcast where we grill up Wall Street sacred cows, skewer the pigs, and roast the main s...
May 10, 2023•57 min•Ep. 501
We hit episode 500!!! After 9 years of this podcast consistently delivering great education to listeners, we want to take this opportunity to thank all our listeners, guests and hosts. As a thank you for your support of the show, we are giving you an irresistible offer. You can listen to the next 500 episodes for free. That's right free... What? It already is free? Oh. Well the audio may be free, but we are also going to throw in free videos of the show each week for the next 500 episodes. What?...
May 05, 2023•1 hr 7 min•Ep. 500
We had a lot of fun on this episode. The best part was at the end of the episode where we discussed one of the biggest open secrets on Wall Street. I knew about this 20+ years ago, but most people don't know this. We discuss the soft earnings season and what you should expect from the rest of the earnings season. Also how to see through the news to know what is really going on. Join us for this fun episode to learn more about the Wall Street Circus. For more information, visit the show notes at ...
May 03, 2023•56 min•Ep. 499
Queer Money Tips and how to manage your finances in bad economic times. John and David share their story about how they got into debt, why it is so alluring, and what they did to get out of debt. This is a problem shared by most people in the US. It is hard to avoid debt as it is so pervasive and seductive. Yet if you want to be financially free and lift the psychological burden that keeps you from your own financial freedom, you need to know how to be smart with debt. John and David talk about ...
Apr 28, 2023•59 min•Ep. 498
This week we discuss all sorts of crazy things going on in the market: FAANGMNT, and why its ruining index investing, and how you can do better What you are missing about gold, and how to find it The hidden risks of bank stocks no one is talking about And a whole lot of other crazy things you need to know. Join us this week to learn more stuff you are not hearing anywhere else. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://...
Apr 26, 2023•58 min•Ep. 497
We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know... For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-planning-growth-vs-longevity Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The...
Apr 21, 2023•42 min•Ep. 496
Doug and Kirk talk about the state of the markets compared to historical valuations. We compare all the major metrics compared to the last 50-100 years. You might be surprised at what we found. We have been talking about this for months on the show, so we decided to show you the math... Math doesn't lie. Join us this week as we cover the major topics in the markets, inflation, real estate, valuations and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Plan...
Apr 19, 2023•52 min•Ep. 495
Take a peek behind the curtain into the world of the shadow banker. This is a great interview where we have a candid conversation about shadow bankers secrets, how Wall Street works, why retail investors can't beat the institutions, how shadow bankers measure risk, and where people can find opportunities. I had a lot of fun with this interview. I know you will too. For more information, visit the show notes at https://moneytreepodcast.com/shadow-bankers-secret-benjamin-summers Today's Panelists...
Apr 14, 2023•1 hr 5 min•Ep. 494
This is another one of our well-known mindset episodes for how to think about investing. Kirk and Doug rip apart some commonly "known" principals of investing that you see everyday in the investing community. If you didn't know any better you would think the investing community was a bunch of fortune telling gypsies. Maybe they are... It would explain all the tarot cards I found laying around in the CNBC greenroom. Join us this week to hear us once again give you a peek behind the curtain. Today...
Apr 12, 2023•54 min•Ep. 493
This week we interview Kim Curtis about how to deal with aging family members and how she applies her skills in mediation, negotiation and arbitration. Everyone needs these skills. Join us in a behind the scenes episode of how mediation works to keep you out of hot water with your family. For more information, visit the show notes at https://moneytreepodcast.com/kim-curtis-492 Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro Colleg...
Apr 07, 2023•50 min•Ep. 492
We had a lot of fun this week discussing the deflationary housing crash and the US losing its reserve currency status. Should you be afraid? Should you celebrate? I guess it depends on which bobble head on TV you prefer. None of it matters. We will discuss what does matter and how it affects your money. 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/...
Apr 05, 2023•59 min•Ep. 491
You might be surprised about your own investor mindset. I know I was. I learned a lot today with Steven Pesavento. Great interview. We talk about so much in this episode, active vs passive investing, risk management, how to invest in a bear market, streamline your investing, red flags to watch out for and a playbook for smart investing. Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Douglas Heagren | Pro College Planners Follow on Facebook: https://ww...
Mar 31, 2023•1 hr 5 min•Ep. 490
This is not the first time we have said, beware of the housing collapse. Actually we have been saying it for over a year. Well, we are starting to see some large cracks in the foundation and they are only getting bigger. If you own real estate, you need to hear this episode. Join us this week for a riveting episode about the banking crisis and the impending housing collapse. We have lots of fun and have another fan sending us lots of questions that we answer on the show. Join us for some fun. Oh...
Mar 29, 2023•1 hr•Ep. 489
This week I have a conversation with John Sneisen about the economic truth of central bank money printing. You hear about this a lot, but is it true? If it was true, then why is the government doing it? What are the consequences of these actions? What does it mean for you? We answer all these questions and more on the show. Join us for another great episode of Money Tree Investing Podcast. For more information, visit the show notes at https://moneytreepodcast.com/the-economic-truth-of-central-ba...
Mar 24, 2023•1 hr 12 min•Ep. 488
