Even though the market has been dropping for the past 3 months, very few people think it is going lower. BIG QUESTION: Why does virtually no one on Wall Street believe J Powell? He has been clear. We have been clear. Rates will be higher for longer than most people think. The markets are starting to reflect it, wait till it is fully baked in. Not a rollercoaster I want to be on. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Follow on Facebook: https:...
Oct 18, 2023•53 min•Ep. 547
We think we have free will and control over our lives, but we have much less control than we think. No I'm not talking about the government. I'm talking about the operating systems that control us. Habit formation, cognitive bias, emotions, prediction engines, misinformation and more. This is a great episode if you want to change your life. Join us this week as we discuss how to change your investing with Mary Martin. For more information, visit the show notes at https://moneytreepodcast.com/con...
Oct 13, 2023•1 hr 11 min•Ep. 546
Tim Baker joins me to discuss the up coming credit event, what a credit event is, and how you can prepare. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Financial Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast...
Oct 11, 2023•51 min•Ep. 545
Get some insider information in the real estate market from our interview with Tim Whalen. You need to hear this if you own real estate. It is starting to happen and I'm glad I made the changes to my portfolio last year before this came about. Great insights this week from Tim. Join us to hear what he thinks will happen next. For more information, visit the show notes at https://moneytreepodcast.com/insider-information-in-real-estate-market-tim-wallen Today's Panelists: Kirk Chisholm | Innovativ...
Oct 06, 2023•1 hr•Ep. 544
Summer is over and fall market seasonality is here. Join us to see what this means for your portfolio. If history repeats this will impact your portfolio more than you know. BTW did you notice the equal weight SP500 is now negative for the year? Yup... almost no one else did either, but it's important. join us to find out why. For more information, visit the show notes at https://moneytreepodcast.com/fall-market-seasonality-543 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren...
Oct 04, 2023•52 min•Ep. 543
Amnol Singh talks about the swing traders mindset and how to prevent yourself from making big mistakes. We discuss how to use different styles in your favor, and why some methods work better than others. Join us this week to learn a new skillset that could help in a volatile market. For more information, visit the show notes at https://moneytreepodcast.com/swing-trading-amnol-singh Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Follow on Facebook: htt...
Sep 29, 2023•1 hr 5 min•Ep. 542
WTF Happened in 1971 indeed... Anyone over the age of 40 years old knows what happened in 1971. If you don't then this is essential information if you want to protect your wealth. Join us as we dive into a ton of data, charts and stories about why 1971 was the turning point where things started to go off the rails. www.wtfhappenedin1971.com Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Foll...
Sep 27, 2023•49 min•Ep. 541
Investing legend Mark Yusko has a seasoned career at Morgan Creek prior to that he worked on the endowments at UNC and Notre Dame. Mark is a deep thinker and strategist when it comes to investing in the new era of digital currencies. There is a lot of opportunity and challenges ahead. If you want to navigate the choppy waters, listen to this episode where we find out what Mark sees that we do not. For more information, visit the show notes at https://moneytreepodcast.com/mark-yusko-new-era-digit...
Sep 22, 2023•1 hr 25 min•Ep. 540
This week we discuss how fear and control negative affect your investing success. Wall Street... The media... Salespeople... All of them are working against your better judgement. We share these secrets this week on our show to help you become a better investor today. Inverted yield curve, housing prices, household liquidity savings, income and more. BTW This has nothing to do with Marijuana. But we do discuss it being the 6th largest cash crop in the US. Imagine when it becomes legal in all sta...
Sep 20, 2023•53 min•Ep. 539
The housing crash is 100% certain according to Keith Weinhold. While we agreed with Keith on a lot of ideas on this episode, we do have a heated debate on why housing is not crashing yet and why it might take a while. Join us this week on Money Tree Investing where we skewer some traditional thinking about real estate so you can find the best opportunities in the real estate market without taking a bath... although you should definitely bath daily. Today's Panelists: Kirk Chisholm | Innovative W...
Sep 15, 2023•1 hr 10 min•Ep. 538
Retailers are sounding the alarm... a bit late in my opinion, and probably doing a bait and switch as well. They are claiming that slippage (AKA theft) is causing them to lose billions... or the economy is doing it... The theft has been an increasing part of their business in states like California. And they have been aware of it. Why sound the alarm now? Join us this week to find out. Also we discuss China's new woes and other interesting information like the Huge spread between 7 stocks and 49...
Sep 13, 2023•56 min•Ep. 537
Billionaire Ben Frasier is the podcast host of Invest Like A Billionaire. We discuss billionaire habits, how you too can become wealthy, and what to do immediately when you have extreme wealth. This is an in depth dive into billionaire wealth and what you can learn from it. For more information, visit the show notes at https://moneytreepodcast.com/invest-like-a-billionaire-ben-fraser Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Pro College Planners Phil Weiss | Apprise ...
Sep 08, 2023•1 hr 5 min•Ep. 536
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 X (formerly Twitter): https://x.com/MTIPodcast...
Sep 06, 2023•29 min•Ep. 535
This week we interview Wes Moss about the Happiness Retirement Project. We discuss a lot of research data on people who are the happiest in retirement. If you think you know about happiness in retirement, you haven't seen anything yet. I learned a lot in this interview and will be applying much of the knowledge to my own practice. Join us this week for your own happiest retirement. For more information, visit the show notes at https://moneytreepodcast.com/happiness-retirement-project-wes-moss To...
Sep 01, 2023•1 hr 6 min•Ep. 534
This week I came back from vacation to this surprise in the markets. I take one week off and what happens? You guessed it. not much. Well except for the market sell off, bounce back and bounce back again. It's all getting us ready for Labor day when the real traders get back to their desks. Well if they actually went to work in an office... Which according to Goldman Sachs is not happening. We will see some changes coming up and we are going to talk about it with you. Join us for an interesting ...
Aug 30, 2023•51 min•Ep. 533
Household budgets are getting tight. The middle class is getting squeezed. Credit card debt is through the roof. What comes next is not fun. This week we interview Tatiana Tsoir about some great budget hacks and choosing the correct tax advisor. For more information, visit the show notes at https://moneytreepodcast.com/budget-hacks-tatiana-tsoir
Aug 25, 2023•1 hr•Ep. 532
I went fishing with the family last week and caught this monster fish from the prehistoric era. It looked almost alien. I also learned a few things about inflation that we discussed in this episode which could be a leading indicator for the market direction. For more information, visit the show notes at https://moneytreepodcast.com/relates-to-inflation-531 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/money...
Aug 23, 2023•54 min•Ep. 531
One of our favorite macro economists, Richard Duncan, joins us to discuss everything you want to know about, Inflation, China, recessions, bull-bear case for the future of the markets, and what are high rates going to do with the economy. For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-watch Today's Panelists: Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin Follow on Facebook: https://www.facebook.com...
Aug 18, 2023•1 hr 16 min•Ep. 530
We discuss the 1.55 Billion dollar lottery. We also discuss what lottery winners, professional athletes and trust fund kids all have in common... (hint) it isn't money). If you want to win the next billion dollar lottery, here is what you need to do. 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 X (for...
Aug 16, 2023•32 min•Ep. 529
Boris Dorfman joins us to share stories about real estate debt problems and opportunities. We also discuss, the next recession or crash, what is going on in California, skyrocketing vacancies, the office market looming doom, inflation and when rates will start to drop. 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: http...
Aug 11, 2023•1 hr 8 min
The Fed said what this week? In case you missed it the Fed raised interest rates, Fitch downgraded the US debt based on REALITY. But no one seemed to care as everyone who has been investing for the past 20+ years already knows that reality doesn't matter in the stock market. Also in the news... You didn't win the 1.35 billion dollar lottery. Here's why. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytre...
Aug 09, 2023•58 min•Ep. 527
Scott Jelinek talks about the art of slow flip real estate deals. We discuss how to invest in real estate without investing in real estate, being a landlord, buying discounted paper, and scaling up the number of properties owned. For more information, visit the show notes at https://moneytreepodcast.com/art-of-slow-flip-real-estate-scott-jelinek Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast...
Aug 04, 2023•1 hr 4 min•Ep. 526
This week we discuss the markets and why things are so confusing. Stocks are on fire and it is leaving experts scratching their heads. No one can make heads of tails of this, yet that is not stopping the rocket ship higher... That is until it runs out of fuel and crashes back down to earth. We discuss this and more this week on Money Tree Investing Podcast. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/mone...
Aug 02, 2023•44 min•Ep. 525
This week we interview Paul Lennick about ways businesses are improving profits. Automation, robotics, AI, and more. We also discuss predictive models and all the ways that the business landscape will change in the next 5 years. Risks, Rewards, and Reshoring. Join us for an inside look at the business world of 2023 and what is to come. For more information, visit the show notes at https://moneytreepodcast.com/predictive-models-paul-lennick Today's Panelists: Kirk Chisholm | Innovative Wealth Meg...
Jul 28, 2023•1 hr•Ep. 524
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 Twitter: https://twitter.com/MTIPodcast...
Jul 26, 2023•46 min•Ep. 523
Worried about the economy, high inflation, higher cost of goods and services and stagnant wages? This is the episode for you. Cash flow is the lifeblood of any company of household budget. We discuss how you can improve your cash flow and set yourself up for success. For more information, visit the show notes at https://moneytreepodcast.com/cash-flow-cookbook-gordon-stein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Manag...
Jul 21, 2023•52 min
The summer of 2023 has been very unexpected. Normally the summer doldrums allows traders to escape to the Hamptons. If they did, they missed out on a lot. Canadian wildfires, the hottest summer in my recollection and the stock market which is also on fire. This great episode discusses what is goin on the in the market and what you need to know about the second half of 2023. For more information, visit the show notes at https://moneytreepodcast.com/summer-doldrums-not-for-the-stock-521 Today's Pa...
Jul 19, 2023•55 min•Ep. 521
Oliver Rust from Truflation shares his shocking inflation revelation about the US CPI. His data is revealing about the true nature of inflation and what that means for the US economy. The short version is that the CPI is wrong but not in the way you think. For more information, visit the show notes at https://moneytreepodcast.com/truflation-oliver-rust Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management Follow on Face...
Jul 14, 2023•56 min•Ep. 520
Happy Independence Day! I hope you all took some time off and spent it with family and friends. I personally took time off and then the stock market did this weird thing. We will talk about that and other important things on another awesome episode of Money Tree Investing Podcast. For more information, visit the show notes at https://moneytreepodcast.com/stock-market-did-this-519 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https:...
Jul 12, 2023•53 min•Ep. 519
Phil Weiss joins us to discuss some secrets of accounting for the wealth management industry that should give you pause. He provides great investing wisdom that you can apply today. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Fin Douglas Heagren | Pro College Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast...
Jul 07, 2023•58 min•Ep. 518
