Money Tree Investing

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 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   For more information, visit the show notes at https://moneytreepodcast.com/ultra-high-net-worth-issues-john-jennings

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 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 (formerly Twitter): https://x.com/MTIPodcast  

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 | Apprise Wealth Management   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 For more information, visit the show notes at https://moneytreepodcast.com/personal-finance-process-bryan-kuderna 

A few weeks ago everyone was bearish, now no one is. what happened? Also we discuss year end tax strategies that you can do to legally keep money from uncle sam. Lastly, we share a very popular chart of why it makes sense to rent vs buy right now. Oh and we congratulate meatloaf... AKA Javier Milei, which might prove out to be real life comedy, not just the kind his girlfriend puts on. For more information, visit the show notes at https://moneytreepodcast.com/where-have-all-the-bears-gone-557  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 X (formerly Twitter): https://x.com/MTIPodcast  

Sharon Klein talks about financial divorce, which is an additional kick in the teeth after the legal divorce. She explains all the things you need to understand if you want to minimize the impact to your life for the next 20 years. For more information, visit the show notes at https://moneytreepodcast.com/financial-divorce-sharon-klein Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection 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 X (formerly Twitter): https://x.com/MTIPodcast  

2023 is almost over and we only had one bank crisis. It is a miracle there were not more this year. However 2024 is shaping up to produce a potentially massive banking crisis on the scale of 2008. A 2024 bank crisis would surprise a lot of people, but at the same time everyone saw it coming and did nothing.  Why? Good question. This has the making of the next black swan. Much like 2022 when the markets immediately dropped  on the first day of trading. People just decided that it was time. Time will tell for 2024. Also in the news... The last US treasury auction yielded poor results when no one showed up. Yields are not dropping like many predicted. And next year should be interesting. For more information, visit the show notes at https://moneytreepodcast.com/2024-bank-crisis-555    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 (formerly Twitter): https://x.com/MTIPodcast  

Risk is what is left over after you have thought of everything else. Risk management is now very important. Commercial real estate, consumer debt services, personal income, etc. Lots of shoes to drop. All this and more on this week's episode. For more information, visit the show notes at https://moneytreepodcast.com/risk-is-what-is-left-over-grant-bledsoe  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance 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 X (formerly Twitter): https://x.com/MTIPodcast  

This week the Fed spoke and the market listened. Here is what it heard... We still don't believe you J Powell... We know you will lower rates next year. The markets should be higher despite any rational thought. HODL Nuff Said... Mic Drop... And in other news... People still cannot pay their credit card bills... or buy new homes... or afford to continue to spend on a debt fueled buying binge... And no one seems to notice or care. Alice in Wonderland is plain vanilla might be able to understand this, but not many others can. For more information, visit the show notes at https://moneytreepodcast.com/the-fed-spoke-market-listened-inflation-553   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 (formerly Twitter): https://x.com/MTIPodcast  

We discuss essential lessons of investing in US financial history. We dive deep into lessons that all investors need to know. Big trend changes are coming and you need to be prepared. Paradigm shifts... Debt Jubilee... Growth Challenges... and more. Join us for an interview with Mark Higgins, who is a market historian and student of financial history. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-us-financial-history-mark-higgins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection   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  

We discuss some crazy mental models about how the world works that can help you be successful in investing. Are these correlations or causations? Your answer can give you insight into your future. Other tell tales signs are the commonalities of Jordan Belfort and Warren Buffett. Warren Buffett didn't become wealthy like you read about. There is an underlying secret that allowed him to become this rich and it isn't just by picking stocks. This week we have a Halloween special episode where we reveal all the costumes that people wear are not what they seem. For more information, visit the show notes at https://moneytreepodcast.com/jordan-belfort-and-warren-buffett-551    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 (formerly Twitter): https://x.com/MTIPodcast