Money Tree Investing

Money Tree Investing Podcast
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Jul 14, 2023 • 56min

Inflation, Deflation, and Truflation

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 Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast  
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Jul 12, 2023 • 53min

I Went On Vacation And The Stock Market Did This

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://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
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Jul 7, 2023 • 58min

Secrets of Accounting In Wealth Management

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  
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Jul 5, 2023 • 1h

Sell In May And Go Away… Or Maybe Not

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 should not surprise you, it should give you pause. For more information, visit the show notes at https://moneytreepodcast.com/sell-in-may-and-go-away-517 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    
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Jun 30, 2023 • 56min

Investing In Life Settlements With Lucas Siegel

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 Wealth Tim Baker |  Metric Fin   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  
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Jun 28, 2023 • 51min

It’s A Crazy New Bull Market

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 Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast    
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Jun 23, 2023 • 1h 1min

Child Free Financial Planning – The Risks and Rewards

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.com/child-free-financial-planning-jay-zigmont 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 Twitter: https://twitter.com/MTIPodcast  
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Jun 21, 2023 • 50min

Beware Deflation Is Back

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, but one thing is clear... The Fed is determined to squash inflation no matter what.  If they keep on this path, it leads to deflation, which is another boogieman they are afraid of. We will see which monster under the bed they are afraid of most. Both are bad choices, but they cannot sit this one out.  I'm still sticking to my claim that we could hit 0% inflation by year end. We are halfway through the year and accelerating towards that number. I might hit the target earlier than expected. Join us this week for another exciting episode about what the end of world looks like. Don't hate us for being optimists 🙂 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://twitter.com/MTIPodcast    
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Jun 16, 2023 • 1h 2min

Are Men Or Women Better Investors?

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 https://moneytreepodcast.com/are-men-or-women-better-investors-juliann-gumulak-smith Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners 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 Twitter: https://twitter.com/MTIPodcast    
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Jun 14, 2023 • 51min

The Market Is Broken… Here’s Why

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://twitter.com/MTIPodcast    

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