Money Tree Investing

Money Tree Investing Podcast
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Aug 2, 2023 • 44min

Beware of Inflation: Stocks Are On Fire… Don’t Get Burned

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/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on X (formerly Twitter): https://x.com/MTIPodcast    
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Jul 28, 2023 • 60min

Predictive Models, Private Equity, and Management Consulting with Paul Lennick

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 Megan Gorman | The Wealth Intersection 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
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Jul 26, 2023 • 46min

Summer Wind… Came Blowing In… From Across The Fed’s Desk

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 21, 2023 • 52min

Cash Flow Cookbook with Gordon Stein

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 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 19, 2023 • 55min

Summer Doldrums…But Not For The Stock Market

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 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 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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