

Money Tree Investing
Money Tree Investing Podcast
The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.
If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.
Episodes
Mentioned books

May 5, 2023 • 1h 7min
Episode 500!!! – Congratulations Money Tree Investing Podcast!
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? The show is already on YouTube? ok. It sounds like you are already doing great stuff for the listeners. So I'm going to do something crazy here. We are going to give our listeners FREE MONEY! No one is doing that, right? Oh... You are already giving away free money on your website? You guys are good. What about an Inflation Crisis Roadmap? Great idea. As a part of our celebration of 500 episodes, we are going to give away an Inflation Survival Guide. Everything you need to know about inflation and how to survive it. However you need to sign up for our email list to receive it. Otherwise we would not know where to send it. For more information, visit the show notes at https://moneytreepodcast.com/episode-500-will-seippel Today's Panelists: Kirk Chisholm | Innovative Wealth Miranda Marquit | Miranda Marquit Douglas Heagren | Pro College Planners 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 Twitter: https://twitter.com/MTIPodcast

May 3, 2023 • 56min
It’s An Earnings Soft Landing… Here Is What You Should Expect This Earnings Season
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 https://moneytreepodcast.com/earnings-soft-landing-499-deflation 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

Apr 28, 2023 • 59min
Do You Have Queer Money? An Interview With David and John Auten-Schneider
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 the 5 Steps to Being Debt Free, The Lasso Method, The Debt Avalanche, Debt Snowball, and many more strategies to eliminate debt in your life. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection 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

Apr 26, 2023 • 58min
Gold… FAANGMNT…Banks… And Hidden Risks
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://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast

Apr 21, 2023 • 42min
Are You Focused On Growth Or Longevity In Your Portfolio? Interview With David Wolcott
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 Wealth Intersection 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

Apr 19, 2023 • 52min
Beware of Inflation – Do Valuations Matter
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 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

Apr 14, 2023 • 1h 5min
The Shadow Bankers Secret Look Behind The Economic Facade
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: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection 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

Apr 12, 2023 • 54min
Finding Truth In The Tea Leaves – Correlation vs Causation
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's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA 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

Apr 7, 2023 • 50min
Mediating With Kim Curtis
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 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

Apr 5, 2023 • 59min
Deflationary Housing Crash – This Is The Way
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/showcase/money-tree-investing-podcast Follow on Twitter: https://twitter.com/MTIPodcast