

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

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

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

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

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

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

Jun 9, 2023 • 1h 12min
Wall Street Secret #714: Why Active Investing Underperforms
Have you noticed that Active investing tends to underperform? This is one of those non-secret secrets. What is not typically known is why this is the case. Most people claim it is due to fees, but this is not true. Fees only contribute to part of the tracking error. This week's Wall Street Secret dives into why this happens and what you can do to prevent it in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/active-investing-underperforms-timothy-baker 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 Twitter: https://twitter.com/MTIPodcast

Jun 7, 2023 • 47min
The Debt Ceiling Is Over… Or Is It?
Congratulations to all of you who survived the debt ceiling debate. Wow. That was a close one... Not really. The markets almost flinched for a half a day... Meanwhile in fantasyland the politicians were telling us how the US would default, we would mint a 1 trillion dollar coin and they would resurrect Abe Lincoln. Well maybe no the last part, but I'm sure they were thinking it. This week we discuss what they put into this historic bill (maybe historic is an exaggeration). But we will talk about it. Also on a more exciting topic. The real estate crisis and recession that are both on pause until further notice. We have an exciting show planned for you.. And that part is not sarcastic. 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

Jun 2, 2023 • 1h 13min
Your Brain Is A Bad Investor…Here’s How You Change It
This week we interview Patrick Huey about how you can rewire your brain from being a bad investor to a rockstar investor. We discuss some notable cognitive biases, confirmation bias, information bias, anchoring, hindsight bias, representativeness, status quo bias and many more. Brain psychology is a huge part of successful investing. If you want to be a successful investor, you need to understand your brain. Patrick tells us some quick and simple methods to improve your odds. Today's Panelists: Kirk Chisholm | Innovative Wealth Tim Baker | Metric Fin Philip Weiss | Apprise Wealth 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 31, 2023 • 52min
The Debt Ceiling Default Is Near… Or Is This Just More Political Theater? I’ll Let You Decide
The scary debt ceiling default talking points are behind us... or are they? As you know, we have predicted this was a farce long before the solution was (sort of) agreed to. Can you imagine a situation where the debt ceiling is not raised? Me neither. And "should" has nothing to do with it. This week we discuss the debt ceiling and housing issues. Did you know the average mortgage rate in the US is 8.164%? wow. no words. And you know I'm not short on words. 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 For more information, visit the show notes at https://moneytreepodcast.com/debt-ceiling-defualt-507

May 26, 2023 • 51min
Investing in Agriculture – Farming Secrets Interview With George Bravante
This week we interview George Bravante and get some behind the scenes farming secrets. Investing in agriculture is not for everyone, but it is a great under appreciated asset class that some of the wealthiest people in the world invest in. Bill Gates is one of the worlds wealthiest people, who made this fortune in technology. Yet he is also one of the largest land owners in the US. Why would he do that? We discuss why you should consider having at least some farmland in your portfolio. 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