Money Tree Investing

This week we interview Professor Jeff Bierman. We discuss why 2022 was a year or reprogramming and why 2023 will be the year of recalibration. There are large changes afoot and we discuss most of them on this show. Fed fueled fantasy, rotations, locking in yield, active vs passive, valuations, and more. 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   For more information, visit the show notes at https://moneytreepodcast.com/jeff-bierman-year-of-recalibration

ChatGpt and Ai is transforming the economy and it is only 2 months old and still in beta testing phase. Wow. However what this means for professionals in certain industries is going to shock a lot of people. ChatGPT, DALL-E, Point-E, CODEX, and more are already live and working to make jobs easier ... until they take the job entirely. There are a lot of implications for this new technology.. good and bad. Join us this week as we discover how this applies to you and your investments. For more information, visit the show notes at https://moneytreepodcast.com/singularity-and-ai-chatgpt 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

2022 was a mess, or like a friend of mine says, it looked like a medieval battlefield at dusk. Year End Performance 2022 was bad across the board. There were very few places to hide.  If you did well last year, and you are not agile, you might feel the pain similar to what others felt last year. We discuss the year end review of the markets, how to think about last year and how to think about 2023. For more information, visit the show notes at https://moneytreepodcast.com/year-end-performance-2022   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

Wow! 2022 was a slow motion trainwreck hitting a dumpster fire. Aren't you glad its over? I am. However, before we pretend that year didn't happen, lets do one final review. This week we do a final review of the 2022 Market Wrap Up.  We discuss what worked, what didn't, and what you should be thinking about for next year 2023. Join us to start the year 2023 on the right track. 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/2022-market-wrap-up

I love talking with Andrew Stotz about his worst investment ever. Most of us spend too much time on our winners and not enough time on our losers. Andrew has dedicated a whole podcast to this idea of learning from our failures. We discuss his 6 common mistakes, World War 2.5, the impact of the Fed policy on the rest of the world, global strategery, and more. For more information, visit the show notes at https://moneytreepodcast.com/my-worst-investment-ever-andrew-stotz 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

Happy New Year of Inflation. I'm so happy 2022 is over. Aren't you? In case you were living in the middle of the wilderness with no access to the internet, it could be described as a train wreck, hitting a dumpster fire, in the middle of a sh1tstorm. Does that sum it up? However you choose to describe it, you could call it the year of inflation. 2023 will be another 365 chances to change your life... Lets make it for the better. Join us as we start the year with some good old fashioned year end planning and preparation for 2023. Lots of great life lessons today. Aren't you glad you were here? For more information, visit the show notes at https://moneytreepodcast.com/new-year-of-inflation-beware-of-inflation-465 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  

This week we interview Annie Duke. She accidentally got into Poker and won a World Series Of Poker Championship before retiring in 2012. She is the author of Thinking in Bets (one of my favorites), How To Decide, and Quit (her most recent book). This is one of the best interviews with her I have heard. Great revelations for anyone who is an investor or student of life.  We discuss luck vs skill, life is like poker not chess, resulting (outcome bias)how to know when to stick or quit, sunk costs, kill criteria, and so much more.  For more information, visit the show notes at https://moneytreepodcast.com/annie-duke-quit 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

All I want for Christmas is Inflation...Merry Christmas Inflation to all... Happy Hannukah, Happy Festivus, and Happy New Year. Now that you all have had enough holiday cheer, we will update you on inflation, the markets and a lesson on how to look at charts and "news". We have had quite a year. High inflation. Low stock prices and lower bond prices. The housing market still looks terrible. But there are some bright spots... There just aren't many of them. For more information, visit the show notes at https://moneytreepodcast.com/christmas-inflation-463-beware-of-inflation 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  

This week we interview Simon Ree, Founder of Tao of Trading. We discuss successful trading strategies, options trading, inflation, the Federal Reserve, risk management, bull markets vs bear markets, and much more. This is a great interview into the mind of a successful Wall Street trader. Join us for your favorite investing and personal finance podcast of the week. For more information, visit the show notes at https://moneytreepodcast.com/tao-of-trading-simon-ree Today's Panelists: Kirk Chisholm | Innovative Wealth 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

Don't Fight The Fed... How many times have we heard that phrase. Yet people never seem to listen. This week Powell said get out of my way. I'm fighting inflation like Volker. Inflation (via CPI) is still high at 7.1% but lower than last month and lower than expected. But still a far cry from the 4.25-4.5% Fed funds rate.  The market got the message on Thursday and Friday. Looks like the Santa Clause rally is turning into a lump of coal. Join us for some eggnog and cookies as we celebrate this episode with some updated inflation data and juicy insight into the markets and economy. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-dont-fight-the-fed-461 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