

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

Mar 15, 2023 • 1h 1min
Beware Of Deflation – Is Your Cash Safe? Bank Runs, SVB, and More
SVB goes into receivership... So does Signature Bank... Are others next to follow? It was a crazy weekend with the 2nd largest bank failure, after Washington Mutual. Investors and depositors were skittish today. I can't blame them. We talk about what you can do to protect yourself and where the opportunities are in this mini (at the moment) crisis. Also why I'm mad at what is going on in the banks and more people don't even know it is happening. Join us this week on a Banktacular special. For more information, visit the show notes at https://moneytreepodcast.com/is-your-cash-safe-beware-of-deflation-485 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

Mar 10, 2023 • 1h 12min
Investing in Precious Metals Interview with Lynette Zang
This week we interview Lynette Zhang about investing in precious metals, the great reset, globalization of the 1980s, currencies, and more. If you are worried about the future of the global economy, then join us for a conversation about important topics that could help you navigate the next 10 -20 years. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-precious-metals-lynette-zang 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

Mar 8, 2023 • 57min
Beware of Deflation: The History Of Soft Landings
This week we discuss the history of soft landings. What do you think the odds are of this happening? In other news... Mortgage rates are back to 7%. I guess the mortgage market is listening to our show. Come on in out of the cold and warm your feet by the fire. And by fire I mean the housing market which is on fire in the opposite direction. Here is a bit of wisdom for you... The high-yield bond market is a leading indicator of the stock market; The stock market is a leading indicator of the economy. Since the stock market leads the economy, bear markets have always begun prior to the start of a recession. Bear markets have never ended before a recession has started. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-deflation-history-of-soft-landings-483 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

Mar 3, 2023 • 1h 16min
The Social Investing Network Interview with David McDonough
Finally... A social media platform geared towards investing. The millennials and Genz will be thrilled. But will Gen X the boomers follow? This is an interesting way to invest where you can follow other investors and track their returns. We dive in to find out why this approach works and how other investors can learn from others. For more information, visit the show notes at https://moneytreepodcast.com/the-social-investing-network-interview-with-david-mcdonough 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

Mar 1, 2023 • 1h
Beware Of Deflation – The Housing Crash 2023
This week we are back with another deflationary episode of Money Tree Investing. Well almost, as deflation has taken a pause as the PCE went up more than expected. 0.6% vs 0.4% We spend a lot of time discussing the housing market and aspects that you may not be thinking about. Do you own rental property, or AirBNB, or any real estate... You need to hear this. You may even need to hear this 5-6 times. But make sure you understand what we are saying. If you don't this year may be quite painful for you. BTW did you know that the distrust of the media is at a all time high of 50%? That is a very high percentage of the population that is not paying attention. We discuss why it is 50% 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

Feb 24, 2023 • 54min
Dynamics of Running a Family Office For Wealthy Families
Are you worth 500 million or more? Yup, me too... in Venezuelan Bolivars. However, if you are worth more than 500 million in US dollars, you might want to consider setting up and running a family office to take care of you vast wealth so you can go about enjoying life. Managing and running a family office is no picnic. It is a tremendous responsibility. So this week we interview Ron Diamond about the dynamics of running a family office. You can get a sneak peak into how the other half lives. 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 For more information, visit the show notes at https://moneytreepodcast.com/running-a-family-office-ron-diamond

Feb 22, 2023 • 57min
Beware of Deflation Again? This Week Things Get Spicy.
We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things got a bit spicy. We had a ton of listener questions on LinkedIn live. We discuss those and a number of other spicy topics, like the problems w energy, inflation and more. This was a fun episode, you won't want to miss it. 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 For more information, visit the show notes at https://moneytreepodcast.com/deflation-again-part-3-ep-479

Feb 17, 2023 • 1h 11min
Investing In Growth Companies - Interview Gerry Frigon
This week we interview Gerry Frigon about investing in growth companies. We discuss: Why there is a shrinking number of companies to choose from in the stock market Why ESG fails The increase in volatility US vs international investing Narrative vs perspective 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/investing-in-growth-companies-gerry-frigon

Feb 15, 2023 • 59min
Beware Deflation Ahead (Part 2)
Deflation Ahead! No... We are not nuts. Most people are yelling and screaming about inflation. So why are we yelling about deflation? Here's the scoop. We have received our share of hate mail over the past few weeks since we came out with the claim that we may experience deflation by year end. Most of the messages were angry that we changed our mind. Yet, not one person has refuted our claim with any solid argument. Its important to understand this point. Inflation and deflation can exist at the same time. The only difference is your point of view and what you are measuring. However once you understand why we are saying deflation could happen by year end, it will all make sense. Join us this week where we further discuss our thesis on deflation. Its Valentine's day... Send us you love... send us your hate... Just send us something with your thoughts. Cheers For more information, visit the show notes at https://moneytreepodcast.com/beware-deflation-ahead-2-477 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

Feb 10, 2023 • 1h 12min
Investing In Coffee – Investing in Private Companies Internationally With Josh Ziegelbaum
Should you invest in private company stock? Should you invest internationally? Why not both? This week I interview Josh Ziegelbaum who runs a coffee company in Columbia. I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how he thinks about investing internationally. Today's Panelists:Kirk Chisholm | Innovative Wealth 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