

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

Feb 8, 2023 • 49min
Beware of Deflation – What You Need To Know About The Coming Deflation
Beware of Deflation! What?!? I thought you were warning us about inflation. Things are changing quickly. There is new information you need to know about the economy. If you want to stay ahead of the curve, you need to hear this episode. I do an analysis of why I think deflation is a real risk and what you need to know. Deflation or bust. The composition of the CPI in the US: Housing: 42.1% Transportation: 17.4% Food and beverages: 15.1% Medical care: 7.3% Recreation: 6.1% Other goods and services: 4.5% Apparel: 3.3% Education and communication: 3.2% Tesla dropping prices is deflationary... So is the drop in housing prices, drop in energy, and other areas which are bound to happen soon. We don't have stagflation yet... but it coming. 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 3, 2023 • 52min
Buying Small Businesses For Cash Flow Interview With Zach Oehlman
Buying Small Businesses for Cash Flow can be a great strategy for investors, if you know what you are doing. One of the challenges is how to valuate a company. Zach takes us through the process of valuating a company for investment. Join us this week for more great investment insight and wisdom. 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/zach-oehlman-buying-small-businesses-for-cash-flow

Feb 1, 2023 • 55min
Beware Of The Inflation Soft Landing
This is one of the best inflation episodes ever. We discuss tons of mental models about how to think about investing. We also discuss the meltdown right before our eyes, which no one seems to be noticing. And once again real estate. Lastly, we share some advice for one of the best sage investors that even Warren Buffett cannot avoid reading. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-soft-landing-473 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

Jan 27, 2023 • 1h 2min
Financial Wellness And Generation X – Interview With Bobbi Rebell
his week I have a conversation with Bobbi Rebel about Generation X, Financial Wellness and being a financial grownup. This was a great interview and we discuss a number of areas that don't get enough attention... most specifically about being a financial grownup with generational money. Join us to relive your past and understand your peers. For more information, visit the show notes at https://moneytreepodcast.com/financial-wellness-and-generation-x-interview-with-bobbi-rebell 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

Jan 25, 2023 • 55min
Inflation Drops Again… And Other Predictable Data
Amazing Inflation Update: 6.5% ... zzzz This inflation number is not a surprise to anyone. We all saw it coming. Inflation drops again and we should expect this to continue for a while. Here are some surprises you may not have heard before... For more information, visit the show notes at https://moneytreepodcast.com/inflation-drops-again-471 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

Jan 20, 2023 • 1h 11min
The Year of Recalibration – An Interview with Professor Jeff Bierman
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

Jan 18, 2023 • 53min
The Singularity and Ai – How ChatGPT Is Transforming The Economy In Only 2 Months
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

Jan 13, 2023 • 35min
Happy New Year – Year End Performance 2022
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

Jan 11, 2023 • 56min
Money Tree Investing Podcast 2022 Market Wrap Up
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

Jan 6, 2023 • 1h 7min
My Worst Investment Ever With Andrew Stotz
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