Listen Now

For more information, visit the show notes at https://moneytreepodcast.com/assets-protection-strategies-douglass-lodmell   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  

2021 is finally in the books. Whew. A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities. This week we discuss year end returns, what happened, what you missed, and how to invest for 2022. Dual Impact Funds is the sponsor of this episode. Click Here for more details.   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/2022-year-end-review-the-year-ahead

What does an opera singer have to do with being successful in real estate?  We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mindy Jensen | Bigger Pockets   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/developing-real-estate-josh-benaim

We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more.  Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. 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/investing-in-small-cap-value-francis-gannon

Are you looking for the next big trend? Are you looking to invest in environmentally green energy before everyone else? We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your own home, and why the risks of the past are no longer an issue. Scott also talks about his genius way to invest in this trend while mitigating most of the commodity prices issues. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For the show notes, visit https://moneytreepodcast.com/investing-in-uranium-scott-melbye 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  

Are your kids money smart? This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more. Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details. For more information, visit the show notes at https://moneytreepodcast.com/11-top-strategies-for-raising-money-smart-kids   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  

Are you a victim of investment fraud? You might be but don't know it yet. We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with. Dual Impact Funds is the sponsor of this episode. Click here for more details.   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 Visit the show notes at https://moneytreepodcast.com/investment-fraud-101-how-to-protect-yourself-from-fraudsters

Real Stories of real investors: Currency Trading This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed. Dual Impact Funds is the sponsor of this episode. For details go to https://moneytreepodcast.com/IQ-Dual-Impact-1   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

Want to buy real estate with no money down? Don't have any money, credit, or experience? Carleton Sheets tells us you can do it. So does Terry Hale. We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle.   Dual Impact Funds is the sponsor of this episode. Click for more details.   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/creative-seller-financing-terry-hale

Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth. We also discuss why it is important for physicians to plan for their later years today. 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/physician-real-estate-investor-mas-oishi

This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez. We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth.  Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.   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/julio-gonzalez-engineered-tax-services

We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities. Don't miss this great insight into fix and flip real estate done the right way.   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/fix-and-flip-real-estate-tony-javier

I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this. Tom Sosnoff, founder and CEO of tastytrades, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his approach is best.  Rick Ferri, the president of the John C. Bogle Center for Financial Literacy and host of bogleheads on Investing podcast, comes out swinging with his own data of why passive investing beats active investing. Many people talk about passive investing being the better approach. Rick will show you why.  Don't miss this epic event. Maybe the best debate ever on this show. 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/active-vs-passive-investing-rick-ferri-tom-sosnoff

Want to get paid every time a Taylor Swift song is played? I do. You can too. This week we dive into another secret of the rich and famous. Investing in music royalties. This is a cool and lucrative investment that you probably would not have thought of. Prior to this you need to have connections to invest in music royalties. Institutional money has been investing in this space for a while, and now you can too. Find out how on this week's episode.   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/investing-in-music-royalties-adam-cowherd

Ever wonder why fundamental analysis and value investing is consistently disappointing you? I'll give you a clue. You are not seeing the complete picture. We interview one of the most vocal proponents of technical analysis and charting, JC Parets. We discuss everything you want to know about technical analysis and why he predicted this year would disappoint investors compared to last year. Topics we discuss in this episode: The top indicators he looks for when making a trade The one indicator that tops all others, and it is so simple you probably won't believe it. Sizing your trades Risk management How to trade different markets without being an expert in that investment Join us for insights into where the market is going for Q4 2021. 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/jc-parets-technical-analysis-for-fun-and-profit

Worried about a global financial crisis? You should be. What Black Swan events are hiding under the surface that you are not aware of? We discuss this and more on this episode where we interview macro economist, Richard Duncan. We discuss risks, opportunities & how to protect yourself from the next global financial crisis that is right around the corner. Here are some topics we discuss: Capitalism vs creditism How much credit needs to be created to keep us out of a recession? Is inflation or deflation going to impact our economy in the short term? The China Bubble The Fed Taper implications For more information, visit the show notes at https://moneytreepodcast.com/richard-duncan-macro-economics   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

Want to learn more about fundamental value investing? This week we interview Charles Sunnucks, who literally wrote the book on value investing. We discuss what it means to be a value investor, the importance of fundamental analysis, investing internationally, and more. There are a lot of value opportunities internationally, and Charles helps us identify them for you. 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/value-investing-charles-sunnucks

2020 was a crazy year in the markets. Most people both made and lost a lot of money in 2020. Today we interview a guy who won the US Investing Championship in 2020 with a total return of 941.1%. Sound crazy? Its true.  I learn a lot from Oliver about how he was successful in 2020. Listen to find out how you can improve your trading strategy.   For more information, visit the show notes at https://moneytreepodcast.com/us-trading-championship-2020-oliver-kell   Today's Panelists: Kirk Chisholm | Innovative Wealth Michael Rechenthin | tastytrades 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/startup-incubator-steven-hoffman

The Founder of Founder Space, Captain Steve Hoffman, talks with us about how his startup incubator and accelerator helps companies to thrive and how you can improve your chances of success investing in startup companies. We discuss trends in the start up space, why it is important to look for the exit, why we are in a winner take all world, and how to determine a good deal for investors. 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/startup-incubator-steven-hoffman

We had a lot of fun this week on our interview with Eryka Gemma. We discuss cryptocurrency, NFTs, DeFi, staking, lightning strike, El salvador's big announcement, Florida's involvement, and more... Eryka is a cryptocurrency maven. She knows the whos who of the cryptocurrency world... She is the whos who of the cryptocurrency world. This was a great interview with someone who has a finger on the pulse of the crypto market. I would also like to add she and I were on stage at Freedomfest in July with a debate of gold vs bitcoin. It was definitely was the surprise (not to us) hit of the conference.  For more information, visit the show notes at https://moneytreepodcast.com/cryptocurrency-eryka-gemma-bitcoin   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection