Money Tree Investing

Value investing has been in the dog house for the past 20 years. You needed an iron stomach to stick with it when it under performed for 2 decades. However, not everyone suffered. Gary Mishuris uses "behavioral value investing" to invest better with value stocks. He looks for value where others are not. This is one of the hardest and best ways to invest in value stocks. Wayne Gretzky says skate where the puck is going to be. Gary shows us how to do that with value stocks. As value stock are coming back into favor you need to look at what is working. For more information, visit the show notes at https://moneytreepodcast.com/behavioral-value-investing-gary-mishuris 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

Amazing Inflation Update: 9.1% WOW! I think I need to dust off my dictionary to look up what "transient" means. This week we discuss all sorts of news updates, the inflation reading, why cash is not trash, Bitcoin, and why bad economies do not support bad business models. 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/

This week we interview David French about another advanced planning strategy for our series, Secrets Of The Rich Episode #12, Qualified Small Business Stock 1202. Sounds interesting? Yawn. What if I told you you could sell your business tax free up to $10 million (or more)... Now are you interested? Yes... Me too. This is a great episode for business owners who are looking to save on taxes when they sell their business. Join us to learn about this elusive tax secret of the rich. For more information, visit the show notes at https://moneytreepodcast.com/qualified-small-business-stock-1202-david-french 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

The Euro is at par with the US Dollar. Huh? Should I be worried or is it ok to be confused? You are not alone in wondering if this matters. The answer is it does and it doesn't. In this episode we will discuss why this matters. We discuss where it is a good thing and where it is a bad thing for the US economy. It is worth watching as it can impact your investments. For more information, visit the show notes at https://moneytreepodcast.com/beware-of-inflation-why-is-the-euro-at-par-with-the-us-dollar 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

Are you looking to increase the yield on your dividend stocks? Are you aware there are stocks outside of the US? While we all know we can buy stocks in other countries, most do not. This is not a US-centric problem. Home country bias is a global bias. We all inherently follow Peter Lynch by investing in what we know. However this limits you to opportunities and lowers your potential dividend yield. Global dividends are a great way to enhance your income on investments if you know what you are doing. We discuss how you can do that. For more information, visit the show notes at https://moneytreepodcast.com/are-you-home-country-biased-global-dividends-can-provide-interesting-opportunities 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

Happy Independence Day! (2 Days Belated) I hope you all enjoyed the holiday and spent some time reflecting on what is important in your life. We are at it once again. You guessed it... Inflation. We are beating inflation like a rented mule. (Apologies in advance to all the rented mules who were offended by that comment.) Since inflation is not going away, we are going to keep discussing this until everyone is up to speed. This has global impact so prepare yourselves. This week we will be discussing the impact of inflation on valuations, should you invest in growth vs value, and we discuss the markets and what our thoughts are. Join us with your frosty beverage of choice (as long as your are not driving, or it is a slushy). Cheers! 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 is another episode of Secrets of the Rich. Secret #17, Investing in Agriculture. Have you asked yourself why so many Billionaires are investing in agriculture? We discuss why on this weeks episode. This is one of my favorite asset classes, yet so few people are investing in it. You should start to learn more. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-agriculture-for-income-growth-and-protection-from-inflation 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

Inflation Alert... Here is what you need to know about the impact of inflation on investments in your portfolio. We discuss stocks, bonds, real estate, cash, commodities, and more. Also I hope you have watched the prior episodes. IF you have not please click here to listen. If you have then you are aware of our prediction about inflation. Now we are going to take you behind the curtain and show you how to know when you are wrong. We will be using ourselves as the guinea pigs for this one, but you can learn from this to apply to your own investing. For more information, visit the show notes at https://moneytreepodcast.com/impact-of-inflation-on-investments-beware-of-inflation-4 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

We interview Kevin Simpson about his expert strategy of covered call writing and dividends to generate enhanced yield for investors who are frustrated in this low yield environment. This is a great tool for people to understand and add to their toolbox. We also discuss how to hedge your portfolio in times of market volatility. For more information, visit the show notes at https://moneytreepodcast.com/covered-call-writing-kevin-simpson

Are you curious about how inflation affects real estate? Your home, investment property, land, etc. will all be affected by inflation. This is the biggest source of wealth for most Americans, so it is Urgent that you understand this fact. We also discuss how asset allocation has changed and how you should be thinking about your own asset allocation. For more information, visit the show notes at https://moneytreepodcast.com/how-does-inflation-affect-real-estate-your-portfolio-asset-allocation-inflation-4 Today's Panelists: Kirk Chisholm | Innovative Wealth 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