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 5, 2021 • 1h 3min
Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit
Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google? You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing. For more information, visit the show notes at https://moneytreepodcast.com/angel-investing-tom-wallace Today's Panelists: Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Barbara Friedberg | Barbara Friedberg Personal Finance
Feb 26, 2021 • 1h 8min
What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?
Looking to invest in a business, real estate or a horse? Ever wonder why some people are good at investing in anything they invest in while others cannot seem to make it work? This week we interview J Scott about how he manages to invest in a wide variety of investments and do it well. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-a-business-j-scott
Feb 19, 2021 • 57min
Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang
Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vintages, it is a short jump to become an investor. Follow Peter Lynch's advice and invest in what you know. Join us for this interesting episode about investing in wine. For more information, visit the show notes at https://moneytreepodcast.com/alternative-investments-not-just-for-the-wealthy-investing-in-wine-with-anthony-zhang Today's Panelists: Kirk Chisholm | Innovative Wealth Roger Nabedian | E & J Gallo Winery Megan Gorman | The Wealth Intersection
Feb 12, 2021 • 58min
Charles Schwab's State of the Global Markets with Jeffery Kleintop
Jeff Kleintop is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal. This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering. 2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends. For more information, visit the show notes at https://moneytreepodcast.com/jeffrey-kleintop-charles-schwabs-state-of-the-global-markets-2021 Today's Panelists: Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance
Feb 5, 2021 • 56min
Getting Financially Naked With Jackie Porter
We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more. For more information, visit the show notes at https://moneytreepodcast.com/getting-financially-naked-with-jackie-porter Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
Jan 29, 2021 • 59min
Flipping Real Estate with Paul Thompkins – Here's what you need to know…
We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip. For more information, visit the show notes at https://moneytreepodcast.com/flipping-real-estate-paul-thompkins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
Jan 23, 2021 • 57min
How I Lost $50,000,000 In Real Estate With Rod Khleif
This week we interview multi family real estate expert, Rod Khleif, about how he lost $50,000,000 in real estate and bounced back even stronger in his quest to create real estate wealth. We discuss the value of having the right mindset, how to pivot when you are wrong, the power of setting your intentions and being clear on what you want, real estate risk management tips and more... For more information, visit the show notes at https://moneytreepodcast.com/how-i-lost-50000000-in-real-estate-with-rod-khleif Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
Jan 15, 2021 • 44min
2020 Year End Wrap Up
Join us for the 2020 Year End Wrap Up and Review. We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more. Don't miss this timely review to get your portfolio ready for 2021. Reference links from the show: Is a 10% return good or bad Is a 10% return good or bad (video) JP Morgan Market Insights - Guide to the Markets (January 2021) For more information, visit the show notes at https://moneytreepodcast.com/2020-year-end-wrap-up Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
Jan 8, 2021 • 47min
Should You Get a Reverse Mortgage?
Are you considering a reverse mortgage as a part of your retirement plan? Are you worried these products are still the black sheep of retirement planning? You might be surprised that things have changed a bit in the reverse mortgage market. Check out this interview with Steve Resch where we discuss the ins and outs of reverse mortgages, why they have improved over the original products, and when it makes sense to consider for your retirement planning needs. For more information, visit the show notes at https://moneytreepodcast.com/reverse-mortgage-steve-resch Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
Jan 1, 2021 • 1h 9min
Day Trading For Beginners: Learn The Different Ways Day Traders Can Make Money
This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-for-beginners-jerremy-newsome Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
