Money Tree Investing

We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance. Follow these tips for savvy investing and financial advice!

Diversify investments across various assets for stability Learn from emotional investment mistakes to avoid chasing returns Utilize employer retirement plans for long-term growth Regularly review and adjust portfolios to align with goals Make informed decisions regarding student loan debt and education expenses Prioritize diversification and informed choices in financial planning How to access your risk tolerance

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions.

Join us for another though provoking conversation as we discuss:

• Daniel Kahneman, father of behavioral economics, passed away at 90
• How Kahneman's work challenged traditional economic assumptions about rationality and market efficiency
• Kahneman's experiments highlighted cognitive biases in decision-making
• Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making
• Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities
• The example of Apple's performance relative to the S&P 500 illustrates the concept of opportunity cost in investing
• Using natural gas as an example of applying both technical and fundamental analysis to investment decisions

For more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance

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For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss:

• Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly
• Lower-than-expected earnings can cause a stock's price to drop, reflecting a reevaluation of its value
• Market volatility is driven by discrepancies between actual and expected outcomes
• Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies
• Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices
• Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior

For more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence.

Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss:

• Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management
• The evolution of financial products, particularly the rise of thematic ETFs
• Advantages of ETFs over traditional investment vehicles for investors
• Innovative strategies to navigate market volatility and uncertainty
• Bruce's insights into the future of finance and investment trends
• The role of technology in shaping the future of financial services
• Opportunities and challenges in today's dynamic market environment
• Bruce's vision for the future of Innovator Capital Management and its impact on investors

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-396

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management
• Tim Baker | Metric Fin

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The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss:

• Fragility, resilience, and anti-fragility are concepts discussed in various contexts.
• Efficiency-focused systems can become fragile and vulnerable to unforeseen events.
• Fragility occurs when short-term risk elimination increases long-term vulnerabilities.
• Resilience entails fortifying oneself against adversity, preparing for challenging times.
• Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure.
• Understanding investments and avoiding overly risky portfolios ensures long-term financial stability.
• Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances.
• How you can have a more balanced perspective on the market and the current state of political opinions.
• Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further.

For more information, visit the show notes at https://moneytreepodcast.com/market-going-up-595

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management

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Jordan Berry went from being a pastor to striking gold investing in laundromats. His journey's a rollercoaster, from dreaming of Hawaii to diving into the world of laundry. Jordan shares the highs and lows, from snagging laundromats to facing unexpected hurdles.

We'll talk about why he made the leap, the perks of laundromat life, and his tips for budding entrepreneurs.

Plus, Jordan dishes on what's shaking up the laundry business and where it's headed.

Get ready for a lively chat on thriving in the world of laundromat entrepreneurship as we talk with Jordan Berry about:

• The transition from pastoral vocation to laundromat entrepreneurship
• The allure of passive income and financial freedom in the laundromat industry
• Navigating the complexities of acquiring and managing laundromats
• Overcoming setbacks and failures on the entrepreneurial journey
• Emerging trends and innovative strategies in the laundromat industry
• Practical advice and resources for aspiring laundromat entrepreneurs
• The future of the laundromat business and its potential for growth and profitability
• Jordan's vision for the future of laundromat entrepreneurship and its impact on aspiring entrepreneurs

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Phil Weiss | Apprise Wealth Management

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Another week in the markets and the idea of a potential civil war and the stock market.

• Another eventful week in the markets, with little significant change. Why so quiet?
• Discussion revolves around the recent Fed meeting and its implications.
• Market analysts scrutinize minor adjustments in the Fed's statement for deeper meaning.
• Understanding market reactions is crucial for informed investment decisions.
• Market trends reflect the collective actions and sentiments of millions of investors.
• Investing strategies should consider how news aligns with market expectations and reactions.
• Media sensationalism and fear-mongering can distort perceptions of market realities. Tune out the noise.
• Long-term market direction tends to be upward, despite short-term fluctuations.
• Maintaining a rational perspective and avoiding emotional responses is crucial for successful investing.
• Why civil war is NOT a possibility in the U.S... Yet if you watch your favorite news station it feels like it is. We discuss how to square that circle.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/civil-war-and-the-stock-market-593

I'm thrilled to host Yossi Sheffi, a distinguished professor at MIT known for his expertise in supply chain dynamics. Today, we're diving into the disruptions experienced by supply chains during the pandemic.

Professor Sheffi's insights will shed light on the root causes and strategies for resilience. Join us as we explore the impacts on global economies and industries, and uncover valuable insights for navigating future challenges.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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This week we discuss all sorts of great topics such as where to find great opportunities in an expensive market. Why everyone is bearish. And most important, why it pays to be a bull.

We're diving into the world of current stock market opportunities and where you can look for them. We'll be discussing where to find great opportunities despite the high market prices, exploring the reasons behind the prevailing bearish sentiment, and highlighting the benefits of maintaining an optimistic outlook, even during challenging times.

Key Takeaways:

• The stock market remains robust despite minor fluctuations.
• Triple witching is often overhyped and not a significant concern for most investors.
• Bitcoin may experience short-term fluctuations, but its long-term growth trajectory has been substantial, especially with the introduction of ETFs.
• Liquidity, expense ratios, and trading options are crucial considerations when choosing ETFs.
• Critical thinking is essential when consuming financial news.
• Monitoring various market trends can uncover investment opportunities.
• Reflecting on missed opportunities is essential for refining investment strategies.
• Focusing on fundamentals rather than short-term market noise leads to more successful investment outcomes over time.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Phil Weiss | Apprise Wealth Management

Follow on Facebook: https://www.facebook.com/moneytreepodcast

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For more information, visit the show notes at https://moneytreepodcast.com/stock-market-opportunities-591