Money Tree Investing

Are you worth 500 million or more?

Yup, me too... in Venezuelan Bolivars.

However, if you are worth more than 500 million in US dollars, you might want to consider setting up and running a family office to take care of you vast wealth so you can go about enjoying life.

Managing and running a family office is no picnic. It is a tremendous responsibility.

So this week we interview Ron Diamond about the dynamics of running a family office. You can get a sneak peak into how the other half lives.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection

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For more information, visit the show notes at https://moneytreepodcast.com/running-a-family-office-ron-diamond

We are at it again this week on Money Tree Investing Podcast. Deflation.. Deflation ... and more Deflation... oh and some inflation. This week things got a bit spicy.

We had a ton of listener questions on LinkedIn live. We discuss those and a number of other spicy topics, like the problems w energy, inflation and more. This was a fun episode, you won't want to miss it.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA

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For more information, visit the show notes at https://moneytreepodcast.com/deflation-again-part-3-ep-479

This week we interview Gerry Frigon about investing in growth companies.

We discuss:

• Why there is a shrinking number of companies to choose from in the stock market
• Why ESG fails
• The increase in volatility
• US vs international investing
• Narrative vs perspective

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Douglas Heagren | Pro College Planners

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For more information, visit the show notes at https://moneytreepodcast.com/investing-in-growth-companies-gerry-frigon

Deflation Ahead!

No... We are not nuts. Most people are yelling and screaming about inflation. So why are we yelling about deflation?

Here's the scoop.

We have received our share of hate mail over the past few weeks since we came out with the claim that we may experience deflation by year end. Most of the messages were angry that we changed our mind. Yet, not one person has refuted our claim with any solid argument.

Its important to understand this point. Inflation and deflation can exist at the same time. The only difference is your point of view and what you are measuring. However once you understand why we are saying deflation could happen by year end, it will all make sense. Join us this week where we further discuss our thesis on deflation.

Its Valentine's day... Send us you love... send us your hate... Just send us something with your thoughts. Cheers

For more information, visit the show notes at https://moneytreepodcast.com/beware-deflation-ahead-2-477

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Should you invest in private company stock? Should you invest internationally? Why not both?

This week I interview Josh Ziegelbaum who runs a coffee company in Columbia.

I know what you are thinking, coffee coming out of Columbia. Times have changed and this black gold is in high demand. Join us as we discuss why this is such an opportunity and how he thinks about investing internationally.

Today's Panelists:Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance

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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

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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

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For more information, visit the show notes at https://moneytreepodcast.com/zach-oehlman-buying-small-businesses-for-cash-flow

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

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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

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Follow on Twitter: https://twitter.com/MTIPodcast

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