Money Tree Investing

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

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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

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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

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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.

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For more information, visit the show notes at https://moneytreepodcast.com/active-vs-passive-investing-rick-ferri-tom-sosnoff