Money Tree Investing

Do you need financial therapy? Studies suggest you do...

Are you money avoidant, money vigilant, or money worship?

This week we discuss financial therapy, money scripts, cognitive bias and more.

For more information, visit the show notes at https://moneytreepodcast.com/megan-mccoy-financial-therapy/

Today's Panelists:

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

Want to learn the secrets of smart estate planning strategies?

This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early.

For more information, visit the show notes at https://moneytreepodcast.com/smart-estate-planning-ali-katz

Today's Panelists:

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

The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has virtually said they are going to print money until they run out of paper.

Where should you invest your money today?

That is the question on everyone's mind. We discuss some areas your should be looking at and where the market is changing that you might not be aware.

Barbara Friedberg penned a great article, Where to invest in an overvalued market: https://barbarafriedbergpersonalfinance.com/where-invest-overvalued-market

For more information, visit the show notes at https://moneytreepodcast.com/where-to-invest-today

Today's Panelists:

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

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

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

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

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

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

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

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