Money Tree Investing

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

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

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

The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments.

Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth.

For more information, visit the show notes at https://moneytreepodcast.com/private-mortgage-lenders-eddie-speed

Today's Panelists:

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

Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets?

Most people are scared to invest outside their home country. It is called home country bias. Investors around the world have this same bias. However we want you to move beyond your comfort zone to look outside your home country at where the growth is happening for the next 80+ years.

We interview Kevin Carter and discuss emerging market investing and where he sees value in the world today.

For more information, visit the show notes at https://moneytreepodcast.com/emerging-market-investing-for-2020-and-beyond-locating-opportunities-with-tremendous-growth-potential

Today's Panelists:

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

Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too.

Fortunately there is a way to make money from someone else's lawsuit without going to court.

This week we dive into Investing Secrets of The Rich Series (Episode #11): Litigation finance

This investing secret for the rich is so secret that even some of Wall Street's Smartest investors are not aware that this is possible. We interview one of the industry's insiders to learn more about how this works.

For more information, visit the show notes at https://moneytreepodcast.com/litigation-finance-jay-greenberg

Today's Panelists:

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

Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk.

Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more.

For more information, visit the show notes at https://moneytreepodcast.com/interest-rate-volatility-inflation-nancy-davis

Today's Panelists:

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

Want to be a successful day trader? Think you have the chops to do it for a living?

This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful.

We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books.

This is a must listen to episode if you want to know how the sausage is made with successful traders.

For more information, visit the show notes at https://moneytreepodcast.com/day-trading-secret-chris-tate

Today's Panelists:

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

Have you been over paying for your homeowners insurance?

Would you even know if you were?

We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient?

This insider interview has given me a lot of interesting insight in an industry we don't think much about, but should.

For more information, visit the show notes at https://moneytreepodcast.com/homeowners-insurance-sean-harper

Today's Panelists:

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

This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio.

For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Nicole Tanenbaum | Chequers Financial Management