Money Tree Investing

Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework.

This is a good insight into how funds work and some steps you can take to set up your own fund.

For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth

Today's Panelists:

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

Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0?

This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider.

For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard

Today's Panelists:

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

Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be.

For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Miranda Marquit | MirandaMarquit.com

Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that.

Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show.

For more information, visit the show notes at https://moneytreepodcast.com/money-honey-rachel-richards-passive-income

Today's Panelists:

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

This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies.

We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy.

Join us this week to learn how to build wealth outside of your W2 income.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen

Today's Panelists:

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

This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too.

Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-tax-liens-joanne-musa-tax-lien-lady

Today's Panelists:

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

This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview.

For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Mindy Jensen | Bigger Pockets

We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't.

It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more.

For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom

Today's Panelists:

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

Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers.

We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem.

For more information, visit the show notes at https://moneytreepodcast.com/pension-crisis-rob-arnott

Today's Panelists:

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

This week we interview the Land Geek, Mark Podolsky.

We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land.

I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101.

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Seth Williams | REtipster