Money Tree Investing

You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrificing today vs tomorrow. why compounding is important to growing wealth and more...

For more information, visit the show notes at https://moneytreepodcast.com/investing-at-a-young-age-caleb-gulliams

This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling.

We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school.

For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-money-mesh-lakhani

Today's Panelists:

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

I have interviewed some great investors on this show and one thing comes to mind...

While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor.

We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex...

And if that isn't enough we talk about how to create a happiness dividend.

For more information, visit the show notes at https://moneytreepodcast.com/minful-money-jonathan-deyoe

Today's Panelists:

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

Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit.

This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources.

For more information, visit the show notes at https://moneytreepodcast.com/leveraging-credit-credit-repair-travel-hacking-yan-stavasski/

Today's Panelists:

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

How are you looking to invest in real estate?

Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site?

We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding.

For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito

Today's Panelists:

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

Richard Smith spent the last 16 years leveling the playing field for individual investors.

We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies.

This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk.

For more information, visit the show notes at http://moneytreepodcast.com/risk-management-stop-loss-volatility-stock-picking-and-more

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

This week we interview Jessica Fioneers about SloFi.

It is a acronym bonanza

SloFI...

FIRE...

YOLO...

and F-You money... well the last one is not quite an acronym, but who doesn't want that.

For more information, visit the show notes at https://moneytreepodcast.com/fioneers-slofi-make-your-life-better

Do you like the country you live in? Have you imagined living in another country? What about investing in another country?

On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well.

For more information, visit the show notes at https://moneytreepodcast.com/offshore-investing-life-as-an-expat-mikkel-thorup

Today's Panelists:

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

Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers.

We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space.

For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-rebecca-wiggins

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Garret Philben | Be Awesome Not Broke

Ever wondered why financial literacy for kids is not taught in school?

Me too...

We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious.

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

For more information, visit the show notes at https://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa