Once again we hit all time highs... Is this something to celebrate or fear? This week we discuss the impact of hitting all time highs on the major indexes. IS it something to fear or celebrate. Or does it matter. Join us to discuss the confusing marketing and how to decipher them.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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For more information, visit the show notes at https://moneytreepodcast.com/all-time-highs-577

Scott Kyle of the Compound Code discusses his views on allocation, time horizon, diversification, dividend stocks and why he think you should not have fixed income.

Join us for an interesting episode about compounding.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Phil Weiss | Apprise Wealth Management

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For more information, visit the show notes at https://moneytreepodcast.com/compound-code-scott-kyle

Happy New Year... 2024 started with a meh... but this week we discuss what this slow start means for the rest of 2024. Join us to see what the markets will do in 2024.

And if me telling you what the future holds excites you... I have this beautiful bridge that I'm selling for rock bottom prices.

For more information, visit the show notes at https://moneytreepodcast.com/2024-started-with-575 

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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This week we interview the tax goddess, Shauna Wekherlien, about advanced tax strategies of the rich and famous. We discuss some great ways to LEGALLY reduce taxes for business owners, investors and families who are paying too much in tax.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance

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Happy 2024!

It is a new year and lots of great predictions in store for you this week. I know you have been waiting all year for these, so join us this week for my predictions for 2024.

• 2024 Predictions: Discussion on predictions for 2024, including the stock market, Bitcoin ETFs, and global chaos.
• Caution on Predictions: Emphasis on the uncertainty of predictions, highlighting the historical inaccuracy of many forecasts.
• Risk Management: Advocacy for managing risk instead of predicting performance, with various strategies discussed.
• Possible Recession: Prediction of a potential recession in Q2 2024, contrary to earlier expectations.
• Interest Rate Forecasts: Suggests that interest rates may drop less than predicted due to cautious economic measures.
• Global Conflict Expectations: Anticipation of continued global tensions but with a caution against overestimating the severity.
• Unpredictability Reminder: Reminds that unforeseen events can alter predictions, underlining the dynamic nature of financial forecasts.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Douglas Heagren | Pro College Planners

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This week we interview Jonathan Deyoe about mindful money and 5 tips that you can use today for better financial health.

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

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway. 

Join us this week as we dive into what is important and not about 2024.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Nicole Simpson talks about The "Quiet Shift" and how it impacts your wealth. Estate planning, Legacy planning, and dealing with older parents is becoming an increasing problem for younger generations. We discuss how this impacts you.

For more information, visit the show notes at https://moneytreepodcast.com/quiet-shift-dr-nicole-b-simpson

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Douglas Heagren | Pro College Planners

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Happy New Year. Santa Clause is coming to Wall Street in December 2023 and may decide to stick around for 2024. We can thank Jay Powell for this Christmas gift. We will see if Santa stays or disappears as quickly as he came. Happy New Year to all and to all a good night.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Victor Haghani explores this topic in his new book of the same name. This was a fascinating discussion about wealth and the transference of wealth through generations. 

We also discuss where these uber wealthy went. Join us for this fun holiday special.

For more information, visit the show notes at https://moneytreepodcast.com/where-are-the-missing-billionaires-victor-haghani

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Megan Gorman | The Wealth Intersection

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Follow on X (formerly Twitter): https://x.com/MTIPodcast