Money Tree Investing

Bankrate's Chief Financial Analyst, Greg McBride, joins us to discuss interest rates, housing, the Federal Reserve, and more. We discuss where we have been, where we are now, and where we are going with rates and housing.

This is a great episode if you want to know more about the most important markets in the US.

Today's Panelists:

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

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For more information, visit the show notes at https://moneytreepodcast.com/rates-housing-and-the-fed-an-interview-with-greg-mcbride-from-bankrate

This week we discuss a lot of hot topics, another bank failure of First Republic, JP Morgan takeover, what it means for the banking sector, why the market doesn't seem to care, why the rating agencies are acting like it's 2007, updates on the probability of a recession, tech company job losses blamed by Ai, and what Ai means for your job... if anything.

Join us for another fun episode of Money Tree Investing Podcast where we grill up Wall Street sacred cows, skewer the pigs, and roast the main stream media hams.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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We hit episode 500!!!

After 9 years of this podcast consistently delivering great education to listeners, we want to take this opportunity to thank all our listeners, guests and hosts.

As a thank you for your support of the show, we are giving you an irresistible offer. You can listen to the next 500 episodes for free. That's right free...

What? It already is free? Oh. Well the audio may be free, but we are also going to throw in free videos of the show each week for the next 500 episodes.

What? The show is already on YouTube? ok.

It sounds like you are already doing great stuff for the listeners.

So I'm going to do something crazy here. We are going to give our listeners FREE MONEY!

No one is doing that, right?

Oh... You are already giving away free money on your website?

You guys are good.

What about an Inflation Crisis Roadmap?

Great idea. As a part of our celebration of 500 episodes, we are going to give away an Inflation Survival Guide. Everything you need to know about inflation and how to survive it. However you need to sign up for our email list to receive it. Otherwise we would not know where to send it.

For more information, visit the show notes at https://moneytreepodcast.com/episode-500-will-seippel

Today's Panelists:

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

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We had a lot of fun on this episode. The best part was at the end of the episode where we discussed one of the biggest open secrets on Wall Street. I knew about this 20+ years ago, but most people don't know this.

We discuss the soft earnings season and what you should expect from the rest of the earnings season. Also how to see through the news to know what is really going on. Join us for this fun episode to learn more about the Wall Street Circus.

For more information, visit the show notes at https://moneytreepodcast.com/earnings-soft-landing-499-deflation

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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Queer Money Tips and how to manage your finances in bad economic times.

John and David share their story about how they got into debt, why it is so alluring, and what they did to get out of debt. This is a problem shared by most people in the US. It is hard to avoid debt as it is so pervasive and seductive. Yet if you want to be financially free and lift the psychological burden that keeps you from your own financial freedom, you need to know how to be smart with debt.

John and David talk about the 5 Steps to Being Debt Free, The Lasso Method, The Debt Avalanche, Debt Snowball, and many more strategies to eliminate debt in your life.

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Douglas Heagren | Pro College Planners

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This week we discuss all sorts of crazy things going on in the market:

• FAANGMNT, and why its ruining index investing, and how you can do better
• What you are missing about gold, and how to find it
• The hidden risks of bank stocks no one is talking about
• And a whole lot of other crazy things you need to know.

Join us this week to learn more stuff you are not hearing anywhere else.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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We interview David Wolcott this week where we discuss holistic financial planning and whether it is more important for your portfolio to be invested for growth or longevity. The answer might surprise you. Here's what you need to know...

For more information, visit the show notes at https://moneytreepodcast.com/david-wolcott-holistic-financial-planning-growth-vs-longevity

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Barbara Friedberg | Barbara Friedberg Personal Finance
• Megan Gorman | The Wealth Intersection
• Douglas Heagren | Pro College Planners

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Doug and Kirk talk about the state of the markets compared to historical valuations. We compare all the major metrics compared to the last 50-100 years. You might be surprised at what we found. We have been talking about this for months on the show, so we decided to show you the math... Math doesn't lie.

Join us this week as we cover the major topics in the markets, inflation, real estate, valuations and more.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners

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​Take a peek behind the curtain into the world of the shadow banker. This is a great interview where we have a candid conversation about shadow bankers secrets, how Wall Street works, why retail investors can't beat the institutions, how shadow bankers measure risk, and where people can find opportunities.

I had a lot of fun with this interview. I know you will too.

For more information, visit the show notes at https://moneytreepodcast.com/shadow-bankers-secret-benjamin-summers

Today's Panelists:

• Kirk Chisholm | Innovative Wealth
• Megan Gorman | The Wealth Intersection
• Douglas Heagren | Pro College Planners

Follow on Facebook: https://www.facebook.com/moneytreepodcast

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Follow on Twitter: https://twitter.com/MTIPodcast

This is another one of our well-known mindset episodes for how to think about investing. Kirk and Doug rip apart some commonly "known" principals of investing that you see everyday in the investing community.

If you didn't know any better you would think the investing community was a bunch of fortune telling gypsies. Maybe they are... It would explain all the tarot cards I found laying around in the CNBC greenroom.

Join us this week to hear us once again give you a peek behind the curtain.

Today's Panelists:

Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Kelly Coughlin | Everyday CPA

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Follow on Twitter: https://twitter.com/MTIPodcast