Money Tree Investing

By Money Tree Investing PodcastBusiness Investing

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Money Tree Investing episodes

January 07, 2022Year End Review – 2022 Year Ahead
2021 is finally in the books. Whew.

A lot happened in 2021 and you probably forgot all the news stories. When I looked back I was surprised to see all the "fear" stories in the news. Fortunately we have a whole new year ahead for opportunities.

This week we discuss year end returns, what happened, what you missed, and how to invest for 2022.

Dual Impact Funds is the sponsor of this episode. Click Here for more details.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/2022-year-end-review-the-year-ahead
42 min
December 31, 2021Developing Real Estate – An Interview With Josh Benaim
What does an opera singer have to do with being successful in real estate?

We find out this week as we interview Josh Benaim, an expert in developing real estate in difficult cities and what risks you should be aware of.

Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

Mindy Jensen | Bigger Pockets

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/developing-real-estate-josh-benaim
55 min
December 24, 2021Investing in Small Cap Value: Interview with Francis Gannon
We interview Francis Gannon, one of the most well known small cap managers with a tremendous track record of success. We discuss where you can find value by investing in small cap stocks, the impact of inflation, investing internationally, and more.

Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-cap-value-francis-gannon
55 min
December 17, 2021Investing in Uranium – The Next Generation of Cheap Clean Energy
Are you looking for the next big trend?

Are you looking to invest in environmentally green energy before everyone else?

We dive right into this big energy trend that almost no one is talking about. We interview Scott Melbye about investing in uranium, nuclear energy, the next generation of technology, how you could have clean nuclear energy in your own home, and why the risks of the past are no longer an issue. Scott also talks about his genius way to invest in this trend while mitigating most of the commodity prices issues.

Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details.

For the show notes, visit https://moneytreepodcast.com/investing-in-uranium-scott-melbye

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast
59 min
December 10, 202111 Top Strategies For Raising Money Smart Kids
Are your kids money smart?

This week we interview Robin Taub about how you can raise money smart kids. We discuss 11 financial habits that give them a good foundation in life, behavioral bias, a good age to start, the 5 pillars of monye and more.

Dual Impact Funds is the sponsor of this episode. See https://moneytreepodcast.com/IQ-Dual-Impact-1 for more details.

For more information, visit the show notes at https://moneytreepodcast.com/11-top-strategies-for-raising-money-smart-kids

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast
1 hr 4 min
December 03, 2021Investment Fraud 101: How to Protect Yourself From Fraudsters
Are you a victim of investment fraud? You might be but don't know it yet.

We interview David Meyer, an attorney representing investment fraud victims. He discusses the top ways fraudsters take advantage of investors, top questions you should ask, and which professionals you need to be particularly careful of working with.

Dual Impact Funds is the sponsor of this episode. Click here for more details.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

Visit the show notes at https://moneytreepodcast.com/investment-fraud-101-how-to-protect-yourself-from-fraudsters
1 hr 24 min
November 26, 2021Real Stories: Currency Trading 101 with Rob Booker
Real Stories of real investors: Currency Trading

This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed.

Dual Impact Funds is the sponsor of this episode. For details go to https://moneytreepodcast.com/IQ-Dual-Impact-1

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

Follow on Twitter: https://twitter.com/MTIPodcast
1 hr 1 min
November 19, 2021Creative Seller Financing Secrets with Terry Hale
Want to buy real estate with no money down?

Don't have any money, credit, or experience?

Carleton Sheets tells us you can do it. So does Terry Hale.

We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle.

Dual Impact Funds is the sponsor of this episode. Click for more details.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/creative-seller-financing-terry-hale
48 min
November 12, 2021Story: Physician Real Estate Investor Mas Oishi
Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth.

We also discuss why it is important for physicians to plan for their later years today.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/physician-real-estate-investor-mas-oishi
43 min
November 05, 2021Julio Gonzalez: Engineered Tax Services
This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez.

We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth.

Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.

Today's Panelists:

Kirk Chisholm | Innovative Wealth

Barbara Friedberg | Barbara Friedberg Personal Finance

Megan Gorman | The Wealth Intersection

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

Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast

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

For more information, visit the show notes at https://moneytreepodcast.com/julio-gonzalez-engineered-tax-services
49 min

About Money Tree Investing

From the publisher's feed

The weekly Money Tree Investing podcast aims to help you consistently grow your wealth by letting money work for you. Each week one of our panel members interviews a special guest on topics related to money, investing, personal finance and passive income. Episodes end with a panel discussion on the content of the interview, which allows us to give you a deeper understanding of what has been said by looking at it from different perspectives.