Money Tree Investing

Larry Kotlikoff was made famous a few years back with his purple plan. This was a bi-partisan effort to solve some of our nations fiscal problems. We discuss some of these problems ( social security, taxes, carbon taxes, deficits, and more).

Now Larry is taking on a much bigger problem... the biggest problems in personal finance today. Don't miss this episode.

For more information, visit the show notes at https://moneytreepodcast.com/larry-kotlikoff-us-economic-policy

Today's Panelists:

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

Great interview this week with Options Trading Strategies expert, Tom Sosnoff.

We discuss how Tom got started, what options trading strategies work, and which don't, why he started the Tasty Trade options think tank, and why he always sells. Want to invest with true risk management?

Listen to this episode with a lifelong industry insider from the options industry.

For more information, visit the show notes at https://moneytreepodcast.com/options-trading-strategies-tom-sosnoff

Today's Panelists:

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

We have an honest discussion about gold this week with an honest gold dealer. Yes I know its an oxymoron, but we get the real scoop about what you should look out for and how you should look at investing in gold for your portfolio. We discuss what kinds of coins you should consider... and more importantly, which ones to avoid. Gold, Silver, Platinum, Palladium, Rhodium, and more.

For those of you who missed Freedomfest 2021 in July, Rich was my debate partner with the famous Gold vs Bitcoin Debate. I think we won. What do you think?

For more information, visit the show notes at https://moneytreepodcast.com/investing-in-gold-richard-checkan

Today's Panelists:

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

This week we interview an insider who teaches us how to do proper due diligence on a company (public or private).

Elliott discusses what to look for and (more importantly) what to avoid. This is real world advice you cannot learn in a class room. I love this topic.

For more information, visit the show notes at https://moneytreepodcast.com/due-diligence-elliot-holland

Today's Panelists:

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

Are you looking to profit from the 5G revolution which is changing the future of technology?

Have you considered cell tower leasing as a way to generate passive income from your real estate?

We interview Hugh Odom this week about the future of cell towers, 5G, and how you can profit from the growth in this sector.

For more information, visit the show notes at https://moneytreepodcast.com/hugh-odom

How can I afford to send my kids to college without putting myself into the poorhouse?

Is the cost of college worth the price?

Does everyone need a college education?

We discuss these questions and more on this weeks show. This is a topic we will come back to time and time again to help people make the most of college for their kids.

For more information, visit the show notes at https://moneytreepodcast.com/the-cost-of-college-ron-lieber

Today's Panelists:

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

Great interview with expert swing trader, Brian Shannon. We discuss his success with technical analysis, swing trading, VWAP, time frames and more...

Brian is a great educator of other traders and he eats his own cooking. He brings a great perspective of how to think about trading differently using different time frames, VWAP, and more.

Price Volume and Time... What else is there to know?

Oh and he wrote one of the top Ten books on Technical Analysis... he is no slouch.

For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-brian-shannon

Today's Panelists:

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

The secrets to investing are all in your head... Also known as behavioral finance.

You don't need to be a psychologist. Daniel Crosby distills hundreds of behavioral bias down to 4 main categories and makes is simple to understand so you too can be a successful investor.

The best investors in the world and large financial institutions understand these secrets. You should too.

This interview is pure podcast gold.

Learn your biggest enemy in investing.

Are men or women better investors?

Did you know people expect 17% returns annually from here... should they?

Mindfulness and investing.

For more information, visit the show notes at https://moneytreepodcast.com/behavioral-finance-daniel-crosby

Today's Panelists:

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

This week we discuss a historical approach to asset allocation investing with Dan Rasmussen. This was a great interview where we really dig into the history so we can be prepared for Economimc crisis, inflation, stagflation, market volatility, bubbles and more.

Topics we address:

• What assets are the best ones to buy in a crisis
• Why do crisis happen?
• The importance of liquidity
• Value investing
• Japan
• The current bubbles
• Inflation, Deflation, and stagflation
• How to not be fooled by history

For more information, visit the show notes at https://moneytreepodcast.com/asset-allocation-investing-dan-rasmussen

Today's Panelists:

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

Learn how real estate investors can save on taxes and get tax credits for their investments. This week we interview Bobby Thames on tax credits, tax incentives and cost segregation.

If you own real estate and you have not considered this, you need to listen to this episode.

For more information, visit the show notes at https://moneytreepodcast.com/cost-segregation-bobby-thames

Today's Panelists:

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