Phil Weiss joins us to discuss some secrets of accounting for the wealth management industry that should give you pause.  He provides great investing wisdom that you can apply today. Today's Panelists:  Kirk Chisholm | Innovative Wealth Tim Baker | Metric Fin Douglas Heagren | Pro College Planners    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  

Secrets of Accounting In Wealth Management

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.

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 Crypto Week was a double header. ETH ETFs are approved but not yet live. CBDC's area dead... or just sleeping... Don't count them out, but we can party today. Also in the news... US tax trends can get tricky! No matter where you fall on the political spectrum, I think we can all agree, no one wants to pay higher taxes. Today we also discuss the nature of markets. Managing risk is crucial, especially during downturns. Success in investing requires understanding your emotions and personal risk tolerance. Today we discuss...  Markets fluctuate: they rise about 70% of the time, fall 30%, and rarely move sideways. Understanding market risk is crucial for managing investments during downturns. Investors' risk tolerance shifts with market conditions. Emotional responses to market movements often lead to poor decision-making. Studies suggest that individuals who don't frequently check their investments tend to perform better. Various factors, including government policies, influence market dynamics. Government decisions on CBDCs may impact currency stability and investment strategies. Concerns about hyperinflation should be tempered by an understanding of historical inflation trends. Calls for higher taxes on the rich may not yield desired outcomes and could lead to unintended consequences. Aligning policy with human nature can lead to more effective outcomes in economic governance.   Today's Panelists:  Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

Crypto Week… It’s Official ETH Is A Go And The Death Of CBDCs

Stan "The Annuity Man" Haithcock shares annuity truths and how to make informed decisions. Stan's all about cutting through the fog of annuities, giving it to you straight. We've had him on before, and it's always a good time. With a background in major finance firms, he ditched Wall Street to focus on annuity truths. His motto? Annuities are about what they'll actually do, not what they might. Stan's here to clear up the misconceptions and help you make informed decisions for your financial future.  Today we discuss...  The importance of focusing on what annuities will actually do, not speculative promises Understanding annuities as contracts and making decisions based on contractual guarantees Warnings against buying annuities for growth and Stan's advice to ask hard questions and seek clarity on contractual terms The explanation of different types of annuities, stressing the importance of choosing the right one for individual needs. The misconceptions about annuities as tax-free income sources or vehicles for infinite banking strategies The role of annuities in retirement accounts, emphasizing the need to focus on contractual guarantees rather than seeking double tax deferral    Today's Panelists:  Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Phil Weiss | Apprise Wealth Management  Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/annuity-truths-stan-the-annuity-man-610

Unbiased Annuity Truths and Guidance with The Annuity Man

Let's talk about the meme stock craze and how it impacted Jim Simons! Today we also highlight rising credit card and auto loan delinquencies, the depletion of post-pandemic savings, and financial strains from higher costs of essentials amid high interest rates. And did you know there was also brief resurgence of meme stocks like GameStop and AMC?  Join us as we discuss... Jim Simons' investment success using mathematical models. "The Man Who Solved the Market" book by Greg Zuckerman. The Renaissance Technologies and its significant returns. The impact of wealth and charitable giving. Examination of tax strategies and the concept of presidential libraries. Debate on credit card debt and utilization rates. Discussion on the rising cost of living and inflation. Mention of the recent surge and drop in meme stocks like GameStop. Commentary on the Federal Reserve's role in managing financial crises. For more information, visit the show notes at https://moneytreepodcast.com/the-meme-stock-craze-609 Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast  

The Meme Stock Craze Killed Jim Simons

Chad Willardson shares insights into how to he helps to encourage good financial habits for entrepreneurs. Chad shares his journey from Merrill Lynch to founding his own firm and sheds light on the rollercoaster ride of managing finances for entrepreneurs.   Chad highlights the value of cultivating good financial habits, no matter where you are on your wealth journey. Today we discuss:  Chad's background, including nine years at Merrill Lynch and founding Pacific Capital in 2011 Chad's clientele, focusing on entrepreneurs with at least $10 million to invest The unique financial needs and challenges of entrepreneurs How entrepreneurs typically have a higher risk tolerance and unique approach to financial planning The asset-rich but cash-poor nature of many entrepreneurs The perpetual entrepreneurial mindset and generational wealth transfer The importance of financial education and family planning to navigate wealth responsibly Cultivating financial discipline and good habits at any stage of wealth accumulation  Today's Panelists:  Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Phil Weiss | Apprise Wealth Management    Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/financial-habits-for-entrepreneurs-chad-willardson-608

Cultivating Good Financial Habits for Entrepreneurs

There are so many different narratives of investing that it's important to know when you need to think twice. Today we delve into the murky waters of legislative bills and how they're often loaded with hidden surprises. We also navigate the labyrinth of regulatory standards and keep a keen eye on broader economic trends, like shifts in commodities such as gold and natural gas. Ultimately, it's about staying sharp, questioning the mainstream narrative, and making informed decisions in both politics and investing. Today we discuss...  Politics and its perceived distance from everyday life sparks disengagement due to a lack of perceived impact. How legislative Bills often have hidden agendas. Investing requires staying informed and questioning mainstream narratives. The Fiduciary Rule, while seeming beneficial on the surface, raises complexities and implications for financial advisors and investors. Analyzing trends in commodity markets like gold and natural gas is crucial for investment strategies. Large nonprofits' operations and tax reforms are topics for consideration to enhance societal contributions. Emphasizing skepticism and critical analysis is essential for evaluating narratives and making informed decisions. Market trends, including rising interest rates, affect commodities like gold. Centralization versus decentralization trends affect various sectors, including investing. The fiduciary standard's implications reveal fundamental contradictions and challenges in the financial industry. Nonprofits' significant wealth accumulation raises questions about taxation and societal contributions. Skepticism and critical thinking are crucial for navigating complex narratives in politics, investing, and societal issues. Investing in commodities like natural gas requires understanding seasonal trends and economic indicators. Understanding narratives and trends is essential for making informed investment decisions and navigating complex financial landscapes.    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the show notes at https://moneytreepodcast.com/narratives-of-investing-607

Secrets of Accounting In Wealth Management

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