Episodes
Join us for the 2020 Year End Wrap Up and Review. We discuss what happened in 2020, where we are now, and where things are going for 2021. We also discuss how to look at your 2020 performance, how to analyze the markets, what is relevant for 2021, and more.  Don't miss this timely review to get your portfolio ready for 2021. Reference links from the show: Is a 10% return good or bad Is a 10% return good or bad (video) JP Morgan Market Insights - Guide to the Markets (January 2021) ...
Published 01/15/21
Are you considering a reverse mortgage as a part of your retirement plan? Are you worried these products are still the black sheep of retirement planning? You might be surprised that things have changed a bit in the reverse mortgage market. Check out this interview with Steve Resch where we discuss the ins and outs of reverse mortgages, why they have improved over the original products, and when it makes sense to consider for your retirement planning needs. For more information, visit the...
Published 01/08/21
This week we discuss day trading for beginners. We talk about different ways to trade, risk management, swing trading, the effect of stock splits, options, price vs valuation, and expectations people should have when they are trading. For more information, visit the show notes at https://moneytreepodcast.com/day-trading-for-beginners-jerremy-newsome     Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth...
Published 01/01/21
The smart private mortgage lenders are preparing for this event... Banks are too... Wall Street is asleep at the switch again. Find out what this means for your real estate investments. Industry insider Eddie Speed talks about the right way to structure a deal, The 6 factors to price the deal properly, and how you can prepare for this event which could make or break your wealth. For more information, visit the show notes at https://moneytreepodcast.com/private-mortgage-lenders-eddie-speed ...
Published 12/25/20
Did you know that most of global growth beyond 2020 is not coming from US, Europe, Japan, but rather from these emerging markets? Most people are scared to invest outside their home country. It is called home country bias. Investors around the world have this same bias. However we want you to move beyond your comfort zone to look outside your home country at where the growth is happening for the next 80+ years. We interview Kevin Carter and discuss emerging market investing and where he...
Published 12/18/20
Have you ever thought how cool it would be to win 100 million+ in a lawsuit so you never have to work again? Ya me too. Fortunately there is a way to make money from someone else's lawsuit without going to court. This week we dive into Investing Secrets of The Rich Series (Episode #11): Litigation finance This investing secret for the rich is so secret that even some of Wall Street's Smartest investors are not aware that this is possible. We interview one of the industry's insiders to...
Published 12/11/20
Are you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk. Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more. For more information, visit the show notes at...
Published 12/04/20
Want to be a successful day trader? Think you have the chops to do it for a living? This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful. We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books. This...
Published 11/27/20
Have you been over paying for your homeowners insurance? Would you even know if you were? We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient? This insider interview has given me a lot of interesting...
Published 11/20/20
This week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Nicole Tanenbaum | Chequers...
Published 11/13/20
Have you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework. This is a good insight into how funds work and some steps you can take to set up your own fund. For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth
Published 11/06/20
Have you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider. For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard   Today's Panelists: ...
Published 10/30/20
Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be.  For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon   Today's Panelists: Kirk Chisholm | Innovative Wealth...
Published 10/23/20
Money Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show. For more information, visit the show notes at...
Published 10/16/20
This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy. Join us this week to learn how to build wealth outside of your W2 income. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen   Today's Panelists: ...
Published 10/09/20
This is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too. Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it. For more information, visit the show notes at...
Published 10/02/20
This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview. For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly Today's Panelists: Kirk...
Published 09/25/20
We interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more. For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom   Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg |...
Published 09/18/20
Rob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers. We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem. For more information, visit the show notes at...
Published 09/11/20
This week we interview the Land Geek, Mark Podolsky. We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land. I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky   Today's Panelists: Kirk...
Published 09/04/20
You are only young once. Yet your investing decisions early on are extremely important to get right if you want to retire wealthy. We discuss sacrificing today vs tomorrow. why compounding is important to growing wealth and more... For more information, visit the show notes at https://moneytreepodcast.com/investing-at-a-young-age-caleb-gulliams
Published 08/28/20
This week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling. We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school. For more information, visit the show notes at http://moneytreepodcast.com/
Published 08/21/20
I have interviewed some great investors on this show and one thing comes to mind... While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor. We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex... And if that isn't enough we talk about how to create a happiness dividend. For more...
Published 08/14/20
Yan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit. This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources. For more information, visit the show notes at...
Published 08/07/20
  How are you looking to invest in real estate?  Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site? We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding. For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito   Today's Panelists: Kirk Chisholm  |  Innovative Wealth Barbara Friedberg  |  Barbara Friedberg Personal Finance...
Published 07/31/20