Money Tree Investing Money Tree Investing Podcast

We're spending time answering your listener questions about investing! Picture diversification like a balanced diet for your money, protecting against market surprises. Learn from mistakes to avoid emotional investing pitfalls. Doug warns about missing out on employer perks, while Barb stresses portfolio balance.  Follow these tips for savvy investing and financial advice!
Diversify investments across various assets for stability
Learn from emotional investment mistakes to avoid chasing returns
Utilize employer retirement plans for long-term growth
Regularly review and adjust portfolios to align with goals
Make informed decisions regarding student loan debt and education expenses
Prioritize diversification and informed choices in financial planning
How to access your risk tolerance
Today's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners  
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We discuss the life of Daniel Kahneman, a pioneer in behavioral economics who challenged conventional economic thinking. His work reshaped how we view decision-making and market behavior. We also discuss investment strategies, touching on the idea of comparing assets using technical analysis to gauge opportunity costs. Understanding trends before diving into investments is key, as it helps investors make more informed decisions.
Join us for another though provoking conversation as we discuss:
Daniel Kahneman, father of behavioral economics, passed away at 90 How Kahneman's work challenged traditional economic assumptions about rationality and market efficiency Kahneman's experiments highlighted cognitive biases in decision-making Reflecting on Kahneman's legacy, how investors are encouraged to explore his work and its implications for decision-making Technical analysis and emphasizing the importance of comparing assets to identify investment opportunities The example of Apple's performance relative to the S&P 500 illustrates the concept of opportunity cost in investing Using natural gas as an example of applying both technical and fundamental analysis to investment decisions For more information, visit the show notes at https://moneytreepodcast.com/daniel-kahneman-599
 
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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This week we interview Dave Foster, a 1031 expert and Qualified Intermediary. We dive into the benefits of using 1031 exchanges and how it can enhance the returns of your real estate investments by savings on taxes.
 
Today's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance  
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For more information, visit the show notes at https://moneytreepodcast.com/tax-benefits-of-1031-exchanges-david-foster-598

We explore stock market expectations and how to affect your performance. Is your crystal ball a bit foggy? That uncertainty sends stock prices on a wild rollercoaster ride. Watch out for curveballs, like when interest rates and stocks go on totally different paths, making us rethink everything we thought we knew about investing. Bottom line... The market's a tricky beast, always keeping us on our toes! Today we discuss: 
Volatility arises as the market reacts to unexpected news and adjusts stock prices accordingly Lower-than-expected earnings can cause a stock's price to drop, reflecting a reevaluation of its value Market volatility is driven by discrepancies between actual and expected outcomes Anomalies like mispriced stocks present opportunities for investors to capitalize on market inefficiencies Traditional assumptions about market behavior may be challenged by shifts in dynamics, such as the disconnect between interest rates and stock prices Continuous scrutiny of assumptions and adaptation to changing conditions are essential for understanding market behavior For more information, visit the show notes at https://moneytreepodcast.com/stock-market-expectations-597
 
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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Dive into the world of investing in EFTs as we're joined by Bruce Bond, a seasoned expert who's been around the block in the industry. Bruce brings a wealth of experience, having started from the ground up, selling bonds and eventually venturing into the world of ETFs. From his early days at PowerShares to his current gig at Innovator Capital Management, Bruce has seen it all and has some fascinating stories to share. We'll be tracing Bruce's journey through the financial landscape, from the highs of launching innovative ETFs to the challenges of navigating market turbulence. 
Plus, we'll dig into the nitty-gritty of financial innovation, chatting about how ETFs have revolutionized investing and exploring new strategies to tackle today's unpredictable markets. So, buckle up as we embark on this enlightening conversation and uncover the secrets to thriving in today's ever-changing financial world! Today we discuss: 
Bruce's journey from bond sales to founding PowerShares and Innovator Capital Management The evolution of financial products, particularly the rise of thematic ETFs Advantages of ETFs over traditional investment vehicles for investors Innovative strategies to navigate market volatility and uncertainty Bruce's insights into the future of finance and investment trends The role of technology in shaping the future of financial services Opportunities and challenges in today's dynamic market environment Bruce's vision for the future of Innovator Capital Management and its impact on investors For more information, visit the show notes at https://moneytreepodcast.com/investing-in-efts-bruce-bond-396
 
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management Tim Baker | Metric Fin  
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The market's going up and someone has to be to blame! This week we help you understanding the complex forces driving the market highs in 2024. We delve into the trends of the market and various forces at play, seeking to provide listeners with a deeper understanding of the market dynamics. In this episode, we discuss: 
Fragility, resilience, and anti-fragility are concepts discussed in various contexts. Efficiency-focused systems can become fragile and vulnerable to unforeseen events. Fragility occurs when short-term risk elimination increases long-term vulnerabilities. Resilience entails fortifying oneself against adversity, preparing for challenging times. Diversification in investment portfolios is vital for resilience, mitigating risks from asset overexposure. Understanding investments and avoiding overly risky portfolios ensures long-term financial stability. Rising interest rates and inflation pose concerns for investors, impacting the economy and personal finances. How you can have a more balanced perspective on the market and the current state of political opinions. Managing debt, especially credit card debt, is crucial as rising interest rates may strain finances further. For more information, visit the show notes at https://moneytreepodcast.com/market-going-up-595
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management  
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