Money Tree Investing Money Tree Investing Podcast

Did you know your brain is broken? Today you find out why! In this episode we talk about coffee and humor and of course the stock market. We get into some deep stuff about cognitive dissonance and how it messes with our heads. Of course the conversation reroutes to investing. You gotta stay flexible and open-minded with your strategies. It's all about rolling with the punches and being willing to adapt, you know? 
Today we discuss: 
How history can't be viewed through the same lens as the present; it's a different time period. The understanding of science evolves over time; what was once believed as truth may be debunked later. Investing strategies, like buy and hold, may not always be effective and require flexibility. Cognitive dissonance affects how people process conflicting information and form new realities. How regularly evaluating investment decisions is essential to adapt to changing market conditions. Sentiment in markets can shift unpredictably based on perceived threats or opportunities. How the top five careers of millionaires as presented by Dave Ramsey's survey may surprise you! We also answer a listener question! For more information, visit the show notes at https://moneytreepodcast.com/your-brain-is-broken-605
 
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
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Joseph Furnari comes on to discuss his technical analysis model for investment strategies. By combining fundamental knowledge with technical insights, Joe has crafted a simple yet effective model that prioritizes key indicators such as stock price, moving averages, and trend patterns to predict future performance while minimizing complexity. Joe's journey exemplifies a disciplined and systematic approach to investing, guided by a deep understanding of both fundamental principles and technical analysis techniques, driving ongoing research and refinement to optimize portfolio performance. 
Today we discuss: 
The importance of technical analysis for investors seeking a robust methodology Joe's frustrations with common investor mistakes led him to explore technical analysis How Joe's technical analysis model focuses on key indicators such as stock price, 10-day, and 200-day moving averages, aiming for simplicity and effectiveness How through meticulous backtesting spanning over 50 years, Joe refined his model to accurately predict market movements and optimize investment decisions The methodology that involves owning individual stocks, with a screening process to identify top opportunities guided by Joe's model's logic How risk management in Joe's model is primarily based on technical analysis indicators, with sell rules designed to mitigate potential losses and optimize returns For more information, visit the show notes at https://moneytreepodcast.com/technical-analysis-model-joseph-furnari-604
Today's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Pro College Planners  
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Kristen Ragusin joins us to explore central bank digital currencies (CBDC). Kristen has had quite the journey with money. It all started when she was just five years old, earning her allowance by explaining stock markets to her dad. After college, she spent 28 years at Merrill Lynch, managing money and building a practice. Now, she's at Raymond James doing more of the same. But her passion extends beyond traditional finance; she's also a money reformer, advocating for changes in the money system to create freedom and prosperity.
Today we discuss: 
Insights on the financial crisis of 2008 Kristen's views on cryptocurrency and blockchain Implications of banks creating money and it's ties to consumer debt Predictions for the future of money and finance Discusses the impact of CBDCs and the need for public awareness and pushback   Distinction between digital money and blockchain  
Today's Panelists:
Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
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For more information, visit the show notes at https://moneytreepodcast.com/exploring-central-bank-digital-currencies-kristen-ragusin-602
 

Today we talk about chart crimes! We dive into how charts can sometimes tell a misleading story. We have to stress the importance of looking beyond the surface and understanding the narratives behind the data. This chat is full of insights into the complexities of investing and the importance of staying adaptable in the ever-changing market landscape. 
Today we discuss: 
The concept of "chart crimes" and how charts are used to convey specific narratives Discussion on the performance of different asset classes over time, including equities and bonds Emphasis on understanding economic cycles and paradigm shifts in shaping investment strategies Considerations for adapting investment approaches to changing market conditions Exploration of strategies like stock buybacks, dividend investing, and sector rotation Caution against the simplistic narrative of buy and hold, highlighting the importance of nuanced decision-making Acknowledgment of the complexities and risks involved in market timing and investment decision-making For more information, visit the show notes at https://moneytreepodcast.com/chart-crimes-601 
Today's Panelists:
Kirk Chisholm | Innovative Wealth Phil Weiss | Apprise Wealth Management  
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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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