341 episodes

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.

If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

Money Tree Investin‪g‬ Money Tree Investing Podcast

    • Investing
    • 4.4 • 333 Ratings

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.

If you are ready to take control of your own financial situation, then the Money Tree Investing podcast is just the thing for you! Taken together, our expert panel has decades of experience in money matters. Add to that the valuable insights that our weekly guests will be able to provide, and you got yourself one vast source of knowledge, all available to you for free.

    Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit

    Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit

    Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google? 
    You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing. 
    For more information, visit the show notes at https://moneytreepodcast.com/angel-investing-tom-wallace
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Megan Gorman | The Wealth Intersection Barbara Friedberg | Barbara Friedberg Personal Finance

    • 1 hr 2 min
    What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?

    What Does Investing In A Business, Real Estate, And A Race Horse Have In Common?

    Looking to invest in a business, real estate or a horse?
    Ever wonder why some people are good at investing in anything they invest in while others cannot seem to make it work?
    This week we interview J Scott about how he manages to invest in a wide variety of investments and do it well. 

    For more information, visit the show notes at https://moneytreepodcast.com/investing-in-a-business-j-scott

    • 1 hr 7 min
    Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang

    Alternative Investments (Not Just) For The Wealthy - Investing in Wine with Anthony Zhang

    Looking to invest like the wealthy? Consider investing in wine. This asset class is not something you will hear on the news, but if you enjoy fine vintages, it is a short jump to become an investor. 
    Follow Peter Lynch's advice and invest in what you know.
    Join us for this interesting episode about investing in wine.

     
    For more information, visit the show notes at https://moneytreepodcast.com/alternative-investments-not-just-for-the-wealthy-investing-in-wine-with-anthony-zhang
     
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Roger Nabedian  |  E & J Gallo Winery Megan Gorman | The Wealth Intersection

    • 56 min
    Charles Schwab’s State of the Global Markets with Jeffery Kleintop

    Charles Schwab’s State of the Global Markets with Jeffery Kleintop

    Jeff Kleintop is the Chief Global Investment Strategist at Charles Schwab. If you don't know what that means... He's a big deal.
    This week we discuss the markets from a global perspective, current trends, and macro perspectives that you might not be considering.
    2021 is going to be an interesting year. From what Jeff says, you are going to want to be positioned correctly to benefit from these trends.
    For more information, visit the show notes at https://moneytreepodcast.com/jeffrey-kleintop-charles-schwabs-state-of-the-global-markets-2021
     
    Today's Panelists:
    Megan Gorman | The Wealth Intersection Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance

    • 58 min
    Getting Financially Naked With Jackie Porter

    Getting Financially Naked With Jackie Porter

    We mix it up this week and get financially naked with Jackie Porter. This was a fun episode where Jackie bares all about how to get financially naked with your partner, how men and women treat money differently, you-me-we budgets, and more.
    For more information, visit the show notes at https://moneytreepodcast.com/getting-financially-naked-with-jackie-porter
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

    • 56 min
    Flipping Real Estate with Paul Thompkins – Here’s what you need to know…

    Flipping Real Estate with Paul Thompkins – Here’s what you need to know…

    We interview flipping real estate expert Paul Thompkins about all the things that can go wrong, how to manage risk, how to make the most of your flip. 

     
    For more information, visit the show notes at https://moneytreepodcast.com/flipping-real-estate-paul-thompkins
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection

    • 58 min

Customer Reviews

4.4 out of 5
333 Ratings

333 Ratings

Sastephanie ,

Informative and interesting!

Great podcast. Kurt especially has a great clear way of speaking about some pretty complex things. I appreciate the breadth and depth of the topics and everyone in the panel adds such great value to the conversation.

TheGoss ,

Experienced hosts with legitimate expertise

A well run, educational show hosted by bonafide experts. It’s refreshing!

ColinLamb ,

Interviewed a con man?

Do you guys not vet your guests?
Jason Bond was charged with a giant fraud.

A youtube investigation of ten minutes could have shown you the style of person he was

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