379 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

    • Business
    • 4.4 • 393 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.

    Real Stories: Currency Trading 101 with Rob Booker

    Real Stories: Currency Trading 101 with Rob Booker

    Real Stories of real investors: Currency Trading
    This week we interview Rob Booker about trading currencies, stocks, FOREX, futures and his successes and failures doing so. We discuss the use of leverage, carry trades, currency pairs, managing risk, and some of his favorite books to get up to speed.
    Dual Impact Funds is the sponsor of this episode. For details go to https://moneytreepodcast.com/IQ-Dual-Impact-1
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
    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

    • 1 hr
    Creative Seller Financing Secrets with Terry Hale

    Creative Seller Financing Secrets with Terry Hale

    Want to buy real estate with no money down?
    Don't have any money, credit, or experience?
    Carleton Sheets tells us you can do it. So does Terry Hale.
    We dig into this theory of creative seller financing with Terry and see if it is possible. He is doing this himself and teaching others to as well. Listen in to find out if you can apply this to your lifestyle.
     
    Dual Impact Funds is the sponsor of this episode. Click for more details.
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
    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
     
    For more information, visit the show notes at https://moneytreepodcast.com/creative-seller-financing-terry-hale

    • 47 min
    Story: Physician Real Estate Investor Mas Oishi

    Story: Physician Real Estate Investor Mas Oishi

    Physician real estate investor Dr. Mas Oishi discusses some of his successes and failures as a real estate investor, how he got started and some of the geographic opportunities he sees in 2022 for growth.
    We also discuss why it is important for physicians to plan for their later years today.
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
    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
     
    For more information, visit the show notes at https://moneytreepodcast.com/physician-real-estate-investor-mas-oishi

    • 42 min
    Julio Gonzalez: Engineered Tax Services

    Julio Gonzalez: Engineered Tax Services

    This week we have another episode of our most popular series Secrets of the Rich. We interview an accountant for some of America's 1% of the 1%, Julio Gonzalez.
    We discuss why the US tax system is structured the way it is, and how you can take advantage of the rules as they are written... Legally. We dive into tax credits and incentives that you can use no matter your level of wealth. 
    Big secret... The US government wants you to use these secrets. So why have you not heard of these before? We discuss that too.
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
    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
     
    For more information, visit the show notes at https://moneytreepodcast.com/julio-gonzalez-engineered-tax-services

    • 48 min
    Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier

    Real Stories of Real Investors: Fix and Flip Real Estate with Tony Javier

    We interview fix and flip real estate expert, Tony Javier, about his successes and failures, why he went Carleton Sheets style old school with his marketing, and what geographies are giving him the most opportunities.
    Don't miss this great insight into fix and flip real estate done the right way.
     
    Today's Panelists:
    Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection  
    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
    For more information, visit the show notes at https://moneytreepodcast.com/fix-and-flip-real-estate-tony-javier

    • 1 hr 2 min
    Debate Of The Century: Active Vs Passive Investing… Which Is Better?

    Debate Of The Century: Active Vs Passive Investing… Which Is Better?

    I'm sure you have heard from people that passive investing is better... or that active investing is better, but you have never heard them debated like this.
    Tom Sosnoff, founder and CEO of tastytrades, is a staunch proponent of active investing. Tom is a prior guest on our show and he brings with him lots of data and his own thinktank proving his approach is best. 
    Rick Ferri, the president of the John C. Bogle Center for Financial Literacy and host of bogleheads on Investing podcast, comes out swinging with his own data of why passive investing beats active investing. Many people talk about passive investing being the better approach. Rick will show you why. 
    Don't miss this epic event. Maybe the best debate ever on this show.
    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
    For more information, visit the show notes at https://moneytreepodcast.com/active-vs-passive-investing-rick-ferri-tom-sosnoff

    • 45 min

Customer Reviews

4.4 out of 5
393 Ratings

393 Ratings

Beerlyawake ,

Great except for crypto and China panelists

Y’all and the People you have on are very knowledgeable except the crypto front, people just sound like middle schoolers who think they have the worlds greatest idea. Also your China guys would bend over for Xi is seems. They’re like you see China is a great country doing great things. Look how that’s playing out 😂😂😂

Nerd(s) ,

I love all of the diverse guests and topics!

I love that the Money Tree team interviews a wide range of guests and quickly gets past the surface level to ask thought-provoking questions!

Jakestorm23 ,

Money Tree = knowledge 🤯

Kirk and the money 🌲 podcast offer such great insights on a wife arranging topics. Really found value in the active vs passive conversations. Kudos to the team for continuing to put together great guest.

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