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Money Tree Investing

Money Tree Investing Podcast
Inflation
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Student Loans

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 b... more

PublishesTwice weeklyEpisodes814Founded12 years ago
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BusinessInvesting

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Artwork for Money Tree Investing

Latest Episodes

As war continues on, we talk the impact of oil on the economy. Ongoing and often confusing geopolitical developments are driving sharp, sentiment-driven market swings. Markets initially following a "great rotation" into defensive sectors were shiftin... more

Dan Passarelli joins us to share his best billionaire investing secrets as he takes us on his journey from trading on the Chicago Board Options Exchange floor to becoming an educator. He explains how options have evolved from a niche tool into a wide... more

The war is over? Next we were off to the moon! Today we talk geopolitical tensions in the Middle East and their impact on global markets. Markets have reacted optimistically despite underlying economic realities such as rising inflation, delayed ener... more

Neal Bawa is here today to discuss the investing intersection of real estate with ai science. Neil explains how he transitioned from a tech career into real estate by applying data science to identify high-performing markets, emphasizing that factors... more

Key Facts

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Recent Guests

Dan Passarelli
Former Chicago Board Options Exchange floor trader, options educator and author
Wealth Building with Options (hosted by Dan)
Episode: Billionaire Investing Secrets For Normal People with Dan Passarelli
Neal Bawa
Guest expert, real estate investor and technologist
Episode: Investing In Real Estate With AI Science
Jon Gestal
Head of Investing Relations at Royalty Exchange, focuses on music IP and royalties
Royalty Exchange
Episode: Getting Rich With Music Royalties with Jon Gestal
Marc Walton
Forex trader and fund manager
Forex mentor/pro trader
Episode: Forex Trading Secrets: Markets and Macro Trends with Marc Walton
Sylvia Gordon
Medicare Mama, Medicare educator with expertise training insurance agents
Medicare Family
Episode: Medicare Madness Solved with Sylvia Gordon
Elliott Holland
Private equity veteran and educator who discussed due diligence, search funds, and market structure
Independent investor/educator
Episode: Navigating Today's Investment Landscape with Elliott Holland
Jade Miller
CEO of Adisa, Alternative Direct Investment Securities Association
Adisa
Episode: Wall Street Secrets… Pros and Cons of Alternative investments
Jose Mayora
Senior Portfolio Manager and Co-Founder of DeVita Valley Growth Fund
DeVita Valley Growth Fund
Episode: Wall Street Blind Spots… Old School Investing Still Works…
David Morgan
Silver expert and Morgan Report founder, long-time financial newsletter writer
Morgan Report
Episode: The Silver Rocket... The Silver Party Is Just Beginning

Host

Kirk Chisholm
Host of the podcast, a wealth manager with extensive expertise in investment strategies, private financial consultations, and wealth management.

Reviews

4.6 out of 5 stars from 912 ratings
  • Stood the test of time

    This is a podcast that’s been around for a very long time and still delivering quality content with seasoned host that knows their stuff! They have stood the test of time and I’m still rockin with them.

    Apple Podcasts
    5
    Jackie on FIRE
    United Statesa month ago
  • Straightforward, Practical, and Insightful

    I’ve been listening to Money Tree Podcast for a few months, and it stands out in a crowded finance podcast space. The focus is on real, actionable insights rather than hype. Kirk and the team bring on guests who dig into topics like alternative assets, wealth-building strategies, and market trends in a way that’s easy to follow and actually useful. Every episode gives me at least one takeaway I can apply, which is rare. If you’re looking for finance conversations that go beyond the surface, this... more

    Apple Podcasts
    5
    Thomas Knoetgen
    United States2 months ago
  • An Excellent Podcast!

    Love this podcast! It's the perfect mix of practical advice and entertaining conversation. I've picked up so many useful tips that I've actually applied to my own portfolio. The guest lineup is always solid too. Keep it up!

    Apple Podcasts
    5
    Rachelerinmoore
    United States2 months ago
  • Great show for any investor

    Always an insightful listen of current trends driving the marketing and investor behavior. I appreciate how thorough this show is. Definitely worth listening if you want a smarter investing perspective!

    Apple Podcasts
    5
    Tee890
    United States2 months ago
  • Must-listen, smart & actionable

    The Money Tree Investing Podcast is a must-listen for anyone looking to deepen their understanding of investing, personal finance, and wealth-building strategies. Each episode features smart, experienced guests who bring unique perspectives and actionable insights to help listeners make better financial decisions.

    Apple Podcasts
    5
    HappyReaders
    United States2 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Some feedback indicates that the discussions can sometimes veer into political territory, which may not appeal to everyone.
Several listeners find it engaging, and commend the expert panel for their diverse perspectives and in-depth conversations.
Many reviews highlight the emphasis on education over hype, appreciating the thoughtful, long-term discussions about wealth management.
There is praise for the podcast's ability to break down complex financial topics into digestible insights, making it accessible for both novice and experienced investors.
Listeners appreciate the actionable advice and practical takeaways that are applicable to a broad range of financial situations.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#209
Canada/Business/Investing
Apple Podcasts
#19
Argentina/Business/Investing
Apple Podcasts
#105
Argentina/Business
Apple Podcasts
#116
Brazil/Business/Investing
Apple Podcasts
#189
Philippines/Business/Investing
Apple Podcasts
#241
China/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

War Updates… Patience and Caution
Q: What are your thoughts, Doug?
Doug agrees that patience and caution are prudent, highlighting the importance of risk awareness, long-term planning, and not forcing trades in uncertain markets.
Forex Trading Secrets: Markets and Macro Trends with Marc Walton
Q: Tell me about Forex. What do you like about it? How should people think about it?
Marc explains that retail traders are often drawn to Forex because marketing makes it seem easy, but the reality is complex and requires discipline, risk management, and a structured approach; he emphasizes repeatable patterns, probability, and the need to go beyond gambling by learning fundamentals, macro context, and price action.
Navigating Today's Investment Landscape with Elliott Holland
Q: What should first-time buyers consider when evaluating a small business to acquire?
Focus on cash flow sustainability under new ownership, ensure solid due diligence with a quality of earnings report, and verify the ownership structure and compensation practices; avoid overpaying based on hype or promos rather than fundamentals.
Navigating Today's Investment Landscape with Elliott Holland
Q: For listeners new to this space, what distinguishes private equity from other types of investing and where do search funds fit in?
Private equity typically involves acquiring and improving businesses, often with debt, and selling to larger buyers; search funds are a niche where an entrepreneur seeks to buy a smaller business with funding from investors, combining founder ownership with PE-like structures.
WAR… Huge Impacts On Your Portfolio If You Don't Do This
Q: How should investors approach risk and positions during the ongoing war and market volatility?
Don't try to time the market or predict headlines; use stop losses, stay in cash when needed, and be willing to de-risk by reducing exposure. Focus on long-term trends and be prepared for multiple scenarios rather than chasing quick gains.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Money Tree Investing

What is Money Tree Investing about and what kind of topics does it cover?

Content typically revolves around investment strategies, personal finance, and wealth management, aiming to guide listeners toward making informed financial decisions. The discussions often feature expert insights on diverse topics, including the intricacies of the stock market, precious metals, impactful economic trends, and innovative technology investments. There's a strong emphasis on practical advice, ensuring that listeners can translate complex concepts into actionable strategies applicable to their own financial lives. Notably, the approach focuses on education rather than hype, highlighting the importance of sustainability in investment choices and fostering a mindset geared toward long-term wealth accumulation.

Where can I find podcast stats for Money Tree Investing?

Rephonic provides a wide range of podcast stats for Money Tree Investing. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Money Tree Investing and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does Money Tree Investing get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for Money Tree Investing, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for Money Tree Investing?

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How many subscribers and views does Money Tree Investing have?

To see how many followers or subscribers Money Tree Investing has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Money Tree Investing?

These podcasts share a similar audience with Money Tree Investing:

1. Money For the Rest of Us
2. The Long View
3. Investing Insights
4. Bogleheads On Investing Podcast
5. Sound Investing

How many episodes of Money Tree Investing are there?

Money Tree Investing launched 12 years ago and published 814 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Money Tree Investing?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Money Tree Investing?

Rephonic pulls ratings and reviews for Money Tree Investing from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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How do I access podcast episode transcripts for Money Tree Investing?

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What guests have appeared on Money Tree Investing?

Recent guests on Money Tree Investing include:

1. Dan Passarelli
2. Neal Bawa
3. Jon Gestal
4. Marc Walton
5. Sylvia Gordon
6. Elliott Holland
7. Jade Miller
8. Jose Mayora

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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