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Money Tree Investing

Money Tree Investing Podcast
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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

PublishesDailyEpisodes859Founded12 years ago
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Artwork for Money Tree Investing

Latest Episodes

Colin Steinberg discusses tax planning for high-earning W-2 employees. He focuses on executive compensation and non-qualified plans. He explains how deferred compensation plans can help executives save additional income on a pre-tax basis beyond trad... more

Today we bring the AI fake news as we talk the growing impact of AI on investing, education, privacy, creativity, and everyday life. AI can improve research and productivity but it's also flattening individual creativity, encourage overreliance, and ... more

Matthew Tuttle discusses his approach to ETF investing strategies. He includes his innovative H.E.A.T. formula of hedges, edges, asymmetry, and themes. He explains why he launched inverse ETFs targeting high-profile investors, how he looks for invest... more

We've been seeing the stock market stuck in neutral so right now we're focusing on rising inflation, interest rates, government debt, and growing risks across the economy and financial markets. Today we talk the Fed's unanimous 25-basis-point rate hi... more

Key Facts

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Number of Listeners
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Recent Guests

Matt Tuttle
Founder/CEO of Tuttle Capital Management, ETF innovator
Tuttle Capital Management
Episode: Innovative ETF Investing Strategies
Jonathan Nurick
Former hedge fund/ family office strategist, focused on dividend growth investing
Family office / investment strategy
Episode: Why Boring Stocks Might Be the Real Wealth Builders
Kaleé Boisvert
Financial advisor focused on women and author of Soul Rich and Make Money Your Thing
Kaleé Boisvert Consulting / DIY Money Space
Episode: The Childhood Money Lessons You're Still Living By
Bill Harris
Fintech veteran, former PayPal co-founder and Personal Capital founder
Evergreen Wealth (and related ventures)
Episode: AI Personal Finance Is More Personal Than You Think
Michael Williams
Tax strategy expert focused on depreciable assets and platform-based investing
TrustTPC / Monetize It
Episode: The Tax Strategy Most Investors Aren't Using
George Kailas
Founder/CEO of Prospero.ai, investor and AI/data signals expert
Prospero.ai
Episode: Fintech, Options, and Investing Strategies Shaping the Future of Finance
Dana Samuelson
Precious metals dealer, American Gold Exchange
American Gold Exchange
Episode: Secret Golden Opportunity To Protect Your Wealth
Matt Morizio
Founder of Reconstructing Wealth; former pro athlete
Reconstructing Wealth
Episode: Reconstructing Wealth With An Athletic Portfolio
Colin Plume
Founder/CEO of Noble Gold Investments
Noble Gold Investments
Episode: The Golden Investment Strategy

Hosts

Kirk Chisholm
Host of the Money Tree Investing Podcast; provides leadership and macro-approach to wealth planning.
Doug Heagren
Co-host/guest on-air providing market analysis and trading ideas; adds practical market insights.
Barbara Friedberg
Finance educator and panelist providing consumer-focused financial insights; collaborative with hosts on budget and wealth topics.
Krista Goodrich
Boss Lady Investor; guest sharing investment journeys across real estate, entrepreneurship, and real assets.
Marc Walton
Investor, educator, and author; panelist focusing on practical investing and risk management

Reviews

4.6 out of 5 stars from 957 ratings
  • Value Investing

    Enjoyed listening to the value investing segment. Definitely resonated with me.

    Apple Podcasts
    5
    Vin17
    United States13 days ago
  • Very interesting

    Love the show! Boring stocks and childhood money lessons episodes really hit home. You have to check them out.

    Apple Podcasts
    5
    Franchise Maven
    United States17 days ago
  • Great podcast helping me to understand money fast.

    Highly recommend this podcast to anyone wanting insights into how to make and keep money. Great show!

    Apple Podcasts
    5
    triune51
    United States2 months ago
  • A must-listen for investors of ALL levels

    I've been listening to this podcast for a while now, and it has easily become one of my favorite financial podcasts.

    The conversations are engaging, practical, and broken down in a way that makes complex financial concepts easy to digest without feeling dumbed down. I appreciate that the hosts focus on real-world, actionable advice rather than quick-get-rich hype. Every episode gives me fresh ideas and takeaways I can actually apply to my own investment strategy.

    Apple Podcasts
    5
    IG11!
    Canada2 months ago
  • Insightful Conversations

    I really enjoy how this podcast breaks down financial and investing topics into practical conversations the mix of expert guests and thoughtful panel discussions offers valuable insights for someone looking to build long-term wealth and makes smarter financial decisions.

    Apple Podcasts
    5
    IsabellePFG
    United States3 months ago

Listeners Say

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

The show provides practical, real-world investing takeaways you can apply
Guests are knowledgeable and diverse, with actionable insights
Hosts balance depth with accessibility, often cutting through hype
Some episodes hint at host opinions influencing content; varies by guest and topic

Chart Rankings

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

Apple Podcasts
#61
Denmark/Business/Investing
Apple Podcasts
#154
Argentina/Business/Investing
Apple Podcasts
#170
India/Business/Investing
Apple Podcasts
#217
Denmark/Business
Apple Podcasts
#230
China/Business/Investing
Apple Podcasts
#231
Brazil/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Why Boring Stocks Might Be the Real Wealth Builders
Q: What role does 'shareholder yield' play in your screening process?
Shareholder yield, which combines dividends and buybacks (and debt repurchase as optional), has historically identified strong performers; it helps focus on companies returning capital to shareholders rather than just growing earnings.
The Childhood Money Lessons You're Still Living By
Q: What tips would you give listeners for balancing saving with living today?
Treat money as a tool for living; plan meaningful experiences and reduce buyer's remorse by prioritizing decisions that reflect values, not social pressure. Include family education and small daily changes that accumulate into long-term happiness and financial security.
The Childhood Money Lessons You're Still Living By
Q: How do early money messages affect adults and what can listeners do about it?
Early messages instill scarcity and fear, but these can be healed through awareness, reframing, and deliberate spending aligned with values. She encourages recognizing childhood scripts, acknowledging progress, and choosing experiences that enrich life without overextending finances.
The Childhood Money Lessons You're Still Living By
Q: Tell us a little about your background and what led you into financial planning.
Kalee shares growing up with a single mom, discovering a passion for money management, and focusing on helping women navigate a male-dominated industry. She emphasizes the importance of the relationship with money, not just the numbers, and her books that explore energy and money mindset.
The Tax Strategy Most Investors Aren't Using
Q: What are depreciable assets and how do they fit into a tax strategy?
Depreciable assets are assets that the tax code allows you to deduct over time, reducing current taxes while the asset itself can generate cash flow. The guest explains a platform that helps investors acquire such assets (data centers, digital billboards) and leverage depreciation to improve after-tax returns, with emphasis on bankability, contracted revenue, and actual cash flow rather than tax gimmicks.

Audience Metrics

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

Listeners per Episode
Gender Skew
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Interests
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Social Media Reach

Frequently Asked Questions About Money Tree Investing

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

This show combines host-led interviews with a diverse panel that analyzes money, investing, and wealth-building from multiple angles. Recent episodes span wealth psychology and family finances, market analysis during earnings season, precious metals investing, IPO and private-market dynamics, and real estate and debt strategies. A hallmark is the live panel discussion that follows each interview, offering practical takeaways and contrasting viewpoints to deepen understanding for long-term, goal-oriented investors. Noteworthy strengths include access to a mix of seasoned professionals, fund managers, researchers, and real-world practitioners, plus coverage of niche topics like water rights and pre-IPO opportunities, which can help listeners ... more

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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. Investing Insights
3. InvestTalk
4. The Long View
5. Sound Investing

How many episodes of Money Tree Investing are there?

Money Tree Investing launched 12 years ago and published 859 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?

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What guests have appeared on Money Tree Investing?

Recent guests on Money Tree Investing include:

1. Matt Tuttle
2. Jonathan Nurick
3. Kaleé Boisvert
4. Bill Harris
5. Michael Williams
6. George Kailas
7. Dana Samuelson
8. Matt Morizio

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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