Podcast artwork thumbnail for Money Tree Investing

Money Tree Investing

Kirk Chisholm, Barbara Friedberg, Phil Weiss, Douglas Heagren, Marc Walton, Tim Baker, Diana Perkins

Booking Overview

A weekly interview-and-panel show focused on investing, personal finance, wealth management, and passive income, typically featuring an external subject-matter expert followed by analysis from its investment panel. Credible pitches include financial advisors, investment strategists, precious-metals specialists, entrepreneurs with substantive wealth-building expertise, and athletes who can speak to sudden wealth or financial education; booking difficulty is low because recent guests are accessible professional experts rather than highly prominent celebrities or public intellectuals.

Metrics

Episodes: 855

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Neutral

Location: USA

Contact Information

Publicly listed emails

kirk@innovativefinancialmedia.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Kirk Chisholm - Wealth advisor associated with Innovative Wealth and a recurring member of the Money Tree Investing expert panel.

Barbara Friedberg - Personal finance expert and recurring member of the Money Tree Investing expert panel.

Phil Weiss - Wealth management professional associated with Apprise Wealth Management and a recurring member of the Money Tree Investing expert panel.

Douglas Heagren - College financial planning professional associated with Mergent College Advisors and a recurring member of the Money Tree Investing expert panel.

Marc Walton - Foreign-exchange professional associated with Forex Mentor Pro and a recurring member of the Money Tree Investing expert panel.

Tim Baker - Financial professional associated with Metric Fin and a recurring member of the Money Tree Investing expert panel.

Diana Perkins - Trading professional associated with Trading With Diana and a recurring member of the Money Tree Investing expert panel.

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Financial advisors, investment professionals, precious-metals specialists, entrepreneurs, and professionals with demonstrated expertise or firsthand experience in wealth building and personal finance.
Required Achievements:  
Founded or led a financial advisory or wealth-management business, Built recognized expertise in investing or personal finance, Played professional sports and developed expertise in managing sudden wealth

Recent Guest Discussions

Dana Samuelson - Central-bank Gold Buying, Inflation Protection, Gold And Silver Markets, Bullion, Etfs, Mining Stocks, Collectible Coins, And Avoiding Counterfeit Products.

Matt Morizio - Transitioning From Professional Sports To Wealth Management, Financial Challenges Facing Athletes, Sudden Wealth, Financial Education, Entrepreneurship, And Financial Freedom.

Recent Topics

Investing, Personal Finance, Wealth Management, Passive Income, Financial Education

Episodes

Here's the recent few episodes on
Money Tree Investing
:

Why Boring Stocks Might Be the Real Wealth Builders

September 18, 2026

Jonathan Nurick joins the show to discuss a long-term investing strategy centered on the boring stocks. He talks dividend growth, free cash flow, and the importance of staying invested through market volatility. We explore investor psychology and the challenge of ignoring exciting trends like AI and speculative IPOs in favor of boring but resilient businesses such as Cintas and Home Depot. Jonathan also explains why his strategy favors established mid- to large-cap companies, particularly U.S...

90% Chance For A Rate Hike... Ask Me How I Know

September 16, 2026

There is a 90% chance for a rate hike... Today we cover growing economic and market risks, as we hone in on AI, inflation, interest rates, housing, and government spending. There is increasingly negative messaging from major AI companies, arguing that calls for regulation may reflect slowing AI growth and a desire to limit competition rather than purely concern for public safety, while warning that a slowdown in AI investment could expose an already stagnant economy and increase recession ris...

The Childhood Money Lessons You're Still Living By

September 11, 2026

Kalee Boisvert joins the show to discuss the childhood money lessons that are shaping our money beliefs and emotional relationship with finances. She explains why finding a balance between preparing for the future and enjoying life today is so important, how fear and scarcity can prevent people from spending even when they have more than enough, and why money should be viewed as a tool for creating meaningful experiences and freedom. We also talk the generational differences around saving and...

Publicly listed emails

kirk@innovativefinancialmedia.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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