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: 847

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Neutral

Location: USA

Contact Information

Publicly listed emails

kirk@innovativefinancialmedia.com

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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
:

Fintech, Options, and Investing Strategies Shaping the Future of Finance

August 21, 2026

George Kailas joins the show to discuss Fintech, options, and investing strategies that are shaping the landscape of finance. He shares how AI and alternative data are changing investing and leveling the playing field between retail investors and hedge funds. He explains how his company, Prospero, uses AI-powered signals that simplify complex market information, including options sentiment, social sentiment, technical flow, short pressure, and dark pool activity. George discusses the strength...

Shenanigans… Accounting Frauds, Grifts, and Tricks

August 19, 2026

There are all sort of shenanigans going on, so we're here to discuss the accounting frauds, grifts, and tricks currently plaguing the market. We talk the financial structures being used to fund the booming AI industry, including debt, stock issuance, vendor financing, and special purpose vehicles, while highlighting the importance of recognizing financial "shenanigans" and understanding why companies choose different financing methods. We also explore accounting red flags, Wall Street incenti...

Secret Golden Opportunity To Protect Your Wealth

August 14, 2026

Dana Samuelson joins us to share about a secret golden opportunity to protect your wealth! We also talk central bank buying, inflation, interest rates, and the growing role of precious metals as an alternative store of value. He explains why central banks have shifted from decades of selling gold to becoming major buyers, how Basel III could support gold demand, and why recent price gains may be entering a consolidation phase. We also explore silver's industrial demand from solar panels, elec...

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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