Money Tree Investing

Kirk Chisholm, Barbara Friedberg, Marc Walton

kirk@innovativefinancialmedia.com

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Booking Overview

Money Tree Investing is a weekly wealth-building show that pairs a guest deep-dive with a panel debrief to translate investing takeaways for listeners. It’s a strong booking target for finance experts who can explain real, practical topics in investing and personal finance.

Metrics

Episodes: 833

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Neutral

Location: USA

Contact Information

kirk@innovativefinancialmedia.com

For verified host and producer emails, sign up to view.

Host

Kirk Chisholm - Panelist on Money Tree Investing, including delivering market updates (e.g., sector rotation, asset pullbacks, and rate/inflation considerations).

Barbara Friedberg - Panelist on Money Tree Investing (also described as connected to Barbara Friedberg Personal Finance).

Marc Walton - Panelist on Money Tree Investing (also described as connected to Forex Mentor Pro).

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Finance professionals with credible subject-matter expertise in investing and personal finance (e.g., pre-IPO/private markets, mortgage banking/securitization, mortgage-backed securities). Guests are positioned as experienced practitioners rather than general commentators.
Required Achievements:  
Demonstrated domain expertise (e.g., decades in mortgage finance or structured investment markets), Professional track record or specialization in a niche investing area

Recent Guest Discussions

Christine Healey - Pre-ipo Investing; Access To Private Company Shares; Deal Structures And Pricing; Minimum Investments; Brokers And Liquidity Via Secondary Markets; Risks And Opportunities Of Buying Before Public Markets.

Michael Youngblood - Investing In Mortgages Via Mbs/cmo/remic Structures; Prepayment Risk; Risks And Opportunities; Drivers Of The 2008 Crisis; Housing Affordability And Potential Regulatory Changes; Residential And Commercial Lending Outlook.

Recent Topics

Investing, Personal Finance, Wealth, Mortgage, Private Equity

Episodes

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

Investing in Companies Pre-IPO

July 03, 2026

Christine Healey explores the rapidly growing world of investing in companies pre-IPOs and how everyday investors are gaining access to private companies like SpaceX, OpenAI, Stripe, and Anthropic before they go public. Christine explains why companies are staying private longer, how private market investing differs from traditional stock investing, and the opportunities and risks involved in buying shares before an IPO. We talk deal structures, pricing, minimum investment requirements, the r...

Q2 2026 Market Updates

July 01, 2026

Kirk shares the Q2 2026 market updates and the market's recent sector rotation as technology stocks pause after leading gains for much of the year. Healthcare, utilities, and other sectors begin to take the lead. This shift is a healthy sign for the broader market, the benefits of equal-weight investing during periods of rotation, and where investors may find opportunities going forward. Kirk also examines the recent pullback in gold, silver, and cryptocurrencies, why weakness in these assets...

Investing In Mortgages 101 with Michael Youngblood

June 26, 2026

Michael Youngblood joined the show to discuss investing in mortgages with the evolution of the U.S. mortgage market. He draws on more than four decades of experience in mortgage banking, securitization, and housing finance. We explored the key causes of the 2008 financial crisis, why falling home prices caught investors off guard. Michael explained the risks and opportunities of investing in mortgage-backed securities, the differences between MBSs, CMOs, and REMICs, and why prepayment risk re...

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