Money Tree Investing

Kirk Chisholm, Douglas Heagren, Phil Weiss, Marc Walton
kirk@innovativefinancialmedia.com

Booking Overview

Money Tree Investing is a weekly personal finance and investing show where a panel member interviews an expert guest, then the panel debriefs the takeaways. It’s geared toward practical, long-term wealth-building perspectives with a strong emphasis on risk management and real-world financial decision-making.

Metrics

Episodes: 821

Frequency: Weekly

Rating: 4.6/5.0

Estimated listeners: 10k-100k

Gender skew: Male

Location: USA

30s Ad: 467 - 564, 60s Ad: 548 - 645

Contact Form

Contact form available - Official Form

Host

Kirk Chisholm - Listed as a panelist for Money Tree Investing; associated with Innovative Wealth.

Douglas Heagren - Listed as a panelist for Money Tree Investing; associated with Mergent College Advisors.

Phil Weiss - Listed as a panelist for Money Tree Investing; associated with Apprise Wealth Management.

Marc Walton - Listed as a panelist for Money Tree Investing; associated with Forex Mentor Pro.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Subject-matter expertise in investing, personal finance, real estate investing/renovation finance, or macroeconomics; demonstrated practical guidance or a recognized framework for interpreting markets and building wealth (e.g., wealth management thought leadership, investing education, or domain-specific property strategy).
Required Achievements:  
Track record giving investing/finance guidance (book, course, firm leadership, or widely cited framework), Relevant professional practice in wealth management, investing advisory, or real estate/property development, Ability to translate complex finance concepts into actionable steps for individual investors

Recent Guest Discussions

Jon Grishpul - Adus And Rental Property Investment; Renovation Planning; Contractor Vetting; Permits/insurance/payment Schedules; Avoiding Common Construction Pitfalls.

Richard Duncan - Global Macro Framework; Credit Expansion Vs Productivity; Asset Bubbles And Recession Risk; Inflation/interest-rate Impacts; Gold And Monetary Risk; Innovation As A Path Out Of Debt Burden.

Recent Topics

Investing, Personal Finance, Wealth, Passive Income, Real Estate, Financial Markets, Risk Management, Macroeconomics, Retirement, Entrepreneurship

Episodes

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

Using Real Estate to Reduce College Costs

May 22, 2026

  Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/real-estate-to-reduce-college-costs-lance-morgan-818 

Strong Earnings Season = Higher Prices... Except

May 20, 2026

    Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | Mergent College Advisors Follow on Facebook: https://www.facebook.com/moneytreepodcast Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast Follow on Twitter/X: https://x.com/MTIPodcast For more information, visit the full show notes at https://moneytreepodcast.com/strong-earnings-season-817 

Your Home As A Business: Rentals vs ADUs

May 15, 2026

Jon Grishpul joins us to discuss rentals vs ADUs (accessory dwelling units), and the growing trend of converting garages and unused spaces into flexible living areas. Relaxed zoning laws in states like California are helping address housing shortages while creating new opportunities for homeowners. We explored the challenges faced when managing construction projects, from finding trustworthy contractors and comparing bids to understanding contracts, permits, insurance, payment schedules, and ...

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