Shows
The Dap and A Hug PodcastPastor C.T. Kirk — Breaking the Silence🎙️ Episode Title: 🙏🏾 Breaking the Silence — with Pastor C.T. Kirk of Sanctuary of Life Outreach CenterDescription:Some stories don’t just inspire — they set you free. ✨In this powerful episode of The Dap and A Hug Podcast, I sit down with my pastor, 🙌🏾 C.T. Kirk, author of 📖 Breaking the Silence and founder of ⛪ Sanctuary of Life Outreach Center.The first day I visited his church, I joined — because what he teaches is real. It’s about following Christ ✝️, walking in truth 💬, and empowering the community to act with purpose — to se...
2025-11-0230 min
Money Tree InvestingHow to Use Puerto Rico's Act 60 to Growth Your WealthCPA Rachel Farris joins us to talk about how you can benefits from Puerto Rico's Act 60 tax incentives by becoming bona fide residents of the island. Rachel explains how the program was created to attract capital and talent to Puerto Rico, the rules around residency and post-move appreciation, and the common pitfalls people face when trying to qualify. She also discusses lifestyle differences, cost of living, and more, as the Act requires genuine relocation and compliance with IRS rules to be done correctly. We discuss... Rachel Farris explains Puerto Rico's Act 60 tax incentives and ho...
2025-10-241h 08
Elisha's Bears: Exploring Faith, Baptists, and the BiblePreaching in an age of Political ViolenceIn this episode, Pastor Danny reflects on the current state of political violence in America, especially with the recent assassination of Charlie Kirk. Danny draws parallels to events in America that occurred in 1968, while emphasizing the importance of preaching timeless truths from scripture. He discusses the challenges of preaching in today's culture, the need for the church to stay focused on its mission, and the importance of managing anger and responses in a polarized environment.
2025-09-1718 minElisha's Bears: Exploring Faith, Baptists, and the BibleAre We Losing Our Mind?In this episode, Pastor Danny unpacks a sermon from 2 Timothy 4:1-5 and reflects on the current state of political violence in America, especially in light of the recent assassination of Charlie Kirk. Danny draws parallels to the events of 1968 in America while emphasizing the importance of preaching timeless truths from scripture. He discusses the challenges of preaching in today's culture, the need for the church to stay focused on its mission, and the importance of managing anger and responses in a polarized environment.
2025-09-1618 min
THE DAILY PODIn Memory of Charlie KirkEphesian's 6:12 tells us we do not wrestle against flesh and blood. But many times it sure feels like we do.
2025-09-1106 min
Money Tree InvestingYou Are Probably Missing The Biggest Bull Market Right Now… Here is How You Play ItYou may be missing the biggest bull market right now. Today we share how you can make sure you're a part of it. We talk market trends as we hit September, which has historical weakness for stocks and the tendency for markets to defy consensus expectations. Equities and commodities like oil and natural gas have been lackluster, gold has quietly entered a strong bull market, driven largely by central bank buying rather than retail investors. Investor psychology, price action, and historical cycles shape opportunities in gold and silver markets. We also talk about cultural and global perspectives, noting that...
2025-09-1054 min
Money Tree InvestingTaming Your Money Monster with Doug LynamDoug Lynam is here today to share about his new book, Taming Your Money Monster. Doug shares his unconventional life journey from a Marine Corps officer to a Benedictine monk for 20 years, where he confronted the inescapability of money even in a monastery and how he later transitioned to become a professional money manager focused on teaching healthier, ethical relationships with money. He discusses how people develop "money monsters"—unhealthy money habits tied to psychological attachment styles. He stresses that while thriftiness is valuable, it should not come at the cost of compassion or love. We discuss......
2025-08-011h 00Money Tree InvestingCrypto Bonanza… The King Is Dead… Long Live the KingIt's a Crypto Bonanza today we we discuss the new Clarity Act and how it impacts digital currencies. We also chat about the emotional and financial rollercoaster of buying a home in today's market, as Kirk shares about falling in love with a house—only to walk away after discovering many issues the sellers failed to disclose. We talk about how the cost to buy is now far above the cost to rent in many areasb and how sellers are increasingly unwilling to drop prices—even as supply builds and interest rates stay high. We also dig into how real...
2025-07-3053 min
Money Tree InvestingKirk Changes His Tune on HousingKirk changes his tune on housing as he moves towards purchasing a new home. Today we explore how homeownership is often more of an emotional choice than a smart financial investment, with many people misunderstanding the real cost compared to renting. We talk about the burden of property taxes, why paying off a mortgage early might not always make financial sense, and the social pressures around owning a home. We shift gears to a surprising discovery in credit reporting systems—a "Human Trafficking Request" option—which leads us to reflect on the serious issue of human trafficking, especially in bord...
2025-07-2352 min
Con Las Bases Llenas Podcast de Beisbol🔥 Jazz Chisholm se le va con todo a Maikel García en tercera base ¿Qué fue lo que dijo?En el episodio de hoy de Baseball News, hablamos del momento caliente entre Jazz Chisholm y Maikel García en tercera base. El jardinero de los Marlins le dijo de todo al venezolano tras una barrida dura en el juego contra los Royals. Analizamos lo que pasó, las declaraciones de Chisholm y el contexto del incidente. Además, repasamos todos los resultados destacados del día: Austin Wells conectó jonrón y remolcó 5 carreras en el triunfo de los Yankees sobre los Royals. Manny Machado lideró la paliza de los Padres a los Dodgers con 5 remolcadas. Andrew Abbott lanzó blanqueo completo...
2025-06-1154 min
Mostly MotorsportsMostly Motorsports Ep. 353 Bill Balog, Jim ChisholmMostly Motorsports Ep. 353 Bill Balog, Jim Chisholm
Scott Traylor and Kirk Elliott have been the host of "Track Talk" with the RacinBoys on Sports Radio 810 WHB in Kansas City for 24 years. Traylor spent the past 13 years on the road as anchor and producer of the Lucas Oil ASCS National Tour broadcasts. He had many years of experience and success driving and owning race cars before embarking on a broadcasting career covering motorsports.
www.racinboys.com
2025-03-241h 18
Money Tree InvestingTurkey HangoverWe're in a turkey hangover but that won't stop us from diving into investing strategies. We share how, by playing to their strengths and finding external support for areas of weakness, investors can reduce risk and enhance returns. We also talk niche investment opportunities in private companies and specific sectors, such as SpaceX and Stripe appearing in mutual funds, which is why you need to stay informed about evolving markets. Today we discuss... Kirk Chisholm reflects on a relaxing Thanksgiving filled with family time, turkey football, and setting up a backyard hockey rink. Doug Hagran shares h...
2024-12-0450 minMoney Tree InvestingHow the Profit First System Will Transform Your TaxesToday I'm joined by my good friend, The Tax Goddess to discuss the Profit First system. Shauna Wekherlien's background in helping people legally minimize taxes and maximize savings and focuses on the Profit First system, a financial management approach for businesses and individuals. We explain how this system promotes discipline by prioritizing profit before expenses. Shauna also shares strategies to reduce tax bills legally. Today we discuss... Shauna Wekherlein shares her work as a tax strategist, helping people manage money and keep it away from the government legally. The Profit First system is a simple financial framework for bo...
2024-10-2556 min
Money Tree InvestingWhat does Investing in Japan, Reddit, and the Moon Have in CommonWhy is a raven like a writing desk? I still cannot answer that question. But Japan, Reddit and the moon are all related. Japan recently hit all time highs in the stock market, the moon was conquered by a private company and Reddit will IPO soon. Oh and I forgot about crypto which is also going to be on the moon soon if the price goes any higher. We have another fun episode with Kirk and Phil talking about Phil's experience as an analyst and why Cisco and Chesapeake Energy stopped talking to him after he spilled...
2024-03-0633 min
DNVR Denver Broncos PodcastKirk Cousins? Saquon Kirk Cousins? Saquon Barkley? Brian Burns? What would be a dream free agency for the Denver Broncos?? Mike Evans? What would be a dream free agency for the Denver Broncos?NFL free agency is just a week away, meaning Sean Payton, George Paton and the Denver Broncos are finalizing their offseason plans. Will Greg Penner and Sean Payton be big spenders in free agency? If they go after one big name, could it be Minnesota Vikings QB Kirk Cousins, Kansas City Chiefs DL Chris Jones, Jaguars OLB Josh Allen, Tampa Bay Buccaneers WR Mike Evans, New York Giants RB Saquon Barkley or Carolina Panthers EDGE Brian Burns? What would a dream free agency look like for the Denver Broncos? What’s realistic?On the DN...
2024-03-041h 05
The Sunny Side of Life with Troy ThompsonInvesting and Inflation: An INTERESTing Conversation with Kirk ChisholmSend us a textThis week at Sunnyside, we welcome IAG financial expert, Kirk Chisholm from Lexington, MA to the show. Are you planning for retirement? Have you built in the cost of inflation? Have you considered alternatives - how about a unique, self-directed IRA? Are our kids preparing for their financial future and do we have the best financial education we can achieve in place for our kids and ourselves? Check out what Troy and Kirk discuss, this week on The Sunnyside of Life!For more information or to get in touch with Kirk...
2024-02-261h 23
saragrillo, Author at Sara GrilloYou will never get a single referral from a CPA by acting pathetic!
There’s nothing I hate worse than when I see a financial advisor chase around a CPA or estate attorney, only to get taken, referring their clients to them with zero reciprocity. Kirk Chisholm is the principal of Innovative Advisory Group and he’s here to talk with us about how to be successful getting referrals from CPAs and other centers of influence.
For those of you who are new to my blog, my name is Sara. I am a CFA® charterholder and financial advisor marketing consultant. I have a newsletter in which I talk about financial advisor lea...
2024-02-1233 min
The Personal Finance PodcastA Masterclass on Self-Directed IRAs with Kirk ChisholmIn this episode of the Personal Finance Podcast, we're going to talk to Kirk Chisholm about Self Directed IRAs. How Andrew Can Help You:
Don't let another year pass by without making significant strides toward your dreams. "Master Your Money Goals" is your pathway to a future where your aspirations are not just wishes but realities. Enroll now and make this year count!
Join The Master Money Newsletter where you will become smarter with your money in 5 minutes or less per week Here!
Learn to invest by joining Index Fund Pro! This is Andr...
2024-02-0747 min
Invest Like a Billionaire98. Mastering Alternative Investments with Your IRA feat. Kirk ChisholmJoin host Ben Fraser in this riveting episode as he sits down with Kirk Chisholm, Principal of Innovative Advisory Group and host of the Money Tree Investing podcast. Discover Kirk's journey from brokerage houses to pioneering self-directed IRAs and alternative strategies. Hear about his client success stories, the unique investments you can make within your IRA, and Kirk’s insights into the broader economy.
Connect with Kirk Chisholm on LinkedIn https://www.linkedin.com/in/kirkchisholm/
Connect with Ben Fraser on LinkedIn https://www.linkedin.com/in/benwfraser/
Invest Like a Billionair...
2023-08-1752 min
Get Rich EducationReal Estate Cash Flow vs. Stock Cash FlowIn this podcast episode, Keith Weinhold and Kirk Chisholm discuss the differences between real estate and stock investing. Kirk Chisholm is the Principal of Innovative Advisory Group. He provides his perspective as a wealth manager, emphasizing the control and lower risk offered by alternative assets like real estate. Learn the difference between risk and volatility. We discuss risk-adjusted returns, liquidity, and the importance of understanding and managing risk. The conversation also covers cash flow, dividends, big tech stocks, and private mortgages. Interest rates and inflation—we discuss their future. Kirk believes ra...
2023-07-3145 min
Shed Geek PodcastKirk Chisholm - Innovative WealthSend us a text On this episode of the Shed Geek Podcast Shannon speaks Kirk Chisholm at Innovative Advisory Group. Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group. His roles at IAG are co-chair of the Investment Committee and Head of the Traditional Investment Risk Management Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets.Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses an...
2023-05-0353 min
Money Tree InvestingBeware of Inflation – Do Valuations MatterDoug and Kirk talk about the state of the markets compared to historical valuations. We compare all the major metrics compared to the last 50-100 years. You might be surprised at what we found. We have been talking about this for months on the show, so we decided to show you the math... Math doesn't lie. Join us this week as we cover the major topics in the markets, inflation, real estate, valuations and more. Today's Panelists: Kirk Chisholm | Innovative Wealth Douglas Heagren | ProCollege Planners Follow on Facebook: https://www...
2023-04-1951 min
Money Tree InvestingFinding Truth In The Tea Leaves – Correlation vs CausationThis is another one of our well-known mindset episodes for how to think about investing. Kirk and Doug rip apart some commonly "known" principals of investing that you see everyday in the investing community. If you didn't know any better you would think the investing community was a bunch of fortune telling gypsies. Maybe they are... It would explain all the tarot cards I found laying around in the CNBC greenroom. Join us this week to hear us once again give you a peek behind the curtain. Today's Panelists: Kirk Chisholm...
2023-04-1254 min![The Investor Mindset - Name Your Number Show [$]](https://image.simplecastcdn.com/images/7839d03a-3a14-403b-a23c-1d64c46dc9c9/6e3876e7-5b0a-47cd-a369-db1ebe5967ae/3000x3000/image.jpg?aid=rss_feed)
The Investor Mindset - Name Your Number Show [$]E346: Create Tax Free Income - Kirk ChisholmKey TakeawaysInvesting in IRAs The legal obstacles that IRAs and retirement funds have towards investments Being smart with your assets The advantages of hiring vs doing it yourself Investing in more than just stocks and bonds Resources MentionedInterested in connecting with other like-minded individuals? Then join our VonFinch Private Capital Network. Learn more at http://www.vonfinch.com/invest. About our Guest:Kirk Chisholm is a Wealth Manager and Principal at Innovative Advisory Group (IAG). His roles at IAG are co-chair of the Investment Committee and Head of the Traditi...
2023-02-1443 min
Doom Scrollin' with Sam Tripoli and Midnight Mike#125: "So Many Fatties!" with Kirk Chisholm + AI Comedy + LeBron The guys take a LeBron detour before getting into the news of the day, including Disney's big layoffs and AMC's ticket pricing shake-up. Also this week, we welcome Kirk Chisholm of the Money Tree podcast, and discuss the first AI comedian already being canceled. Copy James at www.copymycrypto.com/sam! Learn more about Kirk's podcast at www.moneytreepodcast.com! Head over to tradearies.com/cashdaddies for the big $100 promotion! Visit https://www.patreon.com/cashdaddies to subscribe to the Cash Daddies Patreon. Cash Daddies on social media: https://lnk.bio/d1sj/ Check out Sam's dates: https://samtripoli.com/events...
2023-02-091h 12
Cash Daddies With Sam Tripoli, Howie Dewey and Johnny Woodard#125: "So Many Fatties!" with Kirk Chisholm + AI Comedy + LeBronThe guys take a LeBron detour before getting into the news of the day, including Disney's big layoffs and AMC's ticket pricing shake-up. Also this week, we welcome Kirk Chisholm of the Money Tree podcast, and discuss the first AI comedian already being canceled. Copy James at www.copymycrypto.com/sam! Learn more about Kirk's podcast at www.moneytreepodcast.com! Head over to tradearies.com/cashdaddies for the big $100 promotion! Visit https://www.patreon.com/cashdaddies to subscribe to the Cash Daddies Patreon. Cash Daddies on social media: https://lnk.bio/d1sj/ Check out Sam's dates: https://samtripoli.com/events/
2023-02-091h 10
Wellness for Financial Grownups4 Investing Half-Truths + advice for 2023 with Kirk ChisholmKirk Chisholm of Innovative Advisory Group and the host of the Money Tree podcast shares some controversial viewpoints that may have grownups questioning the market assumptions we take for granted. For more information, visit the show notes at https://www.bobbirebell.com/podcast/kirk-chisholm
2022-12-2027 min
Money Tree InvestingFTX Crash & How You Should Think About ItIt is amazing. The FTX Crash has caught most people off guard and many celebrities lost money too. There is word that it is one big ponzi scheme with politicians, slush funds, celebrity endorsers, and trying to expatriate SBF back to the US to face justice. This is the stuff that is Michael Lewis will be writing about in the big Short 2 (which apparently he has been embedded for the past 6 months with SBF). I do find it odd that I have not heard anyone screaming for his arrest yet. They got Bernie Madoff quickly. Why not...
2022-11-2349 min
The Note Closers Show PodcastInflation And The United States Market With Kirk ChisholmThe economy is rough today, but it is not as bad as it could be. But how will inflation affect us? In today's episode, Scott Carson talks with financial advisor and investor Kirk Chisholm from the Innovative Advisory Group about the current markets, inflation, and how it is affecting the United States market. Kirk also shares his insights on investing using self-directed IRA's and how he is working to hedge his bets from the chaos of the market. Want to talk to Scott? Book a call with him HERE.http://talkwithscottcarson.com/Love the show? Subscribe, rate, review, and sha...
2022-11-0846 min
The Note Closers Show - The #1 Podcast for Note InvestingInflation And The United States Market With Kirk ChisholmThe economy is rough today, but it is not as bad as it could be. But how will inflation affect us? In today's episode, Scott Carson talks with financial advisor and investor Kirk Chisholm from the Innovative Advisory Group about the current markets, inflation, and how it is affecting the United States market. Kirk also shares his insights on investing using self-directed IRA's and how he is working to hedge his bets from the chaos of the market. Want to talk to Scott? Book a call with him HERE.http://talkwithscottcarson.com/...
2022-11-0846 min
My Worst Investment Ever PodcastKirk Chisholm – A Paradigm Shift Is Happening in the MarketsBIO: Kirk Chisholm is a wealth manager and principal of Innovative Advisory Group and Host of the popular podcast Money Tree Investing.STORY: Kirk shares his thoughts regarding the current status of the global markets.LEARNING: Always check your assumptions. Cash is now safer than bonds. Now is not the time to buy. “Everything you think you know about investing is now wrong.”Kirk Chisholm Guest profileKirk Chisholm is a wealth manager and principal of Innovative Advisory Group and Host of the popular podcast Money Tree Invest...
2022-09-3059 min
Money Tree InvestingBeware of Inflation: Income Inequality, Historical Tax Rates, Bear Market Rules, Economic Updates, and More…Another blockbuster episode here on Money Tree Investing. This week we tackle a sacred cow (you know we love to do that)... Income Inequality. This week Doug and Kirk discuss what is going on in the economy, consumer credit balances, the bullwhip effect, the stock market, and employment. Did you know that July was the 5th best performing month for the Wilshire 5000 index in the past 30 years? Was new s to me too. We also discuss the 2-10 yield curve, historical tax rates and more. This is an action packed episode of summer fun.
2022-08-1035 min
Money Tree InvestingTop 5 Conservative Option Strategies to Generate Additional IncomeThis is a special interview this week where Barbara Friedberg interviews our host, Kirk Chisholm, about the top conservative options strategies that can be used to generate additional income for your portfolio. Options may be foreign to you, but these strategies pack a punch when you are looking for managing your risk, generating additional income or protecting your positions in a rocky market. For more information, visit the show notes at https://moneytreepodcast.com/conservative-option-strategies-kirk-chisholm Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Foll...
2022-04-0844 min
EAGLES AND AIRWAVESKIRK'S ANGELSIn this episode Kirks Angels talk about mental health and how sports can help.
2022-02-1516 minEAGLES AND AIRWAVESKIRK'S ANGELSBIG FOOT AND SKINWALKER'S are the topics for this new group of podcasters.
2022-02-1532 min
Richer SoulWealth Management with Kirk ChisholmWealth Management Do you know your money mindsets and how they affect your ability to build wealth over time? Take away: Understand that the world is abundant and the more you look at the world through an abundant lens the more it will give back to you. Action step: Improve your mindset and understand yourself. Money Learnings: Kirk did not learn anything about money from school because back then money is not something to talk about. Bio: Kirk Chisholm is a P...
2022-02-011h 13
Unlock Your Wealth TodaySelf-Directed IRA Options Featuring Kirk ChisholmOn today's FreedomFest edition Heather discusses Self-Directed IRA Options with Kirk Chisholm from Innovative Wealth Strategies. The pair review things you can invest with outside of traditional stocks and bonds. Kirk reviews the parameters of real estate investment, private lending and other qualifying investments. He also addresses what criteria you need to maintain asset eligibility. DM Heather on IG/FB @UnlockYourWealth to claim your free Affordability checklist to assess your finances and create your plan for homeownership/real estate investment. Grab Heather's 9-page Financial Fire Escape Plan Checklist© for free by texting the word "CODE" to (602) 952-1113 now. Want this week...
2021-09-1813 min
The Art of Passive IncomeHow to be Innovative in The World of Wealth ManagementKirk Chisholm is a Wealth Manager, Economist, and Principal at Innovative Advisory Group. His background and areas of focus are portfolio management and investment analysis in both the traditional and alternative investment markets. Since 1999, Kirk has been providing wealth management services to individuals, executives, entrepreneurs, and their families, as well as businesses and organizations. Over the years, he has been highly dedicated to developing lasting relationships with all of his clients. One of the benefits of working with Kirk is his patience and ability to provide a clear and easy to understand explanation of complex financial concepts....
2021-08-1932 min
Your Financial Advocate18. Being Ready for the UnexpectedTrying to predict the future is counterproductive. Instead of worrying about what is going to happen, ask yourself how you would handle a situation if it does happen. In this episode, Greg DuPont is joined by Kirk Chisholm, wealth manager and principal at Innovative Advisory Group. Greg and Kirk dive into how to be financially … Continue reading 18. Being Ready for the Unexpected →
2021-06-0935 min
Talking Trading | Australian Sharemarket Education & Trading PsychologyMoney Tree 2Kirk Chisholm on renewables, collectables, and principles to live and die by in the markets.Mindpower – Louise BedfordConsistency is the goal.Trading should be monotonous and steady and approached with mechanical detachment.If you are doing otherwise, take a step back and improve your attitude or system design. Kirk ChisholmKirk is a market veteran of over 20 years who knows how Wall Street works.We talk about renewable energies, Bill Gates and phase 4 nuclear technology. Tax loops holes and the fascinating reason why "Collectables" became a part of the tax code after Nazi art theft, and three principles to live and die...
2021-03-1624 min
How to HardscapeFinancial Success for Contractors with Kirk Chisholm of the Money Tree PodcastToday we are joined by Kirk Chisholm. He is a principal wealth manager at Innovative Advisory Group located in Lexington, Massachusetts. He has been providing financial advice to individuals and families since 1999 and is also a host of the Money Tree Investing Podcast. He is here today to offer us his advice about personal finance as contractors to set ourselves up for success financially.
2021-03-1541 min
Money Tree InvestingInterest Rate Volatility and Inflation Nancy DavisAre you worried about inflation? You are not alone. most people are worried about all the money printing from the Federal Reserve. We interview Nancy Davis about an interesting new tool to manage portfolio risk. Have you hear of using interest rate volatility as a risk management tool? We discuss this, Inflation, how to manage your fixed income exposure with low interest rates, and more. For more information, visit the show notes at https://moneytreepodcast.com/interest-rate-volatility-inflation-nancy-davis Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan G...
2020-12-041h 06
Money Tree InvestingDay Trading Secret #4: Master This and You Will Ensure Your Success, And It Doesn't Come In A Black BoxWant to be a successful day trader? Think you have the chops to do it for a living? This interview with Chris Tate gives you exactly what you need to be successful with his day trading secrets. We discuss the ins and outs of day trading for a living and the essential components for you to be successful. We discuss what to trade (or not to trade), why magic systems don't work, how to size your positions, basics of trading, the importance of psychology, and some of his favorite books. This is a...
2020-11-271h 19
The Expat Money Show - With Mikkel ThorupClash of Assets: Bitcoin vs Gold Live from Las VegasIn today's episode of The Expat Money Show, we did something totally different and I would really like your feedback. After you've listened to this episode, please go to ExpatMoney/forum and leave us an honest review. I want to know if you all loved it or hated it. I also want you to vote: Bitcoin vs Gold when you leave your review.
WHAT WE DISCUSSED IN THIS INTERVIEW:
Debate Topic: Bitcoin vs. Gold
Location: Las Vegas, earlier this month
Moderator: Mikkel Thorup
Panellists:
Team Bitcoin: Eryka Gemma and Paul Rosenberg
Team Gold: Rich Checkan and Kirk Chisholm
2020-11-2656 min
Money Tree InvestingHomeowners Insurance Innovations – How to Save Money On Your InsuranceHave you been over paying for your homeowners insurance? Would you even know if you were? We interview industry insider Sean Harper about how he is innovating the homeowners insurance industry to reduce your costs by taking a different look at how the insurance companies calculate risk. Did you know these insurance companies are using the same methods from decades ago even though technology has allowed them to be more efficient? This insider interview has given me a lot of interesting insight in an industry we don't think much about, but should.
2020-11-201h 00
Money Tree InvestingRoger Ibbotson - Yale Professor Talks About the Future of Interest Rates, The Stock Market, and MoreThis week we interview famed Yale Professor, Roger Ibbotson about the state of the stock market, the future of interest rates, value vs growth and how to look at the allocation of bonds in your portfolio. For more information, visit the show notes at https://moneytreepodcast.com/roger-ibbotson-yale-professor Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Nicole Tanenbaum | Chequers Financial Management
2020-11-131h 08
The Expat Money Show - With Mikkel ThorupWealth Preservation Tactics for Uncertain Economic Times - Kirk ChisholmToday's guest on the Expat Money Show is Kirk Chisholm, Wealth Manager and Principal at Innovative Advisory Group. He has over 20 years of experience managing money for High Net Worth individuals and their families.
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WHAT WE DISCUSSED IN THIS INTERVIEW:
How Kirk learned risk management quickly and 1st hand as a new advisor
Make money when the market goes up and not lose money when the market goes down
What is risk management?
Scenario-based thinking versus outcome-based thinking
Asset allocation
Options
Risk allocation
Stop loss
Alternative assets
Gold/Silver
Real Estate & Cashflow
FANG stocks
HOW TO F...
2020-11-121h 11
Money Tree InvestingLearn How To Start a Fund to Grow Your WealthHave you ever wanted to start a fund of your own? We discuss how to start a fund with Bridger Pennington. It is a lot easier than you think, but not simple. You need to do your homework. This is a good insight into how funds work and some steps you can take to set up your own fund. For more information, visit the show notes at https://moneytreepodcast.com/learn-how-to-start-a-fund-to-grow-your-wealth Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
2020-11-0657 min
The Evolving Advisor PodcastEp 031: Kirk Chisholm: Being Asset Agnostic in the Self-Directed MarketIn this episode, Jeff and Kirk discuss: • Kirk’s early desire to go into wealth management, even after a poor first internship experience.• Why you may want to use alternative custodians.• Finding where your audience is and meeting them there consistently.• Focusing on the areas that you know. Key Takeaways: • Novelty is about getting something different. It's about getting somebody interested enough to get them into the tent• No matter how good you are (or you think you are), the prospect isn’t going to know that b...
2020-11-0536 min
Money Tree InvestingThe Future of Oil and Natural Gas InvestingHave you hear about the oil and gas boom going on, but are wondering why the Oil futures were actually trading for a price below $0? This week we interview Troy Eckard about what the future holds for oil and gas, the best ways to invest in the space and where the opportunities are for the astute investor. This is a great interview with an oil and gas insider. For more information, visit the show notes at https://moneytreepodcast.com/natural-gas-investing-troy-eckard Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg P...
2020-10-3054 min
Goldstein on GeltThink Outside the Box with Your IRAYour IRA (Individual Retirement Account) is a great retirement tool. Are you using it in the most efficient manner? Kirk Chisholm, Principal of the Innovative Advisory Group, shares some common misconceptions and mistakes people make with their IRA account. Kirk explains the difference is between a standard account and a self-directed account. He encourages investors to consider the self-directed approach because of its flexibility. He stresses the importance of understanding your investments and knowing your options. Listen now learn how to use an IRA account to its fullest potential. Are you afraid the market might crash? If...
2020-10-2924 min
Money Tree InvestingTax Advantaged Investments in real estate DST Join us for another episode of Tax Loopholes of the Rich, where we discuss the Delaware Statutory Trust (DST), 1031 exchange, and more advanced tax strategies for investors who are looking at selling their assets. We discuss how to think about advanced tax strategies and what you goal "should" be. For more information, visit the show notes at https://moneytreepodcast.com/tax-advantaged-investments-in-real-estate-dst-jason-salmon Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Miranda Marquit | MirandaMarquit.com
2020-10-2355 min
BiggerPockets Money PodcastPursuing Financial Independence on Her Own Terms with Cathleen Hutchins
Cathleen Hutchins grew up in Hawaii. She come over to the mainland for college, but Hawaii kept calling her name, so she moved back home.Hawaii is an expensive place to live, and Cathleen knew she'd need a plan in order to reach financial independence if she was going to live there for the rest of her life.So she saved. She invested. She made smart decisions about her money and is continuously looking for ways to generate passive income to help fund her retirement.She has also sacrificed some comforts and norms...
2020-10-191h 25
Money Tree InvestingMoney Honey Rachel Richards – Retire Early With Passive IncomeMoney Honey Rachel Richards retired at age 27 with a $15,000 per month passive income stream. Do you feel lazy yet? I know I do after hearing that. Find out how she did it and how you can too. Don't worry if you are 28, 35, or 60 years old, the principals she talks about are just as applicable at age 60 as they are at 25. Learn the secrets to her success on this week's show. For more information, visit the show notes at https://moneytreepodcast.com/money-honey-rachel-richards-passive-income Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | B...
2020-10-1643 min
Money Tree InvestingInvesting in Small Businesses For Profit This week we interview dealmaker Carl Allen about how he has worked on over 330 transactions to acquire companies. We discuss what to look for if you are investing in small businesses, what to avoid, how to find the best deals, and how to create value instantly when you buy. Join us this week to learn how to build wealth outside of your W2 income. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-small-businesses-carl-allen Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance M...
2020-10-091h 02
The Liberty Advisor Show W/ Tim PicciottThe Great Inflation / Deflation Debate With Kirk ChisholmMany pundits and people from our community automatically think inflation is the biggest threat out there. Is that really the case?
On this show we are joined by returning guest and Innovative Advisory Group LLC firm principal Kirk Chisholm. *Full disclosure -I work with Kirk at IAG.
Some of the topics that were covered include:
* You get asked about inflation a lot given the Fed is printing a lot of money to keep the economy afloat. What are your thoughts about inflation right now.
*
How do you measure inflation?
*
inflatio...
2020-10-0450 min
Money Tree InvestingInvesting in Tax Liens For Profit and Fun – One of Kirk's Favorite Asset ClassesThis is one of Kirk's favorite asset classes. Learn why he loves investing in tax liens and you should too. Industry insider, Joanne Musa, talks about why investing in tax liens is a secret way to wealth. We discuss where you can find the best tax liens, the best states to consider, the risks and rewards, what you need to know to be successful, and why some of the largest Wall Street banks don't want you to know about it. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-tax-liens-joanne-musa-tax-lien-lady Today's...
2020-10-0259 min
BiggerPockets Money PodcastAlternative Investments: How to Determine Which Option(s) Are Right For You with Kirk Chisholm
Kirk Chisholm is a fee-only investment advisor with a secret passion - finding new and different ways to invest money.Kirk shares his Big List of 75 Alternative Investments with us today - and more importantly, how to vet the investment vehicle to see if it's right for you.Not everything is a great fit for every person, and you certainly don't have to choose everything on the list. Play to your strengths when choosing investments and don't discount passion for an idea. If you HATE the thought of learning more about that investment vehicle, you...
2020-09-281h 13
Money Tree InvestingMobile Home Park Investing – Digging For Gold In A Trailer Park This week we discuss mobile home park investing with Jefferson Lilly. Think you are too high-brow for this type of investing? You might want to take another look. We discuss the ins and outs of investing in mobile home parks, how technology improves your odds of success, and the importance of location. This was an eye-opener of an interview. For more information, visit the show notes at https://moneytreepodcast.com/mobile-home-park-investing-jefferson-lilly Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection Mindy Jensen | Bigger Pockets
2020-09-251h 06
Money Tree InvestingVenture Capital Investing: Wall Street's Secret Club They Don't Want You To JoinWe interview venture capital investing expert Carey Ransom about why you should consider venture capital in your portfolio and why you shouldn't. It's not just for the wealthy. We discuss, why venture capital investing is broken, how to value investments, why due diligence is important and more. For more information, visit the show notes at https://moneytreepodcast.com/venture-capital-investing-carey-ransom Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
2020-09-181h 03
Money Tree InvestingBlack Swans: The US Pension Crisis: Abandonment of the Pensioner Interview with Rob ArnottRob Arnott, Chairman and founder of Research Affiliates, discusses his most recent paper: The COVID-19 Crash and the Abandonment of the Pensioner. He is on my must read list of investing writers. We discuss why the US Pension Crisis is such a huge problem, how COVID exasperated the problem, the state of the states pension obligations, which states are well off and which are in trouble, and the possible solutions to solve the problem. For more information, visit the show notes at https://moneytreepodcast.com/pension-crisis-rob-arnott Today's Panelists: Kirk Chisholm | I...
2020-09-111h 18
Money Tree InvestingInvesting in Raw Land… The Simplest Form Of Real Estate Without The Headaches – Mark PodolskyThis week we interview the Land Geek, Mark Podolsky. We discuss investing in raw land as a professional investor, the pros and cons, and how you can make money investing in raw land. I've always been curious about how people make money investing in raw land, and Mark was not shy about sharing his secrets. Listen in about investing in raw land 101. For more information, visit the show notes at https://moneytreepodcast.com/investing-in-raw-land-mark-podolsky Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Seth Williams | R...
2020-09-0459 min
Money Tree InvestingLearn The Secrets of Money Through Storytelling – Mesh LakhaniThis week we interview an unorthodox investor... A self-taught investor with a gift for uncovering the secrets of money through storytelling. We discuss some of his early lessons of investing and what he has learned without working on Wall Street or going to business school. For more information, visit the show notes at https://moneytreepodcast.com/secrets-of-money-mesh-lakhani Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
2020-08-211h 00
Money Tree InvestingMindful Money Interview with Jonathan DeyoeI have interviewed some great investors on this show and one thing comes to mind... While all the greats are using a form of mindfulness, they never describe it that way. This interview with Jonathan Deyoe dives into the concept of how mindfulness can help you become a better investor. We also discuss some wall street myths, meditation, and why simplicity in financial planning is better than complex... And if that isn't enough we talk about how to create a happiness dividend. For more information, visit the show notes at https...
2020-08-141h 01
Money Tree InvestingLeveraging Your Credit, Credit Repair and Travel Hacking Interview with Yan StavasskiYan shows us how he managed to build a 7 figure business with very few resources. He teaches us how to leverage your credit, travel hack and repair your credit. This is a very interesting episode where we learn many simple and easy tips and tricks of credit repair, travel hacking and how he used the system to create an ideal lifestyle with very few resources. For more information, visit the show notes at https://moneytreepodcast.com/leveraging-credit-credit-repair-travel-hacking-yan-stavasski/ Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The...
2020-08-071h 01
Money Tree InvestingReal Estate Crowfunding Review Episode with Ian Ippolito How are you looking to invest in real estate? Direct investment? ... Syndicate? ... Partnership? ... crowdfunding site? We interview the guru of real estate crowdfunding... Ian Ippolito. He has researched them all and he talks about the tips and tricks of real estate crowdfunding. For more, go to https://moneytreepodcast.com/real-estate-crowfunding-review-ian-ippolito Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection
2020-07-311h 09
Money Tree InvestingThe Doctor of Risk Management: Stop Loss, Volatility, Stock Picking, And MoreRichard Smith spent the last 16 years leveling the playing field for individual investors. We discuss some risk management secrets of professional hedge fund managers: how they manage risk in their portfolios, reduce volatility & protect wealth via stop loss strategies. This is a great episode for novice and professional investors alike. Join us to learn how to invest with less risk. For more information, visit the show notes at http://moneytreepodcast.com/risk-management-stop-loss-volatility-stock-picking-and-more Today's Panelists Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Interse...
2020-07-241h 18
Money Tree InvestingOffshore Investing and Life As An Expat Interview With Mikkel Thorup Do you like the country you live in? Have you imagined living in another country? What about investing in another country? On this week's show we discuss a lifestyle that many imagine... and only a few really live. The life of an expat, living overseas, making money while you travel, and offshore investing. I really enjoyed this interview with Mikkel Thorup. He is a seasoned traveler and teaches others about how they can live this lifestyle as well. For more information, visit the show notes at https://moneytreepodcast.com/offshore-investing-life-as-an-expat-mikkel-thorup T...
2020-07-101h 10
Money Tree InvestingDo you need a Financial Councilor? Interview with President of the AFCPE, Rebecca Wiggins Rebecca Wiggins, Executive Director of AFCPE has done a great job of bringing more financial help to the public. The AFC designation (Accredited Financial Councilor), focuses on providing help to people on the numbers side of finance, but also the emotional side of numbers. We discuss the emerging side of financial advice and why it is necessary to fill some voids in the personal finance space. For more information, visit the show notes at https://moneytreepodcast.com/afcep-financial-councilor-rebecca-wiggins Today's Panelists: Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan...
2020-07-0359 min
Money Tree InvestingFinancial Literacy for Kids, with Debbie ToddEver wondered why financial literacy for kids is not taught in school? Me too... We discuss why this is the case and how to make your kids financially literate. There are a number of techniques that are important to use in teaching kids about finance and not all of these methods are obvious. Today's Panelists Kirk Chisholm | Innovative Wealth Barbara Friedberg | Barbara Friedberg Personal Finance Megan Gorman | The Wealth Intersection For more information, visit the show notes at https://moneytreepodcast.com/financial-literacy-for-kids-debbie-todd-cpa
2020-06-261h 00
Money Tree InvestingBudgeting Made Easy – How To Get Good At Budgeting When You Hate Budgeting This week we discuss how to think about budgeting when you don't want to think about budgeting. This is a great episode where we discuss a number of related topics to help you improve your money mindset, setting your intentions, making more money vs cutting expenses, creating passive cash flow, how to live on the go with no permanent residence, and more. It is a budgeting made easy episode. Nick truly (no pun intended) is one of the most interesting people we have interviewed on this show. While I shy away from keeping up with t...
2020-06-191h 00The Liberty Advisor Show W/ Tim PicciottMoney Tree Podcast Guest Spot with Kirk Chisholm and John Sneisen. PODCAST EXCLUSIVEThe format of this show is that each show is centered around one guest.
The guest happened to be our good friend John Sneisen along and the interviewer was my good friend Kirk Chisholm.
Then after the main portion of the show is produced, Kirk invites back panelist to discuss what their guest (John Sneisen) had to say.
Since John is my friend and since it was very early in the morning. I wasn't in the mood for any talk praising the government or Keynsian economics and I sort've let loose. Kir...
2020-06-101h 29
They Just Get itKevin Crowe, EVP of Longview Systems and extreme marathoner*Please note, this was recorded in the “Good Old Days” before COVID19Join me as I chat with Kevin Crowe, EVP of Longview Systems and extreme marathoner.As EVP of Longview Systems, you’d think that Kevin is a busy guy with little time for anything else. So, it may be surprising to hear he has time to follow his true passion - extreme marathoning. On top of that, Kevin has just returned from completing the Spine Race, a seven-day, 431 km ultramarathon from Edale, England, to Kirk Yetholm, Scotland.Kevi...
2020-04-141h 14
The Smart Real Estate Coach Podcast|Real Estate InvestingMyths and Misconceptions About Investing Using Your IRA, with Kirk ChisholmKirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk's influence and innovation has promoted change in many areas of the wealth management industry. Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self- directed IRAs has helped many investors invest in their passion. Kirk...
2020-04-0323 min
Money Tree InvestingMarket Update – Our Panelists Opinions on Coronavirus, Supply Chain Disruptions and Oil Price DropBack by popular demand, Kirk Chisholm, Megan Gorman and Barbara Friedberg discuss a market update for today March 12, 2020. Today we are discussing the coronavirus, the big oil price drop and the supply chain disruption... and most importantly, what to do with your portfolio now. Listen to three experts tell you how to manage your investments during this market turmoil... And we do it without scaring you. For more information, visit the show notes at https://moneytreepodcast.com/market-update-3-12-20-our-panelists-opinions-on-coronavirus-supply-chain-disruptions-and-oil-price-drop
2020-03-1215 min
The Chiropractic Authority Podcast82 Innovating your wealth with #7 top most influential financial advisor Kirk Chisholm.About today's guest:
Kirk Chisholm is a Principal and Wealth Manager at Innovative Advisory Group, an independent RIA (Registered Investment Advisor) located in Lexington, MA. He has been providing financial advice to individuals and families since 1999. Kirk’s influence and innovation has promoted change in many areas of the wealth management industry. Kirk provides a different perspective on many commonly held beliefs when it comes to portfolio management, retirement investing, financial planning, inflation, economics, and other personal finance topics. His rare expertise with alternative investments held in self-directed IRAs has helped many investors invest in their passion. Kirk is an exper...
2020-02-1451 min
My Worst Investment Ever PodcastKirk Chisholm – Staying In Your Comfort Zone Is Not Bad At AllKirk Chisholm is a known risk taker when it comes to investing and alternative investments. Being a person of full will and perseverance to know the ups and downs of the market, he has learned a lot through experience – good and bad. Currently, he is a principal and wealth manager at Innovative Advisory Group, an independent registered investment advisor (RIA) in Lexington, Massachusetts, in the United States. Since 1999, he has used his influence to promote change in different aspects of the wealth management industry, manage risks and provide options for investors. Kirk has been acknowledged by different inv...
2019-10-1620 min
EverydayCPA Show | Business Owners | Self-Employed | Households | Tax | Budgeting | SavingsElection Year Volatility: Managing the Risk of Market DeclineDate: August 9, 2019 Attendee and Guest: Kelly Coughlin, CEO, EveryDay CPA – Kirk Chisholm, President – Innovative Wealth & InnovativeAdvisory Group Good morning everybody, this is Kelly Coughlin, CEO and CPA of EveryDay CPA, providing star services of strategy, tax, accounting and risk management services to businesses and business owners. Today I am going to interview the CEO of a very interesting wealth management firm. He specializes in two primary areas, using alternative investments like real estate to complement a traditional portfolio of stocks, bonds, and cash, and the second is creating a traditional portfolio of stocks, bonds, and cash, but complementing that portfolio...
2019-08-1131 min
Building Success: A Real Estate PodcastEpisode 26 - Real Estate As Alternative Investments (feat. Kirk Chisholm)Today on Building Success, Nick speaks with Kirk Chisholm, Wealth Manager & Principal of Innovative Advisory Group. They discuss real estate as an alternative investment, explaining some of the advantages and pitfalls of this investment vehicle. Kirk also explains the concept of a Self-Directed IRA, and how real estate can be part of the make-up of your personal investment strategy.
For more information on Kirk and to get a free gift as a listener of the podcast, visit www.innovativewealth.com/BuildingSuccess.
Also, be sure to check out his personal investing podcast, Money Tree Investing at www.moneytreepodcast.com
For...
2019-07-3000 min
The Investor MindsetE20: Living with Purpose. How to look at Money, Success, and Goals - Kirk ChisholmKirk Chisholm is a Principle and Wealth Manager at Innovative Advisory Group, an independent Registered Investment Advisor, and host of The Money Tree Investing Podcast based in Lexington, MA.
Kirk has built his entire career on the basis of helping other people navigate big transitions and handle their investments. He isn’t driven by money, but rather by the desire to positively impact as many people as he possibly can. His journey through health challenges, career struggles, and the desire to understand how he can be the best person possible is inspiring and his message is seriously impactful....
2019-06-2042 minThe Investor Mindset - Name Your Number Show [$]E20: Living with Purpose. How to look at Money, Success, and Goals - Kirk ChisholmKirk Chisholm is a Principle and Wealth Manager at Innovative Advisory Group, an independent Registered Investment Advisor, and host of The Money Tree Investing Podcast based in Lexington, MA.
Kirk has built his entire career on the basis of helping other people navigate big transitions and handle their investments. He isn’t driven by money, but rather by the desire to positively impact as many people as he possibly can. His journey through health challenges, career struggles, and the desire to understand how he can be the best person possible is inspiring and his message is seriously impactful....
2019-06-2042 min
Money Tree InvestingA Deeper Look into Annuities (our panel discussion)In this bonus episode, our panel discusses the previous episode's interview about annuities with Stan The Annuity Man Haithcock. To listen to the Stan Haitcock interview, go to https://moneytreepodcast.com/243 Kristin Shea from Highland Capital Brokerage joins Kirk Chisholm, Miranda Marquit, and Tim Picciott for this in-depth debate. For more information about today's episode, visit the show notes at https://moneytreepodcast.com/stan-the-annuity-man-hates-annuities-find-out-why
2019-05-201h 01
Passive Real Estate Investing7 Powerful Tools To Create Legacy Wealth From Real Estate (Part 2) | PREI 148If you look at some of the wealthiest people in this country, you will notice that a lot of them are real estate owners. Picking up from where we left off, we finish laying down the seven powerful tools that these real estate tycoons have used to create and build legacy wealth. Still with Kirk Chisholm from Innovative Advisory Group, we talk about inflation and deflation and how you can take advantage of those, as well as debt reduction and the tax benefits of real estate. Learn more about these tools as you discover why real estate is considered as...
2019-04-3029 min
Passive Real Estate Investing7 Powerful Tools To Create Legacy Wealth From Real Estate | PREI 146The principle of owning real estate to become wealthy has never been more true today than it was back then. Simply think of the many investors who have built enormous wealth and rose up to create their own legacy from it. In this two-part series, we go deep into the ways these real estate tycoons were able to succeed. We cover the seven powerful tools that they’ve used to create legacy wealth, starting with why cashflow is king and how you can introduce leverage into the equation. We also delve into the benefits and power of real estate with Ki...
2019-04-2329 min
Money Tree InvestingSelf Directed IRA Investing, with Kirk ChisholmWhat is the difference between a traditional IRA and a self-directed IRA? Kirk Chisholm of Innovative Wealth, and a regular panelist here on the Money Tree Investing Podcast, says "There's no technical difference. It's more of a marketing language that people use". "The self-directed IRA came about years ago as a way to distinguish between an IRA that's investing outside of the stock market versus an IRA that's investing in more traditional investments." Kirk should know. Self-directed IRAs is his specialty. Listen as Joseph Hogue learns more about these interesting and...
2019-04-0549 min
CEO Money with Michael YorbaEpisode 30: Kirk ChisholmWho is Kirk Chisholm? He's a Principal Adviser at Innovative Advisory Group. He's also been a wealth manager since 1999, successfully navigating 2 bull and bear markets. He has a strong focus on risk management and thinking outside the box in his assessment of markets and macro trends. One area that is unique to Kirk and his firm is that he is an expert with self-directed IRAs invested in alternative investments (crypto-currencies, gold, real estate, private mortgages, land, private company stock, tax liens and more). This area of investing is virtually unknown to most investors. And today on CEO Money, he's sitting...
2019-03-2511 min
Money Tree InvestingInvesting with P2P LendingJoseph Hogue and Kirk Chisholm join us again this week as we discuss P2P Lending. P2P lending, more specifically defined as Peer-to-Peer lending, replaces the position of a traditional bank when it comes to taking out a loan. P2P sites like Lending Tree and Kiva also matches borrowers to individuals who want to lend out money and earn interest. Is P2P Lending right for you? What alternatives are there for individuals who want to put their money to work but mitigate some of the risk? Find out...
2019-02-1536 min
Pensacola Business RadioPensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory GroupPensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory Group Kirk Chisholm Wealth Manager & Self Directed IRA Advisor TITLES: Wealth Manager & Principal, Innovative Advisory Group LOCATION: Lexington, Massachusetts INDUSTRY EXPERIENCE: 19 years CONTACT: WWW.INNOVATIVEWEALTH.COM LinkedIn | Twitter | Facebook MEDIA CONTACT: [...]
2018-12-1029 min
Pensacola Business RadioPensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory GroupPensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory Group Kirk Chisholm Wealth Manager & Self Directed IRA Advisor TITLES: Wealth Manager & Principal, Innovative Advisory Group LOCATION: Lexington, Massachusetts INDUSTRY EXPERIENCE: 19 years CONTACT: WWW.INNOVATIVEWEALTH.COM LinkedIn | Twitter | Facebook MEDIA CONTACT: […]
The post Pensacola Business Radio: Pod Guest Series Episode 5, Guest: Kirk Chisholm, Innovative Advisory Group appeared first on Business RadioX ®.
2018-12-1000 min
Big Picture Retirement®You Can Buy WHAT In Your IRA?! Non-Traditional IRA Investments With Kirk ChisholmDid you know you could buy a horse as an investment in your IRA? What about real estate and other assets? Kirk Chisholm, of Innovative Advisory Group, joins us to explain how self-directed IRAs work. They a tricky thing, so you need to understand the rules before taking any action. You will learn what a Disqualified Person is, the rules behind handling real estate in an IRA, and what other things you can find in a self-directed IRA. For more information, visit the show notes at http://www.bigpictureretirement.net/089
2018-09-1039 min
Replace Your Income with OptionsHow To Turn Your Passion Into Passive Income With Alternative Investments | Cashflow Hacking Ep #7 Kirk ChisholmSend us a textFor Busy Professionals with $50,000+ in your trading account. Freedom Income Options Group Coaching will help you replace your paycheck in just one hour a week. With a proven system targeting 1% weekly returns, you’ll learn to generate consistent income, protect your downside, and buy back your time. Apply today to secure your spot Grab your copy of the Complete Trading System This book teaches you how to build a trading system from the ground up and how to become profitable in the markets.Support th...
2018-05-0136 min
EverydayCPA Show | Business Owners | Self-Employed | Households | Tax | Budgeting | SavingsKelly Coughlin, CEO, EverydayCPA with Kirk Chisholm, Innovative Wealth
2018-03-2023 min
Tax Advisor & Biz Coach SuccessWealth Management & Self Directed IRA (Kirk Chisholm)#RIA Expert Episode 3 (TABSC)Liz #Soria the host of Tax Advisor Biz Coach Success Podcast and her expert guest Kirk #Chisholm (#RIA - #retirement #investor #advisor) and #Wealth Mgmt #Consultant. Chisholm shares with the audience to why hiring a RIA vs to a Broker/CFP is different and what other benefits you can obtain investing self directed IRA www.innovativewelath.com . Liz can be reached at www.etbsfl.com for a complimentary phone consultation - no obligation.
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2017-12-1830 min
Art of Value Show - Discover Value | Create Options | Start PricingMaking the Switch at a Large Firm with Simmons & Barnes – 112Dan Simmons is the Managing Director of the Lantern Legal Group, and Andrew Barnes is the Chief Financial Officer. The company is the largest regional law firm in Australia. Andrew is also President of the Australasian Legal Management Practice Association (ALMPA). This interview was recorded during a trip to the United States with John Chisholm. We […]
The post Making the Switch at a Large Firm with Simmons & Barnes – 112 appeared first on Art Of Value.
2017-01-1648 min
Get Rich EducationRenting vs. Buying Your Home with Kirk Chisholm#108: Should your rent or own your primary residence? Consider feelings, equity buildup, control, leverage, personal cash flow, mobility, inflation, taxes, liquidity, opportunity cost, sunk costs, and much more. Innovative Advisory Group's Kirk Chisholm joins Keith for the chat. Keith tells you how much his home is worth. Want more wealth? Visit GetRichEducation.com and 1) Subscribe to our free newsletter, and 2) Find turnkey real estate investing opportunities. Listen to this week's show and learn: 02:55 Your home is not an asset. 08:51 Why throw away money on rent? 12:15 Rental "stigma." 16:10 Liquidity. 17:50 Sunk costs like furniture, maintenance, amenity obsolescenc...
2016-11-0447 min
Money Mastermind ShowAlternative Investments - Should You Invest Outside Of The Stock Market?With the stock market somewhat volatile, many people are looking for ways to make more money outside "traditional" means. Alternative investments like real estate, tax liens, private mortgages and others might be the way to go. You might even be able to enjoy a tax advantage with a self-directed IRA. But are these investments right for you? Kirk Chisholm of Innovative Advisory Group joins us to talk about some of the alternative investments his clients choose, and what you need to know before you risk your hard-earned cash on the next big trend.
2016-01-131h 00Art of Value Show - Discover Value | Create Options | Start PricingVeraSage State of the Union 2015 with Baker, Kless & Chisholm – 069This episode of the Art of Value Show is a live recording from the bi-annual VeraSage Symposium, which was in Boston, MA. The distinguished panelists or VeraSagi are Ron Baker, Ed Kless, John Chisholm and Kirk Bowman. This episode will be rebroadcast on The Soul of Enterprise with Ron & Ed and Pricing Power by Steve Major. What is the future of value […]
The post VeraSage State of the Union 2015 with Baker, Kless & Chisholm – 069 appeared first on Art Of Value.
2015-11-0354 min
Episodes Archives - Art Of ValueVeraSage State of the Union 2015 with Baker, Kless & Chisholm – 069This episode of the Art of Value Show is a live recording from the bi-annual VeraSage Symposium, which was in Boston, MA. The distinguished panelists or VeraSagi are Ron Baker, Ed Kless, John Chisholm and Kirk Bowman. This episode will be rebroadcast on The Soul of Enterprise with Ron & Ed and Pricing Power by Steve Major. What is the future of value […]
The post VeraSage State of the Union 2015 with Baker, Kless & Chisholm – 069 appeared first on Art Of Value.
2015-11-0354 min
Money Plan SOSWhat You Need To Know About Self-Directed IRAs, with Kirk Chisholm#193: Many people are being lured by the attractiveness of directing their own retirement plans. The trick is to do it right and have an asset, business, or income-producing entity that makes sense for YOUR retirement planning. Kirk Chisholm is a Wealth Manager, Economist, & Principal at IAG. He is also an expert of investing in alternative investments in self-directed IRA / 401k. Full notes at https://moneyplansos.com/what-you-need-to-know-about-self-directed-iras-mpsos193/ Key takeaways from our discussion: Self-directed IRAs are a great arrangements for making non-traditional items become tax-deferred investments There is no guidance for what you can put into a self-directed IRA There are...
2015-07-2351 minArt of Value Show - Discover Value | Create Options | Start PricingLawyers Can Switch to Value Pricing with John Chisholm – 042John Chisholm helps law firms move from hourly billing to value pricing. A 25-year lawyer turned business consultant, he says the problem with the cost of legal services is not the amount. It is the unpredictability. Customers prefer the experience of and will pay more for price certainty. John shares how this single change can inspire a spirit of innovation and entrepreneurship in lawyers.
The post Lawyers Can Switch to Value Pricing with John Chisholm – 042 appeared first on Art Of Value.
2015-04-2151 min