Money Tree Investing Podcast
Hosted by Money Tree Investing
A wealth manager's weekly take on market trends, alternative assets, and long-term financial strategy, blending solo analysis with expert interviews.
This is a weekly finance podcast that alternates between solo market deep-dives, co-hosted discussions on current events, and long-form interviews with experts. Host Kirk Chisholm uses his professional background to dissect market mechanics, from sector rotation graphs to the failure of traditional portfolios, aiming to give listeners an insider's edge. The show often takes a skeptical, "look under the hood" approach to popular market narratives and emphasizes a "Risk Management First" philosophy.
“Unlike many finance shows focused on simple stock picks, Money Tree emphasizes understanding market structure and risk. The host's use of specific tools like Relative Rotation Graphs and his focus on the mechanics of ETFs and commodities provides a deeper, more technical analysis.”
Who hosts this show
The show is hosted by Kirk Chisholm, a wealth management professional with over two decades of experience providing services since 1999. He is the co-founder and Principal of Innovative Advisory Group (IAG), a firm that specializes in alternative investments, self-directed retirement accounts, and advanced financial planning strategies. The podcast aims to demystify investing by sharing an insider's perspective on market mechanics and risk management.
Credentials & credits
- Wealth Manager and Principal, Innovative Advisory Group
- Co-chair of the Investment Committee, Innovative Advisory Group
- Ranked in Investopedia's Top 100 Most Influential Financial Advisors
- Former Wealth Manager at UBS PaineWebber and Smith Barney
- Founded Stirling Global Advisors, LLC in 2005
- Studied at Trinity College (Hartford, CT)
Other ventures
- Innovative Advisory Group
- Accounting for a Better Life Podcast (Host)
What kind of podcast
- Country
- United States
- Region
- usa
When new episodes drop
- 01The War Is Over??? ... Again?Jun 27, 2026 · 46 min
- 02Strong Earnings Season = Higher Prices... ExceptJun 26, 2026 · 1h 08m
- 03Future Technology... How To Invest In The FutureJun 24, 2026 · 1h 20m
- 04The War Is Over??? ... Again?Jun 23, 2026 · 56 min
- 05The #1 Reason To Invest In SpaceJun 19, 2026 · 1h 00m
- 06Hard Assets and Smart Debt with Ben ReinbergJun 17, 2026 · 1h 10m
- 07The War Is Over??? ... Again?Jun 16, 2026 · 1h 02m
- 08War Investing Wisdom... Patience and CautionJun 12, 2026 · 1h 00m
Notable episodes
- 01Future Technology... How To Invest In The Future
Features an in-depth interview with futurist Pablos Holman on the shift from software to 'deep tech' investing.
- 02The War Is Over??? ... Again?
A representative solo episode where host Kirk Chisholm uses charts and technical analysis to break down current market sentiment and sector rotation.
- 03Strong Earnings Season = Higher Prices... Except
A co-hosted discussion that showcases the show's skeptical approach to market news and analysis of how a few stocks can distort market indexes.
What you'll be asked on this show
Kirk Chisholm begins interviews by establishing the guest's credentials with a standard "tell us about your background" question. He then guides the conversation by asking broad, thematic questions that allow the expert to elaborate on their core ideas, such as "Why is X being ignored?" or "What trends aren't people talking about?". Chisholm actively participates, offering his own observations and turning the interview into a dialogue rather than a simple Q&A, often connecting the guest's expertise back to investment strategy.
The format varies weekly between solo analysis by host Kirk Chisholm, conversational co-hosted episodes, and guest interviews. Solo shows are data-heavy, often using charts to explain concepts like sector rotation. Co-hosted episodes are more topical and skeptical, deconstructing current market news.
Questions Money Tree Investing keeps coming back to
7 cataloguedIf you're going on this show as a guest, expect some version of each of these. Each note explains when Money Tree Investing reaches for it.
origin
1- Q.01
“Can you tell us a bit about your background?”
The standard opening question used to establish a guest's credibility and origin story.
controversy
1- Q.01
“Why is everything but [a specific technology/sector] being ignored?”
Used to probe into market dynamics and uncover contrarian investment theses.
future
2- Q.01
“What are the biggest, most interesting trends people aren't talking about?”
A signature question to elicit unique, forward-looking insights from expert guests.
- Q.02
“How should people look at the unknown repercussions of new technology?”
This question explores the second-order effects and societal impact of a guest's area of expertise.
money
1- Q.01
“What's really going on in the markets?”
A rhetorical framing question used in co-hosted episodes to set up the main analytical topic.
advice
1- Q.01
“What do you think we should be doing?”
A transitionary question that moves the conversation from analysis to actionable advice.
mindset
1- Q.01
“Why put your money at risk if you don't have an advantage?”
A rhetorical question used to emphasize the host's core philosophy of only investing with a clear edge.
Signature segments
- · Weekly Market Updates
- · Relative Rotation Graph (RRG) Analysis
- · Skeptical take on market news
- · Co-hosted topical discussions
- · Panel discussions
Topics covered repeatedly
Who gets booked here
The show books experts with deep, often unconventional, experience in their fields, such as venture capitalists in "deep tech," commercial real estate veterans, and futurists. Guests typically have a strong, data-backed thesis about their area of expertise.
- Pablos Holmanon Future Technology... How To Invest In The Future
- Ben Reinbergon Hard Assets and Smart Debt with Ben Reinberg
- Douglas Heagrenon Strong Earnings Season = Higher Prices... Except
Where to find this show
Audience & reach
The show appears to be primarily a marketing channel for the host's firm, Innovative Advisory Group, and promotes its services. It also has direct-response ads, like a "FreeMoney" offer on its website, suggesting a focus on lead generation for its core business (estimated).
Subscriber and view counts are pulled live from YouTube and re-verified on a 30-day cycle. Listener estimates for the RSS feed aren't published here unless they're host-verified.
Pitch Money Tree Investing
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People also ask
- Who is the host of the Money Tree Investing Podcast?
- The host is Kirk Chisholm, a Wealth Manager and Principal at Innovative Advisory Group.
- What is the format of the show?
- The show alternates between solo market analysis, co-hosted discussions, and long-form interviews with experts, often followed by a panel discussion.
- Is this podcast for beginners?
- It is geared more towards intermediate and advanced investors who are familiar with market concepts, though the host does explain technical topics.
- Where can I listen to the podcast?
- The podcast is available on YouTube, its official website, and major podcast platforms like Apple Podcasts and Spotify.
- Is the podcast still active?
- Yes, the podcast releases new episodes multiple times a week.
- How can I pitch a guest for the show?
- The podcast has a guest request form on its official website and asks potential guests to subscribe and review the show on iTunes.
Built from the show's public RSS feed, YouTube, the host's own websites, and the cited sources below. Computed and AI-extracted fields are labelled. Facts only — no private info, no fabrication, no transcripts republished.
Sources & how this page was built
This page is AI-assisted, grounded in the public sources cited below, and host-verifiable. We publish facts only; we do not republish transcripts. If anything here is wrong, the host can claim and correct the page above.Model: gemini-2.5-pro · high confidence
- [01]Money Tree Investing Podcast Official Websitemoneytreepodcast.com
- [02]Our Team Members - Innovative Advisory Groupinnovativewealth.com
- [03]Kirk Chisholm - Wealth Manager & Principal - Innovative Advisory Groupinnovativewealth.com
- [04]Meet Kirk Chisholm of Innovative Advisory Group in Lexington - Boston Voyager Magazinebostonvoyager.com
- [05]Kirk Chisholm Ranks Top 100 On The Investopedia List of Most Influential Financial Advisorsinnovativewealth.com
- [06]Money Tree Investing (Podcast) - Podchaserpodchaser.com
- [07]Learn More About Money Tree Investing Podcastmoneytreepodcast.com
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