Berkshire Hathaway Annual Meeting 2021

Join us for the pilgrimage to the Berkshire Hathaway Annual Meeting 2021... virtually.

This week we discuss the points made by Buffett and Munger at the annual meeting as well as some of things that Buffett missed.

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It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

Gold Vs. Bitcoin Debate

Which would you rather have Gold or Bitcoin?

No matter what side you believe in, this gold vs bitcoin debate will cause you to rethink your position.

We have 4 experts debating whether Gold vs Bitcoin is better. You don't want to miss this debate.

The big topics we discuss: What is the best store of wealth, liquidity, potential threats, transparency, environmental impact, and better impact on mankind.

If you liked this debate, we will also be holding this debate at Freedomfest 2021 in South Dakota this summer July 21 - 24th. If you are in the area, stop by and say hi.

Our Debaters for this show...

Team Gold

Team Bitcoin

Paul Rosenberg investing in cryptocurrencies
Kirk Chisholm innovative advisory group

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Panelist Bios: 

Rich Checkan: As the President and COO of ASI, Rich Checkan has been an integral part of ASI's maturation to a full-service tangible asset provider to include precious metals, and rare US, world, and ancient coins. Mr. Checkan oversees the operations, administrative, sales, and marketing departments, and serves as ASI's compliance officer. He is a regular contributor to Escape Artist Insiders magazine and ASI's monthly newsletter, Information Line. Mr. Checkan speaks yearly at numerous conferences and seminars worldwide, has been tapped for his expertise on industry vlogs and podcasts, and had been quoted in myriad financial newsletters and the NY Times.

Kirk Chisholm: Kirk is the Host of Money Tree Investing Podcast and Wealth Manager at Innovative Advisory Group. He is an outside the box thinker who provides a different perspective on many commonly held beliefs in personal finance. He has worked in the wealth management industry for over 20 years. He has a rare expertise with alternative investments held in self-directed IRAs which has helped many investors invest in their passion. He was recently ranked #7 on Investopedia's top 100 most influential financial advisors and has been featured in a number of major media publications.

Eryka Gemma: As the Venture Director at a Digital Asset Hedge Fund, Eryka is well versed in bitcoin’s underlying technology, the blockchain. In 2019, she co founded Blockchain Center Miami with a goal of making her city the crypto capital of the Americas. Over the years, Eryka has taught hundreds of people how to safely navigate the cryptocurrency space and writes a Bitcoin column for Escape Artist Insiders Magazine.

Paul Rosenberg: Paul Rosenberg is the author of the Free-Man’s Perspective newsletter, as well as a founder of a leading online privacy system, Cryptohippie. He has a broad range of interests and has been involved with cryptography projects since the 1990s. Prior to this, his construction and engineering career saw him called as an expert witness in numerous legal cases and recruited as a consultant to a number of organizations. He developed and taught 19 continuing education courses for Iowa State University’s College of Engineering. He also co-founded the Fiber Optic Association and wrote the first ever standard for the installation of fiber optic cables in buildings.

Today's Panelists

Listener Questions: When Is The Housing Market Going To Crash, Inflation, and Dividend Stocks

It is time for your best questions. This week we answer, when is the housing market going to crash, are we going to get higher inflation, and how to get income in this environment with dividend stocks. 

Send us your questions and you can be famous on our show.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

Are You A Prolific Investor? Chris Odegard The Employee To Investor Transformation

Are you a prolific investor?

We interview Chris Odegard about his story of going from employee to full time investor. HE talks about how he learned to be a smart investor, books he has read, and why he invests in alternative investments. He had some investments even I had not considered. This interview was a real eye-opener. He also talks about his hierarchy of investors.



Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest: Chris Odegard

Chris is an average guy who had a white-collar job in the corporate world and followed the only thing he knew for decades, conventional wisdom. After a significant illiquidity event and reading Rich Dad Poor Dad, his mind was opened to a different type of investing, investing in real assets and private deals mostly insulated from the volatility, risk, and taxation of the stock market. In a relatively short period, Chris climbed out of his financial abyss, increased his net worth many times over, and now shares his experience and knowledge through his Alternative Investment Blog at www.TheProlificInvestor.net.

Chris's Online Presence:


Today's Panelists

Everything You Wanted To Know About Investing In Overseas Real Estate


What is the easiest way to ease your way into overseas real estate investing? 

Are you a Pioneer or a Settler? What country should you consider? What is not listed in the brochures? All these questions and more are answered on the show.

We also talk about one of my favorite topics... How to do due diligence. Mike talks about his 100 question questionnaire. This guy is thorough. You will learn a lot. I know I did.

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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Michael Cobb

At the height of a successful career in the computer industry, Mr. Cobb left to form Exotic Caye International in 1996.   The company was converted into a Belize Offshore Bank in in 2003. Cobb and Partners also purchased a farm and planted 100 acres of Teak Timber in Panama in 1999.

Michael's Online Presence:


Today's Panelists

Choosing Real Estate Syndications Over Technology Due Diligence Investing Secrets

Have you considered investing in real estate syndications?

They can be a great way to invest if you do your due diligence properly.

Learn the secret questions to ask real estate syndicators to make sure it is a good investment for you. Are you focusing on financial offense or financial defense? Vetting values and more...

Barbara Friedberg penned an article about being an accredited investor


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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Spencer Hilligross

Spencer Hilligoss is a full time real estate investor and former tech leader who walked away from a lucrative career of 13 years just five months before the pandemic. 

 

Now, Spencer makes it easy and simple for passive investors to invest in large, cash flowing real estate properties that are already stable and profitable -- such as apartments and self storage - in the strongest growth markets across the US. 


By investing in these real assets, Spencer helps investors add new monthly income streams and grow their wealth. 

 

His company, Madison Investing, has closed on real estate totaling more than 6000 units for more than $800M.  

 

As a technology leader, Spencer built a 13 year track record of growing high-performing teams across five companies - three of them, "unicorns" - valued at more than $1B. 


In November 2019, Spencer “retired” from his lucrative tech career - leaving behind the $4B loan origination teams he built at LendingHome, funding 600 fix/flip transactions per month. Now, he is focused on spending time with loved ones and growing Madison Investing by helping passive investors achieve their goals.


Spencer's Online Presence:


Today's Panelists

Do You Need Financial Therapy? We Discuss This New Field Of Financial Planning

Do you need financial therapy? Studies suggest you do...

Are you money avoidant, money vigilant, or money worship?

This week we discuss financial therapy, money scripts, cognitive bias and more.

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Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Megan Mccoy

Megan McCoy, Ph.D., LMFT, CFT-I™ is a Professor of Practice and the Director of the Personal Financial Planning Master’s Program at Kansas State University. Her research has been published in a range of journals such as The Journal of Financial Therapy, The Annuals of Business Review, The Journal of Financial Planning, The Journal of Family Economic Issues, Family Relations, and the Journal of Couple and Family Therapy to name a few. Dr. McCoy serves as Secretary for the board of Financial Therapy. In addition, she is the Associate Editor of Profiles and Book Reviews for the Journal of Financial Therapy.

Megan's Online Presence:


Today's Panelists

Smart Estate Planning Can Save You Money and Your Privacy

Want to learn the secrets of smart estate planning strategies? 

This week we interview an estate planning attorney, Ali Katz, who is an expert in estate planning for families. We discuss some of the top mistakes people make, how you can find out about the mistakes wealthy people make, and why one of the best strategies means you have to start early. 


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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Ali Katz

 I’m a relational lawyer, entrepreneur, CEO, founder, matriarch, and new economy personal finance expert. I founded two companies, one that teaches lawyers how to serve families and business owners in ways that make a real difference in their lives. And another that supports you to be your own best legal and financial advisor first, with right-aligned decision making around legal, insurance, financial and tax matters.


I work with private clients to support the highest and best use of your time, energy, attention and money (TEAM) resources, beyond the disease of money dysmorphia, so you can allocate your resources toward what really matters. And, when I’m doing my favorite work, I support families to bridge the gap between the generations with conversations and structures around resources that lead to the highest and best use of Family Wealth, at every level.


In my free time, I do a LOT of internal healing work and self-care so I can heal the patterns of dis-ease passed on through the generations of my familial lines and I write about that as much as I can, with the hopes of showing others what’s possible, and also to leave a legacy for my children, and theirs and those that come after.

Ali's Online Presence:


Today's Panelists

Where to Invest Today

The markets are at all time highs, the US Federal Government is printing 1.9 Trillion dollars with the government bailout, and the Federal Reserve has virtually said they are going to print money until they run out of paper. 

Where should you invest your money today?

That is the question on everyone's mind. We discuss some areas your should be looking at and where the market is changing that you might not be aware.

Barbara Friedberg penned a great article, Where to invest in an overvalued market.

Where to invest today


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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Panelists

Angel Investing 101: How To Invest In Pre-IPO Companies For Fun And Profit

Have you ever considered investing in a start up? Have you ever been offered the opportunity to invest in a friends and family offering? Thought it would become the next Facebook, Apple, or Google? 

You need to listen to this episode to determine the choice for your investing needs. We interview Tom Wallace about angel investing and VC investing. 

angle investing

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Listen on
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Sign up to be one of our Money Tree Ultimate Insiders. You will have instant access to new episodes, automatically have access to our monthly giveaways, and the potential to be a guest panelist on our show


Looking for a better way to invest? 

Consider Betterment.

It doesn’t cost much to start, and you get access to a portfolio built around your risk tolerance and your goals. Using Modern Portfolio Theory, pioneered by a Nobel laureate, Betterment can help you build wealth without getting caught up in the noise of the market.


Today's Guest:  Tom Wallace

Tom is a 40 year veteran of technology startups, both as a founder and an investor.  Through the years, he has learned how rewarding investing in early-stage technology companies can be...and how challenging.  Tom is passionate about sharing his expertise in angel investing, crowdfunding, venture capital, and tech startups, and you may have heard his podcast, Florida Funders Podcast.  As Managing Partner of Florida Funders, his mission is to provide better and broader access to tech investments for new and existing angel investors and turn Florida from the sunshine state into the startup state.

Tom's Online Presence:


Today's Panelists