Ep 269 Wealth Management with Kirk Chisholm

Richer Soul

Wealth 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 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 experienced media personality. He is frequently quoted and interviewed by industry media outlets in print, audio, and video media formats. He writes frequently for industry publications and major media publications. He frequently appears as a guest on various podcasts. Kirk was acknowledged as the #7 most influential financial advisor on Investopedia’s top 100. Investment News named Kirk as one of the top 10 social media allstars in the financial services industry. You can find many of his media appearances here.

Highlights from this episode: Link to episode page

• How Kirk got into wealth management
• Kirk talks about managing risks
• Advice for how people should think about inflation
• Kirk discussed the velocity of money
• The cost of technology continues to go down but other cost skyrocketed
• Lessons learned from his podcast ‘The Money Tree Podcast’

Company website: www.innovativewealth.com

https://moneytreepodcast.com/

Free gift for your show’s listeners https://www.innovativewealth.com/financial-resilience

Richer Soul Life Beyond Money. You got rich, now what? Let’s talk about your journey to a more purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom!

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Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.