4.6 • 658 Ratings
🗓️ 10 January 2024
⏱️ 52 minutes
🧾️ Download transcript
Happy New Year Money Tree Podcast Listeners. We are excited to bring you new wit and wisdom this year for you and your stonks. The year started of rocky. Is this an indication of what the rest of the year holds... probably. But we can't tell the future. Let's try anyway.
Join us this week as we dive into what is important and not about 2024.
Today's Panelists:
Kirk Chisholm | Innovative Wealth
Douglas Heagren | ProCollege Planners
Follow on Facebook: https://www.facebook.com/moneytreepodcast
Follow LinkedIn: https://www.linkedin.com/showcase/money-tree-investing-podcast
Follow on X (formerly Twitter): https://x.com/MTIPodcast
Click on a timestamp to play from that location
0:00.0 | Welcome to the Money Tree Investing Podcast. |
0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
0:10.0 | Hello, Smart Money Tree Podcast listeners. |
0:13.0 | Welcome to the free show. |
0:14.0 | My name is Kirk Bism and I'll be your host. |
0:16.0 | And today I'm joined with my good friend Doug Hey Grant. |
0:18.0 | Hey, Doug. |
0:19.0 | Hey, Kirk, good morning to you. Good afternoon, |
0:21.5 | wherever you may be. Today, I'm celebrating a very important event in a world history. January 5th, |
0:27.7 | 1975. A very important thing happened today. What happened, Doug? I was born. Oh, well, that is an |
0:34.1 | important day. Thank you for disclosing your confidential data that now you will be used to pilfer your financials in some other way. |
0:42.3 | That's okay. My social security number and my date of birth are already on every list out there. |
0:47.4 | I've been, so when you file your taxes, if there's any concerns over individual like personal information loss, you know, they basically |
0:55.7 | give you a PIN number every year to file it. So I've been giving a PIN number for my tax returns |
0:59.6 | for probably the past eight to 10 years ever since somebody randomly in Texas filed a tax return |
1:05.4 | under my name trying to claim a refund in Texas. I got a letter from the IRS telling me, |
1:10.5 | you know, one year is like, have you lived in Texas? Ironically, before I ended up refund in Texas. I got a letter from the IRS telling me, you know, one year, |
1:11.3 | is like, have you lived in Texas? Ironically, before I ended up living in Texas for about four years. |
1:15.6 | I'm like, no, I've never lived in Texas. Is this your address? No, like, well, you just filed a tax |
1:20.0 | return. Like, okay now. So, hey, it's already out there. There's nothing more I can do about it. You and the Underhills. Just put it on the Underhills bill. |
1:28.6 | That's right. Speaking of Underhill, isn't that Kausa Cards? That's a whole different conversation. |
1:35.7 | All right. We're not going to get into the politics. Today is Friday. It's the 5th, January 5th, and it is a new year. So happy New Year to everybody. Oddly enough, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Money Tree Investing Podcast, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Money Tree Investing Podcast and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2025.