Bob FraserCFO & Macro Strategist | Data-Driven Investing Expert | Speaker & Author

Discover how Kirk Chisholm's journey from brokerage houses to crafting his own IRA-focused firm

Name: Discover how Kirk Chisholm's journey from brokerage houses to crafting his own IRA-focused firm
Uploaded: 2023-08-17T18:04:05+00:00
Duration: 49 s
Channel: Bob Fraser
Description: In this Money Tree Podcast episode, host Bob Fraser introduces financial advisor and podcast host Kirk Chisholm, highlighting his three‑decade career…

17 Aug 2023 · 1 min

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In this Money Tree Podcast episode, host Bob Fraser introduces financial advisor and podcast host Kirk Chisholm, highlighting his three‑decade career that began in traditional brokerage firms and culminated in the creation of his own advisory firm centered on self‑directed IRAs and alternative investments. The conversation promises to explore Kirk’s unique investment philosophy, specific alternative assets he has deployed for clients, and the operational mechanics of using self‑directed IRAs to access these alternatives. The episode also teases a discussion of current market conditions and Kirk’s macroeconomic outlook, positioning the interview as both a personal career narrative and a guide to innovative retirement‑account investing.

Chapters

We brought on Kirk Chisholm. He is a big-time podcast host, Money Tree Podcast. You definitely want to tune into this episode. So Kirk is actually currently a financial advisor and he runs this podcast, but he's got a really unique approach to investing and heavy into alternatives. And so he shares his story kind of starting in the brokerage houses of 20, 30 years ago and making his way eventually to start his own firm and to really focus on IRA investing in alternatives. So using self-directed IRA. So this is something you're not familiar with. You definitely want to check it out. He also shares some of the alternatives that he's invested in, some of the cool stuff that they've done for their clients and really just how the whole industry works and why he's shifted to this. Then at the very end, we hit on some really cool, just current event stuff, what he's seen in the market, where he sees things going and his macro thoughts.