With markets entering correction territory, Brian and Jeremiah break down what recent volatility actually means and how investors should respond without making emotional mistakes. They explain how rising oil prices, inflation expectations, and interest rate uncertainty are driving market swings, and why having a strategy in place matters more than reacting to headlines.

The conversation then shifts into actionable tax and investment planning. The guys walk through strategies like tax-loss harvesting, managing concentrated stock positions, and why reducing taxes can be just as impactful as chasing higher returns. They also highlight commonly missed opportunities, including properly funding HSAs and coordinating tax decisions with your overall investment strategy.

A key segment focuses on what investors should expect from a financial advisor. After a caller shares frustration with being pushed off to a CPA, the hosts explain why true fiduciary advice should include tax-aware planning, guidance on Roth conversions, Social Security timing, and a fully coordinated strategy—not just investment management.

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts

Jeremiah Bates & Brian Wiley

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Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

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