Real Money Pros

Real Money Pros

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Real Money Pros episodes

  • 3/19/2018 - Fifth Circuit Court Buries DOL's Fiduciary Rule

    Brian and Steve talk about the Fifth Circuit Court of Appeal’s decision against the US Department of Labor’s Fiduciary Rule.  Is this a big win or loss for individual investors?  We break down the reason for the creation of the DOL’s rule, and why courts and industry pundits are struggling to find a consensus on how to make this help individual investors.

    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Steve Rausch, Attorney www.capitalcitylawoffice.com

    www.idahosmoneyshow.com

    www.kboi.com

    34 min
  • 3/15/18 - Idaho Backs Off; Tariffs & Tough Talk

    Steve and Brian talk about tough talk versus action.  The latest conversation in Idaho is how the Idaho Department of Insurance backed off, under pressure from the Federal government, on its maverick health insurance plans. Also, President Trump’s tariffs have threatened a worldwide trade war. But will Trump back off from the tough tariffs by excluding certain countries?  Brian talks about tough talk with clients and how honesty, with good intentions, can create better advisor-client relationships.

    31 min
  • 3/14/2018 - Securities Fraud & Investment Schemes; Needy Adult Children

    Brian is joined by co-advisors, Jeremiah Bates and Paul Anderson to talk about securities fraud, investment schemes, and a common scam many people face; needy adult children.  

    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Paul Anderson, Financial Advisor www.betterplannow.com

    Jeremiah Bates, Financial Advisor www.treecityadvisors.com

    www.idahosmoneyshow.com

    www.kboi.com

    38 min
  • 3/13/2018 - Tax Time, Q&A, Dallas Millington, CPA!

    Its tax time!  Dallas Millington, CPA, joins Brian and Steve for tax Q&A. Plentiful numbers of callers with interesting tax-related questions.

    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Steve Rausch, Attorney www.capitalcitylawoffice.com

    Dallas Millington, CPA www.mzcpas.com

    www.idahosmoneyshow.com

    www.kboi.com

     

    36 min
  • 3/8/2018 - Will Tariffs Cause Chaos? Idaho v. The ACA

    (This is a shortened show due to BSU’s home game against the Utah State Aggies) Brian and Steve talk about Trump’s enactment of a steel and aluminum tariff, and his administration's decision to not allow Idaho to sell health insurance plans which do not conform to the ACA.


    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Steve Rausch, Attorney www.capitalcitylawoffice.com

    www.idahosmoneyshow.com

    www.kboi.com

    17 min
  • 3/8/2018 - Ponzi Schemes & Investment Fraud; Vetting Financial Advisors

    Brian and Steve talk about a breaking news story of a potential real estate Ponzi scheme.  How can an investor protect themselves, and who are the easy victims?  These issues are covered on this episode.

    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Steve Rausch, Attorney www.capitalcitylawoffice.com

    www.idahosmoneyshow.com

    www.kboi.com

    35 min
  • 3/5/2018 - Heavy Metal: Trump, Threats, Tariffs, & Trade Wars

    Brian and Steve talk about the economic effects of tariff’s.  Do you support President Trump’s latest threats of a tariff on steel and aluminum?

    Brian Wiley, Financial Advisor www.treecityadvisors.com

    Steve Rausch, Attorney www.capitalcitylawoffice.com

    www.idahosmoneyshow.com

    www.kboi.com

    36 min

About Real Money Pros

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Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning,…

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