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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
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.
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
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
Brian and Steve talk about two very important tax reduction actions: One by the state of Idaho, the other by the Federal government. How do they compare? Deficit spending versus a balanced budget. These cuts will cost you, but do you care?
www.idahosmoneyshow.com
www.kboi.com
(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
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
Brian and Steve talk about the economic and market fallout as a result of an over-reacting political system.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
www.idahosmoneyshow.com
www.kboi.com
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
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