Real Money Pros

Real Money Pros

By Real Money ProsBusinessEducationInvesting
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Real Money Pros episodes

  • Taxes, Traps, & Market Shake-Ups—Are You Prepared? (3/29/2025)

    This Saturday, we talk the latest market trends and what they mean for your portfolio. We dive into smart tax strategies, helping you keep more of what you earn—especially if you're facing Required Minimum Distributions (RMDs). Are you making tax-efficient investment moves? We give some tips on how to maximize your returns while minimizing Uncle Sam's cut.

    We also explore the hidden risks lurking in your investments. From overconcentration in tech stocks to overlooked fees in your retirement accounts, we uncover common pitfalls that could be dragging down your wealth. Plus, we tackle listener questions on the best ways to hedge against inflation and where today's real opportunities lie.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley & Jeremiah Bates

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    42 min
  • Market Cycles, Musk Moves & Future Tech (3/22/2025)

    Brian and Jeremiah break down the current market volatility and why investors need to prepare for inevitable downturns—just like you would during flu season! They discuss how market corrections happen every 14–16 months and why having a three-year financial cushion can keep you from making panic-driven mistakes.

    The conversation also dives deep into Elon Musk's long-term strategy—does he really care about Tesla, or is it just a stepping stone to Mars? They explore how AI, robotics, and quantum computing are shaping future investments and why understanding these trends could give investors an edge.

    They also highlight the importance of strategic tax planning, how business owners can avoid wasting money, and the smart way to structure investments for long-term success.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley & Jeremiah Bates

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    42 min
  • Tesla: Charging Up or Short-Circuiting? (3/17/2025)

    This Monday, Brian breaks down how emotions influence investing—using Tesla as the perfect case study. He discusses the psychology behind stock movements, investor sentiment, and why people buy and sell based on emotions rather than strategy.

    A listener calls in, revealing they now want to buy Tesla stock simply because they like Elon Musk. But is that a smart investing move? Brian dives into Tesla's fundamentals, market trends, and why understanding the emotional cycles of fear and greed can help you make better financial decisions. Plus, we explore how Tesla's shifting brand perception could impact its stock price and whether the company's long-term growth potential is still intact.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Host:

    Brian Wiley

    31 min
  • Booms, Busts, & A.I. (3/15/2025)

    Markets go up, markets go down—but what does that mean for your money? Brian Wiley dives into the cycles of booms and busts, reflecting on 25 years of market history and how investors can navigate uncertainty. With inflation, tariffs, and shifting tax policies in play, the key takeaway is this: smart financial moves matter more than ever.

    Brian is joined by longtime friend Juan, a tech industry insider, to discuss how AI, semiconductors, and government policies are shaping the economy. Plus, they explore how emotions—fear, greed, and even political frustration—can influence investment decisions. Whether it's understanding how tariffs affect tech stocks or deciding when to hold or sell in a volatile market, this episode is packed with insights to help you stay ahead.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    42 min
  • Panic or Profit? (3/10/2025)

    After weeks of fear-driven markets, we dive into yet another wild day, with the NASDAQ dropping over 4% and major stocks like Tesla taking a hit. But is this a time to panic or an opportunity to invest? Brian Wiley and guest John McClure from ProfitScore break down the market sell-off, the role of interest rates, and how political uncertainty is fueling volatility. They discuss why long-term investors need to stay disciplined and how shifting regulations could impact portfolios. Plus, they unpack the importance of risk management—should you go to cash, or is now the time to buy? Treasuries, GDP trends, and what's next for the U.S. economy.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Host:

    Brian Wiley

    Guest:

    John McClure, President & CIO

    ProfitScore Capital Management, Inc.

    1 hr 8 min
  • Dealing With Market Corrections (3/8/2025)

    This week, Brian and Jeremiah break down the latest market swings and what they mean for your portfolio. With the NASDAQ dipping into correction territory, should you be worried? Not if you've got a solid plan! We talk about why staying invested through the ups and downs is key and how to avoid panic-driven mistakes. Plus, we dive into estate planning—because let's be real, nobody likes thinking about it, but having a plan in place can save your family a ton of headaches.

    Ever wonder if those micro-investing apps actually work? We share a real-life success story that might surprise you. And for all the small business owners out there, we cover how choosing the right business structure—like an S-Corp—could save you serious money on taxes.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley & Jeremiah Bates

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    1 hr 22 min
  • Federal Layoffs, HSA's, & European Politics (3/1/2025)

    Brian Wiley and Jeremiah Bates break down the fiery Oval Office exchange between Trump, JD Vance, and Ukraine's Zelensky. What led to the heated debate, and was Zelensky's approach the right move? The hosts analyze the political and financial stakes—especially how Trump's efforts to reshape foreign alliances could ripple through global markets.

    Then, it's all about preparing for the unexpected—federal worker layoffs are making headlines, and job security is a growing concern. If layoffs are looming, what should you do first? The guys cover essential strategies: avoiding costly 401(k) loan mistakes, using credit lines wisely, and ensuring your health and life insurance aren't at risk.

    In the second hour, they take a deep dive into Health Savings Accounts (HSAs), explaining why they're one of the most underrated financial tools. Plus, listener questions tackle the taxability of life insurance, the Roth vs. traditional IRA debate, and smart diversification strategies.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley & Jeremiah Bates

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    1 hr 22 min
  • Bitcoin, Gold, and AI: Where's the Smart Money Going? (2/24/2025)

    In this episode of The Money Hour on Newstalk KBOI, Brian Wiley dives deep into the ever-changing landscape of cryptocurrency, gold, and AI investing. He explores whether Bitcoin and other digital assets are finally earning their place in the financial world or if they remain too risky for the average investor. Meanwhile, gold has surged to nearly $3,000 per ounce—should you buy in, or is it just another hype cycle? Brian also unpacks AI's growing role in the economy, highlighting investment opportunities and potential pitfalls as this technology reshapes industries.

    Plus, the show takes a hard look at financial scams and the importance of being proactive about wealth preservation. Whether it's protecting your digital assets, avoiding shady investment schemes, or understanding why AI-driven fraud is on the rise, this episode equips you with the knowledge they need to stay ahead in 2025's unpredictable markets.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Host:

    Brian Wiley

    44 min
  • No Volatility, No Growth (2/22/2025)

    This week, Brian Wiley and Jeremiah Bates break down the latest market swings, explaining why recent volatility is normal market behavior and how investors should approach it. With economic uncertainty looming—fueled by inflation concerns and political factors—the guys explain how to stay disciplined in your investment strategy.

    As tax season kicks into high gear, they tackle common tax questions, including how to handle 1099 forms, correct errors on tax documents, and optimize your filings. Retirement planning is another hot topic (as always), with key insights on when to claim Social Security, how to create a steady income stream, and strategies for managing taxes in retirement. Brian and Jeremiah dive into real-world financial planning cases, from consolidating debt efficiently to ensuring your portfolio is structured to weather market downturns.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley & Jeremiah Bates

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    1 hr 22 min
  • Property Capital Gains Strategies & Income Planning (2/15/2025)

    With the triple team, Brian, Jeremiah, and Alex dive into smart strategies for minimizing capital gains taxes when selling property. A caller shares their real-life scenario of selling two properties, prompting a discussion on how to leverage exemptions, 1031 exchanges, and Delaware Statutory Trusts to maximize profits while minimizing IRS exposure.

    Next, they tackle the age-old question: should you pay off your mortgage before retirement? With interest rates at historic lows for many homeowners, we break down why keeping a low-interest loan might be the better financial move.

    We also explore retirement income planning, balancing liquidity with long-term growth, and how to ensure financial security for both spouses. Finally, we touch on Medicare premium brackets and how capital gains can unexpectedly increase healthcare costs.

    Listen, Watch, Subscribe, Ask!

    https://www.therealmoneypros.com

    Hosts:

    Brian Wiley, Jeremiah Bates, & Alex Lundgren

    —————————————————————

    SPONSORS:

    Guild Mortgage:

    https://guildmortgage.com

    Ataraxis PEO

    https://ataraxispeo.com

    Tree City Advisors of Apollon:

    https://www.treecityadvisors.com

    Apollon Wealth Management:

    https://apollonwealthmanagement.com/

    Formations:

    https://get.formationscorp.com/real-money-pros

    —————————————————————

    1 hr 22 min

About Real Money Pros

From the publisher's feed

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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