Real Money Pros

You're looking at the markets and your portfolio and asking, "What the hell is going on?" Can we blame it on one person or thing? Brian believes our nation has become too entitled... Right now, the stock market is exposing itself to everyone – showing us that there is opportunity everywhere. Brian and Jeremiah debate whether buying or leasing a vehicle is better and asks the same question when it comes to buying or renting a home. Plus, it's that time of the year where you should be asking your financial professional about what to do before January to maximize tax savings!

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Liz Truss and England follows suit with the U.S. and raises interest rates 2.25%, meanwhile unbanning oil fracking to combat their energy issues. Gold turns out to not be a great hedge against the market as many claim and Ford makes it more difficult for dealerships to sell EVs…

Resources:

https://www.marketwatch.com/story/gold-retreats-to-2-year-lows-as-investors-await-fed-decision-11663589737

https://reason.com/2022/09/20/fords-e-v-charger-mandate-shows-how-broken-dealership-laws-are/

https://www.reuters.com/markets/europe/bank-england-raises-rates-225-despite-likely-recession-2022-09-22/

https://www.dailywire.com/news/strengthening-our-energy-resilience-britain-ends-fracking-ban-will-become-net-exporter-by-2040

https://www.cbsnews.com/news/fedex-6-9-percent-rate-hike-2023/

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

You’ve worked your whole life to get to this point, so let’s not screw it up now! Nic gives six tidbits to think about as you near your final five to ten years of your working years. These tips relate to finances in one way or another, but they’re mostly pieces of advice to help make your retirement life as fulfilling as possible. Quality of life is the most important!

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

While Brian and Jeremiah are away on business, Nic and Kent talk everything from the volatility of the markets we've seen in 2022 to auto manufacturers trying to produce more EVs. Certificate of Deposits are starting to look attractive again, we wait for the Federal Reserve to announce interest rates, and the world deals with the international energy crisis.

Hosts:

Nic Daniels BFA™, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

It’s inflation season! And you know it’s bad when Certificate of Deposits start to look tempting… Large companies continue to layoff employees, food prices jump more than 10% from last year, and many wonder what’s next. At least we’re bringing chip manufacturing back to the United States?

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

What is the September Effect? While there are non-believers in the theory, it is undoubtedly a phenomenon to look at and be aware of. Kent Owings explains why these trends may occur during the last quarter of the year and what it may look like for the months of September through December of 2022. Will these things affect you much? It depends on your strategy.

Host:

Kent Owings AWMA®, Wealth Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Nic gives a brief update to what's been added to the bipartisan EARN Act.

Resources:

https://www.finance.senate.gov/chairmans-news/wyden-crapo-introduce-bill-to-bolster-retirement-savings

Hosts:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Minimum wage is a topic that seems to continue with time. As cost of living increases and general inflation soars, does it need to constantly be raised to keep up? Remember, a fair wage needs to also be fair to the employer. In the second hour, Brian totally fixes the retirement system. The only thing stopping him? The U.S. government.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Whether you lost a spouse earlier in life or you’ve just had a hard time finding the right person, you may find that you want to marry someone in your retirement years. We’re no gatekeepers of love, but does it make financial sense to get married so late in life? You may be surprised by the fact that Uncle Sam isn’t any easier on the old and in love. 

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Opportunity zones are a great way to put your investment cash into something that directly affects the communities that lie within these zones. While these could be considered controversial, it can be a way to help diversify your portfolio for the right investor.

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com