Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

August 15, 2022 8/13/2022 - Epic Mistakes
When you’re young, recovering from financial mistakes can easily be done. But when you’re aging closer to retirement, not so much. Brian and Kent give out cautionary flags regarding the sales of annuities and other similar products. Also, attorney Steve Rausch joins in via phone to discuss designing trusts and proper estate plans.

Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
1 hr 21 min
August 12, 2022 Week in Review (August 8-12)
The meditation app Calm lets go of 20% of their employees. At least they can use the app to cope? EV trucks are becoming more expensive due to battery manufacturing costs, Pfizer expands into other companies, and the financially elite focus their attention back on the stock market.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
15 min
August 11, 2022 Annuity Sales Are Soaring [EP. 179]
During a rocky and uncertain economy, annuity sales reach new records. At the base of it all, it comes from selling fear. A trade of mediocre gains for “guaranteed” income. Nic explains why these usually aren’t your best tools for retirement saving.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
15 min
August 08, 2022 8/6/2022 - Your Financial Specialty
If you want to start learning how to ski and expect to be a world champion in the next year, you’re highly mistaken. Financial success is based on setting realistic expectations and implementations. Don’t understand crypto or real estate? Don’t invest in it! Plus, Brian and Jeremiah pose the question: What can employers do to better retain their employees?

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
1 hr 21 min
August 05, 2022 Week in Review (August 1-5)
Blackrock and Coinbase cut a deal this week. Good for them, but hopefully Blackrock knows what they’re doing… It has NOT been a secure week for crypto! The VA has thousands of dollars worth of unused electronics stuck in a warehouse and Elon Musk seeks to earn more capital from investors.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
12 min
August 04, 2022 Inflation Reduction Act – Will it Work? [EP. 178]
The Inflation Reduction Act aims to do just that. Reduce the amount of inflation. But will it work? The bill highlights its goals to tax the rich and large corporations, but a deeper look shows that it may affect everyone…

Resources:

https://americansforprosperity.org/inflation-reduction-act-facts/
https://www.finance.senate.gov/imo/media/doc/jct_distributional_effects_inflation_reduction_act.pdf https://www.marketwatch.com/story/whats-in-and-out-of-democrats-739-billion-inflation-fighting-package-01658980250?siteid=yhoof2 https://www.politico.com/news/2022/08/02/income-minimum-corporate-tax-deal-00048929

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
16 min
August 01, 2022 7/30/2022 - When It’s Good, Prepare For the Bad
A few years ago, you were probably feeling very confident. Your retirement accounts were looking great and you may have gotten comfortable. Then, BOOM! Recession. When the markets are good and healthy, what can you do to mitigate risk and protect your gains? We talk divorce and its impact on finances, the Mega Millions jackpot winner, and more.

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
1 hr 21 min
July 29, 2022 Week in Review (July 25-29)
This week has been a somber one. No, not because of inflation, rising interest rates, or the lack of world peace… Worse. THE CHOCO TACO IS DEAD! And this week, Old Man Nic learned that millennials may not be so dumb after all.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
14 min
July 28, 2022 The U.S. Dollar is Strong – What Does That Mean? [EP. 177]
Nic explains what it means when you hear about the value of the U.S. currency and how it compares to others across the world. Plus, how the value of our currency can either create opportunity or financial hurdles.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
20 min
July 26, 2022 Minor Roth IRA Accounts [EP. 176]
Nic explains the rules to Custodial Minor Roth IRAs and the benefits that they can have for minors. If your child is under 18 and has earned income, this can be the perfect way to teach them about tax-free growth and the importance of saving money for retirement!

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com
13 min

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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,…