Real Money Pros

Lately, everyone has been afraid of the "R" word... A recession. Right now, it's hard to accurately predict how long it will last or how far down we'll see the markets go. Over the 4th of July weekend, Nic and the crew talk about developing financial grit and the process of changing your behaviors when it comes to spending and saving money.

Nic Daniels BFA™, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Growth stocks are looking grim, CPA's are cheating on their final exams, falling vehicle quality, and supply chains.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

As Secure Act 2.0 moves forward, we are going to see more and more updates along the way. Today, Nic gives us the most recent updates on the retirement-focused legislation as of June 2022. Raised RMD age, student loan debt relief, penalty-free early withdrawals, and more.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Broadcasted live June 25th, 2022.

Jeremiah Bates, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Are we headed into a recession? That’s the big question you’re hearing everyone talk about. Brian and Jeremiah gives tips on how to prepare for down markets and the importance of digging for the opportunities.

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Phew! It's looking rough out there right now, folks. The markets are taking a beating, the crypto sector is having a crisis – what do we do?! Well, we stay calm! These drops in the market is nothing the world hasn't seen before. Your advice for this week? Stay the course.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

If you’re looking for dividend-paying investments to supply fixed income in retirement, here are some things you should know! When you watch the news and hear that your bond’s yield has dropped, don’t fret! It’s not what you think it may mean.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

No, no – we're not transitioning into a wilderness survival podcast! Although Nic loves the outdoors, he's here to give advice on how to survive a bear market. Since this isn't the first, nor last time we'll see one, here's some advice to give you the best leg up that you can give yourself when the markets start to look scary.

Nic Daniels BFA™, Financial Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

When you go out and get gas before work and buy groceries for dinner, how bad are you feeling the effects of inflation? Brian and Alex discuss ways to respond effectively and how to invest and prepare for situations like these. In the second hour, they touch on how to pass on your selling business and how to make sure the person who takes over will do it right.

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com

While Nic is out and about this weekend, Kent steps in to give you his weekly wrap up! And if you've paid any attention to the markets today, there's no need for an explanation...

Kent Owings AWMA®, Wealth Advisor

https://www.therealmoneypros.com

https://www.treecityadvisors.com