Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

April 11, 2022 4/9/2022 - Tax Shock!
During this time of the year, we're always prepared to pay some taxes. But THIS much?! Not what you were expecting. Jeremiah and Brian touch on other topics such as trusts and estate planning, Secure Act 2.0, and answers to caller questions.

Brian Wiley, Financial Advisor

Jeremiah Bates, Advisor

www.therealmoneypros.com

www.treecityadvisors.com
1 hr 21 min
April 08, 2022 Week in Review (April 4-8)
So, you might want to quit your job now and go to Walmart... Drive a truck and earn a $100k salary? Sounds good to me! Crypto bailouts, NCAA Championship, SHEIN clothing, and more!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
16 min
April 07, 2022 TODs & Beneficiaries [EP. 150]
What's the difference between Transfer on Death (TOD) and adding beneficiaries? Nic has for you a short and sweet podcast to help define what each of them mean.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
6 min
April 05, 2022 The Fed Balance Sheet & How it Affects the Market [EP. 149]
We hear lots about the Federal Reserve and how they're going to reduce or raise interest rates. But what about their balance sheet? Looking at the Fed's balance sheet gives us more details to the story about how their actions affect our markets.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
10 min
April 04, 2022 4/2/2022 - Pay the Mortgage or Pay it Off?
If you had the means to totally pay off your home, would you? Or, could you live with the debt of a mortgage? There are times when the calculator doesn't accurately represent what's best for you! Reverse mortgages, jumbo loans, caller questions, and more.

Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com

www.treecityadvisors.com
1 hr 21 min
April 01, 2022 Week in Review (March 28 - April 1)
Cigarettes? So 1960. Walmart is now starting to stop the sale of tobacco products in certain states. Crypto heists, oil manufacturing, retirement savings, and more.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
15 min
March 31, 2022 Biden Wants to Raise Your Taxes... AGAIN! [EP. 148]
Biden’s “Billionaire Minimum Income Tax” won’t affect the majority of Americans. Definitely no one that listens to this podcast! Nic talks about the near $5.8 trillion budget request by the Biden administration and what the budget will be spent on.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
15 min
March 29, 2022 Vanguard Target Date Funds: A Tax Nightmare [EP. 147]
Imagine this: You find out about target date funds, you think they'd be a great option for you, you feel great about saving for the future. BOOM. You're hit with an unexpectedly high tax. For those who held Vanguard's target date funds in their non-qualified accounts actually lived that reality...

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
12 min
March 28, 2022 3/26/2022 - The Retirement Crisis
Broadcasted live on March 26th, 2022.

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
1 hr 21 min
March 24, 2022 China Moves to Draw Investors Back to Their Market [EP. 146]
Sometimes saying nothing at all speaks the loudest. Xi Jinping is standing behind Russia while they wage war on Ukraine. Is there anything China can do to re-attract global investors to put their money back into the country?

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
16 min

About Real Money Pros

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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,…