Real Money Pros

So many things change in life and those changes come often. We move states, change careers, or get laid off from our jobs –– possibly leaving thousands of dollars in employer retirement accounts! Could you be the lucky one to be owed $1M?

 

Resources:

www.efast.dol.gov

unclaimedretirementbenefits.com

freeerisa.benefitspro.com

https://bit.ly/3523s8m

https://bit.ly/33pp5PA

 

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

The Department of Labor's Investment Advice Rule is seeming to bother some insurance agents and agencies. Why? Well, being forced to act in a fiduciary manner isn't always best for a salesman's commission wallet...

 

Nic Daniels BFA™, Financial Advisor

 

www.therealmoneypros.com

www.treecityadvisors.com

Today's theme: BUYER BEWARE! Nic shares news from this week that teaches us consumers a valuable lesson. Everything from dealership markups to old ladies getting conned out of their money.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com www.treecityadvisors.com

Disclaimer: This is satire! Please do the exact OPPOSITE of what Nic tells you to do in this episode. He gives some examples of things that you should NOT do if you want to have an enjoyable retirement.

 

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Brian and Alex start off with what this week in the markets looked like and how to manage investment risk and emotion. At our firm, we act as fiduciaries, always giving the client the advice that's best for them – not for our wallets. Some ways to use fiduciary rules to benefit you the most!

 

Brian Wiley, Financial Advisor

Alex Lundgren AIF®, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Your Week in Review! But where's Nic? Luckily, Brian and Alex were in the studio recording our broadcast show for tomorrow, so this isn't your usual weekly review. They talk about what happened in the markets, FAANG stocks, and more!

 

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

 

www.therealmoneypros.com

www.treecityadvisors.com

Gone are the days of parking your money in short-term CDs and earning 6%... However! There are some options that are similar. Defined Outcome ETFs – and they're exactly what they say they are! With any investment, do some research and see if it's right for you and your financial situation.

 

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

We always hear about chip shortages, but how short are we really? Oh, only 5 days worth of product? Regardless of supply chain issues, Apple has broken revenue records during the last few months! The retirement of Stephen Breyer and more.

 

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Imagine you're on a trip. You have a suitcase that you checked with the airline, a carry-on that you put above you, and a personal bag that you keep underneath the seat in front of you. You separated your items based on when you'll need them during the flight. The same should go with your investment buckets!

 

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

What is insider trading and why is it illegal? Alex and Brian discuss the nuances of the law and explore the gray areas of what situations can facilitate insider information. In the second hour, Jeremiah Bates (our millennial advisor in the office) helps explain what cryptocurrency is, how it works, and if it'll ever actually be considered a currency.

 

Brian Wiley, Alexandra Lundgren AIF®, Jeremiah Bates

Financial Advisors @ Tree City Advisors LLC

www.therealmoneypros.com

www.treecityadvisors.com