Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

January 21, 2022 Week in Review (January 17-21)
As COVID is running rampid through our office, Nic is still bringing your weekly review from home! Bitcoin's pricing has fallen, airlines are complaining about 5G, and rising interest rates. Stay healthy, everyone!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
10 min
January 19, 2022 It's Time to Review Your Homeowner's Insurance [EP. 130]
If you own a home and have owned it for a decent amount of time, your property value has most likely increased. If that's the case, you NEED to review and possibly update your home's insurance policy. Since the value of the home has gone up since you bought it, you need to make sure that the insurance matches that increase. Call your insurance company today!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
10 min
January 17, 2022 1/15/2022 - Emotionless Investing w/ ProfitScore
Remove your emotions from your investing! We say it all the time, but we can't stress it enough. So that's why we brought in John McClure from ProfitScore Capital Management – to talk about being strategic and disciplined when it comes to your investments. Learn more about what ProfitScore does in the link below!

Brian Wiley, Financial Advisor

www.therealmoneypros.com

John McClure, President & CIO

https://profitscore.com
1 hr 22 min
January 15, 2022 Week in Review (January 10-14)
If you're close to retirement or are already retired, there's great news! Large pensions are close to being funded 100%, which is the healthiest they've been since 2008! What else happened this week? The U.S. became the top exporter of liquid natural gas, investors put more than $30B into stocks, and more.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
15 min
January 13, 2022 Why You Need an Annual Beneficiary Review [EP. 129]
No one knows or expects death, so don't be surprised if you do! And if that happens, you want to make sure that the beneficiaries are properly set up on all of your accounts. Nic Daniels gives you some examples of accounts that you want to check off your list... BEFORE it's too late!

Download the checklist here: https://bit.ly/3rgls6q

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
14 min
January 10, 2022 1/8/2022 - Money Doesn't Die With You
In the first hour, Alex joins Brian to explain how to properly set up a trust and pass on your estate in preparation for your death. They highlight the importance of setting up beneficiaries and reviewing every detail to make sure that your family doesn't end up in probate court. Nic then sits with Brian to give you some tips on how to approach your investments in 2022!

Brian Wiley, Alex Lundgren, and Nic Daniels BFA™

Financial Advisors @ Tree City Advisors

www.therealmoneypros.com

www.treecityadvisors.com
1 hr 22 min
January 07, 2022 Week in Review (January 3-7)
What happened during our first work week of 2022? Besides accidentally writing 2021 on our checks, it was a big week for alcohol! Major beverage companies moving to canned cocktails, Toyota replacing GM as #1, and the Elizabeth Holmes conviction. Would you try an alcoholic Mountain Dew?

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
12 min
January 06, 2022 What 2021 Taught Us For 2022 [EP. 128]
It's our first official podcast of 2022! Our elders always told us when we were kids to learn from our mistakes, so why stop now? Nic kicks off this year with six financial things that we all learned from 2021 that we need to make sure we remember in 2022. We're not always aware of them when we do it!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
23 min
January 03, 2022 1/1/2022 - Start This Year on the Right Foot
Happy New Year! What a better way to kick off 2022 than to give you the best financial advice that can be implemented into your plan right now. Brian and Jeremiah talk about the Bucket Strategy and the Modern Portfolio Theory. Diversification, time, and the strategies to beat our country's current inflation.

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
1 hr 13 min
December 31, 2021 Week in Review (December 27-31)
Your FINAL Week in Review for 2021! What happened this week? Well, it seems like to mostly be good news. Unemployment claims are nearly what they were before the pandemic started, the big companies got even bigger, and cryptocurrencies left most people with FOMO. We'll see you next year!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com
14 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,…