Real Money Pros

We are back with your weekly financial reviews after the Thanksgiving week! Chip shortages, the European markets, and Trump's very own social media company. The country of Turkey is seeing insane amounts of inflation and – you can get a Whopper from BK for $0.37? Everything important you need to know!

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

There are some things in life where having too much can't be a bad thing. And life insurance is one of them! Is your family being properly covered? Nic shares some recent experiences with clients and family where life insurance was the saving grace amongst death within these families.

Nic Daniels BFA™, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Happy Thanksgiving everyone! We start off the program by talking about the new strain of COVID-19, which is being called the omicron variant. We can only speculate what that could mean for the near future, so let's prepare for whatever comes. We explain dollar-cost averaging and give you some real life case studies that we are currently working with.

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Today, we wrap up our mini-series around reverse mortgages with Anissa Franklin! Reverse for purchase. You'll learn some creative ways to tap into your home equity and utilize it in a way to fulfill your needs.

Anissa Franklin, Mortgage Loan Officer

www.primeres.com/afranklin

Nic Daniels, Financial Advisor

www.therealmoneypros.com

In the second part of the reverse mortgage series, Anissa Franklin helps us understand the ways that reverse mortgages can help you. And it's kind of like a Swiss army knife, there's more than one way they can benefit!

Anissa Franklin, Mortgage Loan Officer

www.primeres.com/afranklin

Nic Daniels, Financial Advisor

www.therealmoneypros.com

This is the first part to a three episode series that revolves around reverse mortgages. You may have heard these before, but let us clear the air around reverse mortgages and let you know that there can be huge benefits if it's right for you. Our special guest, Anissa Franklin, is a mortgage loan officer here in Boise, ID and is an expert when it comes to these.

Anissa Franklin, Mortgage Loan Officer

www.primeres.com/afranklin

Nic Daniels, Financial Advisor

www.therealmoneypros.com

As Thanksgiving approaches, now is the time to finalize your end-of-year checklist with your CPA or advisor! If you're not finding ways to save money on taxes right now, then you might be too late. December is a super busy time for those in the financial industry, so get on it!

Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Everything you need to know that happened this week! Biden's Build Back Better plan was passed by the House, a new nuclear plant in the U.S., China, and everything else that you should know.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

While we don't doubt your smartness, we highly recommend that you hire a financial advisor! You may know your goals and how to invest within your Fidelity account, but there are tons of benefits that bringing in an advisor will give you. The price you pay for an advisor's guidance will be nothing compared to the money you may be able to grow and save by hiring someone with all the know-hows.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

What country produces the most oil? Nope, not Saudi Arabia, no other Middle Eastern country. It's the United States! Nic and Brian talk about Rivian Motor Company's initial public offering and growth vs. value stocks. Caller questions and more!

Brian Wiley, Financial Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com