Real Money Pros

If you're a business owner, thinking ahead is a big part of the game. You plan ahead to grow revenue, grow your client base, or expand locations. But what about the things that happen after you want to get out of the business? When setting up your business, plan ahead with an exit strategy. Tax compliance, company benefits, and more.

Jeremiah Bates, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com

www.kboi.com

Today's market update, Evergrande and China, Federal interest rates, and more!

Jeremiah Bates, Financial Advisor

www.therealmoneypros.com

www.kboi.com

One of the most basic concepts of day trading is "buying at the dip". And in other words, buy low and sell high. But is that truly an investment strategy? Waiting for a dip means your money is liquid and not currently invested. Don't be afraid of market volatility! Let logic do your investing, not emotion.

Jeremiah Bates, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.therealmoneypros.com

www.kboi.com

We are back from our "extended break"! Our weeknight radio show is now back on 670 KBOI in Boise, Idaho. Jeremiah Bates and Alex Lundgren talk about what happened in the markets after China Evergrande's debt crisis hit the news. We will always experience some sort of volatility. Adjust and keep moving forward!

Jeremiah Bates, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

What concerns you the most when it comes to investing and your money? Is it a new president, new legislation, or a pandemic? Regardless of the current fear, trust in the long-term strategy. Brian and Alex discuss a pending bill that would prevent high-income earnings from doing a Backdoor Roth conversion. Annuities, long-term care, and a couple caller questions.

Brian Wiley, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Unfortunately, there will be a day where you pass and leave your children and family behind. Now that you're no longer around, where does all of your stuff go? Nic records from his backyard today to tell you about the five asset classes that are the hardest for your beneficiaries to obtain. So if you have some of these assets in your possession, you might want to rethink how you want to get rid of them!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

What does the Secure Act mean for your inherited qualified accounts? There are some rules to be aware of!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Let's go back to the day when you were about to get your very first paycheck. You just started your first job and was looking forward to spending your hard-earned money! Just to realize that you didn't make as much as you thought you were going to... Deductions? FICA? What does all this mean? Let's make sure you understand where your money is going!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

As more details emerge on the possible tax changes that Democrats are proposing, we highlight the items that would directly affect your money! Do you agree with the way they plan to fund their infrastructure package? Even if these tax changes don't affect your pocketbook specifically, still pay attention. You never know when it might!

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Yesterday marked the 20th anniversary of the terror attacks that hit NYC on 9/11/2021. How did that change you? After the bumpy financial road that followed soon after, did your habits with money change as well? General financial advice and more! Jim Bennet joins us via phone to education us more on the FairTax Act.

Jim Bennet, Board Member

fairtax.org

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