Real Money Pros

We have reached episode 100!!! This is a huge milestone for us. Thank you so much to those who have been a part of our growing community. To the next 100! For today, we have Brian Wiley record with us to talk about the changes in taxation on long-term capital gains and how this would affect people and their investments. But don't fret! Stay focused on your goals. Time deters any risk.

https://www.fool.com/research/capital-gains-tax-rates/

Brian Wiley, Financial Advisor

Nic Daniels, Financial Advisor

www.therealmoneypros.com

Owning gold as an investment is a huge topic. We get asked about it all the time! So who better to discuss it with than a gold expert? A local business owner, Sam Reading, who owns Idaho Pawn & Gold sits with Nic and Kent to talk about what it's like to buy and sell physical gold in today's market.

Text Gold1 to (208) 615-8714 to sign up for gold & silver alerts!

www.pawnidaho.com

www.therealmoneypros.com

Need to transfer a property in a pinch? Quitclaim deeds! With just a little bit of paperwork and a little know-how, you'll be able to get that house in or out of your hands. Nic educates you on the tax implications, step-up in basis, and more.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Suitability rules may sound good to the untrained ear. That financial product that an insurance broker may fall within their rules of suitability, but that doesn't mean that it's necessarily good for you. Don't be mislead! Nic goes into detail about what these parameters mean for those who must abide by these rules. Get advice that is specific for YOU.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Ok, we know that it's still the month of August, but hear us out... Start doing your Christmas shopping now! And no, your partner isn't asking us to remind you to not wait until last minute. It's because our shipping crisis isn't over yet! The demand of consumers is still too high to keep up with. So if you're looking to order something for a loved one, don't wait too long...

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Is our housing market on the edge right now? Brian and Kent analyze what's going on in our local market. The duo poses the question of whether or not it's better to leverage a mortgage on a house or to try to pay it off as soon as possible. What's best for you? Plus, we touch on the COVID-19 vaccines and how they have caused a political divide amongst most in the United States.

Brian Wiley, Financial Advisor

Kent Owings AWMA®, Wealth Advisor

www.treecityadvisors.com

The months of August and September usually bring some volatility when it comes to the markets. So if you see things start to dip, don't panic! Nic reflects on his readings from the book Good to Great and translates what the book teaches about business to your personal life. Here are some steps to take that will help sharpen your financial skills and provide discipline for reaching your financial goals.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

Today's episode is all about how to read and evaluate a company's quarterly earnings statement. Nic explains why we need to look at them before we do any trading within our portfolios. Why? Knowing this important information can help us pick the best companies to buy and the best times to sell what we already have.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

These are the people that make more money in a month than some of us would make in ten years. With that kind of income, shouldn't they be paying more taxes so us peasants can pay less? Well, they may already be paying their fair share... The U.S. already has one of the most progressive tax systems in the world! Nic show you where you fall as far as tax contributions to the Federal Gov't.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com

In the past ten years, we've seen Teslas become more and more common on the roads. And we can't lie to ourselves – they're pretty cool. You may have even thought about what it would be like to own one for yourself. But can you justify it? Nic compares the costs of owning a Tesla versus an internal combustion vehicle.

Nic Daniels, Financial Advisor

www.therealmoneypros.com

www.treecityadvisors.com