Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

June 29, 2021 Family Properties [EP. 58]
If you have Facebook as part of your portfolio, it's been a good couple of days! Facebook break the $1 trillion valuation on antitrust ruling. Outside of the news, Nic talks about what he thinks the best thing to do is when you're wanting to keep a property within the family. While we may love our families, money can make things complicated! Learn more about how a trust can protect from family and financial drama.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
23 min
June 28, 2021 Who's Listening to You? [EP. 57]
We've all had conversations with people where we claimed to be "listening", but we were totally just thinking about our upcoming weekend. But when it comes to your financial and life planning, you don't want the person sitting across from you to be doing the same! If you're working with a financial advisor right now, make sure they're listening to everything. Financial planning isn't based around products and commissions; It's about you and your story!
Nic Daniels
www.therealmoneypros.com
20 min
June 28, 2021 6/27/2021 - Conservatorships
Broadcasted live on 6/27/2021.
Brian Wiley, Financial Advisor
Nic Daniels, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com
41 min
June 25, 2021 Developing Financial Intelligence [EP. 56]
We've all made financial mistakes at some point in our lives. Maybe you spent too much on unnecessary items or got yourself into debt that was just too much to pay back. But those mistakes taught you a lesson! Our financial intelligence is just like anything else. We can choose to become smarter if we challenge ourselves to learn from those faults. Recognize, reflect, reframe, and respond.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
33 min
June 24, 2021 Living in Financial Alignment [EP. 55]
This afternoon, Nic expands on the idea of living in financial alignment. No matter how little or how much money you make, you will find contentment by living in a way that aligns with your principals. Make decisions that support your moral compass, your personal goals, and your personal behaviors. Having a clear path makes way for easy answers to difficult decisions!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
28 min
June 23, 2021 Listener Questions Answered! [EP. 54]
Today is all about our extended Real Money Pros family! Nic chooses some questions that you guys have sent in and answers them the best he can. Everything from estate planning, renting to family members, 1031 exchanges, and more! If you'd like to get your question answered, visit our website and send a submission form at the bottom of the page. We'll send them to the right Money Pro!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
26 min
June 22, 2021 Life Insurance Convos w/ Steve Marsh [EP. 53]
If your family relies either fully or partially on your income, then you need life insurance! Although it's rare that an unexpected death occurs, you still want to put these protections in place for the sake of your partner and children. Life insurance pro, Steve Marsh, sits down with us to talk about what it takes to implement a plan. It's more affordable than you may think!
Jeremiah Bates
Nic Daniels
www.therealmoneypros.com
Steve Marsh, Medical Insurance
www.medicalplansofidaho.com
39 min
June 22, 2021 Controlling Your Instincts [EP. 52]
The news is full of talk. Day in and day out, there is always something going on. If you were to constantly emerge yourself into the media, you'd go crazy! So don't pay too much attention. Stressing about every single up and down in the market will lead to your emotions making decisions for you instead of your conscious insight. This is where critical mistakes are made!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
26 min
June 21, 2021 6/20/2021 - Following an Example
What is your mind set on money? Are you someone who likes to save their money for a goal or do you go shopping every time pay day arrives? Brian and Alex talk about learned behaviors and how your relationship with your finances most likely came from your family. And even the worst of habits can be changed! Plus, managing your 401(k) for a more successful and enjoyable retirement.
Brian Wiley, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.co
1 hr 22 min
June 18, 2021 Real Estate Investing w/ Allan Bosch [EP. 51]
If you have money in the stock market and want to look at diversifying your portfolio a bit, real estate is a popular choice. This is especially true with the current landscape of the real estate market. So today, we bring in our good friend, Allan Bosch, to help answer some of your questions when it comes to investing in real estate.
Kent Owings AWMA®, Wealth Advisor
Nic Daniels, Financial Advisor
www.therealmoneypros.com
Allan Bosch, Attorney
http://capitollawgroup.com/allan-bosch/
39 min

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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,…