Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

June 03, 2021 An Entrepreneur's Journey [EP. 40]
If you're familiar with our radio broadcasted show, you've probably heard one of our advisors, Kent Owings, appear frequently. Today, he takes over for Nic and has Katie Buchanan guest star! Katie is the founder of Elite Medical Aesthetics in Eagle, Idaho. Kent interviews her to see how she went from an employed Registered Nurse to a successful entrepreneur.
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
Katie Buchanan RN, BSN
elitemdaestheticsboise.com
29 min
June 02, 2021 The Postal Service Reform Act [EP. 39]
The Postal Service Reform Act of 2021 is aimed to reverse the rules that were implemented onto the United States Postal Service (USPS) more than a decade ago. The first sentence of the bill states that its purpose is "To provide stability to and enhance the services of the United States Postal Service, and for other purposes". Not a bad idea. Maybe now our packages will arrive on time?
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
19 min
June 01, 2021 Estate Planning w/ Jen Wulf [EP. 38]
We hope you all had a great Memorial Day weekend full of family, fun, and remembrance. Moving into June, we start off with the topic of Estate Planning. A local attorney, Jen Wulf, works closely with us at The Real Money Pros and gives our advisors a better understanding of what goes into preparing your estate for your death. Don't let your assets go to someone you don't know!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
Jen Wulf, Attorney
www.wulflegal.com
24 min
May 31, 2021 5/30/2021 - A Death in the Family
This afternoon, Alex and Brian come together to talk about the inevitable. Death. It's important and necessary that you take the time to cross your T's and dot your I's BEFORE an unexpected death occurs. The duo shares their personal experiences with clients that did everything right and those who left a mess behind.
Brian Wiley, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 23 min
May 28, 2021 Biden's Infrastructure Proposal [EP. 37]
Nic takes a look inside of the proposed spending plan from Biden and breaks down where the $4 Trillion will be spent. After looking at some of the broken down costs, it has us scratching our heads a bit. While these issues are worth addressing, can they be categorized as infrastructure? Let us know what you think by contacting us at our website below!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
24 min
May 27, 2021 FAQs w/ Sarah [EP. 36]
Our Client Services Manager here at Tree City Advisors sits down with Nic to answer frequently asked questions! How can I retire early? Should I open a traditional IRA or a Roth IRA? Those questions answered and more.
Nic Daniels, Financial Advisor
Sarah Carrico, Client Services Manager
www.therealmoneypros.com
www.treecityadvisors.com
21 min
May 26, 2021 The State of Real Estate [EP. 35]
We are joined by Karene Alton, one of our favorite real estate experts here in the Treasure Valley of Idaho. We're all well aware that housing markets are exploding across the nation, making it a playground for home owners looking to sell. What about those of us that are wanting to buy? This show gives a deeper insight into the housing market and helps you get creative with your buying strategy.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
Karene Alton, Realtor
https://trueboise.kw.com
27 min
May 25, 2021 Target Date Funds Explained [EP. 34]
Today's topic are Target Date Funds! These aren't inherently bad nor good, but rather tools that can be to your advantage if used correctly. Here are things you should know about target date funds before you make a decision.
Nic Daniels, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
17 min
May 25, 2021 When to Leave Your 401(k) Alone [EP. 33]
Let's say that you've been with a company for a number of years and the whole time you were there, you were contributing to your 401(k). Now, it's time to move on with your life and do something else. What should you do with that account? Nic gives you some things to think about before you make a decision.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
18 min
May 24, 2021 5/23/2021 - Never-ending Debt
We could easily say that most households don't spend more money than what comes in. Because that would cause debt, right? If so, then how can the U.S. continuously rack up trillions of dollars in debt? How much debt can we deem as unacceptable? Risk management, beating inflation, annuity policies, and more.
Brian Wiley, Financial Advisor
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 23 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,…