Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

May 21, 2021 The Vacillator - Personality & Finances [EP. 32]
Happy Friday, everyone! We conclude this week with Nic's mini-series focusing on Attachment Theory. We've talking about the avoider and the pleaser, so what about the vacillator? These people are easily stuck in the extreme sides of the ups and downs, with little time being content somewhere in between. After hearing about all three, which one are you?
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
24 min
May 20, 2021 The Pleaser - Personality & Finances [EP. 31]
We continue with the theme of personality types and finances tonight by explaining what "The Pleaser" is and how these people change themselves for those around them. Being a pleaser can be a very positive thing. Being empathic and doing the right things for others. However, being a pleaser can affect important decisions, especially when those decisions involve money and emotions...
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
27 min
May 19, 2021 The Avoider - Personality & Finances [EP. 30]
The way we live and deal with money is such an emotional process. When you join forces with a life partner, the topic of money becomes even more complicated! Our emotions are so closely tied with our financial behaviors. So for the next few days, we'll be talking about different personality types and how we need to identify which one applies to us and our partners the most.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
33 min
May 18, 2021 Estate Planning w/ Steve Rausch [EP. 29]
Our fellow Money Pro, Steve Rausch, hops in on the podcast to tell you why it's so important to do your estate planning NOW. Death isn't a fun conversation and deciding what you're going to do with your estate when you pass can be a daunting task. But don't wait until it's too late! The last thing your family wants to do is deal with a huge mess that could've been avoided.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
Steve Rausch, Attorney
www.capitalcitylawoffice.com
30 min
May 18, 2021 Being Forced to Save [EP. 28]
New York City and Virginia have approved plans to make it easier for people to start saving for their retirement. These "auto-IRA programs" are being pushed to help incentivize citizens, especially young people, to start their own retirement fund apart from the traditional 401(k) route. Do we need the government to tell us how to save our money? Probably not a bad idea.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
17 min
May 17, 2021 5/16/2021 - When Dealing With Inflation
All kinds of goods are in high demand right now. A mixture of people being forced inside and extra income from the government has caused increased consumer spending. Brian tries to answer some questions regarding inflation. What's causing it right now? How do you beat it? Also, we answer many caller questions and emails!
Brian Wiley, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 23 min
May 14, 2021 That Old Truck Costs How Much? [EP. 27]
From last year, used trucks are up 78% in value! Why is that? Low inventory, consumer buying power, and a shortage of ECU chips. So if you're wanting to buy a truck, what's the best way to strategize to get the most out of your money? In this case, delayed gratification.
Nic Daniels, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.treecityadvisors.com
www.therealmoneypros.com
15 min
May 13, 2021 It Takes Two! [EP. 26]
You stay disciplined and work hard so you can enjoy your retirement. When that time comes, be sure to enjoy the fruits of your labor! Nic explains why he thinks it's so important that both halves of a marriage are involved in the planning of post-retirement life. If you're to meet with a life planning professional, make an effort to include your spouse, even if they aren't interested.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
18 min
May 12, 2021 Whole Life Insurance is NOT an Investment [EP. 25]
The title says it all. Be careful about what you're being sold by insurance salespeople! Most of the time, they're just looking forward to their commission check for the month. Kent explains the different kinds of life insurances and which ones to be skeptical of. Buying term life insurance and investing your own money into the market will always outperform!
Nic Daniels, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
www.treecityadvisors.com
21 min
May 11, 2021 Investing For College Expenses [EP. 24]
If you're a parent, you're always looking for ways to make your children's lives the best they can be. If you can give them an opportunity that you didn't have, then why not give them some shoulders to stand on! Today, Nic talks about investing and saving for college expenses. Special investment accounts and other creative ways to save for education.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
17 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,…