Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

May 10, 2021 Make Your 2020 Contributions! [EP. 23]
You have seven more days to make contributions to your Individual Retirement Accounts! Nic tells you why you should be making the effort to do so before the deadline arrives. If you haven't filed your taxes yet, you can use this as a way to lower your taxable income!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
12 min
May 10, 2021 5/9/2021 - The Value of a Mother
Happy Mother's Day to all of the moms in our lives! Brian talks about the benefits that a stay-at-home parent can bring for their children. If you or your spouse stay at home, how much should you insure yourselves for? Your value goes beyond just a dollar amount! Plus, Brian explains the differences between different IRAs and the importance of having more than one.
Brian Wiley, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 24 min
May 07, 2021 APTC & Healthshare [EP. 22]
Steve Marsh, a medical insurance professional, joins us to discuss Advanced Premium Tax Credits. The team talks about what it takes for you to qualify. Make too much money? There are ways to reduce your income by putting some of that money into qualified accounts. Don't be afraid to get help from an insurance expert if you need the extra help!
Jeremiah Bates, Financial Advisor
Nic Daniels, Financial Advisor
www.therealmoneypros.com
Steve Marsh, Medical Insurance
www.medicalplansofidaho.com
46 min
May 06, 2021 Secure Act 2.0 [EP. 21]
There are upcoming changes to the previous Secure Act that was passed under the Trump administration. These new rules will change the age at which you take your RMDs and change contribution limits, just to name a couple. Will the new bill help more Americans save for their retirements?
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
24 min
May 05, 2021 Child Tax Credit Changes for 2021 [EP. 20]
One of the parts to Biden's American Rescue Plan includes changes to child tax credits. This year, qualifications and amounts credited have changed, so make sure you do your research and see if you are able to receive these advances! Plus, Nic gives some advice on how to maximize the power of this extra money if you don't absolutely need it right now.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
11 min
May 04, 2021 Social (in)Security [EP. 19]
Depending on where you work, you may have the option to opt out of putting money into Social Security. Having some extra cash every month sounds good, right? Nic and Alex discuss what else you may be missing out on if you choose to not participate.
Nic Daniels, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
13 min
May 03, 2021 Who's the Real Expert? [EP. 18]
Along the way, you're going to get different advice from different people. Even so-called experts are going to tell you things that can be drastically different from each other. So who do you listen to? All of them.
Nic Daniels, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
23 min
April 30, 2021 Restaurant Revitalization Fund [EP. 17]
If you're an owner of a restaurant, bar, or any other establishment that earns revenue from selling food or drinks, make sure to educate yourself on the Restaurant Revitalization Fund! There are billions of dollars that are going to be available for you. Nic helps break down the qualifications and rules of this stimulus package.
More info on the RRF here:
https://www.sba.gov/funding-programs/loans/covid-19-relief-options/restaurant-revitalization-fund
10 min
April 29, 2021 The Pain of Change [EP. 16]
We tend to change when the pain of being complacent exceeds the pain of taking action. Change can be a great thing! Regardless of what's happening in the market or who's running our country, there's always opportunity for you to change. Whether you're looking to get rid of a small habit or live your life on a boat cruising the world, you can make it happen somehow. You just have to try!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
30 min
April 28, 2021 Getting the Advantage [EP. 15]
The real estate market is HOT right now, to say the least. With all of these cash buyers out here, does the average person have any chance at all? Mortgage specialist, Sheila Moore, joins the team to help give some tips on how to get the upper hand and stand out amongst other home buyers. The rules have changed, so get creative!
Nic Daniels, Financial Advisor
Jeremiah Bates, Financial Advisor
Sheila Moore, Loan Officer
www.fairwayindependentmc.com/Sheila-Moore
www.therealmoneypros.com
22 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,…