Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

April 27, 2021 You Can Do It! [EP. 14]
Today, there's no excuse to why you can't do something; There is information everywhere! So why not handle your investments on your own? Nic presents an article that explains that DIY investors usually underperform compared to the S&P 500. These are things you should NOT do if you want your portfolio to reach your financial goals...
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
27 min
April 26, 2021 4/25/2021 - The First Day on the Bird
It's a new era for The Real Money Pros starting today! It's our first official day broadcasting via satellite. Kent and Brian discuss long-term capital gains and the proposed changes. Do you have any long-term capital gains within your portfolio? You should be aware! Caller questions and more.
Brian Wiley, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 23 min
April 26, 2021 Where is Your IRA? [EP. 13]
Not everyone has the right tools to help you with your IRA. The best IRA for you isn't always the one that has the best interest rate. Understand the goal and your timeline.
Nic Daniels, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
www.treecityadvisors.com
7 min
April 23, 2021 401(k) Strategies [EP. 12]
Know the "why" behind the "what"! Better understanding your investments will help you make better decisions. Alex Lundgren joins Nic today to help educate you on how to optimize your 401(k)'s performance. Diversification, long-term vs. short-term, reallocation, and how much to contribute.
Nic Daniels, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
19 min
April 22, 2021 Missed Opportunities [EP. 11]
Let's say you pulled your money out of the markets last year due to "unprecedented times". Boom. You just missed some of the largest gains we've seen in a while. So why are we so scared about what's going on right now, when growing our wealth is a long-term process? Don't let fear allow you to miss important opportunities!
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
15 min
April 21, 2021 Client Planning [EP. 10]
Nic talks about the "Bucket System" that he and Tree City Advisors always applies to their clients' investment plan. He reflects on a past client who he really enjoyed working with and explains why he loves helping people with their financial planning. Letting your advisor get to know you will only strengthen your plan to reach your goals more efficiently.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
14 min
April 20, 2021 Fee Analysis [EP. 9]
Let's say you have your money within different investment vehicles, such as stocks or mutual funds. You're doing great! But are you growing your money in the most efficient way possible? All of the fees that you're pay here and there can take a big chunk out of your earned money! Be aware of what you're paying.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
13 min
April 19, 2021 Why You Want a Non-Qualified Account [EP. 8]
The title explains it all. Nic tells you why you want non-qualified accounts for your retirement plan! Let your money work harder for you so you can try to retire as early as you can. Plus, other benefits that are hard to pass up.
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
18 min
April 19, 2021 4/18/2021 - Avoid Paying Unnecessary Money
Investing is simple. Figure out what you want to accomplish, devise a plan, and follow! Today's show is full of answering listeners' questions. A couple on 1031 exchanges, life insurance, and other questions regarding topics that affect all of us at one point or another. This is our last show before we start broadcasting from a satellite feed!
Brian Wiley, Financial Advisor
Nic Daniels, Financial Advisor
www.therealmoneypros.com
www.treecityadvisors.com
1 hr 22 min
April 16, 2021 Annuity or Advocate? [EP. 7]
One of the things that us advisors at Tree City Advisors always warns people about are annuity policies. It's true that not all of them are poor investment choices, but a lot of them can be predatory. Be aware of what product you're being sold and be especially aware of the person who's trying to sell it to you!
Jeremiah Bates, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
Kent Owings AWMA®, Wealth Advisor
www.therealmoneypros.com
www.treecityadvisors.com
31 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,…