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Real Money Pros episodes
- 12/20/2020 - Legal LaunderingThis afternoon, Brian and Kent help look for ways for you to save/make money before the end of the year. Roth conversions, tax deductions, investment reallocations. It's legal money laundering! Make time to look over all of your accounts and make sure everything is working for you in the most efficient way possible. Merry Christmas everyone!Brian Wiley, Financial AdvisorKent Owings, AWMA®, Wealth Advisorwww.treecityadvisors.comwww.therealmoneypros.com1 hr 23 min
- 12/18/2020 - CapEd Case StudyTonight's CapEd Case Study is all about small business owners. For those who are looking to buy/sell a small business, there are some things to look into to protect yourself and your assets. Take a strategic approach! Structured installment sales, stocks, and retirement funding.Jeremiah Bates, Financial AdvisorAlex Lundgren, Financial AdvisorKent Owings, AWMA®, Wealth Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com31 min
- 12/17/2020 - Taxes Incoming!With a new administration incoming and a possible flip of the Senate, it's fair to assume that we are going to see a higher tax environment. So instead of cowering away and complaining, let's figure out a way to better prepare for it. Brian gives some tips on how to prepare and how to more efficiently save your money.Brian Wiley, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com31 min
- 12/16/2020 - Secure Act, Pt. IIShould we be prepared to see a part two to The Secure Act? It seems that insurance companies have been in charge of drafting the new bill, but do they really understand the larger scope of things? Brian Wiley explains what's to come.Brian Wiley, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com29 min
- 12/15/2020 - Time to RecoverAs of now, the vaccine is here in the Treasure Valley. We all are tired of wearing masks and taking financial hits. So what's it going to be? More cowering away from this virus or are we going to fight it? Brian is back to discuss the importance of looking passed political biases for the greater good.Brian Wiley, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com32 min
- 12/14/2020 - Vaccine DeliveriesAnother round of stimulus to come?! While more money to people and business owners is a way to help us get back on track, so is the Coronavirus vaccine! So are you going to get it? Jeremiah and Nic discuss what it would take for the general population to take it. Maybe a COVID-19 vaccine advertisement with Chuck Norris?Jeremiah Bates, Financial AdvisorNic Daniels, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com31 min
- 12/13/2020 - Make a List, Check it Twice!Two weeks until we're done with 2020! No, that doesn't mean you have more time to make any adjustments; It means you must do it now! Today's show is all about your end of year checklist. The team goes over some things that you may want to look at before we head into the New Year. Everything from taxes, retirement accounts, and insurance. Get on it!Jeremiah Bates, Financial AdvisorAlex Lundgren, Financial AdvisorKent Owings, AWMA®, Wealth Advisorwww.treecityadvisors.comwww.therealmoneypros.com1 hr 22 min
- 12/11/2020 - CapEd Case StudyJeremiah Bates, Financial AdvisorKent Owings, AWMA®, Wealth AdvisorTree City Advisors, LLCwww.treecityadvisors.comThe Real Money Pros websitewww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com30 min
- 12/10/2020 - No Trust in ProfessionalsOut of all of the people in the world, Americans tend to discredit those in the medical and education fields the most. Why don't we trust them? Many don't want to take part in the initial rollout of the coronavirus vaccines due to different reasons. Is that selfish or self-preserving? Nate Shelman joins Brian to debate!Brian Wiley, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com31 min
- 12/9/2020 - Door Dash IPODue to BSU basketball, we have a shortened show! So Brian quickly focuses on what's going on in the markets. Information technology, consumer discretion, communication, energy stocks, and more! Plus, Door Dash is now on the market for trading and IPO'd at $102/share. Brian warns to be wary...Brian Wiley, Financial Advisorwww.treecityadvisors.comwww.therealmoneypros.comLive Mon-Fri, 6-7pm on 670 KBOIwww.kboi.com18 min
About Real Money Pros
From the publisher's feed
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,…
taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
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