Real Money Pros

By Real Money ProsBusiness Education Investing

Real Money Pros episodes

January 23, 2020 01/22/2020 - Estates, Exemptions, & When a Gift Is a Burden
Financial advisor Brian Wiley sits down with everyone's favorite tax pro, Hazen Armstrong to discuss a wonderfully diverse swath of topics.

Two listeners call in with wildly different, but equally fascinating questions.

Learn the ins and outs of gifting before and after death, and what's right for when.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Hazen Armstrong, CPA robbinsarmstrong.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
34 min
January 22, 2020 1/21/2020 - Adventures With the CA Franchise Tax Board
In this solo show, financial advisor Brian Wiley sits down to discuss his run in (of sorts) with the California Franchise Tax Board, who don't seem to value his time.

Then, an enlightening discussion on asset classes and the importance of portfolio diversification, and a call from a curious listener.

Brian Wiley, Financial Advisor www.treecityadvisors.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
34 min
January 21, 2020 01/17/2020 - Aurum Decorum: Numismatics & Tax Evasion
In this solo show, financial advisor Brian Wiley discusses the recent story of an Idaho legislator who's been convicted of federal tax evasion by way of gold coins. Learn the difference between avoidance and evasion.

Then, a listener calls in with excellent questions about his 457 plan.

Not all that glitters is gold: sometimes, even gold itself.

Brian Wiley, Financial Advisor www.treecityadvisors.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
33 min
January 16, 2020 1/15/2020 - Bombastic.
In this short show, financial advisor Brian Wiley discusses what he can and can't stand about the 'bombastic' Trump. Curiosity about the timing of the recent China trade deal in contrast to the ongoing Impeachment drama continues.

Brian Wiley, Financial Advisor www.treecityadvisors.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com

19 min
January 15, 2020 01/14/2020 - Suicide, Gut Feelings, & Life Insurance
Financial advisor Brian Wiley and insurance expert Steve Marsh sit down to discuss Idaho's rising suicide rate, with a salient story of a friend who needed help with much more than his life insurance.

A younger listener calls in with excellent questions on how much coverage is appropriate for his family.

If you’re thinking about suicide, are worried about a friend or loved one, or would like emotional support, the Lifeline network is available 24/7 across the United States.

1-800-273-8255

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Marsh, Medical Insurance www.medicalplansofidaho.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com

33 min
January 14, 2020 1/13/2020 - What's Fair?
The 2020 Idaho Legislative provides, as always, infinite conversation fodder for financial advisor Brian Wiley and attorney Steve Rausch.

With property taxes in the zeitgeist, Brian asks, "what's fair taxation?".

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
34 min
January 13, 2020 1/10/2019 - Rants, Raves, & Solving For the Income Engine
In this special solo show, financial advisor Brian Wiley provides rants (property taxes), raves (go Cooper!) and opens up the phone lines for some interesting, educational listener calls.

Learn how to sold for your middle bucket, the 'Income Engine"; how the Rule of 100 works, and what to do with a $1,000,000 inheritance.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Bucket-based investing

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
33 min
January 09, 2020 1/8/2020 - Rice, Beans, and Misinterpretations
In this short show, financial advisor Brian Wiley and attorney Steve Rausch discuss 80s hair rock, and how easy it is to misinterpret news and 'data'.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
19 min
January 08, 2020 1/7/2020 - Tax Talk with Hazen!
With Brian out sick, attorney Steve Rausch and CPA Hazen Armstrong sit down to dish about Tax Season! As always, there are new rules to contend with (SECURE Act....) and plenty of clever ways to save on your April burden.

Then, what on earth is the Disaster Tax Relief Act, and why does it bug Hazen?

A listener calls in with a great question about 401k loans.

Steve Rausch, Attorney www.capitalcitylawoffice.com

Hazen Armstrong, CPA robbinsarmstrong.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
34 min
January 08, 2020 1/6/2020 - Idaho: The Least Regulated State
Financial advisor Brian Wiley and attorney Steve Rausch sit down for a good ole fashioned debate on degregulation. They don't agree on everything, but there are lessons for everyone in this conversation.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

https://www.facebook.com/TheRealMoneyPros

www.therealmoneypros.com

www.kboi.com
35 min

About Real Money Pros

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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,…