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In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley sit down to discuss the current state of geopolitics, and what effect a war may have on the US economy.
Then, the SECURE Act is now in effect, causing a scramble for estate planners, and a myriad of issues for investors and their heirs. Learn how we're strategizing this cowardly new world.
Finally, the 2020 Idaho Legislative session is now in full swing: what's on the docket this year? (hint: Brian's excited about one thing...)
Brian Wiley, Financial Advisor www.treecityadvisors.com
Jeremiah Bates, Financial Advisor www.treecityadvisors.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss what one can sue for in Idaho and in the US and the recent loss handed to Idaho Power over a lack of transparency as it relates to solar installation.
Then, answers to a couple of novel listener questions, how NOT to give employee bonuses, and what to do (and not) with the new form W-4.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
In this 2 hour show, financial advisor Brian Wiley sits down with attorney Steve Rausch and (later) insurance expert Steve Marsh to discuss the ramifications of Trump's impeachment, the now-passed and lamentable SECURE Act, solar credits, insurance, and the rest of the kitchen sink!
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
Steve Marsh, Medical Insurance www.medicalplansofidaho.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
In this special episode, financial advisor Brian Wiley sits down with Idaho Dept. of Insurance Director Dean Cameron to discuss the past and future of the insurance industry in Idaho and nationally. Dean also serves as the Western Zone Director of the National Association of Insurance Commissioners (NAIA), and served 25 years in the Idaho Senate.
This is an enlightening, hopeful, and informative conversation.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Dean Cameron, Idaho Dept. of Insurance
National Association of Insurance Commissioners
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
Financial advisor Brian Wiley and attorney Steve Rausch sit down to gush on company culture and how sourdough relates to people.
Then, a discussion on gifting limits, with great calls from listeners on PERSI, inheritance taxes, and debt of dead relatives.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
Financial advisor Brian Wiley sits down with local real estate professional Peter Hitt to discuss Boise once again making numerous national Top 10 lists. What does this mean for 2020 taxes and potential new homeowners?
Brian Wiley, Financial Advisor www.treecityadvisors.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
Financial advisor Brian Wiley and attorney Steve Rausch are trying to make any kind of sense of the Fed's move to lower interest rates this week, for on the second time since 2009. The economy is STRONG, but what the heck/why not!?
Brian wants to know: do you trust the deeply in debt government who's issuing new debt to the tune of trillions?
Emotions continue to drive investors to so-called safety, but emotions are incredibly dangerous. YOU are your special interest, and no one's looking out.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
The Federal Reserve did something interesting overnight, to the tune of $53 billion. Brian and Steve do their best to explains the hows, whats, and whys of this action, and what it might mean for the US.
Then, the Ada County Highway District (ACHD) has chosen to condemn a perfectly nice piece of property in northwest Boise in the name of eminent domain for the widening of State Street after the owner refused to accept their below value offer. The constitution says this is wrong, and yet....
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
70,000 General Motors employees are on strike. Brian and Steve have a question: are unions still relevant? All states have passed various laws in the last 200 years to protect workers in various ways, and while we haven't seen a major strike since 2007, strikes still occur.
The massive corporate tax cuts last were promised to "incentivize" corporations to reinvest in their workers, but this never materialized - turns out greed is still king.
Steve gives a lesson on union history in America, a called weighs in on the drawbacks of union membership in his particular field.
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Rausch, Attorney www.capitalcitylawoffice.com
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Destination Caldwell CEO Keri Smith-Sigman to discuss the organization's mission to "re-brand Caldwell as "greener pastures" for economic opportunity, tourism and community life".
"Destination Caldwell is a grassroots team focused on growing the economic base and vitality of the city, downtown revitalization, attracting and retaining businesses, and the working with the City and community partners to serve and attract an orchestrated business mix and sustainable employment opportunities to the city."
Brian Wiley, Financial Advisor www.treecityadvisors.com
Steve Cilley, Owner www.ataraxispeo.com
Keri Smith-Sigman, Destination Caldwell
https://www.facebook.com/TheRealMoneyPros
www.therealmoneypros.com
www.kboi.com
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