Real Money Pros

Brian and Steve talk about our screwed up idea that Congress knows what we need.  Do our representatives have our best interests?  The tax system is the best example of how Big money has designed a system that works against tax payers, but political bias has blinded tax payers from good ideas.  Who will rise to represent us?  Or, do we even need it?  Plus, a caller asks about working after Medicare age (65).  Another caller answers his question. It takes a village! That village is right here.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com

Brian and Steve talk about the logic of successful investors. What makes something have value? What do most investors get wrong?  Why are the methods of successful investors ignored by the rest of Wall Street?  Brian uncovers the truth that most investors fall victim to: a dumb belief that there is a faster way to acquire wealth. 

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com

Brian and Steve talk about legislative creep on voter initiatives. Is Idaho paving the path to become more like California? Is getting what you want want worth the risk over the long term? Secondly, Brian talks about the practical steps an investor needs to take a generate income in retirement.  How do you build an income factory?  It’s in this episode!

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com

Wallet Hub says Idaho ranks 39th among the states in total tax burden. Is this a good thing or a bad thing for Idahoans?  Jill Gonzalez of Wallet Hub has her opinion.  Plus, Steve and Brian continue the CapEd Case Studies with topics on permanent life insurance and options for retirement savers who have few choices.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com

The US Congress House Ways and Means Committee has forwarded a new bill called the SECURE Act for congress to vote.  Does the SECURE Act serve the needs of retirement savers?  Paul Richman, the Chief Government and Political Affairs Officer for the Insured Retirement Institute joins the conversation from Washington, D.C. to weigh in.  Brian takes a few points from Paul and the conversation gets a bit sideways. Do lobbyists and legislators understand what we need?  An expert gets schooled in this episode.

Brian Wiley, Financial Advisor www.treecityadvisors.com

www.idahosmoneyshow.com

www.kboi.com

In this shortened show, Brian sets the stage for the new year, and how Idaho’s Money Show will continue to serve its wonderful listeners.  Plus, the State of Idaho is desperately behind on tax revenue and it might be your problem.  (This is a short episode due to a BSU basketball game)

Brian Wiley, Financial Advisor www.treecityadvisors.com

www.idahosmoneyshow.com

www.kboi.com

Brian and Steve are joined by Hazen Armstrong, CPA to talk about an unconventional concept employed in Finland: public disclosure of all citizen’s tax returns.  Yikes!  Is this a good thing and what is it intended to accomplish?  Should the US consider a similar policy?

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

Hazen Armstrong, CPA robbinsarmstrong.com

www.idahosmoneyshow.com

www.kboi.com

Brian Wiley and Steve Rausch rally the Treasure Valley to give to Toys for Tots.  This is a live broadcast from Sportsman’s Warehouse in Meridian.  Many of the Idaho’s Money Show experts show up for the event to give.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

Hazen Armstrong, CPA robbinsarmstrong.com

Steve Marsh, Medical Insurance www.medicalplansofidaho.com

www.idahosmoneyshow.com

www.kboi.com

Brian and Steve cover the ongoing market turbulence, and how the world markets reacted to Huawei CFO Meng Wanzhou's arrest in Canada.

End of life decisions: what are the right questions to ask? As unpleasant as it is, when should the discussion begin? Steve Rausch gives a rundown of the planning process and how to get you and yours' ducks in a row before it's too late.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com

Brian and Steve talk about George H.W. Bush and the legacy he created with a balanced budget.  Should we be pressuring our politicians to seek a balanced budget, or is deficit spending ok?  Plus, the end of the year is coming quick.  Be sure to understand your ROTH conversion options.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Steve Rausch, Attorney www.capitalcitylawoffice.com

www.idahosmoneyshow.com

www.kboi.com