You have money to put into your retirement accounts, but... where should that money exactly go? In the first hour, Brian and Nic talk about ways to evaluate a company. What parameters are the most important to look at and when to know that your emotions are replacing logic. Don't be afraid to be audited! Tax avoidance is MUCH different than tax evasion–pay the least amount of taxes your possibly can! Rebalancing your portfolio as life progresses, receiving an unexpected inheritance, and learning from your mistakes.

 

Hosts:

Brian Wiley, Financial Advisor

Nic Daniels BFA™, Financial Advisor

 

The Real Money Pros:

https://www.therealmoneypros.com

 

Tree City Advisors of Apollon:

https://www.treecityadvisors.com