First, Brian and Jeremiah touch a little bit on Secure Act 2.0 and what happened within the markets this last week. They spend the remainder of the first hour talking about rebalancing your portfolio and doing so with strategy at the forefront. In the second hour, Jeremiah shares a story regarding cryptocurrency and how something as speculative as crypto can burn you tremendously. Learning from our past mistakes and doing tax preparation as tax season approaches.

 

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

 

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com