This Saturday, we talk the latest market trends and what they mean for your portfolio. We dive into smart tax strategies, helping you keep more of what you earn—especially if you’re facing Required Minimum Distributions (RMDs). Are you making tax-efficient investment moves? We give some tips on how to maximize your returns while minimizing Uncle Sam’s cut.

We also explore the hidden risks lurking in your investments. From overconcentration in tech stocks to overlooked fees in your retirement accounts, we uncover common pitfalls that could be dragging down your wealth. Plus, we tackle listener questions on the best ways to hedge against inflation and where today’s real opportunities lie.

 

Listen, Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley & Jeremiah Bates

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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