You recieved an amazing gift from someone in your family, but you're worried about the taxes you'll have to pay on that income! Pause. Jeremiah busts the most common myths that surround the Gift Tax.

Host:

Jeremiah Bates, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon

https://www.treecityadvisors.com

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By the time you're reading this, you've probably filed your taxes. If you did it yourself, did it go smoothly and without an argument with your spouse? If you said yes, you're lying. Brian and Jeremiah question the complicated nature of the United States' tax system. After a woman calls and explains her situation that revolved around a class-action lawsuit, the team explains how they work. Plus, the tax ramifications that are possible if one is to receive payment from a class-action case. What's going on in the markets and more!

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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During times of financial and global uncertainty, is Gold really your money’s safe haven?

Host:

Nic Daniels BFA™, Financial Advisor

Resource:

https://www.fisherinvestments.com/en-us/insights/market-commentary/caveats-to-golds-recent-climb

The Real Money Pros

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon

https://www.treecityadvisors.com

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April 18th is just around the corner... Have you procrastinated again? Brian and Jeremiah sit in the studio on Easter weekend to tell you that it's okay! The duo discusses some ways that you can become more tax efficient this year so you don't have to pay $1 more in taxes than you need to. In the second hour, they talk about financial literacy and how it can be hard to know what's right and wrong when we're bombarded with information on the daily. FOMO, greed, and loss aversion... Don't forget the tried and true financial tactics.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

SPONSORS:

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Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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Hosts:

Jeremiah Bates, Financial Advisor

Nic Daniels BFA™, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

—————————————————————

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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In France, we’re seeing an uproar from their citizens as President Emmanuel Macron pushes to delay qualifying retirement age by a couple of years. Why? There’s just simply not enough money in their pension. And unfortunately, the U.S. may need to make similar changes in the near future to prevent our Social Security system from becoming insolvent. So how do we fix it? Well, that’s the million dollar question.

Host:

Nic Daniels BFA™, Financial Advisor

The Real Money Pros

https://www.therealmoneypros.com

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SPONSORS:

Academy Mortgage

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon

https://www.treecityadvisors.com

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The trust of our banking system continues to decline as more of these “scary” headlines hit the news. But if we can’t trust the banking system, then where is our money safe? A coffee can? Grandma’s basement? We tell you why paranoia does NOT mix well with your cash. And the revived movement towards cryptocurrency and decentralization is proof of society’s uneasiness towards the topic of large banking.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

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Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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As the news of failing banks around the world continue, the fear of losing hard-earned money to these institutions grow stronger. What is a bank run? Plus, Jeremiah argues that the CEO of Silicon Valley Bank may end up in a mess of legal troubles after accusations of insider trading start to stack. To spread more light on what happened in hopes to ease the uneasiness of these disasters, Todd Erickson with CapEd Credit Union calls in to answer  some of the questions we have.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

The Real Money Pros:

https://www.therealmoneypros.com

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Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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Big news hit us late last week with Silicon Valley Bank essentially collapsing… and it begs us the question: Can we trust the banking system with our money? We may have the backup of the FDIC, but what flaws of the system could cause us to lose our money if it came to it? Brian, Jeremiah, and colleague Dave Perry dive into what happened and who is to blame. Plus, Dave gives us tips on how to manage our credit. And guess what–It’s really not that difficult.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

Dave Perry, Branch Manager at Academy Mortgage

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The Real Money Pros:

https://www.therealmoneypros.com

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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Environmental, Social, and Governance. Brian and Jeremiah cover ESG Funds; are they as effective as a fund that strives for maximum performance? Finding the balance between ethics and returns. Jeremiah talks about adding cryptocurrencies into your portfolio and where you should actually be holding your digital assets. Don't put all your trust into the exchanges that make it easy for you to buy and sell... Finally, the duo gives some last minute tax advice and what to do moving forward.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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The Real Money Pros:

https://www.therealmoneypros.com

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

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