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

If you’re looking for income or you just want that extra dividend to help boost your investment growth, a high yield percentage is going to look super attractive. BUT! Beware. A high yielding stock may not necessarily mean that it’s a good investment choice. The underlying company and its good-standing isn’t represented by this number alone…

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Host:

Nic Daniels BFA™, Financial Advisor

Are you expecting a lower income than you had in 2022? A Roth Conversion could be a good way to recoup some of those losses.

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

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

This ongoing legislation that has finally been passed by President Biden brings some very important changes to retirement planning. RMDs, conversions, Roth options, contribution limits, and much more. Be sure to do your own research on Secure Act 2.0 to make sure you take full advantage of its contents.

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Finally, we get the final details of Secure Act 2.0 and how it will affect your retirement plans. Brian and Nic take the first few segments to explain some of the biggest changes that the legislation brings. They explain Roth conversions and the tax pros and cons, plus, some of the downsides that 2.0 presents. Finally, the team gives their predictions for 2023! The markets, world events, and individual stocks.

Hosts:

Brian Wiley, Financial Advisor

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Why is this the case?! Is it the current economy? Do people just enjoy working? Nic gives you five reasons why (the majority) of Americans are finding themselves working a few extra years before they transition into retirement life.

Resource:

https://www.financial-planning.com/list/5-reasons-americans-are-retiring-later-in-life

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

We hope you all had a very merry Christmas! Jeremiah and Alex talk about the popular “FAANG” stocks. These include some of the best-performing companies that are key to the movements in the markets. Should these stocks be a part of your portfolio? The team explains where your investments in growth stocks should be based on your time horizon.

Hosts:

Jeremiah Bates, Financial Advisor

Alexandra Lundgren AIF®, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Merry Christmas, everyone! We’re all busy with holiday shopping, spending time with family, and relaxing. The last thing we want to think about is TAXES! But if you’re a member of Congress, that’s ALL you should be thinking about. Nic talks about the tax changes that are included in President Biden’s Inflation Reduction Act–the same ones that are yet to be clarified. Will these these changes actually solve our inflation issue?

Resources:

https://www.democrats.senate.gov/imo/media/doc/inflation_reduction_act_one_page_summary.pdf

https://taxfoundation.org/book-minimum-tax-analysis/

https://www.realclearmarkets.com/articles/2022/12/05/at_year_end_congress_must_fix_the_2023_tax_fire_it_lit_868128.html

https://crsreports.congress.gov/product/pdf/IF/IF11960

Host:

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com

Do you have a specific criteria that a company must fall in between in order for you to feel good about investing in it? Then ESG Funds are right for you! Or, are they? Brian and Nic discuss the potential downsides to picking individual stocks for your portfolio and why mutual funds or ETFs is possibly the better choice. Ford and the future of EV infrastructure and gold as a hedge. In the second hour, TODs, stock inheritance, proper investment allocation, and more.

Hosts:

Brian Wiley, Financial Advisor

Nic Daniels BFA™, Financial Advisor

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com