100 episodes

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.

The Real Money Pros The Real Money Pros

    • Business
    • 5.0 • 15 Ratings

Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.

    It's the Season to Give – Just Not to the IRS (12/2/2023)

    It's the Season to Give – Just Not to the IRS (12/2/2023)

    In the first hour, Brian flies solo to talk about his most recent DIY investor mistake... Yes, even he makes mistakes! He explains what to do to prevent what he did and gives other tips on picking and buying companies during market pessimism. Who doesn't like buying things on sale? Jeremiah helps end the hour with a November market update – it was a good month! This year has been kind to tech stocks, but are we starting to see the tide turn back to other alternatives? Plus, December means the season of giving, but giving could mean taxes! The guys give ways to be extra tax-efficient and helps you understand the gift tax rules.
     
    Watch, Subscribe, Ask!
    https://www.therealmoneypros.com
     
    Hosts:
    Brian Wiley, Financial Advisor
    Jeremiah Bates, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
    —————————————————————

    • 1 hr 21 min
    Corporate Corruption & Consumer Spending (11/25/2023)

    Corporate Corruption & Consumer Spending (11/25/2023)

    We hope everyone enjoyed their Thanksgiving weekend! First, Jeremiah and Nic discuss the Corporate Transparency Act, legislation that was passed to enhance transparency in entity structures and ownership in order to prevent money laundering and other illegal business activities. Sounds great to prevent the funding of terrorism and other misuse of funds, but how will it affect the everyday small business owner? Harsh penalties will also be available for the small guy… Along with listener questions, the team talks about recent retail sales reports and the upcoming expectations for this holiday season.



    Watch, Subscribe, Ask!
    https://www.therealmoneypros.com
     
    Hosts:
    Jeremiah Bates, Financial Advisor
    Nic Daniels, BFA™, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
    —————————————————————

    • 41 min
    Leveraging Options, Inheritance Strategies, & Getting Started (11/18/2023)

    Leveraging Options, Inheritance Strategies, & Getting Started (11/18/2023)

    Understanding the concept of options and how they're used to leverage your position in a security can be confusing for many investors. Even more daunting to put them into action within your own portfolio! While Brian and Jeremiah don't go super far into the concept, they talk about when to use leveraging strategies and how to implement them safely. Plus, how fund managers use these techniques within ETFs and mutual funds to make you money. Also in the first hour, the guys discuss what to do if you recieve inheritence, whether it be in cash or an asset. They give strategic plans on how to approach it to avoid unnecessary tax consequences.

    In the second half of the show, they highlight why getting started is the hardest part about investing. While we see uncertainty in the markets and in the world as a whole, it's important to prevent ourselves from making knee-jerk reactions to these kinds of things. And do bonds now belong in your growth bucket?
     
    Watch, Subscribe, Ask!
    https://www.therealmoneypros.com
     
    Hosts:
    Brian Wiley, Financial Advisor
    Jeremiah Bates, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
    —————————————————————

    • 1 hr 21 min
    Secure 2.0 Updates, Spending Culture, & Tax Loss Harvesting (11/11/2023)

    Secure 2.0 Updates, Spending Culture, & Tax Loss Harvesting (11/11/2023)

    Jerome Powell's recent statements on Thursday ignite a debate on whether the Federal Reserve should slow down interest rate hikes, exploring the implications of their decisions over the last year. Jeremiah and Nic also cover Required Minimum Distributions (RMDs) and the updates from Secure Act 2.0, effective in 2024, detailing which accounts require RMDs and how to avoid penalties. Additionally, they emphasize the opportune moment to increase payroll 401(k) contributions.
    Addressing millennials' financial concerns, including high credit card usage, substantial student loans, and a culture of spending, the hosts contemplate the viability of bonds as an investment. They discuss end-of-year financial moves, such as tax loss harvesting, and engage with listener questions.
     
    Watch, Subscribe, Ask!
    https://www.therealmoneypros.com
     
    Hosts:
    Jeremiah Bates, Financial Advisor
    Nic Daniels, BFA™, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
    —————————————————————

    • 1 hr 21 min
    Income Generation, Divorce, & Account Fees (11/4/2023)

    Income Generation, Divorce, & Account Fees (11/4/2023)

    In this episode, we tackle the challenges of turbulent markets and difficult life events. Not everything is going to be a win! Jeremiah and Brian offer effective strategies to navigate these potential roadblocks. They also explore methods for generating stable income amidst market volatility, focusing on understanding bond yields and their impact on portfolios, along with the crucial bond price-yield relationship.
    In the second hour, the team provides essential insights into financial considerations during divorce, covering joint accounts, property, debts, and legal representation. They'll discuss relevant laws and their application to accounts, as well as the importance of updating estate plans amid divorce proceedings. Plus, understanding mutual funds, IRAs, UMAs, other account types and the money-sucking fees that may be hidden.
     
    Watch, Subscribe, Ask!
    https://www.therealmoneypros.com
     
    Hosts:
    Brian Wiley, Financial Advisor
    Jeremiah Bates, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
    —————————————————————

    • 1 hr 21 min
    Financial Mentors & Estate Planning Strategies (10/28/2023)

    Financial Mentors & Estate Planning Strategies (10/28/2023)

    We have successes and failures throughout the course of life, as is the same with our personal financial management. Brian highlights why we should all try to find a mentor to learn from when it comes to investing, especially for those that may have not have had that sort of education through their upbringing. What types of people to work with and which types of people to not work with. Do everything you can to build that well-thought-out investment strategy! In the last hour, Brian talks about estate planning and other legal considerations. The difference between wills and trusts and in what situations they are best. Get ready for two hours of Brian Wiley, and only Brian... 
     
    The Real Money Pros
    https://www.therealmoneypros.com
     
    Host:
    Brian Wiley, Financial Advisor
    —————————————————————
    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
     
    Ataraxis PEO
    https://ataraxispeo.com/offer
     
    Tree City Advisors of Apollon:
    https://www.treecityadvisors.com
     
    Apollon Wealth Management:
    https://apollonwealthmanagement.com/
     
    Advisor Insurance Solutions:
    https://advisorinsurancesolutions.com/
     
    —————————————————————

    • 1 hr 21 min

Customer Reviews

5.0 out of 5
15 Ratings

15 Ratings

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