100 episodes
The Real Money Pros Tree City Advisors
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- Business
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5.0 • 13 Ratings
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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.
www.TheRealMoneyPros.com
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Week in Review (June 27 - July 1)
Growth stocks are looking grim, CPA's are cheating on their final exams, falling vehicle quality, and supply chains.
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com -
Secure Act 2.0 Updates [EP. 171]
As Secure Act 2.0 moves forward, we are going to see more and more updates along the way. Today, Nic gives us the most recent updates on the retirement-focused legislation as of June 2022. Raised RMD age, student loan debt relief, penalty-free early withdrawals, and more.
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com -
6/25/2022 - It's More Than Just Data
Broadcasted live June 25th, 2022.
Jeremiah Bates, Financial Advisor
Alexandra Lundgren AIF®, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com -
6/18/2022 - Tried & True Strategy
Are we headed into a recession? That’s the big question you’re hearing everyone talk about. Brian and Jeremiah gives tips on how to prepare for down markets and the importance of digging for the opportunities.
Brian Wiley, Financial Advisor
Jeremiah Bates, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com -
Week in Review (June 13 -17)
Phew! It's looking rough out there right now, folks. The markets are taking a beating, the crypto sector is having a crisis – what do we do?! Well, we stay calm! These drops in the market is nothing the world hasn't seen before. Your advice for this week? Stay the course.
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com -
Fixed Income Explained [EP. 170]
If you’re looking for dividend-paying investments to supply fixed income in retirement, here are some things you should know! When you watch the news and hear that your bond’s yield has dropped, don’t fret! It’s not what you think it may mean.
Nic Daniels BFA™, Financial Advisor
https://www.therealmoneypros.com
https://www.treecityadvisors.com