The Real Money Pros

This week, mortgage rates are top of mind as we discuss where they’re headed in 2025 and how the bond market is influencing lending rates. Guild Mortgage’s Dave Perry joins the show to break down hom…

On this episode, Jeremiah and Nic discuss how to navigate the complex tax season, offering tips for understanding 1099 forms and avoiding tax surprises. The duo dives into artificial intelligence and…

Brian Wiley and Jeremiah Bates unpack the dangers of bad advice on platforms like TikTok, highlighting how poorly sourced financial tips can lead to major IRS troubles. They emphasize the importance …

Looking back at the week, Jeremiah and Brian dive into the latest job numbers and their surprising market impact, exploring how strong employment figures might influence Federal Reserve decisions and…

To kick off 2025, Brian Wiley and Jeremiah Bates dive into the year ahead with actionable insights on smart tax strategies, the evolving crypto market, and navigating the housing landscape. They emph…

As we hit the final weeks of December, we’re gearing up for the financial challenges and opportunities that lie ahead in 2025. The conversation kicks off with expert insights on recent market movemen…

Jeremiah Bates and Alex Lundgren kick off the show by addressing common retirement planning mistakes, emphasizing the importance of saving early, adjusting plans over time, and preparing for rising h…

Brian and Jeremiah kick off today's discussion with the concept of simplicity in financial planning—reminding us that overcomplicating strategies can often lead to unnecessary stress. From estate pla…

After the shortened trading week, Brian Wiley and Jeremiah Bates tackle the increasing threat of financial scams, particularly those targeting the elderly. With over $10 billion reported lost to scam…

On this episode, we dive into some of the most important financial strategies you should consider as we approach the end of the year. Whether you’re managing your portfolio solo or working with a fin…

In this shortened show, Brian and Jeremiah examine the ambitious push for government efficiency, including plans to cut $2 trillion in spending. With leaders like Elon Musk and Vivek Ramaswamy at the…

Jeremiah Bates and Brian Wiley dive into key strategies for tax-efficient retirement income, focusing on Roth conversions and income planning. By understanding tax implications and income thresholds—…

Brian and Alex dive into proactive retirement planning and key strategies to make the most of your savings. We discuss how tax-efficient withdrawals and income planning can maximize funds, especially…

Jeremiah and Brian explore essential financial strategies for retirees navigating today’s unpredictable economic landscape. We discuss handling stock market volatility through diversification and ris…

It’s October, so now is the time to discuss end-of-year tax planning for business owners. The team emphasizes the importance of organizing your books, categorizing expenses correctly, and maximizing …

This last Saturday, Brian and Jeremiah were joined by attorney Steve Rausch to dive into some critical financial topics for business owners and families.

First, they explored the new FinCEN Beneficia…

In this episode, we dive into the implications of the Federal Reserve's recent 0.5% interest rate cut, examining how it affects the economy, inflation, and financial products like loans and savings a…

With the rising cost of living, can young adults cover essentials like rent, food, and bills without relying on parental support? In this episode, we dive into the financial independence of young adu…

Jeremiah and Alex explore the impact of Federal Reserve interest rate changes on fixed-income investments like CDs and bonds. As rates rise, CDs become popular, but reinvestment risks loom when rates…

This Saturday, we start by exploring the tax-efficient approach of Net Unrealized Appreciation (NUA) for managing company stock within a 401(k), explaining how you can potentially lower your tax burd…