The Real Money Pros

How much do you tip the waiter when they ask? On Saturday, we dove into the complexities of taxation for tipped employees, exploring whether tips should be taxed and how it impacts Social Security, F…

In this episode, we dive into the complexities of market volatility and its impact on retirement planning, particularly for those approaching retirement. We discuss the recent market sell-off, its gl…

Jeremiah Bates runs solo to break down asset allocation vs. asset location: diversification vs. location. He also compares Roth IRAs and traditional IRAs, focusing on tax advantages and when to use e…

We dive into the recent market volatility influenced by key economic indicators like jobs reports, leading to a shift from equities to bonds. We also discuss various investment strategies, emphasizin…

Recent GDP data shows higher-than-expected growth driven by robust consumer spending, suggesting a healthy economy… But does your personal finances feel the same way? Our discussion also covers the F…

In the second hour of last Saturday's show, Brian Wiley and guest Matt Nadeau, an advisor with Piershale Financial Group of Apollon, tackled retirement planning and tax management for small business …

In this episode, Jeremiah Bates is joined by Ben Barzideh, a Wealth Management Advisor with Piershale Financial Group of Apollon. They discuss the recent CrowdStrike cybersecurity incident that occur…

Jeremiah and Nic explore crucial aspects of financial planning and retirement readiness. We emphasized the necessity of open dialogue about money matters and ensuring that financial decisions align w…

Jeremiah Bates and attorney Steve Rausch emphasize the significance of estate planning and the benefits of using trusts to manage assets, maintain control, and minimize tax implications. They compare…

We are joined by Shahar Plinner, the CEO and founder of Formations, to delve into essential tax planning and business structuring strategies for small business owners. We discuss the significant bene…

In this episode of The Real Money Pros, host Brian Wiley and attorney Steve Rausch from Gravis Law explore key topics in estate planning and asset protection. Steve explains the differences between w…

Brian and Jeremiah are back live to discuss recent market movements, emphasizing the Federal Reserve's efforts to manage inflation and the impact of the latest PCE data on interest rates. They cover …

In this episode, Brian Wiley rides solo and provides essential financial advice on generating income for retirement through a three-bucket strategy: cash for immediate needs, income for consistent re…

Happy Mother’s Day! In this weekend’s discussion, Brian Wiley and Jeremiah Bates highlight the critical role of life insurance in providing a safety net for loved ones during challenging times. They …

Who's ready to retire? Most of us are ready mentally, but how about financially? Jeremiah Bates and Alex Lundgren share real-life client stories about individuals who didn't believe they were prepare…

Brian teaches us a good life lesson about paying your dues on time... If he had taken his own advice, he could have saved $8,000! Last Saturday, he was joined by fellow advisor Nic Daniels and attorn…

Brian Wiley broadcasts from the suburbs of Chicago with fellow advisor, Ben Barzideh with Piershale Financial Group to dive deep into the world of investment methodologies, market volatility, retirem…

This past weekend, we welcomed fellow advisors and radio show hosts from Piershale Financial Group, based in Illinois. We began with advice on Social Security planning, discussing optimal benefit age…

Do you ever look at your yearly premiums paid for insurance and wonder why you even pay that much for something that may never happen? But what if it does? Brian and Jeremiah talk about risk manageme…

In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal …