treecitywebYOUR BENEFICIARY CHECKLIST!Death can be unexpected! So make sure that all of your accounts are properly set up to have the correct beneficiary or beneficiaries....
treecitywebWhat 2021 Taught Us For 2022 [EP. 128]It's our first official podcast of 2022! Our elders always told us when we were kids to learn from our mistakes, so why stop now? Nic...
treecitywebWhy You Need an Advisor [EP. 122]While we don't doubt your smartness, we highly recommend that you hire a financial advisor! You may know your goals and how to invest...
treecitywebThe Issues of EV Charging [EP. 120]Electric vehicles are a HOT topic right now. Current major manufacturers are dipping their toes into the EV market, along with new auto...
treecitywebUse It or Lose It [EP. 115]In today’s podcast, Nic briefly explains the difference between a Flexible Spending Account (FSA) and a Health Savings Account (HSA). He...
treecitywebKeeping an Eye on Proposed Tax Changes [EP. 110]As more details emerge on the possible tax changes that Democrats are proposing, we highlight the items that would directly affect your...
treecitywebEl Salvador Embraces Bitcoin [EP. 107]Bitcoin and other cryptocurrencies have been around for a while now, becoming a go-to investment for those looking to grow their...
treecitywebKilling Financial Uncertainty [EP. 101]The fluctuation of the stock market isn't very complicated to comprehend. In short, the answer lies within investor certainty and/or...
treecitywebBrian Wiley Talks About Long-Term Cap Gains [EP. 100]We have reached episode 100!!! This is a huge milestone for us. Thank you so much to those who have been a part of our growing community....
treecitywebFrom Good to Great [EP. 95]The months of August and September usually bring some volatility when it comes to the markets. So if you see things start to dip, don't...
treecitywebA Case Study in Financial Discipline [EP. 82]A recent study showed that the majority of law school graduates are having a hard time paying back their immense student loans after...
treecitywebBuckets-Based InvestingIf you are an avid listener of The Real Money Pros, then you've definitely heard Brian talk about something he calls "Buckets-Based...
treecitywebSBA and Treasury Announce PPP Re-OpeningThe Treasury Department and Small Business Administration have announced that the Paycheck Protection Program (PPP) will re-open the week...
treecitywebWhat Are? - ESG FundsSome investors want to put their money into companies that operate within certain ethics, whether it be businesses that are...
treecitywebWhat Are? - BeneficiariesA simple, straightforward definition of what a beneficiary is and how they are part of your investments.
treecitywebDIY vs. Paid Financial ServicesDo I really need to pay for investment advice or can I do this on my own? 🤔💭 Well, it depends. How complicated is your financial...
treecitywebPerforming a Beneficiary AuditNot quite sure who your beneficiary is? A simple beneficiary audit can fix that! Our financial advisor, Alex Lundgren, joins our...
treecitywebManaged vs. Indexed FundsThe main difference between managed and indexed funds are in the names themselves. In one, the investments are managed by someone else,...
treecitywebWhat Are? - MANAGED ACCOUNTSWhat does it mean when an investment is managed by someone else? 🧐 A managed account is when fund managers are constantly timing the...