VIDEOS

This special show includes two fellow professionals and friends that our advisors have grown relationships with, each with their own area of expertise. In the first hour, Dave Perry joins Brian and Nic to give insight on the overall landscape of the real estate market. Buying with rising interest rates, current home prices, and reverse mortgages. "Marry the house, date the rate!" John McClure, the President and CIO of ProfitScore, gives us his background in risk management and the importance of investing correctly. What you should change and the future of our current recession. Guests: Dave Perry, Branch Manager, Academy Mortgage https://academymortgage.com/about-us/team/daveperry John McClure, President & CIO, ProfitScore https://profitscore.com/team.php 00:00 - Intro 00:02 - Segment 1 09:00 - Segment 2 17:47 - Segment 3 29:33 - Segment 4 39:39 - Segment 5 50:51 - Segment 6 59:38 - Segment 7 1:11:24 - Segment 8   Hosts: Brian Wiley, Financial Advisor Kent Owings AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

The trend is your friend. Well, sometimes – but looking at what the stock market has done in the past can teach us some very valuable lessons about how to invest today. Nic shows why now would be the worst time to pull out your investment dollars. Since World War II, there have been five significant bear markets. Each having something in common with the others... Is this trend showing us that we're on the brink of recovery? Host: Nic Daniels BFA™, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

You're looking at the markets and your portfolio and asking, "What the hell is going on?" Can we blame it on one person or thing? Brian believes our nation has become too entitled... Right now, the stock market is exposing itself to everyone – showing us that there is opportunity everywhere. Brian and Jeremiah debate whether buying or leasing a vehicle is better and asks the same question when it comes to buying or renting a home. Plus, it's that time of the year where you should be asking your financial professional about what to do before January to maximize tax savings! 00:00 - Intro 00:32 - What's Going on w/ the Markets? 11:48 - Who Caused It? 21:38 - Are We Entitled? 33:23 - The Market is Full of Opportunities 45:00 - Buy or Lease a Vehicle? 56:13 - Buy or Rent a Home? 1:05:55 - End of the Year Tax Savings 1:17:41 - Open Enrollment Hosts: Brian Wiley, Financial Advisor Jeremiah Bates, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Liz Truss and England follows suit with the U.S. and raises interest rates 2.25%, meanwhile unbanning oil fracking to combat their energy issues. Gold turns out to not be a great hedge against the market as many claim and Ford makes it more difficult for dealerships to sell EVs… 00:00 - Intro 00:32 - Gold Retreats to 2 Year Lows 01:10 - Ford's E-Charger Mandate 03:38 - England Raises Rates & Unbans Fracking 06:27 - FedEx Raises Cost of Shipping Host: Nic Daniels BFA™, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com Resources: https://www.marketwatch.com/story/gold-retreats-to-2-year-lows-as-investors-await-fed-decision-11663589737 https://reason.com/2022/09/20/fords-e-v-charger-mandate-shows-how-broken-dealership-laws-are/ https://www.reuters.com/markets/europe/bank-england-raises-rates-225-despite-likely-recession-2022-09-22/ https://www.dailywire.com/news/strengthening-our-energy-resilience-britain-ends-fracking-ban-will-become-net-exporter-by-2040 https://www.cbsnews.com/news/fedex-6-9-percent-rate-hike-2023/

You’ve worked your whole life to get to this point, so let’s not screw it up now! Nic gives six tidbits to think about as you near your final five to ten years of your working years. These tips relate to finances in one way or another, but they’re mostly pieces of advice to help make your retirement life as fulfilling as possible. Quality of life is the most important! 00:00 - Intro 02:15 - (1) Set a Retirement Budget 05:32 - (2) Plan for a Milestone 06:40 - (3) Prioritize Quality of Life 08:21 - (4) Discover New Interests... Now! 10:31 - (5) Rethink Your Residence 14:14 - (6) Leaving a Legacy (or not) 15:46 - Listener Questions Host: Nic Daniels BFA™, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

While Brian and Jeremiah are away on business, Nic and Kent talk everything from the volatility of the markets we've seen in 2022 to auto manufacturers trying to produce more EVs. Certificate of Deposits are starting to look attractive again, we wait for the Federal Reserve to announce interest rates, and the world deals with the international energy crisis. Hosts: Nic Daniels BFA™, Financial Advisor Kent Owings AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

It’s inflation season! And you know it’s bad when Certificate of Deposits start to look tempting… Large companies continue to layoff employees, food prices jump more than 10% from last year, and many wonder what’s next. At least we’re bringing chip manufacturing back to the United States? 00:00 - Intro 00:34 - Goldman Sachs' Layoff Season 01:55 - Manufacturing Chips in Texas 03:06 - Are CDs Back? 04:33 - Food Inflation Jumps 11% 05:30 - Miracle-Gro Isn't Growing Host: Nic Daniels BFA™, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

What is the September Effect? While there are non-believers in the theory, it is undoubtedly a phenomenon to look at and be aware of. Kent Owings explains why these trends may occur during the last quarter of the year and what it may look like for the months of September through December of 2022. Will these things affect you much? It depends on your strategy. Hosts: Kent Owings AWMA®, Wealth Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com

Nic gives a brief update to what's been added to the bipartisan EARN Act. Resources: https://www.finance.senate.gov/chairmans-news/wyden-crapo-introduce-bill-to-bolster-retirement-savings Hosts: Nic Daniels BFA™, Financial Advisor   Find Us: https://www.therealmoneypros.com https://www.treecityadvisors.com