VIDEOS

This first episode in our series surrounding divorce focuses on when you should (or not) change the financial professionals that you are currently working with. Likely, you and your previous spouse working with these people together–but now that you're a "free agent", are you better off finding a new team? Hosts: Jeremiah Bates, Financial Advisor Alex Lundgren, AIF®, Financial Advisor Shoot us your questions! https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor   Lively (HSAs and FSAs) https://livelyme.com/pro   Ataraxis PEO https://ataraxispeo.com/offer   Tree City Advisors of Apollon: https://www.treecityadvisors.com   Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— 00:00 - Intro 01:10 - Why Change Your Team? 02:20 - CPA 04:19 - Financial Adviser 05:36 - Insurance Agent 06:44 - Estate Planning Attorney 09:00 - What's Next 09:30 - Outro

The scariest question we encounter on our financial journeys. If you've always been mindful about whether or not you'll have enough money to survive, chances are you'll be just fine. But that's only if you've done your due diligence... Nic and Alex give you a list of things to consider when calculating the answer to this question. So, will you have enough? Nic Daniels, BFA™, Financial Advisor Alex Lundgren, AIF®, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— Chapters: 00:00 - Intro 00:45 - 1.) Get a Current Snapshot 01:19 - 2.) Know Your Monthly Expenses 02:46 - 3.) Account for Extra Retirement Income 03:50 - 4.) Clarify Your Future Goals 04:52 - 5.) Estimating Expenses in Retirement 08:36 - 6.) Life Expectancy 09:35 - 7.) Calculate & Estimate 06:35 - Outro

As life goes on, all types of things start to accumulate. Junk in your garage piles on, assets grow, and the amount of accounts you open become overwhelming. Jeremiah explains why you NEED to get rid of some of your "financial junk". Consolidation means simplicity, and simplicity means effective planning. Host: Jeremiah Bates, Financial Advisor Get Your Financial Questions Answered! (For FREE) https://www.therealmoneypros.com ————————————————————— OUR SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ —————————————————————

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You're presented with two options in your employer 401(k): The Traditional route or the Roth route. Many people will automatically say Roth, but there's much more to the equation than just pre-tax or post-tax considerations. Nic highlights the most important factors when it comes to choosing what type of account is best for you. Host: Nic Daniels, BFA™, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— Chapters: 00:00 - Intro 00:38 - What’s Your Current (& future) Tax Bracket? 01:55 - Future Tax Laws 02:32 - Required Minimum Distributions (RMDs) 03:22 - Estate Planning / Beneficiaries 04:45 - Roth Income Restrictions 05:28 - Traditional Deduction Limits 06:35 - Outro

When it's time to get professional help to help sort out debt, to help fund a goal, or just a wellness checkup, you need the right person for the job. And to be clear, the financial industry can be CONFUSING. While many can call themselves "financial advisors", each type of financial professional have their own strengths, weaknesses, and legal limitations. Nic goes over the 3 MOST COMMON advisors you're likely to encounter. Host: Nic Daniels, BFA™, Financial Advisor The Real Money Pros https://www.therealmoneypros.com ————————————————————— SPONSORS: Academy Mortgage: https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor Lively (HSAs and FSAs) https://livelyme.com/pro Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/   Advisor Insurance Solutions: https://advisorinsurancesolutions.com/ ————————————————————— Chapters: 00:00 - Intro 00:37 - #1 Insurance Agent 02:23 - #2 Registered Representative 04:10 - #3 Investment Advisor Representative (IAR) 06:25 - Outro