Idaho's Money Show

The 2020 Idaho Legislative provides, as always, infinite conversation fodder for financial advisor Brian Wiley and attorney Steve Rausch. With property taxes in the zeitgeist, Brian asks, "what's fair taxation?".  Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this special solo show, financial advisor Brian Wiley provides rants (property taxes), raves (go Cooper!) and opens up the phone lines for some interesting, educational listener calls. Learn how to sold for your middle bucket, the 'Income Engine"; how the Rule of 100 works, and what to do with a $1,000,000 inheritance.   Brian Wiley, Financial Advisor www.treecityadvisors.com Bucket-based investing https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this short show, financial advisor Brian Wiley and attorney Steve Rausch discuss 80s hair rock, and how easy it is to misinterpret news and 'data'. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

With Brian out sick, attorney Steve Rausch and CPA Hazen Armstrong sit down to dish about Tax Season! As always, there are new rules to contend with (SECURE Act....) and plenty of clever ways to save on your April burden. Then, what on earth is the Disaster Tax Relief Act, and why does it bug Hazen? A listener calls in with a great question about 401k loans. Steve Rausch, Attorney www.capitalcitylawoffice.com Hazen Armstrong, CPA robbinsarmstrong.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley and attorney Steve Rausch sit down for a good ole fashioned debate on degregulation. They don't agree on everything, but there are lessons for everyone in this conversation. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley sit down to discuss the current state of geopolitics, and what effect a war may have on the US economy. Then, the SECURE Act is now in effect, causing a scramble for estate planners, and a myriad of issues for investors and their heirs. Learn how we're strategizing this cowardly new world. Finally, the 2020 Idaho Legislative session is now in full swing: what's on the docket this year? (hint: Brian's excited about one thing...) Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss what one can sue for in Idaho and in the US and the recent loss handed to Idaho Power over a lack of transparency as it relates to solar installation.  Then, answers to a couple of novel listener questions, how NOT to give employee bonuses, and what to do (and not) with the new form W-4. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this 2 hour show, financial advisor Brian Wiley sits down with attorney Steve Rausch and (later) insurance expert Steve Marsh to discuss the ramifications of Trump's impeachment, the now-passed and lamentable SECURE Act, solar credits, insurance, and the rest of the kitchen sink! Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com Steve Marsh, Medical Insurance www.medicalplansofidaho.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this special episode, financial advisor Brian Wiley sits down with Idaho Dept. of Insurance Director Dean Cameron to discuss the past and future of the insurance industry in Idaho and nationally. Dean also serves as the Western Zone Director of the National Association of Insurance Commissioners (NAIA), and served 25 years in the Idaho Senate. This is an enlightening, hopeful, and informative conversation.  Brian Wiley, Financial Advisor www.treecityadvisors.com Dean Cameron, Idaho Dept. of Insurance National Association of Insurance Commissioners https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com  

Financial advisor Brian Wiley and attorney Steve Rausch sit down to gush on company culture and how sourdough relates to people. Then, a discussion on gifting limits, with great calls from listeners on PERSI, inheritance taxes, and debt of dead relatives.  Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley sits down with local real estate professional Peter Hitt to discuss Boise once again making numerous national Top 10 lists. What does this mean for 2020 taxes and potential new homeowners? Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this special episode, financial advisor Brian Wiley sits down with Idaho's IDeal 529 director Christie Stoll and CPA Hazen Armstrong to discuss tax-advantaged saving for college. Parents, grandparents, aunts, cousins - anyone can save for a family member's qualified education expenses, and the team is here to explain everything. Great caller questions.   Brian Wiley, Financial Advisor www.treecityadvisors.com Christie Stoll, Director, www.idsaves.org Hazen Armstrong, CPA robbinsarmstrong.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com   

Financial advisor Brian Wiley and attorney Steve Rausch (with a phone assist from Hazen!) ask the listeners for their 2020 market predictions. Brian isn't a soothsayer, and refuses to try to be. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss transforming emotional investors into pragmatic, level-headed ones.  Then, Planning. How to do it right (and wrong). And another visualization of Bucket Strategy, with a novel garage metaphor! Finally, a story-in-process of a man who's been duped by a Bad Advisor, and what we're doing to fix it. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley sit down with attorney Steve Rausch to discuss something Brian loathes: politics. What are the potential effects of impeachment on the markets? No one really knows. Steve explains how impeachment works, and the history behind the rules. A story from Brian about grace as it relates to the "gray areas of the law". Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this short show (Go Broncos!) financial advisor Brian Wiley discusses the ongoing effect of America's tariff war with China, why investing in battery tech might be a decent call, and more heartwarmingly, KBOI's Toys For Tots drive at The Village in Meridian.  Brian Wiley, Financial Advisor www.treecityadvisors.com Operation It takes a Village https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley and (he's back!) attorney Steve Rausch sit down to discuss the volatility of December markets, upcoming deadlines for IRA contributions and Roth conversions, and why there's no consensus in the news. Two listeners call in with questions about health insurance. Finally, when can one be awarded legal fees, and why?  Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss some recent cases of clients whose CPAs and money managers made big mistakes, and the solutions we found. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley sits down with CPA Hazen Armstrong to discuss potential end of year tax advantages for every bracket, and discuss some recent good catches. Listeners call in with questions. Happy Thanksgiving, everyone! Brian Wiley, Financial Advisor www.treecityadvisors.com Hazen Armstrong, CPA robbinsarmstrong.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley sits down with insurance expert Steve Marsh of Medical Plans of Idaho to tell a gruesome story of knuckle-meets-drill-bit. After the drama, a number of listeners call in with questions and quibbles about the current state of America's health insurance system. We've got a long way to go, baby. And speaking of babies, new dad Steve Rausch pops into the studio to offer some law advice as it relates to health insurance.  Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com Steve Marsh, Medical Insurance www.medicalplansofidaho.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com