Idaho's Money Show

In this edition of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss the importance of education in investing. What's the #1 mistake made by investors: putting in even a single dollar without having a plan.  Learn about Brian's exciting new project: InvestU/FreedomFolios! It's not for everyone, but it might be for U. 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 wants to talk about how we can change the mental health landscape in America's school with a novel approach. Uncle Jimmy calls in. Then, Brian asks listeners, "what's the biggest financial mistake you've made?" - a number of callers offer their laments.  Finally, what's the difference between being hurt, and being injured? Brian Wiley, Financial Advisor www.treecityadvisors.comhttps://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In another moderately philosophical solo show, financial advisor Brian Wiley explains why (for him, at least) business has never been just business.  Then, a reflection on emotions and markets, and why this continues to never work out well for investors. Finally, it's time to reach out to your tax preparer or CPA soon - last week - tomorrow! Don't wait until April 14th to drop a stack on papers on their desk. Explore Roth conversions and other tax advantages you might be missing. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Idaho's governor Brad Little announced the state would now allow truckers to carry legal hemp through the state. Brian interviews SAM policy advisor Luke Niforatos, a "big marijuana" foe, on what their organization does and what routes the US has toward tightening regulations. Cannabis is not a simple issue, and being objective is difficult. Steve Rausch calls in to offer some historical perspectives. 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 reviews investments, stocks, and where to look to get more information on your financial advisors. Know who you’re dealing with and what you’re investing in! There are tools you can use to make yourself more informed. Stick with your goals, and always have them in mind when making any type of financial decision. 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 for basketball) episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss the joy derived from solving for retirement. They offer a handful on unique situations, and how they worked. 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

With the announcement of the nation's largest milk conglomerate, Dean Foods, filing Chapter 11, financial advisor Brian Wiley wants to talk pensions. What's what, and who might just get screwed in the coming years? Then, a St. Luke's employee nearing retirement calls in with pension questions of her own: listen to Brian's cogs turning in real time! Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about what effect a presidential impeachment might have on the markets and take calls from many listeners to take a local pulse. Ultimately, fear and emotions are bad for investors. Remove that, and find a bit of peace of mind. Don't and see how you fare. 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

A big congratulations to Steve Rausch and his beautiful wife Molli on their healthy baby boy! (Steve will be back later in the month) Financial advisor Brian Wiley sits down with CAP Hazen Armstrong to talk taxes! What's going on with the cannabis and banking industries?  Show regular Steve Marsh of Medical Plans of Idaho calls in to ask whether or not one can deduct a hydroponic system for growing tomatoes. Then some incredibly sage advice from a return caller. Find out what TAFI is, and how disabled federal retirees can save paying state taxes (it's not as hard as it might seem, with precedent). Brian Wiley, Financial Advisor www.treecityadvisors.com Hazen Armstrong, CPA robbinsarmstrong.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 sit down to discuss some recent ways Tree City Advisors have been able to help non-clients in important, if not at all lucrative ways, and why referrals to trusted professionals are so valuable. Then, "buy low, sell high" is a well-known turn of phrase, but how does one put that into practice? Finally, a quick chat about side gigs, and how that can be leveraged. 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

In this solo show, financial advisor Brian Wiley simply wants to know what listeners think about growth, traffic, and whether you're from Idaho or yonder. Great calls. 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 and attorney Steve Rausch engage Diane Wilson of MySocialSecurityAnalyst.com to learn more than anyone thought possible about Social Security. There is so much invaluable information in this episode. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com Diane Wilson, mysocialsecurityanalyst.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this solo show, financial advisor Brian Wiley discusses education spending and garbage-in/garbage-out as it relates to considering the next generation, and the teachers in their classrooms. A listener calls in to offer his thoughts. Then, the markets have posted massive gains this week - will the bull ever take a rest? Is how, to what extent? Finally, a lesson in economics, advice on when is the time to rebalance one's 401(k) (hint: soon), and why it might be the best time to do a Roth conversion. Brian Wiley, Financial Advisor www.treecityadvisors.com Sector Rotation https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this compelling episode, financial advisor Brian Wiley sit down to discuss the current market highs, and the possibility of a not-so-dramatic Recession Light. The conversation goes on a tangent when a listener calls in with deep concerns about an intellectually disabled brother who may have been taken advantage of by a financial advisor. Listen to Brian's puzzle-solving happen in real time. Finally, Steve explains the differences between Conservatorship, Powers of Attorney, and Guardianship. Many of us need an advocate: the Real Money Pros are here to help. 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, financial advisor Brian Wiley and attorney Steve Rausch discuss their recent meeting with Idaho Dept. of Insurance head Dean Cameron.  Learn what Dean's doing to further protect Idahoans, and Americans from bad guys, and his efforts to better regulate a massive industry. 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 insurance expert Steve Marsh to discuss open enrollment, how to get the best insurance you can afford, and what the cutoff limits are for the ATPC. Then, an origin story from Brian, and a vocabulary lesson from the past. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Marsh, Medical Insurance www.medicalplansofidaho.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss Brian's impending meeting with Dean Cameron of the Idaho Dept. of Insurance and Western Director of the National Association of Insurance Commissioners. Brian is on a mission to protect the elderly from predatory insurance! Then, a listener calls in with a question about going back to work after beginning SSDI - this snowballs into tons of great information for all runs of life. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalcitylawoffice.com Diane Wilson, mysocialsecurityanalyst.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

In this solo show, financial advisor Brian Wiley puts on his philosopher hat to talk about love (and its opposite), emotions, and when indifference is a good thing.  Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com

Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about the Millennial population(73m) inching out Baby Boomers (72m) and what that means for the financial sector. Then, Brian and Jeremiah discuss what it will take to make younger generations hip to investing in the wake of a generation who mistrust technology and innovation.   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

In this special, Brian-less episode of The Real Money Pros, attorney Steve Rausch and financial advisor Jeremiah Bates sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, the ins and out of Open Enrollment, and end-of-year strategizing for all walks of American life. A listener calls in with questions about Medicare and pregnancy coverage. Steve Rausch, Attorney www.capitalcitylawoffice.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com Steve Marsh, Medical Insurance www.medicalplansofidaho.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com