Idaho's Money Show

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