Real Money Pros
By Real Money Pros
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Category: Investing
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Episodes: 100
Description
Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.
| Episode | Date |
|---|---|
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Is the S&P 500 Still Diversified? Plus, Inheritance Planning (10/17/2026)
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Oct 19, 2026 |
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Building Value in Blue-Collar Businesses with William Yex (10/10/2026)
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Oct 12, 2026 |
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When Bond Prices Fall, What Should Investors Do? (10/10/2026)
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Oct 12, 2026 |
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The Business Sale: From Valuation to Closing
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Oct 09, 2026 |
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The Tax Domino Effect (10/3/2026)
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Oct 05, 2026 |
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Private Infrastructure, Private Equity, & Liquidity with Christian McCormick (9/26/2026)
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Sep 29, 2026 |
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When Higher Interest Rates Hit Your Retirement Plan
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Sep 24, 2026 |
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Selling a Business & Investing Beyond Wall Street (9/19/2026)
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Sep 21, 2026 |
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Rising Treasury Yields, Social Security & Year-End Tax Moves (9/12/2026)
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Sep 14, 2026 |
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Your Retirement Plan Works. But Will It Hold Up?
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Sep 03, 2026 |
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What Does a Great Financial Plan Actually Look Like? with Bob Ruelle (8/29/2026)
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Aug 31, 2026 |
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No Obvious Heirs? Your Estate Plan May Look Very Different
|
Aug 27, 2026 |
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Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)
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Aug 24, 2026 |
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Should You Pay the Tax or Take on Debt?
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Aug 20, 2026 |
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Is the American Dream Changing? Homeownership, AI, Crypto & the New Workplace (8/15/2026)
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Aug 17, 2026 |
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Tax-Smart Retirement: Where to Invest & Which Accounts to Spend First (8/8/2026)
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Aug 09, 2026 |
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Is Your Business Ready to Sell? Business Valuations with WR Valuation (8/1/2026)
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Aug 03, 2026 |
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Business Exit Planning, Capital Gains Taxes, & Donor-Advised Funds (7/25/2026)
|
Jul 28, 2026 |
|
Before You Surrender Your Annuity...
|
Jul 23, 2026 |
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Retirement Tax Traps: Social Security, IRA Withdrawals & Smarter Tax Planning (7/18/2026)
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Jul 20, 2026 |
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Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)
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Jul 13, 2026 |
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Direct Indexing: Managing Taxes as Your Wealth Grows
|
Jul 02, 2026 |
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Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)
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Jun 30, 2026 |
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Navigating Medicaid: How Families Can Protect Assets and Pay for Care
|
Jun 25, 2026 |
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Wealth Traps: Rental Properties, Concentrated Stock Positions & Retirement Income (6/20/2026)
|
Jun 22, 2026 |
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Opportunity Zone Tax Deadlines, Smart RMD Strategies & SpaceX's Record IPO (6/13/2026)
|
Jun 15, 2026 |
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Why Modern Estate Planning Looks Different
|
Jun 11, 2026 |
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SpaceX's IPO, Estate Planning Without Kids & Tax Gain Harvesting Strategies (6/6/2026)
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Jun 08, 2026 |
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The Retirement Calculator Problem (Plus RSUs, Stock Options & Company Stock Tax Surprises) (5/30/2026)
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Jun 01, 2026 |
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When the Paycheck Stops, Then What?
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May 28, 2026 |
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AI Scams, 401(k) Tax Mistakes, & Expensive Financial Missteps to Avoid (5/16/2026)
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May 18, 2026 |
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I'd Retire Tomorrow… If It Weren't for Health Insurance
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May 14, 2026 |
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Medicaid Myths, IRMAA, & Proper Long-Term Care Preparedness (5/9/2026)
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May 11, 2026 |
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Micron's 600% Surge: Why Large Gains Don't Solve Cash Flow (5/2/2026)
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May 04, 2026 |
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Taking Money Out of Retirement Isn't So Simple
|
Apr 30, 2026 |
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Self-Employment Tax Shock, Social Security Insolvency, & A Widow's Retirement Plan (4/25/2026)
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Apr 27, 2026 |
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Estate Planning Failures, HSA Tax Strategies, & When DIY Backfires (4/18/2026)
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Apr 20, 2026 |
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Certainty vs. Flexibility in Retirement Income Planning
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Apr 16, 2026 |
|
Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)
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Apr 13, 2026 |
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Pension Lump Sum vs. Monthly Income: What's the Right Choice?
|
Apr 09, 2026 |
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Why Is Paying Taxes So Complicated? Roth Conversions, Rollovers, & Expensive Mistakes (4/4/2026)
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Apr 06, 2026 |
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Are You Getting Real Financial Planning… or Just Investment Management?
|
Apr 02, 2026 |
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Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)
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Mar 30, 2026 |
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Widow's Tax Penalty: The Retirement Tax Bomb Couples Miss
|
Mar 26, 2026 |
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Tax-Loss Harvesting, Gifting Strategies, & IRA Rules Every Investor Should Know (3/21/2026)
|
Mar 23, 2026 |
|
Oil Over $100, Roth Conversion Strategy & Big Retirement Planning Decisions (3/14/2026)
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Mar 16, 2026 |
|
Long-Term Care: The Cost That Can Derail Retirement
|
Mar 12, 2026 |
|
Oil Surges 35% After Iran Escalation: Market Impact, Inflation Risks & Tax Filing Traps (3/7/2026)
|
Mar 09, 2026 |
|
What Diversification Really Means (And Why Most Investors Get It Wrong)
|
Mar 05, 2026 |
|
Iran, Oil Shock Risks & The New Tax Rules Creating Filing Chaos (2/28/2026)
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Mar 02, 2026 |
|
From Tariffs to Trusts: Building a Financial Plan That Holds Up Under Pressure (2/21/2026)
|
Feb 23, 2026 |
|
Self-Representing in Real Estate, Overconcentration Risk, & AI Disruptions (2/14/2026)
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Feb 16, 2026 |
|
Is Bitcoin Crashing—or Doing Exactly What It Always Does? (2/7/2026)
|
Feb 09, 2026 |
|
Avoiding Costly Decisions: Precious Metals, Political Fear, & Roth Conversion Taxes (1/31/2026)
|
Feb 02, 2026 |
|
Stock Overconcentration: When One Winner Becomes Your Biggest Risk
|
Jan 29, 2026 |
|
RMD Planning, Social Security Filing, & The Credit Card Crisis (1/24/2026)
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Jan 26, 2026 |
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Hidden Advisor Fees, Mutual Fund Traps, & How to Avoid Bad Money Advice (1/17/2026)
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Jan 19, 2026 |
|
How to Profit From the Headlines: Venezuela, Oil Opportunities, and Critical Tax Moves for 2026 (1/10/2026)
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Jan 12, 2026 |
|
Tax Traps to Avoid, Cash Mistakes, & Smarter Year-End Planning (12/20/2025)
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Dec 22, 2025 |
|
Gift Tax Explained: Do I Pay Taxes For My Christmas Giving?
|
Dec 18, 2025 |
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Self-Employed Retirement Plans, BetterBuckets & Investing Through Market Volatility (12/13/2025)
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Dec 16, 2025 |
|
Trump Accounts, Educating The Next Gen, & Best Year-End Tax Moves (12/6/2025)
|
Dec 08, 2025 |
|
Must Do's Before Dec. 31st: Taxes, Markets, & Planning Deep Dive (11/22/2025)
|
Nov 24, 2025 |
|
Why the Market Feels Crazy: Insights from Profitscore
|
Nov 18, 2025 |
|
Roth Conversions, ACA Subsidy Changes, & Smart Real Estate Decisions (11/15/2025)
|
Nov 17, 2025 |
|
50-Year Mortgages: Debt Until Death
|
Nov 11, 2025 |
|
Social Security Secrets, Home Sale Tax Breaks, & Hidden Money You Forgot About (11/8/2025)
|
Nov 10, 2025 |
|
Roth Conversions: You May WANT To Pay Taxes
|
Nov 06, 2025 |
|
Government Shutdowns, Paycheck Panic, & the Power of Planning (11/1/2025)
|
Nov 03, 2025 |
|
Alternative Investments: What They Are, Who Qualifies, & When They Matter
|
Oct 30, 2025 |
|
Open Enrollment Shock: How 2026 Could Upend Health Insurance Costs
|
Oct 28, 2025 |
|
Speculation, Strategy, and Self-Control: Today's "Bubble" Market & Investor Behavior (10/25/2025)
|
Oct 27, 2025 |
|
Dr. David Kelly of JP Morgan | Full Interview
|
Oct 23, 2025 |
|
Beef, Budgets, & Behavioral Finance: What Argentina and Furloughs Teach Us About Money
|
Oct 21, 2025 |
|
Dr. David Kelly of JP Morgan: Markets, AI, and the Future of Opportunity (10/18/2025)
|
Oct 20, 2025 |
|
When the Music Stops: Why Investors Need a Reality Check
|
Oct 14, 2025 |
|
The Cost of Fear: Why Investors Keep Missing Market Opportunities (10/11/2025)
|
Oct 13, 2025 |
|
Beef Prices, Grocery Inflation, & How Your Choices Shape the Market
|
Oct 07, 2025 |
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Building Wealth Without the Gaps: 401ks, Real Estate, & Risk (9/27/2025)
|
Sep 29, 2025 |
|
Politicians Can't Fix Your Finances (9/20/2025)
|
Sep 22, 2025 |
|
457 Plans: Hidden Benefits, Early Retirement Strategies, & Crucial Pitfalls
|
Sep 18, 2025 |
|
Should You Pay Off Debt First, Invest In The Market, Or Buy Gold? (9/13/2025)
|
Sep 15, 2025 |
|
Inherited IRAs: A Beneficiary's Need-to-Knows
|
Sep 11, 2025 |
|
How Tariffs, Shopping, and Investing Are Changing Fast
|
Sep 09, 2025 |
|
Chasing Gold, Chasing Wealth: What History Teaches Us About Risk (9/6/2025)
|
Sep 08, 2025 |
|
SEP IRAs Explained: A Smart Retirement Tool for the Self-Employed
|
Sep 04, 2025 |
|
Don't Get Left Behind: Preparing For The AI Investment Boom (8/30/2025)
|
Sep 01, 2025 |
|
Structured Notes: A Better Annuity Alternative?
|
Aug 28, 2025 |
|
Should the U.S. Bail Out Intel? The High Stakes of America's Chip Future
|
Aug 26, 2025 |
|
Business Owners & The Gig Economy: How Do We Save? (8/23/2025)
|
Aug 25, 2025 |
|
Spousal Benefits, Tax Code Changes, & AI in the Workplace
|
Aug 19, 2025 |
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The Ripple Effect: Inflation, Housing, & the Future of Money (8/16/2025)
|
Aug 18, 2025 |
|
Trump Accounts: The New Tax-Free Savings Plan for Kids
|
Aug 14, 2025 |
|
Pay Raises & Staying Relevant in a Changing Economy
|
Aug 12, 2025 |
|
Interest Rates Freeze, Markets Get Hotter: What You Need to Know (8/9/2025)
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Aug 11, 2025 |
|
529 Plans: Big Expansions for K–12 Through Career
|
Aug 07, 2025 |
|
Profit from Uncertainty: Inflation, Tariffs & Market Psychology
|
Aug 05, 2025 |
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Trust Us: Estate Planning Mistakes That Could Cost Your Family (8/2/2025)
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Aug 04, 2025 |
|
Student Loan Shake-Up in the OBBB: Changes in 2026
|
Jul 31, 2025 |
|
How Much House Can You Really Afford? Housing Costs, Mortgage Myths & Financial Freedom
|
Jul 29, 2025 |