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Real Money Pros Real Money Pros The Real Money Pros Utah Mammoth Daily | Utah Mammoth Daily Podcast Utah Mammoth Daily | Utah Mammoth Daily Podcast Fan Arch Crown Global Media Crown Global Media Crown Global Media SweClockers POST SweClockers POST SweClockers The Writer The Writer Little Ear Productions Cuentos y Leyendas de Honduras Cuentos y Leyendas de Honduras Cuentos y Leyendas de Honduras Startitup podcasty Startitup podcasty Startitup Noches de Terror Noches de Terror Noctare Media Zasypiaki Zasypiaki Adam Szustak OP Greaseman Bits from the 70's 80's and 90's Greaseman Bits from the 70's 80's and 90's Carlos The School of Wellbeing with Meg Durham The School of Wellbeing with Meg Durham Meg Durham Sportsball Sportsball Andrew C. Tech News Today | 2 Min News | The Daily News Now! Tech News Today | 2 Min News | The Daily News Now! The Daily News Now! レアジョブ英会話 Daily News Article Podcast レアジョブ英会話 Daily News Article Podcast RareJob Siste nytt fra VG Siste nytt fra VG VG Bora Brasil Bora Brasil Grupo Bandeirantes הרב ברוך רוזנבלום - ברוך שאמר הרב ברוך רוזנבלום - ברוך שאמר הרב ברוך רוזנבלום Clare FM Clare FM Clare FM Prof. Edward Dutton: The Jolly Heretic on Odysee Prof. Edward Dutton: The Jolly Heretic on Odysee Prof. Edward Dutton: The Jolly Heretic VIP Podcasts - Flashbacks & HIstory VIP Podcasts - Flashbacks & HIstory The Patrick Madrid Show The Patrick Madrid Show Relevant Radio Real Estate Training & Coaching School Real Estate Training & Coaching School Tim & Julie Harris - Real Estate Success Coaches Autoblog News Autoblog News The Millers' Edge The Millers' Edge Tide 100.9 Premiere Retirement With Jeff Vogan Premiere Retirement With Jeff Vogan Jeff Vogan from Dreamers to Disruptors from Dreamers to Disruptors Medidata Simply Bitcoin Simply Bitcoin Simply Bitcoin La Tribu FM La Tribu FM La Tribu FM Live at Lunch Live at Lunch Guaranty Broadcasting Company Tek Talk Tek Talk Accessible World Health News Today | 2 Min News | The Daily News Now! Health News Today | 2 Min News | The Daily News Now! The Daily News Now! Sadhguru Português Sadhguru Português Sadhguru Oficial Dan Wootton Outspoken Dan Wootton Outspoken Dan Wootton Scott Kiloby’s Podcast - Natural Recovery from Suffering Scott Kiloby’s Podcast - Natural Recovery from Suffering scott The SMB Deal Hunter Podcast The SMB Deal Hunter Podcast Helen Guo Gemini Daily Horoscope Gemini Daily Horoscope Astrology Horoscope Today Virgo Daily Horoscope Virgo Daily Horoscope Astrology Horoscope Today
Real Money Pros

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Real Money Pros

The Real Money Pros

Business Owners Think Beyond Taxes: Structure, Exit Planning & Investment Decisions (7/11/2026)

July 13, 2026 12:38pm 2:04

Whether you're starting a business, growing one, or preparing to exit, the financial decisions you make today can have long-term tax and estate planning consequences. In Hour 1, Brian Wiley and Jeremiah Bates explain the...

Direct Indexing: Managing Taxes as Your Wealth Grows

July 02, 2026 5:30am 20 min

For many, index funds are one of the best ways to build long-term wealth. But as portfolios grow and taxable investments become a larger part of the picture, the conversation often shifts beyond investment returns. Today...

Think First: Better Financial Decisions, Roth Strategies & Long-Term Care Planning (6/27/2026)

June 29, 2026 11:26pm 2:03

Brian Wiley is joined by business coach and author Allison Dunn for a conversation about why critical thinking is one of the most valuable financial skills an investor, business owner, or retiree can develop. They discus...

Navigating Medicaid: How Families Can Protect Assets and Pay for Care

June 25, 2026 5:30am 58 min

Most families don't think about Medicaid planning until they're facing a health crisis—but by then, some of the best planning opportunities may already be gone. Nic and Jeremiah are joined by Brooke Baker and Jessica You...

Wealth Traps: Rental Properties, Concentrated Stock Positions & Retirement Income (6/20/2026)

June 22, 2026 9:58am 1:22

Brian Wiley and Jeremiah Bates open the show with a discussion on concentrated stock positions, portfolio rebalancing, and the challenges investors face after large gains. Using examples ranging from Micron stock to broa...

Opportunity Zone Tax Deadlines, Smart RMD Strategies & SpaceX's Record IPO (6/13/2026)

June 15, 2026 12:37pm 2:04

SpaceX officially went public, raising a record $75 billion and becoming the largest IPO in history—and Jeremiah Bates and Nick Daniels spend the first hour breaking down what that means for investors, how IPOs work, whe...

Why Modern Estate Planning Looks Different

June 11, 2026 5:30am 12 min

Estate planning used to be relatively straightforward: create a will, establish a trust if appropriate, and make sure your beneficiaries were named correctly. Today, it's much more complicated. We talk about how modern e...

SpaceX's IPO, Estate Planning Without Kids & Tax Gain Harvesting Strategies (6/6/2026)

June 08, 2026 11:49am 2:01

What happens to your money, your assets, and even your digital life if you don't have children to step in? Jeremiah Bates and Alex Lundgren spend the first hour tackling one of the fastest-growing estate planning challen...

The Retirement Calculator Problem (Plus RSUs, Stock Options & Company Stock Tax Surprises) (5/30/2026)

June 01, 2026 11:34am 1:22

Can you really know if you're ready to retire? Jeremiah and Alex spend much of this episode unpacking one of the most commonly misunderstood tools in financial planning: retirement projections and Monte Carlo simulations...

When the Paycheck Stops, Then What?

May 28, 2026 5:30am 14 min

For decades, most people focus on one side of retirement planning: Saving money, building investments, and growing retirement accounts. But eventually the question changes: "How do I actually live off this?" Nic talks ab...

AI Scams, 401(k) Tax Mistakes, & Expensive Financial Missteps to Avoid (5/16/2026)

May 18, 2026 11:21am 1:22

Financial problems don't always come from bad decisions—they often come from not understanding the rules. Jeremiah Bates and Nic Daniels break down the costly financial mistakes people make when acting without a clear st...

I'd Retire Tomorrow… If It Weren't for Health Insurance

May 14, 2026 5:30am 15 min

"I'd retire tomorrow… if it weren't for health insurance." It's one of the most common concerns we hear from people approaching retirement, especially those hoping to leave work before Medicare begins at age 65. In this ...

Medicaid Myths, IRMAA, & Proper Long-Term Care Preparedness (5/9/2026)

May 11, 2026 12:27pm 2:03

Jeremiah Bates and Alex Lundgren spent Mother's Day weekend tackling one of the biggest financial issues many families avoid until it's too late: long-term care and the cost of aging. The show opens with Brooke Baker and...

Micron's 600% Surge: Why Large Gains Don't Solve Cash Flow (5/2/2026)

May 04, 2026 11:47am 1:22

What happens when your 401(k) suddenly surges and your lifestyle starts rising with it? This week, Brian and Jeremiah uses a real example of Micron stock climbing over 600% in about a year to show how quickly investor be...

Taking Money Out of Retirement Isn't So Simple

April 30, 2026 5:30am 17 min

Taking money out of your accounts sounds simple… but it's usually not as simple as it seems. In this episode, Nic walks through why withdrawals are more than just getting cash. They're actually one of the biggest tax dec...

Self-Employment Tax Shock, Social Security Insolvency, & A Widow's Retirement Plan (4/25/2026)

April 27, 2026 12:24pm 1:22

A simple tax question turns into a bigger realization: even if you don't owe income tax, you can still owe thousands in self-employment tax. Brian and Alex break down why a new graduate's tax bill didn't disappear after ...

Estate Planning Failures, HSA Tax Strategies, & When DIY Backfires (4/18/2026)

April 20, 2026 11:24am 1:22

  Most people don't have a money problem—they have a follow-through problem. Brian Wiley and Jeremiah Bates use real-life case studies, including a massive estate mess left behind by Brian's own father, to show why DIY f...

Certainty vs. Flexibility in Retirement Income Planning

April 16, 2026 6:00am 16 min

Guaranteed income is often seen as the goal in retirement, but it comes with trade-offs that many investors don't fully understand. This podcast breaks down what you're actually giving up when you exchange a lump sum for...

Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)

April 13, 2026 11:04am 1:22

A volatile stretch tied to the Iran conflict quickly reversed last week, giving us a real-time example of how fast markets can swing and why reacting to short-term headlines can backfire. Jeremiah and Alex tackle listene...

Pension Lump Sum vs. Monthly Income: What's the Right Choice?

April 09, 2026 5:00am 18 min

If you have one, choosing between a pension lump sum and monthly income may seem simple, but it's one of the most important financial decisions you'll make in retirement. Nic breaks down the key differences between takin...

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