All Episodes
The Real Money Pros — 103 episodes
Medicaid Myths, IRMAA, & Proper Long-Term Care Preparedness (5/9/2026)
Micron's 600% Surge: Why Large Gains Don't Solve Cash Flow (5/2/2026)
Taking Money Out of Retirement Isn't So Simple
Self-Employment Tax Shock, Social Security Insolvency, & A Widow's Retirement Plan (4/25/2026)
Estate Planning Failures, HSA Tax Strategies, & When DIY Backfires (4/18/2026)
Certainty vs. Flexibility in Retirement Income Planning
Iran Market Reversal, Estate Planning Pitfalls, & Annuity Income Debate (4/11/2026)
Pension Lump Sum vs. Monthly Income: What's the Right Choice?
Why Is Paying Taxes So Complicated? Roth Conversions, Rollovers, & Expensive Mistakes (4/4/2026)
Are You Getting Real Financial Planning… or Just Investment Management?
Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)
Widow's Tax Penalty: The Retirement Tax Bomb Couples Miss
Tax-Loss Harvesting, Gifting Strategies, & IRA Rules Every Investor Should Know (3/21/2026)
Oil Over $100, Roth Conversion Strategy & Big Retirement Planning Decisions (3/14/2026)
Long-Term Care: The Cost That Can Derail Retirement
Oil Surges 35% After Iran Escalation: Market Impact, Inflation Risks & Tax Filing Traps (3/7/2026)
What Diversification Really Means (And Why Most Investors Get It Wrong)
Iran, Oil Shock Risks & The New Tax Rules Creating Filing Chaos (2/28/2026)
From Tariffs to Trusts: Building a Financial Plan That Holds Up Under Pressure (2/21/2026)
Self-Representing in Real Estate, Overconcentration Risk, & AI Disruptions (2/14/2026)
Is Bitcoin Crashing—or Doing Exactly What It Always Does? (2/7/2026)
Avoiding Costly Decisions: Precious Metals, Political Fear, & Roth Conversion Taxes (1/31/2026)
Stock Overconcentration: When One Winner Becomes Your Biggest Risk
RMD Planning, Social Security Filing, & The Credit Card Crisis (1/24/2026)
Hidden Advisor Fees, Mutual Fund Traps, & How to Avoid Bad Money Advice (1/17/2026)
How to Profit From the Headlines: Venezuela, Oil Opportunities, and Critical Tax Moves for 2026 (1/10/2026)
Tax Traps to Avoid, Cash Mistakes, & Smarter Year-End Planning (12/20/2025)
Gift Tax Explained: Do I Pay Taxes For My Christmas Giving?
Self-Employed Retirement Plans, BetterBuckets & Investing Through Market Volatility (12/13/2025)
Trump Accounts, Educating The Next Gen, & Best Year-End Tax Moves (12/6/2025)
Must Do's Before Dec. 31st: Taxes, Markets, & Planning Deep Dive (11/22/2025)
Why the Market Feels Crazy: Insights from Profitscore
Roth Conversions, ACA Subsidy Changes, & Smart Real Estate Decisions (11/15/2025)
50-Year Mortgages: Debt Until Death
Social Security Secrets, Home Sale Tax Breaks, & Hidden Money You Forgot About (11/8/2025)
Roth Conversions: You May WANT To Pay Taxes
Government Shutdowns, Paycheck Panic, & the Power of Planning (11/1/2025)
Alternative Investments: What They Are, Who Qualifies, & When They Matter
Open Enrollment Shock: How 2026 Could Upend Health Insurance Costs
Speculation, Strategy, and Self-Control: Today's "Bubble" Market & Investor Behavior (10/25/2025)
Dr. David Kelly of JP Morgan | Full Interview
Beef, Budgets, & Behavioral Finance: What Argentina and Furloughs Teach Us About Money
Dr. David Kelly of JP Morgan: Markets, AI, and the Future of Opportunity (10/18/2025)
When the Music Stops: Why Investors Need a Reality Check
The Cost of Fear: Why Investors Keep Missing Market Opportunities (10/11/2025)
Beef Prices, Grocery Inflation, & How Your Choices Shape the Market
Building Wealth Without the Gaps: 401ks, Real Estate, & Risk (9/27/2025)
Politicians Can't Fix Your Finances (9/20/2025)
457 Plans: Hidden Benefits, Early Retirement Strategies, & Crucial Pitfalls
Should You Pay Off Debt First, Invest In The Market, Or Buy Gold? (9/13/2025)
Inherited IRAs: A Beneficiary's Need-to-Knows
How Tariffs, Shopping, and Investing Are Changing Fast
Chasing Gold, Chasing Wealth: What History Teaches Us About Risk (9/6/2025)
SEP IRAs Explained: A Smart Retirement Tool for the Self-Employed
Don't Get Left Behind: Preparing For The AI Investment Boom (8/30/2025)
Structured Notes: A Better Annuity Alternative?
Should the U.S. Bail Out Intel? The High Stakes of America's Chip Future
Business Owners & The Gig Economy: How Do We Save? (8/23/2025)
Spousal Benefits, Tax Code Changes, & AI in the Workplace
The Ripple Effect: Inflation, Housing, & the Future of Money (8/16/2025)
Trump Accounts: The New Tax-Free Savings Plan for Kids
Pay Raises & Staying Relevant in a Changing Economy
Interest Rates Freeze, Markets Get Hotter: What You Need to Know (8/9/2025)
529 Plans: Big Expansions for K–12 Through Career
Profit from Uncertainty: Inflation, Tariffs & Market Psychology
Trust Us: Estate Planning Mistakes That Could Cost Your Family (8/2/2025)
Student Loan Shake-Up in the OBBB: Changes in 2026
How Much House Can You Really Afford? Housing Costs, Mortgage Myths & Financial Freedom
You Can't Save Your Way to Retirement (7/26/2025)
Life Changes, Your Team Shouldn't: Why You Hire an Advisor
Crypto, Stablecoins & The Future of Payments (7/21/2025)
From the Fed to Fintech: Rates, Stablecoins, & Worry (7/19/2025)
UBIT in Your IRA? What That Surprise Tax Notice Actually Means
From Bitcoin to Bots: The Shift You Can't Ignore (7/14/2025)
Overtime, Tariffs & Trusts: What the Big Beautiful Bill Means for You (7/12/2025)
The Big Beautiful Bill: What It Really Means for You (7/7/2025)
Gold Scams, Buried Rifles & Drone Fishing: What Could Go Wrong?
Cutting Taxes on Your 401(k) Stock: The NUA Strategy Explained
War & Volatility: Why Boring Portfolios Still Win (6/23/2025)
The Future of Money: Stablecoins (6/21/2025)
What 5% APY Really Means: The Truth Behind Bank Rates
$5 Trillion More? Debt, Taxes, and the 'Big, Beautiful' Bill (6/16/2025)
The Bucket Strategy: Our Retirement Planning Guide (Jeremiah's Take)
The Bucket Strategy: Our Retirement Planning Guide (Brian's Take)
Smart Strategy for Dumb Times (6/9/2025)
Elon vs. Trump: Another Investor Distraction (6/7/2025)
Saving for the Future—Even When the Rules Don't Make Sense (6/2/2025)
Cash Mistakes, Tariff Chaos, & Why Indexing Works (5/31/2025)
Company Stock in 401(k)? NUA. (5/24/2025)
Tariffs: Who Really Pays? (5/19/2025)
Fixing The BROKEN Retirement System (5/17/2025)
Is Your Strategy Built for This? (5/10/2025)
Mitigating Market Risk: What You Can Control (5/3/2025)
Tariffs Are Already Being Priced In (4/28/2025)
Debt, Tariffs, & Market Turbulence (4/26/2025)
What This Market Is Really Telling Us (4/21/2025)
Rebalancing, Roth, & Rising Care Costs (4/19/2025)
Opportunity Among Chaos (4/14/2025)
Markets Are Predictable (4/12/2025)
Rate Cuts, Rally Risks, & Retirement (4/7/2025)
Markets on Edge: How to Play Defense (4/5/2025)
Outsmarting the Market (3/31/2025)
Taxes, Traps, & Market Shake-Ups—Are You Prepared? (3/29/2025)