Real Money Pros - (11/24/24) -

Real Money Pros - (11/24/24) - 

Real Money Pros - (11/18/2024) -

Real Money Pros - (11/18/2024) - 

Real Money Pros (11/09/24) - RMDs, Tax-Loss Harvesting, & Delaying SS

Real Money Pros (11/09/24) - RMDs, Tax-Loss Harvesting, & Delaying SS Ben Barzideh and Jeremiah Bates start with Required Minimum Distributions (RMDs) and Tax Strategies. Understanding this is crucial, as these distributions can significantly impact your tax liability in retirement. They discuss s…

Real Money Pros (11/02/24) - Election Impact, Retirement Strategies, & Year-End Financial Planning

Real Money Pros (11/02/24) - Ben and Brian dive into the significant impact of the upcoming election on economic conditions, exploring how potential changes in tax brackets and government spending could reshape individual financial landscapes and the broader economy. We also discuss the recent mark…

REAL MONEY PROS - 10-27-2024

REAL MONEY PROS - 10-27-2024

REAL MONEY PROS - 10-19-2024 -

REAL MONEY PROS - 10-19-2024 -

REAL MONEY PROS - (10-12-2024) - Inflation, Fixed Income & Strategic Retirement Withdrawls.

The team dives into the crucial topic of inflation and its impact on fixed-income investments. With inflation rates on the rise, it’s essential for investors to understand how this affects assets like bonds. We emphasize the importance of considering inflation when making investment decisions…Key i…

Real Money Pros (10-05-2024) - Middle East, The Markets, & Roth Conversions

Ben and Brian discuss potential geopolitical impacts on markets, particularly the recent missile attacks in the Middle East. These events could drive oil prices higher, which, in turn, may fuel inflation and affect economic stability. Outside current events, they cover the importance of Roth conver…

REAL MONEY PROS - (09-28-24) - China’s Economy, Utility Stocks, & Energy Infrastructure Shifts

Ben, Brian, and Jeremiah explore China's recent stimulus package, which aims to bolster its economy by cutting reserve requirements and supporting the stock market. This move could spark growth not just in China but also in global and emerging markets, particularly in commodities and infrastructure…

REAL MONEY PROS - (09-21-24) - What to Do When Rates Drop Again

REAL MONEY PROS - (09-21-24) - Matt and Jeremiah discuss the Federal Reserve's larger-than-expected interest rate cut, which is set to impact various asset classes, benefiting value stocks and small-cap companies while creating refinancing opportunities. We emphasize the importance of reevaluating …