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REAL MONEY PROS - (12-28-24) -&nbsp;

The Money Hour

REAL MONEY PROS - (12-28-24) - 

REAL MONEY PROS - (12-21-24) - Social Security & Life Insurance in Retirement

Ben Barzideh and Jeremiah Bates begin with an analysis of the Federal Reserve’s latest actions, discussing interest rate decisions and their impact on market volatility. What does this mean for 2025, and how can investors navigate uncertainty?
The guys also tackle the perennial debate on Social Security timing. Should you take it early or delay until age 70? With examples of spousal strategies, break-even analysis, and personal anecdotes, the discussion highlights how personal circumstances and longevity considerations should drive decisions. Plus, they explore life insurance in retirement—when it’s necessary, when it’s not, and how tools like irrevocable life insurance trusts (ILITs) can aid estate planning.

REAL MONEY PROS - (12-21-24) - Social Security &amp; Life Insurance in Retirement
Ben Barzideh and Jeremiah Bates begin with an analysis of the Federal Reserve&rsquo;s latest actions, discussing interest rate decisions and their impact on market volatility. What does this mean for 2025, and how can investors navigate uncertainty? The guys also tackle the perennial debate on Social Security timing. Should you take it early or delay until age 70? With examples of spousal strategies, break-even analysis, and personal anecdotes, the discussion highlights how personal circumstances and longevity considerations should drive decisions. Plus, they explore life insurance in retirement&mdash;when it&rsquo;s necessary, when it&rsquo;s not, and how tools like irrevocable life insurance trusts (ILITs) can aid estate planning.

REAL MONEY PROS - (12-21-24) - Social Security & Life Insurance in Retirement

REAL MONEY PROS (12-14-24) - Goldilocks Economy, Roth Strategies, & Quantum Computing

 

In this episode of Chicago’s Real Money Pros, we explore the current "Goldilocks" economic scenario, where inflation is moderating, growth is steady, and rate cuts are likely, creating a positive environment for investors. However, we also discuss potential risks, including rising Treasury yields and unforeseen market disruptions in 2025.

Ben and Jeremiah highlight the benefits of Roth IRA conversions, particularly for retirees with low taxable income. Learn how to take advantage of unused deductions to perform tax-efficient conversions and set yourself up for tax-free growth in the years ahead.

Finally, we examine the exciting developments in technology, including quantum computing breakthroughs like Google's "Willow" processor. With unprecedented computational power, quantum computing could redefine industries and create compelling investment opportunities. Can the tech rise be stopped?

REAL MONEY PROS (12-14-24) - Goldilocks Economy, Roth Strategies, &amp; Quantum Computing
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In this episode of&nbsp;Chicago&rsquo;s Real Money Pros, we explore the current "Goldilocks" economic scenario, where inflation is moderating, growth is steady, and rate cuts are likely, creating a positive environment for investors. However, we also discuss potential risks, including rising Treasury yields and unforeseen market disruptions in 2025.
Ben and Jeremiah highlight the benefits of Roth IRA conversions, particularly for retirees with low taxable income. Learn how to take advantage of unused deductions to perform tax-efficient conversions and set yourself up for tax-free growth in the years ahead.
Finally, we examine the exciting developments in technology, including quantum computing breakthroughs like Google's "Willow" processor. With unprecedented computational power, quantum computing could redefine industries and create compelling investment opportunities. Can the tech rise be stopped?

REAL MONEY PROS (12-14-24) - Goldilocks Economy, Roth Strategies, & Quantum Computing

Real Money Pros - (12/07/24) - The Economic Goldilocks

Ben Barzideh and Jeremiah Bates begin the show with a discussion on recent “Goldilocks” economic data, highlighting stable growth and a positive outlook for Federal Reserve rate cuts, easing concerns about a hard landing.

They explore the fascinating divide between investor pessimism and advisor optimism. While many investors remain cautious, advisors are bullish, signaling potential opportunities in the market. If you're wondering how to make the most of year-end planning, they also talk about key tax strategies, including donor-advised funds for charitable giving, QCDs for those taking RMDs, and tax loss and gain harvesting to maximize your tax efficiency.

Finally, the guys break down current market trends, sector performance, and what potential policy shifts under the new administration could mean for your portfolio.

Real Money Pros - (12/07/24) - The Economic Goldilocks
Ben Barzideh and Jeremiah Bates begin the show with a discussion on recent &ldquo;Goldilocks&rdquo; economic data, highlighting stable growth and a positive outlook for Federal Reserve rate cuts, easing concerns about a hard landing.
They explore the fascinating divide between investor pessimism and advisor optimism. While many investors remain cautious, advisors are bullish, signaling potential opportunities in the market. If you're wondering how to make the most of year-end planning, they also talk about key tax strategies, including donor-advised funds for charitable giving, QCDs for those taking RMDs, and tax loss and gain harvesting to maximize your tax efficiency.
Finally, the guys break down current market trends, sector performance, and what potential policy shifts under the new administration could mean for your portfolio.

REAL MONEY PROS - (12-28-24) -

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