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by Real Money Pros
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday1h 22m
Social Security Timing, Annuity Protection & Retirement Amid Market Volatility (11/7/2026)
Retirement planning involves a series of interconnected decisions, particularly when market volatility, Social Security benefits, and investment protection all influence how much income a household can comfortably generate. Jeremiah Bates and Alex Lundgren take listener calls about Social Security claiming strategies for married couples, fixed indexed annuities, and Medicare income thresholds. They examine how annuity guarantees work, the limitations that can accompany downside protection, and why retirees need to balance liquidity with long-term investment growth. The episode also explores market volatility in the context of retirement withdrawals, including why the timing of future expenses matters when deciding how much investment risk to take. Find an advisor for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- 1 weeks ago1h 22m
Turning Business Equity Into Wealth and Finding Income Beyond Bonds (10/31/2026
For many business owners, much of their wealth is tied up in the company they've spent years building. But turning that equity into personal wealth requires more than finding someone willing to buy. On Halloween, we first welcomed Scott Mashuda, Co-Founder of REAG, to discuss business valuations, mergers and acquisitions, and what owners should consider before selling. Scott explains how customer concentration, owner dependency, and operational risks can influence a company's value, why unsolicited acquisition offers deserve careful consideration, and how preparing early can improve the outcome of a future transaction. In the second hour, Steven Schlau, CFA, Head of Private Market Distribution at Nomura Capital Management, joins the show to explore income opportunities beyond traditional bonds. Steven breaks down how private credit works, why it may offer additional yield, and how investors can access these opportunities through structures such as interval funds. The conversation also covers liquidity restrictions, fees, credit risk, and where private credit might fit within a retirement income strategy. Find an advisor for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- 2 weeks ago1h 22m
"Do I Have Enough to Retire?" Isn't the Right Question (10/24/2026)
You can spend decades saving for retirement, reach the number you had in mind, and still hesitate to spend a dollar of it. The question isn't necessarily whether you've saved enough. It's whether you understand what that money can actually do for you. Jeremiah and Alex discuss why retirement planning doesn't end when you accumulate enough assets. Knowing which accounts to draw from, how to manage taxes, and when to make certain financial decisions can be just as important as the investments themselves. They walk through a real-world planning example involving substantial retirement savings, Roth conversions, capital gains, and Medicare premiums. The challenge isn't simply growing the portfolio. It's figuring out how to access that money, minimize unnecessary complications, and confidently fund the retirement you've worked toward. Plus, Social Security filing decisions, including spousal and survivor benefits, before turning to a live caller concerned about technology concentration in his retirement accounts and the potential impact of geopolitical conflict involving Taiwan. Find an advisor that's best suited for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- 3 weeks ago1h 22m
Is the S&P 500 Still Diversified? Plus, Inheritance Planning (10/17/2026)
Is the S&P 500 still as diversified as investors think? And what should families know before distributing an inheritance... Hour 1: Market Concentration and the Future of Investing With a growing share of the S&P 500 concentrated in a handful of major technology companies, Brian and Jeremiah discuss what diversification really means today. They explore AI-related market volatility, the competition between the U.S. and China, changing bond yields, and potential opportunities in energy and infrastructure. Hour 2: Inheritance, Estate Administration, and Tax Planning Receiving an inheritance can involve more than simply transferring money. They explain how different assets are handled after someone passes away, including cash, taxable investments, inherited IRAs, and trust accounts. The guys also discuss the 10-year inherited IRA rule, required minimum distributions, tax-efficient withdrawal strategies, and how families can avoid common mistakes when settling an estate. Find an advisor that's best suited for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- 4 weeks ago41 min
Building Value in Blue-Collar Businesses with William Yex (10/10/2026)
For owners of HVAC, plumbing, electrical and construction companies, building a profitable business is one thing. Building a business that someone else would actually want to buy is another. This week, Jeremiah Bates welcomes William Yex, CFP®, a Wealth Management Advisor with Apollon Wealth Management who specializes in working with blue-collar business owners. William discusses why he chose to focus his practice on the trades and how the financial challenges facing these entrepreneurs differ from those of traditional employees and other professionals. A major focus is what makes a trade business valuable. Could the company operate for three weeks without its owner? How much revenue depends on a handful of customers? Are recurring service contracts in place? William explains how owner dependency, customer concentration, predictable revenue and clean financial records can influence what a buyer is willing to pay. They also examine why private equity has shown interest in acquiring businesses in the trades. Beyond valuation, Jeremiah and William discuss building personal wealth outside the company, retirement and tax strategies for business owners, and protecting the business through insurance, succession planning and buy-sell agreements. Find an advisor that's best suited for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- 4 weeks ago41 min
When Bond Prices Fall, What Should Investors Do? (10/10/2026)
Higher bond yields can look attractive to investors seeking income, but they also come with a tradeoff: when market yields rise, the prices of existing bonds generally fall. So what does that mean if you're already holding bonds, particularly as you approach or enter retirement? In the first hour of the show, Jeremiah runs solo to break down the relationship between bond prices and yields using a straightforward example of a $1,000 bond paying $50 annually. He explains why that same bond can trade at a premium or discount, how its effective yield changes with the purchase price, and why an investor holding an individual bond to maturity may view price fluctuations differently from someone planning to sell. Jeremiah also examines how changing interest-rate expectations affect fixed-income investments, why higher dividend yields aren't necessarily an invitation to buy a falling stock, and what happens when investors prioritize current income without accounting for inflation. Along the way, he discusses the financial adjustments business owners face after selling their companies and replacing business income with investment income. Ultimately, the conversation comes back to retirement planning: how much money needs to remain liquid, how much income the portfolio must produce, and how much growth is necessary to maintain purchasing power over time. Find an advisor that's best suited for you: https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- Oct 9, 20261h 0m
The Business Sale: From Valuation to Closing
Selling a business isn't one decision. It's a process that can begin years before the transaction actually closes. Jeremiah Bates and Nic Daniels are joined by Jeff Szczypinski of WR Valuations to walk through that process, from establishing what a business is worth and identifying what could improve its value to dealing with buyers, due diligence, deal structure, taxes, and the eventual closing. They also look at the sale from the owner's side of the table. How much do you actually need from the business to fund the next stage of your life? What happens when business income disappears? And how should the proceeds fit into your retirement, tax, investment, and estate planning? For business owners considering an exit, this episode is a look at both sides of the transaction: getting the business sold and making sure the sale actually works for you. Find an Advisor That's Best Suited For You https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
- Oct 5, 202641 min
The Tax Domino Effect (10/3/2026)
A financial decision can make perfect sense on its own and still create an unexpected consequence somewhere else. This week, Jeremiah and Nic look at that tax domino effect through situations they're dealing with in actual planning. A rental property is sold for needed liquidity, but the capital gain could affect the owner's wife's ACA health insurance subsidy. A Roth conversion could improve the long-term tax picture while increasing income today. And a deduction that reduces taxable income may not necessarily reduce the MAGI number you're trying to manage. They also discuss Roth vs. pre-tax contributions, partial 1031 exchanges, SEP IRAs vs. individual 401(k)s, accelerating business expenses and building tax diversification before retirement. The question isn't simply whether any one strategy is a good idea. It's what else changes when you use it. With the fourth quarter underway, Jeremiah and Nic explain why now is the time to start putting those pieces together, especially for strategies that need to be completed before year-end. Listen, Watch, & Connect! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————
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About Real Money Pros
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.
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