Episodes 100
Avg. Duration 53m
Activity Highly Active
Apple Rating 5.0 (18)
Since Apr 2025
Latest Episode Jun 2026

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Schedule
Weekly
Format
Episodic
Consistency
62%
Hosting
therealmoneypros.libsyn.com

Contact & Outreach

About This Podcast

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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Recent Episodes

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

Jun 01, 2026 1h 22m Transcript

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…

When the Paycheck Stops, Then What?

May 28, 2026 14m Transcript

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…

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

May 18, 2026 1h 22m Transcript

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…

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

May 14, 2026 15m Transcript

"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…

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

May 11, 2026 2h 3m Transcript

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…

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

May 04, 2026 1h 22m Transcript

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…

Taking Money Out of Retirement Isn't So Simple

Apr 30, 2026 17m Transcript

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…

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

Apr 27, 2026 1h 22m

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…

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

Apr 20, 2026 1h 22m Transcript

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…

Certainty vs. Flexibility in Retirement Income Planning

Apr 16, 2026 16m Transcript

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…

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

Apr 13, 2026 1h 22m

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…

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

Apr 09, 2026 18m

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…

Why Is Paying Taxes So Complicated? Roth Conversions, Rollovers, & Expensive Mistakes (4/4/2026)

Apr 06, 2026 1h 22m

With tax deadlines approaching, we talk about the real-world complexity of Roth conversions—starting with a detailed caller scenario that highlights how confusing the rules can actually be. Brian and…

Are You Getting Real Financial Planning… or Just Investment Management?

Apr 02, 2026 28m

Many investors believe they have a financial plan. When in reality, they simply have an investment account... Nic Daniels and Alex Lundgren break down the critical difference between investment…

Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)

Mar 30, 2026 1h 22m

With markets entering correction territory, Brian and Jeremiah break down what recent volatility actually means and how investors should respond without making emotional mistakes. They explain how…

Widow's Tax Penalty: The Retirement Tax Bomb Couples Miss

Mar 26, 2026 13m

Most couples assume taxes will decrease when one spouse passes away, but in many cases, the opposite happens. In this podcast, Nic focuses on the often-overlooked "Widow's Tax Penalty" and why it can…

Tax-Loss Harvesting, Gifting Strategies, & IRA Rules Every Investor Should Know (3/21/2026)

Mar 23, 2026 1h 22m

As markets flirt with correction territory and geopolitical tension continues to drive uncertainty around oil, inflation, and interest rates, Brian and Jeremiah focus on what investors should…

Oil Over $100, Roth Conversion Strategy & Big Retirement Planning Decisions (3/14/2026)

Mar 16, 2026 1h 22m Transcript

With oil prices pushing above $100 amid escalating Middle East tensions, Brian Wiley and Jeremiah Bates open the show by breaking down what geopolitical shocks can mean for markets, inflation, and…

Long-Term Care: The Cost That Can Derail Retirement

Mar 12, 2026 27m Transcript

Long-term care is one of the biggest financial risks retirees face... yet it's rarely discussed until a crisis happens. In this podcast hosted by Nic Daniels, he explains what long-term care actually…

Oil Surges 35% After Iran Escalation: Market Impact, Inflation Risks & Tax Filing Traps (3/7/2026)

Mar 09, 2026 1h 22m Transcript

A surge in oil prices following escalating tensions between the U.S., Israel, and Iran sent energy markets sharply higher, raising new questions about inflation, interest rates, and how investors…

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Real Money Pros has published 100 episodes since April 2025, covering topics in Business, Education.

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