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Best Tree City Advisors podcasts we could find (updated November 2019)
Best Tree City Advisors podcasts we could find
Updated November 2019
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The Real Money Pros
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THE REAL MONEY PROS, formerly Idaho's Money Show Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros. The Real Money Pros is hosted collaboratively by experts who specialize in investing, financial planning, estate planning, taxes, insurance, and every other profession you can think of to help you grow and keep wealth. Plus, we make it fun. We'll help you know good advice from bad - Particularly when everyone seems to want a piece of your money. Th ...
 
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show series
 
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates sit down to discuss some recent ways Tree City Advisors have been able to help non-clients in important, if not at all lucrative ways, and why referrals to trusted professionals are so valuable. Then, "buy low, sell high" is a well-known turn of phra ...…
 
In this solo show, financial advisor Brian Wiley simply wants to know what listeners think about growth, traffic, and whether you're from Idaho or yonder. Great calls. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.com…
 
In this special episode, financial advisor Brian Wiley and attorney Steve Rausch engage Diane Wilson of MySocialSecurityAnalyst.com to learn more than anyone thought possible about Social Security. There is so much invaluable information in this episode. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, Attorney www.capitalc ...…
 
In this solo show, financial advisor Brian Wiley discusses education spending and garbage-in/garbage-out as it relates to considering the next generation, and the teachers in their classrooms. A listener calls in to offer his thoughts. Then, the markets have posted massive gains this week - will the bull ever take a rest? Is how, to what extent ...…
 
In this compelling episode, financial advisor Brian Wiley sit down to discuss the current market highs, and the possibility of a not-so-dramatic Recession Light. The conversation goes on a tangent when a listener calls in with deep concerns about an intellectually disabled brother who may have been taken advantage of by a financial advisor. Lis ...…
 
In this short show, financial advisor Brian Wiley and attorney Steve Rausch discuss their recent meeting with Idaho Dept. of Insurance head Dean Cameron. Learn what Dean's doing to further protect Idahoans, and Americans from bad guys, and his efforts to better regulate a massive industry. Brian Wiley, Financial Advisor www.treecityadvisors.com ...…
 
Financial Advisor Brian Wiley sits down with insurance expert Steve Marsh to discuss open enrollment, how to get the best insurance you can afford, and what the cutoff limits are for the ATPC. Then, an origin story from Brian, and a vocabulary lesson from the past. Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Marsh, Medical Ins ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss Brian's impending meeting with Dean Cameron of the Idaho Dept. of Insurance and Western Director of the National Association of Insurance Commissioners. Brian is on a mission to protect the elderly from predatory insurance! Then, a listener calls in with a question abou ...…
 
In this solo show, financial advisor Brian Wiley puts on his philosopher hat to talk about love (and its opposite), emotions, and when indifference is a good thing. Brian Wiley, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com www.kboi.comBy The Real Money Pros
 
Financial advisors Brian Wiley and Jeremiah Bates sit down to talk about the Millennial population(73m) inching out Baby Boomers (72m) and what that means for the financial sector. Then, Brian and Jeremiah discuss what it will take to make younger generations hip to investing in the wake of a generation who mistrust technology and innovation. B ...…
 
In this special, Brian-less episode of The Real Money Pros, attorney Steve Rausch and financial advisor Jeremiah Bates sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, the ins and out of Open Enrollment, and end-of-year strategizing for all walks of American life. A listener calls in with questions about Medica ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the complicated job of business valuation. Who does what? Who knows the real value of a couch, or a partner's work? There are many nuances in this process and myriad differing opinions in how a proper valuation is calculated. Brian Wiley, Financial Advisor www.treecitya ...…
 
Financial advisors Brian Wiley and Jeremiah Bates sit down to discuss the College Admissions Scandal, and why Americans are so upside down in their views of regressive taxation. Then, a discussion of problem solving and triage, and some great questions from listeners. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Finan ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the Idaho Legislature's recent preliminary property tax discussion. Brian shares a story of neighborly help when a tree falls in the North End. Then, a listener calls in with questions about his SEP IRA - an interesting conversation ensues. Brian Wiley, Financial Adviso ...…
 
In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss the sad, scary story of a good man taken by a local shyster. Brian Wiley, Financial Advisor www.treecityadvisors.com Jeremiah Bates, Financial Advisor www.treecityadvisors.com https://www.facebook.com/TheRealMoneyPros www.therealmoneypros.com ...…
 
Financial advisor Brian Wiley sits down with insurance expert (and birthday boy!) Steve Marsh from Medical Plans of Idaho to discuss the ins and outs of the ATPC, open enrollment, employer plans, and more. Brian answers a listener email about a child entering the workforce, and which kind of insurance might suit him best. Brian Wiley, Financial ...…
 
Financial advisors Brian Wiley and Jeremiah Bates sit down with Riley Wilcox of Guardian Estate Sales to discuss the ins and outs of helping families sift through a loved one's home after they've died. Unsurprisingly, most of us have an inflated value of the things we hang out to - some more than others. To paraphrase Mr. Wilcox, unless the kin ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down with CPA Hazen Armstrong to discuss what happens if you don't file a tax return before the deadline. Then, FAFSA is a dirty word to many people: did you know that there are many practical planning options for those applying for financial aid? Knowledge is power! A listener calls i ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch consort with medical care cost conundrums. What is medically necessary? What should taxpayer dollars be funding? What is the bigger picture of these decisions? Brian and Steve take a holistic approach to these controversial conversations and how they could affect taxpayers. Brian Wiley, Fi ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch discuss volatile markets, global conflict, and what to do when you want to leave a legacy but not be taxed for it. Should you gift assets from your trust? What do you need to be aware of? Steve talks about what to look out for when you’re creating a trust to leave a legacy to your family a ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the potential transfer of Federal lands management to the State of Idaho - is this state's rights or quasi- socialism? A listener calls in to discuss the East coast West coast dichotomy and offer a brief history lesson. Then, the boys get a little off topic with a discu ...…
 
In this solo show, financial advisor Brian Wiley discusses Pacific Gas & Energy (PG&E) and the real life woes their foibles are causing for California residents. A listener calls in with a question about re-titling his Joint investment account to a Trust account, which leads to a deeper conversation about the need to plan early, and keep curren ...…
 
In this very special live remote, financial advisor Brian Wiley, attorney Steve Rausch, CPA Hazen Armstrong, and Junior Achievement Idaho President & CEO Sean Evans sit down to discuss a bit of stock market history and workings; passive income; and exactly what Junior Achievement is doing for students all around Idaho. A big thank you to Junior ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch talk about what to look for in employer organizations and pensions. What happens when companies like GE and HP can’t pay their promised employee pensions, and will there be Social Security for the Millennial generation? Brian Wiley, Financial Advisor www.treecityadvisors.com Steve Rausch, ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the effect social media can have on your business. No one leaves a good review, but they'll tell 100 people about bad service. A caller asks about rolling an old 401(k) into her PERSI and Brian gets excited to tell her an early retirement might be possible. Then, a horr ...…
 
In this solo show, financial advisor Brian Wiley discusses October Volatility and what the potential impact of an impeachment might have on the markets. Emotional tolerance in investing is paramount - where are you on the risk scale? With planning, goal setting, and a good advisor, anyone is capable of changing their mindset on money, if they t ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch have a question for listeners: How would impeachment change your economic outlook? The market is showing some small warning signs of a slowdown in the supply chain. How might an impeachment effect the market? Listeners weigh in, and ask some interesting questions. Brian Wiley, Financial Ad ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to make an investor's case for teacher pay increase. The Master's credit provides qualified educators with a $4,000/year bonus, but not everyone sees the value. Brian says, "garbage in, garbage out" - teachers aren't simply "glorified babysitters" when today's students are tomorro ...…
 
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Molly Maid of Idaho's co-owner Stephanie Camarillo to discuss her journey from state government and international business to running a highly successful franchise with husband Enrique. This is a great interview, and Stephanie offers insightful commentary on enjoying freedom from bureaucra ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss why the SECURE Act has been put on hold, and why that's (hopefully) a good thing. Another call to action is included: Brian asks listeners to look at the swamp for what it is because we don't live in a democracy. Then, Steve tries to explain the ongoing whistleblower co ...…
 
Although the day's dramatic announcement that impeachment proceeding were in the pipeline, the markets didn't blink internationally or domestically. This surprised some, but time will tell if there will be a lasting effect. A caller asks Brian and Steve if he can invest a coming inheritance when being mostly retired, and Brian has an over-the-b ...…
 
Financial advisor Brian Wiley sits down with CPA Hazen Armstrong to discuss the potential effect presidential impeachment hearing might have on investors, and on the markets. Brian was asked what a client's "exit strategy" ought to be in light of potential (additional) political turmoil, creating a teaching opportunity. What's long term to you? ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss a local company's announcement that all employees will be paid a $70,000 salary. They want to know from listeners what they think, and if they feel fairly compensated in their own jobs. A number of listeners call in to share their opinions, with one begging a legitimate ...…
 
Financial advisor Brian Wiley and insurance expert Steve Marsh sit down with Harold’s Auto Body General Manager Scott Reynolds to discuss car insurance. How much is enough? What happens if you're under-covered? Do you need an umbrella policy? Plus, Scott shares his least favorite manufactures! Brian Wiley, Financial Advisor www.treecityadvisors ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch are trying to make any kind of sense of the Fed's move to lower interest rates this week, for on the second time since 2009. The economy is STRONG, but what the heck/why not!? Brian wants to know: do you trust the deeply in debt government who's issuing new debt to the tune of trillions? E ...…
 
The Federal Reserve did something interesting overnight, to the tune of $53 billion. Brian and Steve do their best to explains the hows, whats, and whys of this action, and what it might mean for the US. Then, the Ada County Highway District (ACHD) has chosen to condemn a perfectly nice piece of property in northwest Boise in the name of eminen ...…
 
70,000 General Motors employees are on strike. Brian and Steve have a question: are unions still relevant? All states have passed various laws in the last 200 years to protect workers in various ways, and while we haven't seen a major strike since 2007, strikes still occur. The massive corporate tax cuts last were promised to "incentivize" corp ...…
 
Brian Wiley and Ataraxis CEO Steve Cilley sit down with Destination Caldwell CEO Keri Smith-Sigman to discuss the organization's mission to "re-brand Caldwell as "greener pastures" for economic opportunity, tourism and community life". "Destination Caldwell is a grassroots team focused on growing the economic base and vitality of the city, down ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down with insurance expert Steve Marsh to discuss Medicaid expansion in Idaho, and what to expect for both the open enrollment period, and what's in the works for 2020. A listener calls in with a question about mileage allowance with a new job, and what the tax consequences might be. B ...…
 
In this solo show, financial advisor posits why the president might want to cut interest rates to zero, "or lower" - what are the benefits individuals and the country as a while might see from such a move? Then, a little history lesson on the markets before and after 9/11, and how those times compare to what we're seeing in 2019. Finally - a re ...…
 
Financial advisor Brian Wiley is joined by CPA Hazen Armstrong and solar energy expert Brien Riff of Big Dog Solar to discuss why Idaho is so great for harvesting the power of the sun, and why the installation of panels is a great investment for many homeowners. On the tax side, Hazen and Brien explain the nearing "sundown" for tax credits, and ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch sit down to discuss the state of the Treasure Valley's real estate market and ask the question on many people's minds: are we in for another slowdown? The rest of the nation's major metropolitan areas have already seen the beginning of a decline, and yet the Boise MSA continues to enjoy (o ...…
 
In this solo show, Brian discusses the big market pop as the US and China agree to continue tariff talks in October. There's a big problem with the news media - especially in regard to market news. CNN and FOX Business News cover the same story with completely different viewpoints, even on jobs numbers. Trump has submitted his plans to end the ...…
 
Federal spending has increased by 20% under the Trump administration to the tune of trillions. The president has done the opposite of his promise to decrease spending and reduce the deficit. Brian and Steve don't know how it's possible to have faith in our elected officials when we're spending more than we've ever spent, with another $57 trilli ...…
 
Brian and Steve do their best to avoid political issues on the program - including the ever-contentious 2nd Amendment debate. In a nation which sees near weekly mass shootings with minimal response from government leaders, we're seeing private corporations like Walmart and Kroger take customer safety into their own hands. This seems to irk the ...…
 
The economic rumor mill continues to foment worry, discontent, "irrational exuberance", and plenty of other unfortunate feelings among every day Americans and politicians alike. To what end? We can't agree on the definition of a recession, but Brian is sure of one thing: overblown, uneducated, skewed opinions are causing major damage, and it's ...…
 
Vice, vice, baby? Investing is capitalism in its purest form - but not all investors are willing to invest in everything. Whether it's Big Tobacco, the growing cannabis industry, arms, or liquor - there's an increasing number of options for those hoping to avoid Sin dividends. Catholics, Muslims, Women, or socially-conscious investors have more ...…
 
Investors continue the so-called "flight to quality" by buying more into bonds in the name of "safety", but when does risk aversion become so extreme that there's little use to invest at all? Emotions and investing are a dangerous combination, but it often proves difficult to separate the two because both greed and fear are powerful. A caller f ...…
 
Congrats, Treasure Valley, we made another list! This time, it's fastest-growing housing prices in the nation. Yay? Regular listeners to the show might remember that Brian is fired up about property taxes. He's not the only one. From Boise to Caldwell, homeowners are feeling the pinch - but the pinch is feeling more like a bear trap these last ...…
 
Financial advisor Brian Wiley and attorney Steve Rausch are professionals, and humans. Our offices are fortunate to be able to help people before, during, and after good and difficult times in life, but some days are more difficult than others. Unfortunately, the loss of a client this week means everyone goes into action while mourning, but wit ...…
 
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