Best Alec Kelso Podcasts (2024)

1
Life Insurance & Trust-Based Planning (5/11/2024) 41:21

7h ago41:21

41:21

Happy Mother’s Day! In this weekend’s discussion, Brian Wiley and Jeremiah Bates highlight the critical role of life insurance in providing a safety net for loved ones during challenging times. They give tips for calculating the ideal coverage amount based on factors like income, lifestyle, and future financial needs. Additionally, they guys explor…

1
The Calculator Answer vs. Client Answer (5/4/2024) 1:21:22

5h ago1:21:22

1:21:22

Who's ready to retire? Most of us are ready mentally, but how about financially? Jeremiah Bates and Alex Lundgren share real-life client stories about individuals who didn't believe they were prepared for retirement, only to discover they were, and vice versa. The easiest way to set yourself up for that next step? Prepare an in-depth plan. They als…

1
Corporate Transparency, IRS Penalties, & Timeshare Troubles (4/20/2024) 1:21:21

14d ago1:21:21

1:21:21

Brian teaches us a good life lesson about paying your dues on time... If he had taken his own advice, he could have saved $8,000! Last Saturday, he was joined by fellow advisor Nic Daniels and attorney Steve Rausch to discuss the trickiness of filing taxes and the potential penalties for mistakes. Does Brian have a claim to avoid that large IRS pen…

1
Items Retirees Need to Know (4/13/2024 on KFBK) 41:15

21d ago41:15

41:15

Brian Wiley broadcasts from the suburbs of Chicago with fellow advisor, Ben Barzideh with Piershale Financial Group to dive deep into the world of investment methodologies, market volatility, retirement planning, and active money management. In this episode, they explore various investment approaches—from buy-and-hold to tactical strategies—highlig…

1
Strategic SS Planning & Tax Efficiency in Retirement (4/13/2024) 1:21:20

21d ago1:21:20

1:21:20

This past weekend, we welcomed fellow advisors and radio show hosts from Piershale Financial Group, based in Illinois. We began with advice on Social Security planning, discussing optimal benefit ages based on pension income, IRAs, and Roth conversions. We cautioned against over-reliance on pre-tax retirement accounts, advocating for diversificatio…

1
Can Your Family Live Without You? (4/6/2024) 1:21:22

29d ago1:21:22

1:21:22

Do you ever look at your yearly premiums paid for insurance and wonder why you even pay that much for something that may never happen? But what if it does? Brian and Jeremiah talk about risk management, but not the kind you mitigate within your investment portfolio. They discuss the importance of life insurance, explain the differences between whol…

1
The Tough Financial Conversations (3/30/2024) 41:27

1M ago41:27

41:27

In this Easter day show, Brian dives into the nuanced world of financial advising, focusing on the hurdles advisors encounter when approaching sensitive subjects with clients. He shares his personal experiences and insights on how advisors should navigate discussions about retirement risks, overspending, and faulty investment strategies. The roles …

1
Not WHAT You Invest, But HOW You Invest (3/23/2024) 1:21:21

1M ago1:21:21

1:21:21

Are you invested the right way? And we’re not talking about the actual investments that you hold, but rather the things that you do BEFORE you even invest a dollar. Brian and Jeremiah, focus on being tax-efficient, implementing insurance, and diversifying account titles. The key to successful wealth management is making sure all sides of the circle…

1
When Hairdressers Get a Real Estate License (3/16/2024) 1:21:14

2M ago1:21:14

1:21:14

This show focuses on the major news surrounding the litigation involving the NAR, the National Association of Realtors. If you’re unsure of what exactly is going on, we have Steve Rausch, an attorney with Gravis Law, explain what the class action lawsuit is and what it could mean for the NAR. Are 6% commissions fair for consumers to pay? We discuss…

1
Your Death Binder & Credit Score Woes (3/9/2024) 1:20:52

2M ago1:20:52

1:20:52

The rise in interest rates has already started to slow. In turn, we’ve seen an increase in home listings, but can buyers even afford the mortgages? Dave Perry with Guild Mortgage (formerly Academy Mortgage) joins the show to help talk about credit scores and how they are evaluated when applying for a mortgage. Can you still get a home with a low cr…

1
The New Age of Financial Scamming (3/2/2024) 1:21:03

2M ago1:21:03

1:21:03

Financial scams aren't anything new – they've been around for a while now. However, with the help of technology, their prevalence and complicated nature have only increased, especially with the progression of artificial intelligence. Have you been scammed before? We have! In the second hour, Jeremiah and Brian help to explain the basic workings of …

1
The Not-So-Simple Social Security System (2/24/2024) 1:21:24

3M ago1:21:24

1:21:24

All things Social Security! Okay – it may be a sort of boring topic, but navigating the Social Security system by yourself isn't as easy as you may think. Try getting to know all 2,700+ rules that apply! Alex Lundgren sits down with Jeremiah and gives some tips around Social Security filing strategies: implications of filing too early, spousal bene…

1
Taxes Top of Mind with Stephanie Helms (2/17/2024) 1:21:31

3M ago1:21:31

1:21:31

As we start to near the end of February, questions about tax-related items start to flood in for advisors and CPAs all around the nation. So what better time to bring in a tax expert? Our partner and friend, Stephanie Helms, joins us via phone to talk about tax topics that should be top of mind and answer any caller questions. How to properly take …

1
Tax Tactics, Emotional Bonds, & Inherited Treasures (2/10/2024) 41:12

3M ago41:12

41:12

In our first-ever live show for KFBK, we discuss the nuances of inheriting property, including the tax implications and gifting strategies. Brian and Jeremiah share heartfelt stories about emotional attachments to inherited items, offering guidance on whether to keep, sell, or gift them. Plus, we discuss the importance of establishing asset value, …

1
Leaving Legacies: Inheritance & Nostalgia (2/10/2024) 1:21:11

3M ago1:21:11

1:21:11

The year is 2074, and your grandkids just inherited your extensive Pokémon card collection... What should they do with it? Brian and Jeremiah spend most of the show talking about and taking calls surrounding the topic of inheriting items. If you've ever been left with something that you're just not quite sure what to do with, the guys give some ide…

1
Separating Politics from Portfolios (2/3/2024) 1:21:05

3M ago1:21:05

1:21:05

Jeremiah, Brian, and Steve Cilley navigate through economic trends and financial strategies. Contrary to past recession predictions, they discuss the importance of anchoring financial plans to personal goals, urging listeners not to let politics dictate their approach. Unraveling the true essence of portfolio rebalancing, the hosts delve into its s…

1
Economic Trends, Emotional Challenges in Business, & Roth IRA Strategies (1/27/2024) 1:21:22

3M ago1:21:22

1:21:22

In this episode, Jeremiah covers key economic topics like inflation moderation and interest rate policies, exploring their impact on investor sentiment. We also discuss the emotional aspects of selling a business and the growing influence of Artificial Intelligence in the restaurant industry. What industry is under attack next? We provide practical…

1
Crypto Spot ETFs & Taxing the Rich (1/20/2024) 1:20:57

4M ago1:20:57

1:20:57

The passengers aboard the Boeing airplane that had its door blow out during mid-flight are trying to sue the manufacturing company. Is it justified? Serial entrepreneur Steve Cilley sits with Brian and Jeremiah to talk about how he would approach the situation as a business owner. How do you retain customers after something like that? Now that cryp…

1
Crypto Spot ETFs Approved: Does Mainstream Equal Safe? (1/13/2024) 1:21:01

4M ago1:21:01

1:21:01

If you could go back in time and change your path in life, would you? The big news this week was the approval of Crypto Spot ETFs, allowing the masses to actually own cryptocurrencies like Bitcoin without having to open crypto-specific accounts. Now that it's going to be more accessible, is it appropriate for your long-term portfolio? Brian and Nic…

1
Are We Back Live or Is It A.I.? (1/6/2024) 1:21:16

4M ago1:21:16

1:21:16

WE ARE LIVE AGAIN, BABY! Happy New Year to everyone, and we hope you're as happy to have us back doing the show live as we are. Jeremiah and Brian start by talking about Boeing's most recent incident and the potential implications that could create for its stock. They discuss paying professionals for services, TSP rollovers, A.I., and much more. If…

1
New Year Predictions & Preparations (12/30/2023) 1:21:43

4M ago1:21:43

1:21:43

Every end of the year, we give our personal predictions for 2024; Everything from sector performance, real estate, and more. Plus, we review our last year's predictions! What did we get right and what did we get wrong? Let's just say Brian's pessimism of home builder stocks in 2023 was greatly proven wrong... Will crypto and tech rule 2024? Tax pla…

1
Rate Cuts & The Surge in A.I. (12/16/2023) 1:21:24

5M ago1:21:24

1:21:24

The DJIA hit record highs, and the Fed expects to cut rates... what a week! To start the first hour, Brian and Jeremiah mostly discuss lowered interest rates and how that should (or should not) affect your investment portfolio. Which investments perform best in times of lower interest rates? They also focus on investors looking to generate income t…

1
Employer Intricacies & Exiting Annuities (12/9/2023) 1:20:38

5M ago1:20:38

1:20:38

The labor market is not what it used to be. These darn kids just don't want to work anymore! Or maybe the issue is way more complicated than just that. Steve Cilley of Ataraxis PEO joins Jeremiah to discuss all things employment—things that employers and the self-employed need to pay attention to before the year is over and be sure to give it atten…

1
It's the Season to Give – Just Not to the IRS (12/2/2023) 1:21:34

5M ago1:21:34

1:21:34

In the first hour, Brian flies solo to talk about his most recent DIY investor mistake... Yes, even he makes mistakes! He explains what to do to prevent what he did and gives other tips on picking and buying companies during market pessimism. Who doesn't like buying things on sale? Jeremiah helps end the hour with a November market update – it was …

1
Corporate Corruption & Consumer Spending (11/25/2023) 41:27

6M ago41:27

41:27

We hope everyone enjoyed their Thanksgiving weekend! First, Jeremiah and Nic discuss the Corporate Transparency Act, legislation that was passed to enhance transparency in entity structures and ownership in order to prevent money laundering and other illegal business activities. Sounds great to prevent the funding of terrorism and other misuse of f…

1
Leveraging Options, Inheritance Strategies, & Getting Started (11/18/2023) 1:21:38

6M ago1:21:38

1:21:38

Understanding the concept of options and how they're used to leverage your position in a security can be confusing for many investors. Even more daunting to put them into action within your own portfolio! While Brian and Jeremiah don't go super far into the concept, they talk about when to use leveraging strategies and how to implement them safely.…

1
Secure 2.0 Updates, Spending Culture, & Tax Loss Harvesting (11/11/2023) 1:21:38

6M ago1:21:38

1:21:38

Jerome Powell's recent statements on Thursday ignite a debate on whether the Federal Reserve should slow down interest rate hikes, exploring the implications of their decisions over the last year. Jeremiah and Nic also cover Required Minimum Distributions (RMDs) and the updates from Secure Act 2.0, effective in 2024, detailing which accounts requir…

1
Income Generation, Divorce, & Account Fees (11/4/2023) 1:21:37

6M ago1:21:37

1:21:37

In this episode, we tackle the challenges of turbulent markets and difficult life events. Not everything is going to be a win! Jeremiah and Brian offer effective strategies to navigate these potential roadblocks. They also explore methods for generating stable income amidst market volatility, focusing on understanding bond yields and their impact o…

1
Financial Mentors & Estate Planning Strategies (10/28/2023) 1:21:41

6M ago1:21:41

1:21:41

We have successes and failures throughout the course of life, as is the same with our personal financial management. Brian highlights why we should all try to find a mentor to learn from when it comes to investing, especially for those that may have not have had that sort of education through their upbringing. What types of people to work with and …

1
The Cost of Waiting & Asset Allocation During Volatility (10/21/2023) 1:22:08

7M ago1:22:08

1:22:08

Our mortgage expert, Dave Perry, sits down with Jeremiah to discuss the current landscape of 20-year high mortgage rates. Can there still be homebuying opportunities? Dave explains why buying a home, even with near 8% interest rates, is better than not being in the market at all. He provides data to show that waiting any longer may be even more exp…

1
Farm Bill Failure, CPI Performance, and Year-End Planning (10/14/2023) 1:21:38

7M ago1:21:38

1:21:38

In this episode, we unravel the implications of Congress's recent failure to pass the Farm Bill. As the bill extends beyond just agriculture, what could be the repercussions of it not going through? Jeremiah and Nic discuss the most recent CPI numbers, and although many consumer categories are down in price, we're still feeling it in our wallets. A…

1
An Old Man's Economic Outlook (10/7/2023) 1:21:39

7M ago1:21:39

1:21:39

No risk, no reward! Jeremiah and Brian give you a market update and talk about the most recent economic developments, including the most recent and surprising jobs report. Inflation, cost of living, and the stagnation of wages. Alan Holman joins Brian for the self-titled Old Guy Hour to give their old guy perspective on the markets. If you've been …

1
Your 'Why' Will Tell You Exactly How to Invest (9/30/2023) 1:21:40

7M ago1:21:40

1:21:40

What is your 'why'? Why did you buy that stock? Why did you put your money into a CD? Is it because someone told you to, or did you copy someone else's strategy? There's a reason why it's called personal finance – it's personal to you. Jeremiah and Nic, in the first hour, talk about designing plans that work best for you, regardless of whether it a…

1
Your Estate Plan Needs Attention NOW (9/23/2023) 41:28

8M ago41:28

41:28

Jeremiah and Nic starts the show with market news – the United Auto Workers' strike, Instacart's IPO, and everything else important you may have missed. The guys move on to talk about the texts and phone calls that we never want to receive... Is your and your family's estate plan updated and where you want it to be? And if you've done those steps a…

1
Investment Strategies for High Risk Environments (9/23/2023) 47:44

8M ago47:44

47:44

In a volatile market (like the one we are currently experiencing), your investment strategy needs to take a different approach. We need to understand the impacts of investing amidst high market risk and rising interest rates. Alan and Brian start the show by discussing some of the investment opportunities that may be available in this risky environ…

1
Free Gov't Money & Fear Mongering (9/16/2023) 1:11:25

8M ago1:11:25

1:11:25

Who remembers the good 'ol days? The era of Coronavirus and free government money! If you've seen or heard recent advertisements regarding the ERC (Employee Retention Credit), it may be tempting as a business owner to try to get your hands on this "free" money. We have Steve Cilley of Ataraxis PEO to give his opinion on the matter and urges to keep…

1
Inflation Impacts, Initial Public Offerings, & Advisor Checklist (9/16/2023) 44:06

8M ago44:06

44:06

Have you personally felt the impacts of our current inflation? Looking at the numbers, Energy is up and used car prices are down, but what have you noticed the most? Amid the high costs of everything, there is the silver lining of low unemployment in the United States. But is that a positive statistic in the long term? While that seems like a weird…

1
Is $1M Enough for Retirement? (9/2/2023) 41:28

8M ago41:28

41:28

How much is enough to retire? It's actually not as much as you probably thought... If you're wanting to listen to the first hour of the show hosted by Brian Wiley and Alan Holman, visit our previous episode! Hosts: Brian Wiley, Financial Advisor Alan Holman, CFP®, Wealth Advisor Nic Daniels, BFA™, Financial Advisor The Real Money Pros https://www.t…

1
Mortgage Madness, Lithium Mining, & Pensions (9/9/2023) 44:17

8M ago44:17

44:17

Mortgage rates nearly kiss the 8% mark for a 30 year loan and starter homes in Denver can near $750,000... How did the housing landscape become like this? Alan and Brian talk about low inventory and ways you could possibly lower that interest rate. Apple stock drops, showing us that maybe the tech industry can't keep performing like this forever? W…

1
Ineffective Legislation & Investment Sectors to Look Out For (9/2/2023) 1:21:39

8M ago1:21:39

1:21:39

Have you noticed that politicians will throw out the most wild policies right before reelection season? Weird. Jeremiah and Nic start by talking about the proposed "Credit Card Competition Act" legislation that will effectively get rid of the credit card reward system. RIP to the travel industry! Plus, are utility companies really that stable? In t…

1
Sector Investing, 401(k) Optimization, & Self-Planning (9/2/2023) 47:47

8M ago47:47

47:47

Alan and Brian start by talking about the world of sector investing and its benefits, while also cautioning against the pitfalls of over or underweighting in a specific sector. Don't underestimate your 401(k) – it's one of your most valuable assets! Learn why precision is key when selecting investments for your 401(k) and how a knowledgeable financ…

1
Nvidia’s High Performance, Seller Strikes, & HSA Maximization (8/26/2023) 1:10:25

9M ago1:10:25

1:10:25

Nvidia blew past its already-high revenue expectation for this quarter, which seemed to surprise the overall market. How long can they sustain this level of growth? In our first hour, mortgage expert, Dave Perry, sits with Nic and gives an update on the current housing landscape. They dissect the actions made by the Federal Reserve and give some re…

1
Returning to The Moon & The Political S*** Show (8/26/2023) 47:47

9M ago47:47

47:47

Invidia and the technology sector is just the gift that keeps on giving. They continue to beat investor expectations, but how much longer can they keep it up? Alan stresses the number one thing to do if you're trying to short-term trade: Stick to a strategy. India goes to the moon, political noise makes its way back into the news, and – manufacturi…

1
Mixing Commissions with Advice & Universal Money Tips (8/19/2023) 1:24:11

9M ago1:24:11

1:24:11

Financial advice is NOT built the same. Alex and Jeremiah explain the distinctions between the various types of financial advisors, including insurance agents, registered representatives, and IARs. The team stress the importance of comprehending how your financial advisor is compensated and the implications of their recommendations. How would your …

1
Financial Skills School Didn't Teach You (8/19/2023) 48:15

9M ago48:15

48:15

In the first segment, Alan and Jeremiah give you this last week's market update. After seeing the most recent consumer data, we're not quite sure how much of a recession we'll actually see. While still very possible, U.S. consumers are more resilient to keep spending than ever! Next, they jump into tips that young adults need to remember. Many of t…

1
Household Debt & Pension Maximization (8/12/2023) 41:22

9M ago41:22

41:22

Consumer debt on credit cards has hit the $1 Trillion mark. This definitely shows that the stigma around debt has clearly changed, as it's no longer seen as a "bad" way to conduct your finances. Although there are ways debt can be abused, what are the other negative implications that this trend could have on household budgets and the U.S. economy a…

1
Consumers Don’t Care About Inflation (8/12/2023) 47:46

9M ago47:46

47:46

Inflation is sticking – and so is consumer spending. For how much longer can Americans maintain extra cash for things such as entertainment? Even with the rising costs of living and the general condition of the stock market, there are still so many opportunities to take advantage of. It may just take a little readjusting… Hosts: Alan Holman, CFP®, …

1
U.S. Debt Problems, Social Security Fixes, & Retirement Expenses (8/5/2023) 1:20:53

9M ago1:20:53

1:20:53

Some of the biggest financial news last week was that Fitch's bond ratings for the United States were downgraded, leaving a bit of a market sell off. What does this decision say about the U.S. and its fiscal policies? Brian and Jeremiah talk a lot about bonds and where (and if) they belong within your portfolio. Jeremiah gives his market update for…

1
Protection: Fraud, Bonds, & Retirement Income (8/5/2023) 47:46

9M ago47:46

47:46

Someone was able to scam hundreds of thousands of dollars from a prison cell? Alan Holman, joined by Brian Wiley, go back and forth on the issue of fraud, especially when it comes to senior citizens and those with limited mental capacity. If your parents or someone in your family falls into that category, it may be time to take over some of their r…

1
Making Investing as Cheap as Possible (7/29/2023) 1:21:44

9M ago1:21:44

1:21:44

The directions that the markets move are largely out of your control. That means your money can lose value, even if you're doing all of the right things. But, there are some things we CAN control. In the first hour, Jeremiah discusses ways that investors can maximize their savings potential by being as cost efficient as possible. That includes find…

Podcasts Worth a Listen

Alec Kelso Podcasts

Podcasts Worth a Listen

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