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The Real Money Pros

Dec 10, 2019

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss transforming emotional investors into pragmatic, level-headed ones. 

Then, Planning. How to do it right (and wrong). And another visualization of Bucket Strategy, with a novel garage metaphor!

Finally, a...


Dec 6, 2019

Financial advisor Brian Wiley sit down with attorney Steve Rausch to discuss something Brian loathes: politics. What are the potential effects of impeachment on the markets? No one really knows.

Steve explains how impeachment works, and the history behind the rules.

A story from Brian about grace as it relates to the...


Dec 5, 2019

In this short show (Go Broncos!) financial advisor Brian Wiley discusses the ongoing effect of America's tariff war with China, why investing in battery tech might be a decent call, and more heartwarmingly, KBOI's Toys For Tots drive at The Village in Meridian. 

Brian Wiley, Financial Advisor www.treecityadvisors.com


Dec 4, 2019

Financial advisor Brian Wiley and (he's back!) attorney Steve Rausch sit down to discuss the volatility of December markets, upcoming deadlines for IRA contributions and Roth conversions, and why there's no consensus in the news.

Two listeners call in with questions about health insurance.

Finally, when can one be...


Dec 2, 2019

In this episode of the CapEd Case Study Hour, financial advisors Brian Wiley and Jeremiah Bates discuss some recent cases of clients whose CPAs and money managers made big mistakes, and the solutions we found.

Brian Wiley, Financial Advisor www.treecityadvisors.com

Jeremiah Bates, Financial Advisor