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.
100 episodes · business
Real Money Pros
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.
Recent episodes
- What Does a Great Financial Plan Actually Look Like? with Bob Ruelle (8/29/2026)31 Aug · 2 h 04 min
- No Obvious Heirs? Your Estate Plan May Look Very Different27 Aug · 19 min
- Where Investors Go From Here with Eric Sterner - AI, Healthcare, Private Markets & Portfolio Strategy (8/22/2026)24 Aug · 2 h 04 min
- Should You Pay the Tax or Take on Debt?20 Aug · 23 min
- Is the American Dream Changing? Homeownership, AI, Crypto & the New Workplace (8/15/2026)17 Aug · 2 h 04 min
- Tax-Smart Retirement: Where to Invest & Which Accounts to Spend First (8/8/2026)9 Aug · 2 h 04 min
- Is Your Business Ready to Sell? Business Valuations with WR Valuation (8/1/2026)3 Aug · 2 h 04 min
- Business Exit Planning, Capital Gains Taxes, & Donor-Advised Funds (7/25/2026)28 Jul · 2 h 04 min
- Before You Surrender Your Annuity...23 Jul · 21 min
- Retirement Tax Traps: Social Security, IRA Withdrawals & Smarter Tax Planning (7/18/2026)20 Jul · 1 h 23 min
podlinkr.com/en/real-money-pros
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