Best Treecityadvisors Podcasts (2025)

1
Profit from Uncertainty: Inflation, Tariffs & Market Psychology 30:37

1d ago30:37

30:37

Brian Wiley tackles the root causes of inflation (and no, it's not just tariffs) and discusses how stimulus programs, economic cycles, and behavioral investing shape our financial reality. He challenges conventional narratives, critiques misleading government data, and gives a fresh perspective on how inflation, interest rates, and political noise …

1
Trust Us: Estate Planning Mistakes That Could Cost Your Family (8/2/2025) 1:21:47

3d ago1:21:47

1:21:47

This weekend, Brian and Jeremiah go into the realm of estate planning, focusing on the misunderstood but crucial tool: the revocable living trust. They answer listener questions from California to Florida, explaining step-ups in basis, trust-based ownership, and how titling mistakes can send your estate straight into probate. The real-world implica…

1
Student Loan Shake-Up in the OBBB: Changes in 2026 12:41

7d ago12:41

12:41

Big changes are coming to the student loan system—and if you or your kids plan to attend college soon, you need to know what’s inside the One Big Beautiful Bill. In this week's podcast, Nic and Alex break down the sweeping new legislation that overhauls how federal student loans work starting July 1, 2026. From newly capped borrowing limits to stri…

1
How Much House Can You Really Afford? Housing Costs, Mortgage Myths & Financial Freedom 36:36

9d ago36:36

36:36

In this week's episode of The Money Hour on Newstalk KBOI, Brian talks about the biggest financial stressors Americans face—housing costs. How much of your income should go toward your mortgage or rent? Are you "house poor" and don’t even know it? He breaks down the real numbers behind PITI (Principal, Interest, Taxes, Insurance), lending standards…

1
You Can’t Save Your Way to Retirement (7/26/2025) 1:21:46

10d ago1:21:46

1:21:46

This week, Brian and Jeremiah dig into one of the biggest mistakes they see from investors—sitting in too much cash out of fear. They talk through why holding back might feel safe but often leads to regret, missed opportunities, and slower retirement progress. They also break down today’s weird market conditions: strong indexes, mixed economic data…

1
Life Changes, Your Team Shouldn't: Why You Hire an Advisor 6:51

14d ago6:51

6:51

Most people don’t think about hiring a financial advisor—until something bad happens. This week, Jeremiah is joined by Alex Lundgren for an honest conversation about what it really means to have a trusted advisor in your corner, especially during one of life’s most difficult events: the loss of a loved one. They break down why human advice matters …

1
Crypto, Stablecoins & The Future of Payments (7/21/2025) 30:58

16d ago30:58

30:58

Brian takes a deep dive into the future of money—especially stablecoins and how they might flip the whole payment system on its head. He breaks it down in plain English: what stablecoins are, how they could replace Visa and Mastercard, and why it actually matters to you. He also talks crypto in 401(k)s (yep, that’s happening), how companies like NV…

1
From the Fed to Fintech: Rates, Stablecoins, & Worry (7/19/2025) 1:12:57

17d ago1:12:57

1:12:57

Brian and Jeremiah cover what everyone’s thinking: Why does the market feel fine if the public doesn’t? They unpack the disconnect between bullish investors and frustrated consumers, and what the Fed’s “higher for longer” stance really means for housing, inflation, and your portfolio. They also dive into a huge shift coming to our financial system—…

1
UBIT in Your IRA? What That Surprise Tax Notice Actually Means 6:29

21d ago6:29

6:29

That surprise notice from your IRA custodian? It might be about something called UBIT—and if you’ve got limited partnerships or master limited partnerships in your IRA, you’ll want to pay attention. This week, Jeremiah and Nic explain what Unrelated Business Income Tax (UBIT) is, how it gets triggered inside your IRA, and what it means for your bot…

1
From Bitcoin to Bots: The Shift You Can’t Ignore (7/14/2025) 40:29

23d ago40:29

40:29

On last night’s tech-charged show, Brian took listeners on a ride through the future of money, jobs, and investing. From the rise of AI and quantum computing to the real mechanics behind crypto, he breaks down why traditional thinking (and traditional portfolios) might not cut it much longer. He shares how learning more about emerging tech helped s…

1
Overtime, Tariffs & Trusts: What the Big Beautiful Bill Means for You (7/12/2025) 1:21:50

24d ago1:21:50

1:21:50

In this special episode of The Real Money Pros, Brian and Jeremiah are joined by Idaho Congressman Russ Fulcher to talk through one of the biggest pieces of legislation in years: the $4.5 trillion “Big Beautiful Bill.” Fulcher shares the story behind his popular addition—no federal tax on overtime pay—and how it could boost take-home income for mil…

1
The Big Beautiful Bill: What It Really Means for You (7/7/2025) 37:55

29d ago37:55

37:55

Today, Brian dives into the passage of the “Big Beautiful Bill”—a $4.5 trillion piece of legislation that’s sparking debate across party lines. While the headlines tout tax cuts and local wins (yes, even Idaho got a little pork), Brian takes a closer look at what this bill really means for taxpayers, investors, and the long-term debt picture. He br…

1
Gold Scams, Buried Rifles & Drone Fishing: What Could Go Wrong? 1:21:45

1M ago1:21:45

1:21:45

This week on The Real Money Pros, Brian and Jeremiah dive into the real (and wild) consequences of owning gold the wrong way—like when a client’s self-directed IRA got caught up in a precious metals scam, leaving them with pennies on the dollar and a massive headache. From there, we unpack some crazy estate stories (think: gold in storage units, ri…

1
Cutting Taxes on Your 401(k) Stock: The NUA Strategy Explained 11:01

1M ago11:01

11:01

Net Unrealized Appreciation: If you own company stock in your 401(k), this episode could potentially save you thousands in taxes. Jeremiah and Nic uncover the little-known but incredibly powerful NUA tax strategy. Through a real-world client example, you’ll learn how someone turned a $16,000 stock cost basis into a $98,000 gain—and avoided paying o…

1
War & Volatility: Why Boring Portfolios Still Win (6/23/2025) 32:28

1M ago32:28

32:28

After an unstable week, Brian unpacks this last weekend’s geopolitical drama with Iran and its ripple effects across global markets. While the headlines scream war, oil prices, and defense stocks, he zooms in on a more powerful long-term message: boring investing still wins. He uses a real-life client story—going from $50K to over $1 million in 10 …

1
The Future of Money: Stablecoins (6/21/2025) 1:21:33

1M ago1:21:33

1:21:33

In this tech-centered episode, Brian and Jeremiah explore the game-changing legislation pushing stablecoins into the financial mainstream. They break down what stablecoins really are, how they differ from volatile cryptos like Bitcoin, and why this move could disrupt legacy payment giants like Visa, Mastercard, and Western Union. From the impact on…

1
What 5% APY Really Means: The Truth Behind Bank Rates 12:46

2M ago12:46

12:46

Think you’re earning 5% on your savings? Not so fast. In the first rendition of the renewed podcast series, Jeremiah and Nic uncover the truth behind annual percentage yield (APY)—what it is, how it’s calculated, and why it often misleads savers. From CD rates to high-yield savings accounts and dividend stocks, they break down the difference betwee…

1
$5 Trillion More? Debt, Taxes, and the ‘Big, Beautiful’ Bill (6/16/2025) 30:37

2M ago30:37

30:37

Brian takes listeners deep into the heart of Washington’s latest fiscal chaos. With a $5 trillion proposed increase to the national debt ceiling and heated debate over lowering the SALT deduction cap from $40,000 to $10,000, Brian calls out the partisan maneuvering and asks the real question: is any of this actually conservative? From a live look a…

1
The Bucket Strategy: Our Retirement Planning Guide (Jeremiah’s Take) 41:31

2M ago41:31

41:31

In this second part of our two-part show, Jeremiah Bates takes the mic to share his perspective on one of our most powerful retirement planning tools: the bucket strategy. Building on Brian's introduction in Hour 1, Jeremiah breaks down the logic, math, and mindset behind organizing your assets into three core buckets—short-term liquidity, income, …

1
The Bucket Strategy: Our Retirement Planning Guide (Brian's Take) 41:28

2M ago41:28

41:28

Brian Wiley dives deep into one of the most effective investment strategies for retirement: bucket-based investing. Using a fictional scenario, Brian explains how blending goal-based and cash-flow planning can help retirees organize their assets into three key buckets—stable, income, and growth. He walks through their $1.3M portfolio, their $6,000/…

1
Smart Strategy for Dumb Times (6/9/2025) 32:29

2M ago32:29

32:29

Amid the recent political theater, economic uncertainty, and media overload, this week's show on KBOI strips it all back to what really matters: your money and your mindset. Brian Wiley challenges listeners to push past the distractions—from tariffs and tech to presidential puffery—and demand the one thing no one seems to be offering: a plan. Is Am…

1
Elon vs. Trump: Another Investor Distraction (6/7/2025) 1:21:47

2M ago1:21:47

1:21:47

The dudes unpack the headlines that distracted investors all week—starting with the bizarre (and kind of surprising) public feud between Elon Musk and Donald Trump. But rather than get caught in the drama, they break down what these kinds of headlines actually reveal about market psychology, innovation narratives, and how investors often overreact …

1
Saving for the Future—Even When the Rules Don’t Make Sense (6/2/2025) 30:43

2M ago30:43

30:43

This Money Monday, Brian covers a wide range of topics—blending market analysis, tax insights, and small business advice with listener-driven conversations about the real economic pressure points showing up now. He kicks off the hour with commentary on Elon Musk's Mars obsession, the latest tariff developments, and how political leadership—regardle…

1
Cash Mistakes, Tariff Chaos, & Why Indexing Works (5/31/2025) 1:21:26

2M ago1:21:26

1:21:26

Everything from market volatility and investor behavior to life insurance gaps and why simple planning still wins… Jeremiah and Nic unpack the latest tariff developments—what’s real, what’s politics, and how uncertainty is shaking Wall Street—and explain why emotional reactions to short-term headlines often lead to long-term regret. Jeremiah shares…

1
Company Stock in 401(k)? NUA. (5/24/2025) 41:30

2M ago41:30

41:30

Over the Memorial Day weekend, Brian Wiley and Alexandra Lundgren unpack the often misunderstood mechanics and risks of 401(k) plans—from overloading on company stock to the overlooked tax strategy known as Net Unrealized Appreciation (NUA). If your retirement plan is tied to your employer’s stock, your paycheck, and maybe even a pension, you may b…

1
Tariffs: Who Really Pays? (5/19/2025) 29:59

3M ago29:59

29:59

This week on KBOI, Brian digs into the economic and behavioral ripple effects of tariffs, asking the central question: who really pays? Using the latest Walmart price controversy as the backdrop, Brian challenges the political narratives suggesting tariffs are absorbed by foreign governments, when in reality, it’s American consumers, employees, and…

1
Fixing The BROKEN Retirement System (5/17/2025) 1:21:36

3M ago1:21:36

1:21:36

Brian, Alex, and our callers dig into one of the most overlooked but urgent problems in personal finance: our retirement system is broken—and most people don’t even realize it. The conversation opens with an honest critique of the current mess of savings vehicles: 401(k)s, SIMPLEs, SEPs, IRAs, Roths—all with different rules, limits, and levels of a…

1
Is Your Strategy Built for This? (5/10/2025) 1:21:40

3M ago1:21:40

1:21:40

This last Saturday, Brian Wiley and Jeremiah Bates dug deep into the real-world impact of tariff policy, investor behavior, and why emotional risk tolerance matters as much as the numbers. The market feels chaotic—but as the guys explain, it's not just the economy reacting—it's the people. And like a game of musical chairs, the longer the music pla…

1
Mitigating Market Risk: What You Can Control (5/3/2025) 1:23:14

3M ago1:23:14

1:23:14

The trio gang (Brian, Jeremiah, and Nic) goes into the real economic impact of tariffs, rising uncertainty, and how financial planning needs to adapt to both market volatility and emotional behavior. As headlines swirl about the administration’s evolving trade strategy, the guys challenge listeners to examine their own “fortitude” for this economic…

1
Tariffs Are Already Being Priced In (4/28/2025) 34:38

3M ago34:38

34:38

Tonight, we look at the real-world impact of tariffs—from policy to personal experience. After getting hit with a 145% tariff on a simple electric dirt bike order, Brian uses the story to highlight how quickly these economic shifts are starting to affect everyday consumers and small business owners. Is this a "chip shortage" part two? The show expl…

1
Debt, Tariffs, & Market Turbulence (4/26/2025) 41:30

3M ago41:30

41:30

Brian Wiley and Jeremiah Bates dig into how the latest tariff headlines, political pressure on the Fed, and fast-moving market swings—often triggered by fake news and social media rumors—are creating both chaos and opportunity for investors. Brian shares insights from a recent financial conference, pointing out a troubling generational gap in finan…

1
What This Market Is Really Telling Us (4/21/2025) 29:55

4M ago29:55

29:55

Brian cuts through the noise surrounding market volatility, interest rates, and U.S.-China trade tensions. As the S&P 500 and Dow show signs of technical stress—with major players like Nvidia and Apple influencing index performance—Brian explains why low-volume selloffs might not be as dire as they appear, and why institutional investors are still …

1
Rebalancing, Roth, & Rising Care Costs (4/19/2025) 41:37

4M ago41:37

41:37

In this solo-hosted episode, Jeremiah Bates explores the week’s financial news and practical planning strategies—anchored by real-world client conversations. While Wall Street processed more volatility, led by Nvidia’s $5.5B hit and Apple’s China-related struggles, Jeremiah explains how index weighting magnifies the market impact of tech giants and…

1
Opportunity Among Chaos (4/14/2025) 30:12

4M ago30:12

30:12

Brian Wiley breaks down one of the most emotionally charged and telling market sell-offs in recent memory. On April 8th, Main Street investors hit the panic button in response to tariff news, triggering a cascade of 401(k) liquidations and driving down markets in dramatic fashion. Brian, watching the sell-off unfold mid-flight, saw a flashing oppor…

1
Markets Are Predictable (4/12/2025) 1:21:24

4M ago1:21:24

1:21:24

After the crazy week, Brian and Jeremiah dissect what they call the most emotionally driven and predictable market sell-off of their careers. Brian shares how, mid-flight, he scrambled to access Wi-Fi—not to panic, but to buy—spotting a clear opportunity as investors dumped assets out of fear. The hosts emphasize a critical truth: emotional decisio…

1
Rate Cuts, Rally Risks, & Retirement (4/7/2025) 30:56

4M ago30:56

30:56

The markets are trying to ride high again — but should you trust the rally? In this week’s Money Hour, the team breaks down what’s really driving investor optimism right now. Is the Fed about to cut rates, or is inflation still too sticky to ignore? We unpack the latest jobs data and wage growth reports and what they might mean for your portfolio. …

1
Markets on Edge: How to Play Defense (4/5/2025) 1:21:42

4M ago1:21:42

1:21:42

After ending a rough trading week, Brian and Jeremiah dissect the pivotal week on Wall Street as economic uncertainty rattles investors. With major indices taking a hit and bond yields climbing, they spotlight the bond market's warning signs and the Fed’s ongoing inflation battle. They explore the collapse of commercial real estate giants like WeWo…

1
Outsmarting the Market (3/31/2025) 34:09

4M ago34:09

34:09

Brian talks about the latest market movements and what they mean for your portfolio. With inflation concerns and interest rate chatter still dominating headlines, he explores how investors can stay ahead of economic shifts. Brian also discusses tax-efficient investing strategies, including ways to maximize deductions and protect your wealth from un…

1
Taxes, Traps, & Market Shake-Ups—Are You Prepared? (3/29/2025) 41:30

4M ago41:30

41:30

This Saturday, we talk the latest market trends and what they mean for your portfolio. We dive into smart tax strategies, helping you keep more of what you earn—especially if you’re facing Required Minimum Distributions (RMDs). Are you making tax-efficient investment moves? We give some tips on how to maximize your returns while minimizing Uncle Sa…

1
Market Cycles, Musk Moves & Future Tech (3/22/2025) 41:32

5M ago41:32

41:32

Brian and Jeremiah break down the current market volatility and why investors need to prepare for inevitable downturns—just like you would during flu season! They discuss how market corrections happen every 14–16 months and why having a three-year financial cushion can keep you from making panic-driven mistakes. The conversation also dives deep int…

1
Tesla: Charging Up or Short-Circuiting? (3/17/2025) 30:33

5M ago30:33

30:33

This Monday, Brian breaks down how emotions influence investing—using Tesla as the perfect case study. He discusses the psychology behind stock movements, investor sentiment, and why people buy and sell based on emotions rather than strategy. A listener calls in, revealing they now want to buy Tesla stock simply because they like Elon Musk. But is …

1
Booms, Busts, & A.I. (3/15/2025) 41:36

5M ago41:36

41:36

Markets go up, markets go down—but what does that mean for your money? Brian Wiley dives into the cycles of booms and busts, reflecting on 25 years of market history and how investors can navigate uncertainty. With inflation, tariffs, and shifting tax policies in play, the key takeaway is this: smart financial moves matter more than ever. Brian is …

1
Panic or Profit? (3/10/2025) 1:07:59

5M ago1:07:59

1:07:59

After weeks of fear-driven markets, we dive into yet another wild day, with the NASDAQ dropping over 4% and major stocks like Tesla taking a hit. But is this a time to panic or an opportunity to invest? Brian Wiley and guest John McClure from ProfitScore break down the market sell-off, the role of interest rates, and how political uncertainty is fu…

1
Dealing With Market Corrections (3/8/2025) 1:21:35

5M ago1:21:35

1:21:35

This week, Brian and Jeremiah break down the latest market swings and what they mean for your portfolio. With the NASDAQ dipping into correction territory, should you be worried? Not if you’ve got a solid plan! We talk about why staying invested through the ups and downs is key and how to avoid panic-driven mistakes. Plus, we dive into estate plann…

1
Federal Layoffs, HSA’s, & European Politics (3/1/2025) 1:21:28

5M ago1:21:28

1:21:28

Brian Wiley and Jeremiah Bates break down the fiery Oval Office exchange between Trump, JD Vance, and Ukraine’s Zelensky. What led to the heated debate, and was Zelensky’s approach the right move? The hosts analyze the political and financial stakes—especially how Trump’s efforts to reshape foreign alliances could ripple through global markets. The…

1
Bitcoin, Gold, and AI: Where’s the Smart Money Going? (2/24/2025) 43:34

5M ago43:34

43:34

In this episode of The Money Hour on Newstalk KBOI, Brian Wiley dives deep into the ever-changing landscape of cryptocurrency, gold, and AI investing. He explores whether Bitcoin and other digital assets are finally earning their place in the financial world or if they remain too risky for the average investor. Meanwhile, gold has surged to nearly …

1
No Volatility, No Growth (2/22/2025) 1:21:46

5M ago1:21:46

1:21:46

This week, Brian Wiley and Jeremiah Bates break down the latest market swings, explaining why recent volatility is normal market behavior and how investors should approach it. With economic uncertainty looming—fueled by inflation concerns and political factors—the guys explain how to stay disciplined in your investment strategy. As tax season kicks…

1
Property Capital Gains Strategies & Income Planning (2/15/2025) 1:21:35

6M ago1:21:35

1:21:35

With the triple team, Brian, Jeremiah, and Alex dive into smart strategies for minimizing capital gains taxes when selling property. A caller shares their real-life scenario of selling two properties, prompting a discussion on how to leverage exemptions, 1031 exchanges, and Delaware Statutory Trusts to maximize profits while minimizing IRS exposure…

1
Tariff Talks, Taxes, & The Volatility Rollercoaster (2/8/2025) 1:21:36

6M ago1:21:36

1:21:36

What a wild ride 2025 has been so far! We dive into the latest market swings and how tariffs are shaking up the economy. Jeremiah and Nic break down what the recent tariff discussions mean for businesses, consumers, and your portfolio. They also tackle the volatility that has defined 2025 so far—why markets keep swinging and how to stay level-heade…

1
Smart Home-Buying Strategies in a High-Rate Market (2/1/2025) 1:21:34

6M ago1:21:34

1:21:34

This week, mortgage rates are top of mind as we discuss where they’re headed in 2025 and how the bond market is influencing lending rates. Guild Mortgage’s Dave Perry joins the show to break down home-buying strategies in today’s high-rate environment. Next, we explore how interest rate trends could impact your investments and borrowing power. The …

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Treecityadvisors Podcasts

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