Income Generation, Divorce, & Account Fees (11/4/2023)

The Real Money Pros

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 on portfolios, along with the crucial bond price-yield relationship.

In the second hour, the team provides essential insights into financial considerations during divorce, covering joint accounts, property, debts, and legal representation. They'll discuss relevant laws and their application to accounts, as well as the importance of updating estate plans amid divorce proceedings. Plus, understanding mutual funds, IRAs, UMAs, other account types and the money-sucking fees that may be hidden.

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Academy Mortgage:

https://academymortgage.com/?lo=dave-perry&utm_source=podcast&utm_medium=description&utm_campaign=show_sponsor

Lively (HSAs and FSAs)

https://livelyme.com/pro

Ataraxis PEO

https://ataraxispeo.com/offer

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Advisor Insurance Solutions:

https://advisorinsurancesolutions.com/

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