Nov 27, 2019
Financial advisor Brian Wiley sits down with CPA Hazen Armstrong
to discuss potential end of year tax advantages for every bracket,
and discuss some recent good catches.
Listeners call in with questions.
Happy Thanksgiving, everyone!
Brian Wiley, Financial
Advisor www.treecityadvisors.com
Nov 26, 2019
Financial advisor Brian Wiley sits down with insurance expert
Steve Marsh of Medical Plans of Idaho to tell a gruesome story of
knuckle-meets-drill-bit.
After the drama, a number of listeners call in with questions and
quibbles about the current state of America's health insurance
system. We've got a long way to go,...
Nov 25, 2019
In this edition of the CapEd Case Study Hour, financial advisors
Brian Wiley and Jeremiah Bates discuss the importance of education
in investing.
What's the #1 mistake made by investors: putting in even a single
dollar without having a plan.
Learn about Brian's exciting new project: InvestU/FreedomFolios! It's
not...
Nov 22, 2019
Financial advisor Brian Wiley wants to talk about how we can
change the mental health landscape in America's school with a novel
approach. Uncle Jimmy calls in.
Then, Brian asks listeners, "what's the biggest financial mistake
you've made?" - a number of callers offer their laments.
Finally, what's the difference...
Nov 21, 2019
In another moderately philosophical solo show, financial advisor
Brian Wiley explains why (for him, at least) business has never
been just business.
Then, a reflection on emotions and markets, and why this continues
to never work out well for investors.
Finally, it's time to reach out to your tax preparer or CPA
soon...