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 stories from client meetings, including a couple sitting on too much cash for too long, illustrating the cost of inaction and paralysis by analysis. The team stresses the importance of knowing your investment timeline and purpose—especially when volatility strikes. A key stat? The S&P 500 has rallied over 18% since April 8th—proof that missing just a few big days can wreck your long-term returns.
They also discuss the AI-driven surge in NVIDIA, with caller insights and reminders about avoiding concentration risk. Plus, practical talk on Roth vs. traditional accounts, 401(k) withdrawal rules, and why index funds often outperform stock picking.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Jeremiah Bates & Nic Daniels
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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