Episode
AI Scams, 401(k) Tax Mistakes, & Expensive Financial Missteps to Avoid (5/16/2026)
- Podcast
- Real Money Pros
- Published
- May 18, 2026
- Duration seconds
- 4971
- Processing state
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Summary
Financial problems don't always come from bad decisions—they often come from not understanding the rules. Jeremiah Bates and Nic Daniels break down the costly financial mistakes people make when acting without a clear strategy. The conversation starts with the growing threat of AI scams, wire fraud, romance scams, and why even younger, financially savvy individuals are getting caught off guard. From there, the show moves into retirement planning mistakes—how improper 401(k) rollovers can trigger unnecessary taxes and penalties, why understanding account rules matters, and when consolidating scattered retirement accounts makes sense. The hosts also tackle highly appreciated stock positions, Roth conversion strategy after age 65, Medicare premium impacts, Social Security coordination, and tax-efficient ways to unwind concentrated positions. The broader theme throughout the episode is simple: many of the most expensive financial mistakes are completely avoidable with proper planning… Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts: Jeremiah Bates & Nic Daniels ————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————