{"podcast":{"title":"Real Money Pros","slug":"real-money-pros-7057039","podcast_index_feed_id":7057039,"rss_url":"https://feeds.libsyn.com/101889/rss","website_url":"http://www.therealmoneypros.com","image_url":"https://static.libsyn.com/p/assets/7/3/9/6/7396a83e136ddbcb16c3140a3186d450/NEW_RMP_SQ_Logos_Sept_2025.jpg","author":"Alec Kelso","episode_count":100,"summary":"Money: you make it, you want more of it, and you want to protect it. We are The Real Money Pros, a show hosted collaboratively by experts who specialize in investing, financial and estate planning, taxes, insurance, and any other way to grow wealth. Plus, we make it fun! We help you know good advice from bad – especially when everyone seems to want a piece of your money.","last_synced_at":"2026-06-09T08:17:59.348992+00:00","page_url":"https://stenobird.com/podcast/real-money-pros-7057039"},"episode":{"title":"Handling Market Pullbacks, Reduce Taxes, & Know If Your Advisor Is Doing Enough (3/28/2026)","slug":"handling-market-pullbacks-reduce-taxes-know-if-your-advisor-is-doing-enough-3-28-2026","published_at":"2026-03-30T15:40:00+00:00","page_url":"https://stenobird.com/podcast/real-money-pros-7057039/handling-market-pullbacks-reduce-taxes-know-if-your-advisor-is-doing-enough-3-28-2026","show_page_url":"https://stenobird.com/podcast/real-money-pros-7057039","url":"https://therealmoneypros.libsyn.com/handling-market-pullbacks-reduce-taxes-know-if-your-advisor-is-doing-enough-3282026","audio_url":"https://traffic.libsyn.com/secure/therealmoneypros/RMP_3.28.2026_ARCHIVE.mp3?dest-id=539739","summary":"With markets entering correction territory , Brian and Jeremiah break down what recent volatility actually means and how investors should respond without making emotional mistakes. They explain how rising oil prices, inflation expectations, and interest rate uncertainty are driving market swings, and why having a strategy in place matters more than reacting to headlines. The conversation then shifts into actionable tax and investment planning. The guys walk through strategies like tax-loss harvesting , managing concentrated stock positions , and why reducing taxes can be just as impactful as chasing higher returns. They also highlight commonly missed opportunities, including properly funding HSAs and coordinating tax decisions with your overall investment strategy. A key segment focuses on what investors should expect from a financial advisor. After a caller shares frustration with being pushed off to a CPA, the hosts explain why true fiduciary advice should include tax-aware planning, guidance on Roth conversions, Social Security timing, and a fully coordinated strategy—not just investment management. Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com Hosts Jeremiah Bates & Brian Wiley ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————","meta_description":"With markets entering correction territory , Brian and Jeremiah break down what recent volatility actually means and how investors should respond without…","key_points":[],"chapters":[],"topics":[],"duration_seconds":4964,"processing_state":"not_requested","actions":[{"name":"request_transcript","method":"POST","url":"https://stenobird.com/v1/public/podcasts/real-money-pros-7057039/episodes/handling-market-pullbacks-reduce-taxes-know-if-your-advisor-is-doing-enough-3-28-2026/transcription-requests","description":"Idempotently request low-priority transcript generation for this episode."},{"name":"read_markdown","method":"GET","url":"https://stenobird.com/podcast/real-money-pros-7057039/handling-market-pullbacks-reduce-taxes-know-if-your-advisor-is-doing-enough-3-28-2026.md","description":"Read the agent-friendly Markdown representation of this episode resource."}]}}