Leveraging Options, Inheritance Strategies, & Getting Started (11/18/2023)

The Real Money Pros

Understanding the concept of options and how they're used to leverage your position in a security can be confusing for many investors. Even more daunting to put them into action within your own portfolio! While Brian and Jeremiah don't go super far into the concept, they talk about when to use leveraging strategies and how to implement them safely. Plus, how fund managers use these techniques within ETFs and mutual funds to make you money. Also in the first hour, the guys discuss what to do if you recieve inheritence, whether it be in cash or an asset. They give strategic plans on how to approach it to avoid unnecessary tax consequences. In the second half of the show, they highlight why getting started is the hardest part about investing. While we see uncertainty in the markets and in the world as a whole, it's important to prevent ourselves from making knee-jerk reactions to these kinds of things. And do bonds now belong in your growth bucket?

Watch, Subscribe, Ask!

https://www.therealmoneypros.com

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Academy Mortgage:

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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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