Building Wealth Without the Gaps: 401ks, Real Estate, & Risk (9/27/2025)
Description
On this episode, we draw surprising parallels between woodworking mishaps and managing your 401(k)—showing how even tiny mistakes can turn into big problems over time. We dive into the hidden impact of investment fees, the importance of planning for risk versus reward, and how small tweaks in fund selection can make a massive difference for your retirement.
The conversation goes into the evolving value of homeownership in today’s economy, exploring whether renting might make more sense for some families. A live caller joins to ask about leveraging equity in a fourplex, sparking a deep discussion about refinancing, HELOCs, self-directed IRAs, and building long-term rental income. In the second hour, we also tackle financial fraud and scams targeting everyday investors (and seniors) and share cautionary tales about self-directed IRAs, gold schemes, and annuity traps.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Host:
Brian Wiley & Jeremiah Bates
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SPONSORS:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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