Podcast artwork thumbnail for Real Money Pros

Real Money Pros

Brian Wiley, Alexandra Lundgren, Jeremiah Bates

Booking Overview

This is a collaborative financial-expertise show focused on investing, wealth management, taxes, insurance, estate planning, and business finances, with occasional interviews featuring senior professionals such as a chief investment officer and a PEO executive. Credible pitches include investment strategists, tax and estate-planning specialists, insurance professionals, economists, and business or workplace advisors with practical expertise; booking difficulty is medium.

Metrics

Episodes: 100

Frequency: Several times a week

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Gender skew: Neutral

Listener location: USA

YouTube: 1.2k subscribers

Instagram: 454 followers

Contact Information

Publicly listed emails

alec@therealmoneypros.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Brian Wiley - Co-host of a financial education show covering investing, financial planning, taxes, insurance, estate planning, and wealth protection.

Alexandra Lundgren - Co-host on a collaborative financial education program focused on investing, wealth management, and personal financial planning.

Jeremiah Bates - Co-host on a collaborative financial education program covering retirement planning, investments, taxes, and income strategies.

Booking Intelligence

Booking Requirements

medium
Typical Credentials:  
Senior professionals with established expertise in investing, wealth management, tax, estate planning, insurance, business finance, workplace strategy, or related financial topics.
Required Achievements:  
Senior leadership in established financial or business-services organizations, Demonstrated expertise in specialized financial, investment, tax, insurance, or workplace subjects

Recent Guest Discussions

Eric Sterner - Portfolio Strategy, Artificial Intelligence Investment Opportunities, Healthcare And Biotech, Private Equity, Private Credit, Diversification, Insurance, And Risk Management.

Steve Cilley - Economic Change, Cryptocurrency, Artificial Intelligence, Robotics, Homeownership, Workplace Trends, Employee Classification, Remote Work, Compensation, And Employment Risks.

Recent Topics

Wealth Management, Financial Planning, Investing, Taxes, Estate Planning

Episodes

Here's the recent few episodes on
Real Money Pros
:

Building Value in Blue-Collar Businesses with William Yex (10/10/2026)

October 12, 2026

For owners of HVAC, plumbing, electrical and construction companies, building a profitable business is one thing. Building a business that someone else would actually want to buy is another. This week, Jeremiah Bates welcomes William Yex, CFP®, a Wealth Management Advisor with Apollon Wealth Management who specializes in working with blue-collar business owners. William discusses why he chose to focus his practice on the trades and how the financial challenges facing these entrepreneurs diffe...

When Bond Prices Fall, What Should Investors Do? (10/10/2026)

October 12, 2026

Higher bond yields can look attractive to investors seeking income, but they also come with a tradeoff: when market yields rise, the prices of existing bonds generally fall. So what does that mean if you're already holding bonds, particularly as you approach or enter retirement? In the first hour of the show, Jeremiah runs solo to break down the relationship between bond prices and yields using a straightforward example of a $1,000 bond paying $50 annually. He explains why that same bond can ...

The Business Sale: From Valuation to Closing

October 09, 2026

Selling a business isn't one decision. It's a process that can begin years before the transaction actually closes. Jeremiah Bates and Nic Daniels are joined by Jeff Szczypinski of WR Valuations to walk through that process, from establishing what a business is worth and identifying what could improve its value to dealing with buyers, due diligence, deal structure, taxes, and the eventual closing. They also look at the sale from the owner's side of the table. How much do you actually need from...

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Real Money Pros
:

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Frequently asked questions

Here's some frequently asked questions for
Real Money Pros
:

How do I get in touch with Real Money Pros?

Real Money Pros is hosted by Brian Wiley and Alexandra Lundgren. Its publicly listed email is alec@therealmoneypros.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Real Money Pros?

The publicly listed email for Real Money Pros: alec@therealmoneypros.com.

How many listeners does Real Money Pros have?

Podseeker estimates Real Money Pros reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Real Money Pros?

Real Money Pros typically books industry leaders. Typical guest background: Senior professionals with established expertise in investing, wealth management, tax, estate planning, insurance, business finance, workplace strategy, or related financial topics. Common among recent guests: Senior leadership in established financial or business-services organizations; Demonstrated expertise in specialized financial, investment, tax, insurance, or workplace subjects. Recent guests include Eric Sterner and Steve Cilley.

How hard is it to get booked on Real Money Pros?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Real Money Pros cover?

Recent episodes cover Wealth Management, Financial Planning, Investing, Taxes, and Estate Planning. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

alec@therealmoneypros.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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