The Show

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Apollon does not provide tax advice, individuals are strongly advised to consult with a tax professional before making any tax-related decisions. The information provided herein may not be relied on for purposes of avoiding taxes.The specific considerations for you may need expertise or review by a tax professional, licensed insurance provider, estate planning attorney or other professional to determine how it applies to you. Information provided is generic in nature, for educational purposes and not specific advice. Speak with your tax professional about your specific personal considerations before making any planning decisions. Please visit our website http://apollonwealthmanagement.com for other important disclosures.

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Apollon does not provide tax advice, individuals are strongly advised to consult with a tax professional before making any tax-related decisions. The information provided herein may not be relied on for purposes of avoiding taxes.The specific considerations for you may need expertise or review by a tax professional, licensed insurance provider, estate planning attorney or other professional to determine how it applies to you. Information provided is generic in nature, for educational purposes and not specific advice. Speak with your tax professional about your specific personal considerations before making any planning decisions. Please visit our website http://apollonwealthmanagement.com for other important disclosures.

As markets flirt with correction territory and geopolitical tension continues to drive uncertainty around oil, inflation, and interest rates, Brian and Jeremiah focus on what investors should actually do when volatility rises. Rather than reacting to headlines, they explain why market pullbacks create opportunities—from tax-loss harvesting to strategic gifting—and how disciplined planning can turn short-term declines into long-term advantages.

The show then shifts into practical, real-world financial planning conversations. The hosts walk through how to handle inheritances, including what happens to debt, how probate works, and why some assets may need to be liquidated despite emotional attachment. They also highlight lesser-known strategies like gifting appreciated stock, charitable giving for tax efficiency, and using HSAs more effectively.

In Hour 2, the conversation returns to fundamentals, breaking down retirement accounts like traditional IRAs and Roth IRAs in simple terms. How they’re taxed, when contributions make sense, and how to use them to reduce taxes today while planning for future income.


Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com

Hosts
Jeremiah Bates & Brian Wiley
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Ataraxis PEO
https://ataraxispeo.com
 
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
 
Apollon Wealth Management:
https://apollonwealthmanagement.com/
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You may be able to move those funds into an ABLE account — so they can help support your child’s care, while maintaining potential tax advantages.

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Please visit our website http://apollonwealthmanagement.com for other important disclosures.

Roth Conversns can be beneficial from a tax standpoint 💡 but who reaps the most benefits? Sometimes, it’s not even you.

With oil prices pushing above $100 amid escalating Middle East tensions, Brian Wiley and Jeremiah Bates open the show by breaking down what geopolitical shocks can mean for markets, inflation, and investor sentiment. They discuss more about how headlines surrounding energy prices and global conflict can amplify volatility, but also explain why long-term investors should focus more on portfolio structure and diversification rather than reacting emotionally to short-term news cycles.

The conversation then shifts into deeper retirement planning strategy. Using real-world experiences, the guys walk through Roth conversion planning, including how investors with large IRA balances should think about converting money over several years to manage future taxes and required minimum distributions. They explore the trade-offs between converting aggressively versus managing tax brackets, how those decisions interact with Social Security timing, and why planning for unknown life expectancy makes retirement strategy more complex than simple math.

Brian and Jeremiah also touch on broader financial planning topics including market volatility, inflation expectations, estate planning considerations, and the importance of having a coordinated strategy across taxes, investments, and retirement income.


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/
—————————————————————

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Please visit our website http://apollonwealthmanagement.com for other important disclosures.

Roth conversions, IRA distributions, and QCDs can be coded the same — and if you miss it, you could accidentally pay tax you didn’t owe 💸

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Apollon does not provide tax advice, individuals are strongly advised to consult with a tax professional before making any tax-related decisions. The information provided herein may not be relied on for purposes of avoiding taxes. The specific considerations for you may need expertise or review by a tax professional, licensed insurance provider, estate planning attorney or other professional to determine how it applies to you. Information provided is generic in nature, for educational purposes and not specific advice. Speak with your tax professional about your specific personal considerations before making any planning decisions. Please contact your financial advisor with questions about your specific needs and circumstances. Please visit our website http://apollonwealthmanagement.com for other important disclosures.

Apollon Wealth Management, LLC (“Apollon”) provides advice and make recommendations based on the specific needs and circumstances of each client. The information contained herein is intended for information purposes only and should not be considered investment advice. Please contact your financial advisor with questions about your specific needs and circumstances. Please visit our website http://apollonwealthmanagement.com for other important disclosures.