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The Real Investment Show Podcast

Lance Roberts
The Real Investment Show Podcast
Último episodio

Episodios disponibles

5 de 2922
  • 7-4-25 FRIDAY Best-of Show
    Are annuities always a bad deal? Not so fast. In today’s episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way.  Jonathan shares his changed life as a new father,  and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor market and the velocity of AI. The concept of annuities and life expectancy: How AI can extend your life.  Rich's insight to the Texas State Fair and an intriguing  business opportunity;  Texas History and good music; spending in retirement with stable-income vs variable-income sources. Why most annuities are sold and not planned for. The job of a financial advisor is to be unbiased; origins of the retirement crisis without pensions. SEG-1: Choosing the Best College for Best ROI SEG-2: The Velocity of AI in Financial Planning SEG-3: Retirement Spending w Stable vs Variable Income SEG-4: Why Annuities Get a Bad Rap Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP, plus Senior Financial Planner, Sarah Buenger, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=QvoAQJShFsU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here:  https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed's Next Mistake," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AnnuitiesExplained #RetirementPlanning #InvestSmart  #AnnuityEducation #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing
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    53:35
  • 7-2-25 WEDNESDAY Best-of Show
    What's to be The Next Big Thing to generate a narrative this Summer? Apple's recent report wasn't stellar, and absent any astonishing, new developments, the company's growth appears to be stagnant; yet, Apple is not dead. Lance and Danny address the new push to make private equity investing available for "the little guy," and the illusion of limited volatility. Beware the "good deals;" Wall Street will always find something to sell you if you want to buy it. The fallacy of "above average" gains in private equity; you never hear about the deals that go sour. A political sidetrack into the supposed fate of the Big Beautiful Bill and Term Limits. Danny and Lance review a Vanguard report on the average balances of 401k's (beware "average" comparisons!). SEG-1: What Will Be the Next Narrative of the Summer?  SEG-2: The Private Equity Push SEG-3: The Fallacy in "Above Average" Gains SEG-4: How Does Your 401k Compare to National Averages? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #MarketRally #BullishMarket #BuyTheDip #IranIsraelConflict #WorldWar3 #GeopoliticsAndMarkets #WarImpactOnStocks #GlobalConflict #FinancialMarketsToday #GeopoliticalRisk #StockMarketNews #IranUSConflict #401k #PrivateEquity #PrivateEquityETF #SpaceX #SuperSavers #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing
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    53:41
  • 7-1-25 TUESDAY Best-of Show
    Danny & Lance begin the show with good intentions and good taste with a follow up to Beyond Meat and Flexitarianism, then discuss the sticky wicket of stock and land inheritances, and whether or not you should disclaim a hefty inheritance. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their first PC's, and Jonathan critiques a ChatGPT-created SWAN Portfolio. Lance and Jonathan Penn conduct a deep dive into why Wall Street is coming after your retirement savings—and what you can do about it. SEG-1: Land Inheritances & Liquidity Issues SEG-2: Mrs. Roberts' Pickles, 1st PC's, & The Swan Portfolio SEG-3: The Death of American Exceptionalism SEG-4: How Wall Street is Coming for Your Retirement Savings RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #PrivateEquity #AlternativeInvestments #RetailInvestors #WallStreetWatch #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing
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    53:42
  • 6-30-25 MONDAY Best-of Show
    This Month's Middle East turmoil calls to rememberance the Japanese Carry Trade blow up vs Iran Bombings: There is not the same sense of urgency this time; markets have already moved-on. Is Apple dead? Lance and Jonathan addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF's all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. Lance and Jonathan also address whether your college grad kid should move back in with Mom & Dad. SEG-1: Where's he Sense of Urgency? SEG-2: Is Apple Dead? SEG-3: Why You Need Apple in Your Portfolio SEG-4: Two Dad's on Money: Should Your College Grad Move Back Home? RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP  Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets' Trajectory Remains Bullish," is here:  https://www.youtube.com/watch?v=DRzdiS6C1vc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1   ------- Our previous show is here: "Is WW III Off the Table?" https://www.youtube.com/watch?v=aTZR3PEvaxc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025: https://streamyard.com/watch/qaMtj3cydgDQ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #IranIsraelConflict #MarketRally #GeopoliticalRisk #SmartInvesting #Apple #PortfolioManagement #MarketVolatility #CollegeGrads #TwoDadsOnMoney #InvestingAdvice #Money #Investing
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    53:23
  • 6-27-25 Annuities Are Not Your Enemy
    Are annuities always a bad deal? Not so fast. In today’s episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way.  Jonathan shares his changed life as a new father,  and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor market and the velocity of AI. The concept of annuities and life expectancy: How AI can extend your life.  Rich's insight to the Texas State Fair and an intriguing  business opportunity;  Texas History and good music; spending in retirement with stable-income vs variable-income sources. Why most annuities are sold and not planned for. The job of a financial advisor is to be unbiased; origins of the retirement crisis without pensions. SEG-1: Daddy Duty & Investor Confirmation Bias SEG-2: The Velocity of AI in Financial Planning SEG-3: Retirement Spending w Stable vs Variable Income SEG-4: Why Annuities Get a Bad Rap Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=QvoAQJShFsU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this show: "Iran Struck By U.S.: Markets, Risk, and Rational Investing" https://realinvestmentadvice.com/resources/blog/iran-stuck-by-u-s-markets-risk-and-rational-investing/ "The Dollar’s Death Is Greatly Exaggerated" https://realinvestmentadvice.com/resources/blog/the-dollars-death-is-greatly-exaggerated/ "Oil Price Rise, Not Tariffs, Will Cause CPI To Tick Up" https://realinvestmentadvice.com/resources/blog/oil-price-rise-not-tariffs-will-cause-cpi-to-tick-up/ "The Iran-Israel Conflict And The Likely Impact On The Market" https://realinvestmentadvice.com/resources/blog/the-iran-israel-conflict-and-the-likely-impact-on-the-market/ ------- The latest installment of our new feature, Before the Bell, "What Oil Prices Are Saying About the Economy," is here:  https://www.youtube.com/watch?v=jiMvWO2ZDX8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Fed's Next Mistake," https://www.youtube.com/watch?v=fZ-J2YfNC5w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #AnnuitiesExplained #RetirementPlanning #InvestSmart  #AnnuityEducation #SmartInvesting #MarketVolatility #InvestingAdvice #Money #Investing
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    46:20

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