Podcasts about smart ways

Play Episode Listen Later Sep 2, 2026 48:39

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

9-2-26 Q&A Wednesday: What Are Markets Waiting For?

Play Episode Listen Later Sep 2, 2026 48:40

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 - JOLTS Report Review, ADP/Jobs Preview 2:04 - Oil Prices on the rise (oil risk is transient): What's feeding into Inflation? 3:52 - Broadcom report preview 4:14 - Market working down towards 50-DMA to test support 5:15 - Seasonal weakness for September is present; volatility remains low 8:53 - Any market Rotation? 10:28 - Guidance for Acquiring company stock in 401k 12:37 - Recommendation for Rotation in and out of funds - how & why & controlling risk 15:30 - Dividend yields or reinvest in Creation of Retirement Paycheck? 19:37 - Where to hide money from the "coming doom..." 21:30 - Dealing with the risks in September 22:57 - Portfolio Management Rebalancing, & Target Weighting 26:13 - Data Center & related stocks: Bloom, Anet, ETN 30:15 - Money flow & Breadth Indicator, Momentum signals: Tax avoidance investing 32:56 - Is anyone big enough to move the market to influence the election (Situational Awareness) 36:55 - Changes to mandatory withdrawals 38:38 - Sensible policies to "fix" SS: remove restrictions on IRA's vs need for revenue 43:33 - Brookfield Corp? 45:12 - Worry about IRMAA? 45:56 - Pullback # for S&P 46:33 - Gold & Silver to run in future? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/ZxnrV8m0F4g?feature=share -------- Watch our previous show, "What Should You Expect From a Financial Planner?" https://youtube.com/live/dRd4fGgwrkc ------- Watch today's "Before the Bell" report, "September Weakness Tests Market Support," https://youtu.be/4xaM1pIhI1w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets #Investing #FederalReserve #RetirementPlanning #MarketRisk

9-2-26 September Weakness Tests Market Support | Before the Bell

Anderson Business Advisors Podcast

Play Episode Listen Later Sep 2, 2026 4:06

Markets are testing support after three straight days of selling, with technology and semiconductors leading the weakness. The S&P 500 is moving toward its 50-DMA as September seasonality, upcoming corporate buyback blackouts, and quarter-end repositioning add to downside risk. But this remains a normal market pullback, not a reason to panic. With volatility still unusually low and markets not yet deeply oversold, investors should keep the weakness in context. Now is the time to manage risk, take profits where appropriate, rebalance portfolio allocations, and raise some cash rather than make emotional decisions. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/4xaM1pIhI1w --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #MarketCorrection #RiskManagement #SeptemberMarkets

google college video market tests markets weakness s p smart ways dma lance roberts

6 Smart Ways AI Can Grow Your 501(c)(3)

Play Episode Listen Later Sep 1, 2026 50:02

Ready to start your nonprofit? Schedule a FREE consultation

ai register using ai use ai save time smart ways board meetings social media campaigns save your seat internal operations

9-1-26 What Should You Expect From a Financial Planner

Play Episode Listen Later Sep 1, 2026 48:32

What should a good financial planner actually do for you? It should go far beyond choosing investments or building a retirement portfolio. A strong financial planning relationship should provide organization, accountability, objectivity, education, and proactive guidance while coordinating investments, taxes, Social Security, Medicare, insurance, estate planning, and retirement income. Just as importantly, your financial plan should evolve as your life, goals, markets, and tax laws change. Lance Roberts & Jon Penn examine what investors should expect from a financial planner, why personalization and communication matter, how a fiduciary relationship should work, and why good financial advice is ultimately about helping you make better decisions with your money. 0:00 INTRO 0:54 - Economic Previews & late earnings trickle in 3:15 - AI: Dis-inflationary AND Inflationary 4:57 - September is Seasonally Weak: 11:20 - Traditional Buy & Hold vs more active management & fear of gains 14:16 - Capital Preservation is first priority 17:44 - Separately Managed Accounts (SMA) vs S&P 20:04 - The Challenges of starting to build financial plan 26:00 - Getting Your Money's Worth from Financial Advisor 29:21 - The Problem of Account Accumulation & Dilution of Returns 34:02 - Budgeting, stress-testing, & tax planning opportunities 36:17 - Estate planning, medical directives, Durable POA 38:08 - Financial Planning priorities in Investing 39:06 - The Role of Life Insurance in Financial Planning 40:26 - Annuities' Bad rap - does it make sense? 44:00 - How much Liability Protection do You Need? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dRd4fGgwrkc -------- Watch our previous show, "Druckenmiller's Bond Market Warning" https://youtube.com/live/8HuTiqxY7yM ------- Watch today's "Before the Bell" report, "Don't Make a Big Bet Yet," https://youtu.be/9gNpbwdm97w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SP500 #MarketOutlook #Investing #MarketCorrection #FinancialPlanning #FinancialAdvisor #RetirementPlanning #PersonalFinance #WealthManagement

google college challenges register timing medicare estate budgeting cio social security financial planning life insurance financial planners annuity smart ways chief investment strategist dilution stanley druckenmiller lance roberts senior investment advisor

9-1-26 What Should You Expect From a Financial Planner?

Play Episode Listen Later Sep 1, 2026 48:33

What should a good financial planner actually do for you? It should go far beyond choosing investments or building a retirement portfolio. A strong financial planning relationship should provide organization, accountability, objectivity, education, and proactive guidance while coordinating investments, taxes, Social Security, Medicare, insurance, estate planning, and retirement income. Just as importantly, your financial plan should evolve as your life, goals, markets, and tax laws change. Lance Roberts & Jon Penn examine what investors should expect from a financial planner, why personalization and communication matter, how a fiduciary relationship should work, and why good financial advice is ultimately about helping you make better decisions with your money. 0:00 INTRO 0:54 - Economic Previews & late earnings trickle in 3:15 - AI: Dis-inflationary AND Inflationary 4:57 - September is Seasonally Weak: 11:20 - Traditional Buy & Hold vs more active management & fear of gains 14:16 - Capital Preservation is first priority 17:44 - Separately Managed Accounts (SMA) vs S&P 20:04 - The Challenges of starting to build financial plan 26:00 - Getting Your Money's Worth from Financial Advisor 29:21 - The Problem of Account Accumulation & Dilution of Returns 34:02 - Budgeting, stress-testing, & tax planning opportunities 36:17 - Estate planning, medical directives, Durable POA 38:08 - Financial Planning priorities in Investing 39:06 - The Role of Life Insurance in Financial Planning 40:26 - Annuities' Bad rap - does it make sense? 44:00 - How much Liability Protection do You Need? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/dRd4fGgwrkc -------- Watch our previous show, "Druckenmiller's Bond Market Warning" https://youtube.com/live/8HuTiqxY7yM ------- Watch today's "Before the Bell" report, "Don't Make a Big Bet Yet," https://youtu.be/9gNpbwdm97w ------- Articles mentioned in this report: "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/dvice.com/resources/blog/why-retail-traders-consistently-underperform-over-time/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SP500 #MarketOutlook #Investing #MarketCorrection #FinancialPlanning #FinancialAdvisor #RetirementPlanning #PersonalFinance #WealthManagement

9-1-26 Don't Make a Big Bet Yet | Before the Bell

Play Episode Listen Later Sep 1, 2026 5:24

Markets are showing broader signs of weakness as the S&P 500, equal-weight index, small caps, and international stocks test or break key moving averages. Technology remains under pressure, while sector rotation continues beneath the surface. Lance Roberts looks at why a move toward the 50-DMA would not be surprising, why investors should avoid making large portfolio bets before the market establishes a clearer direction, and how a strengthening U.S. Dollar could pressure emerging markets, gold, and precious metals. For now, patience may be the best strategy as markets work through this consolidation and correction process. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/9gNpbwdm97w --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SP500 #MarketOutlook #Investing #MarketCorrection

google technology college video markets dollar s p smart ways dma big bet lance roberts

8-31-26 Druckenmiller's Bond Market Warning

Play Episode Listen Later Aug 31, 2026 50:18

Stanley Druckenmiller is warning Washington about the bond market, but the real message may not be an impending debt crisis. The bond market may have already delivered its verdict. Lance Roberts examines Druckenmiller's criticism of Treasury intervention, Scott Bessent's expanded long-term Treasury buybacks, and why attempts to manage yields could create a bigger problem than the initial intervention itself. 0:00 INTRO 0:53 - Labor Day Preview, Kevin Warsh Review 4:53 - US-Venezuela Oil Deal 6:08 - August Into September Markets 12:09 - Pumpkins, Spice, & Sickle and Hammer 13:14 - Stanley Druckenmiller & AI 15:41 - Druckenmiller's Bond Warning 18:12 - The Bond Buy back Operation 23:23 - Warsh Wants the Fed Out of the Bond market 25:40 - What Druckenmiller Said vs What's being read 28:10 - What You Should Do if You Own Fixed Income 33:12 - If there's not Crisis... 35:46 - The Myths of Long Term Investing, Part-3 - The Math of Loss 42:55 - Why Valuations Matter 45:35 - When You Retire Matters Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/8HuTiqxY7yM -------- Watch our previous show, "Will Your IRA Go to the Right People?" https://youtube.com/live/GpH7q-IgPXs?feature=share ------- Watch today's "Before the Bell" report, "September Volatility Test Begins," https://youtu.be/6e-dFR8sjyc ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SeptemberMarkets #MarketVolatility #Investing #RiskManagement #BondMarket #InterestRates #TreasuryBonds #StanleyDruckenmiller #Investing

google washington college crisis myths bond math register spice treasury right people pumpkins smart ways bond market sickle chief investment strategist stanley druckenmiller lance roberts what you should do

8-31-26 Druckenmiller's Bond Market Warning

Play Episode Listen Later Aug 31, 2026 50:19

Stanley Druckenmiller is warning Washington about the bond market, but the real message may not be an impending debt crisis. The bond market may have already delivered its verdict. Lance Roberts examines Druckenmiller's criticism of Treasury intervention, Scott Bessent's expanded long-term Treasury buybacks, and why attempts to manage yields could create a bigger problem than the initial intervention itself. 0:00 INTRO 0:53 - Labor Day Preview, Kevin Warsh Review 4:53 - US-Venezuela Oil Deal 6:08 - August Into September Markets 12:09 - Pumpkins, Spice, & Sickle and Hammer 13:14 - Stanley Druckenmiller & AI 15:41 - Druckenmiller's Bond Warning 18:12 - The Bond Buy back Operation 23:23 - Warsh Wants the Fed Out of the Bond market 25:40 - What Druckenmiller Said vs What's being read 28:10 - What You Should Do if You Own Fixed Income 33:12 - If there's not Crisis... 35:46 - The Myths of Long Term Investing, Part-3 - The Math of Loss 42:55 - Why Valuations Matter 45:35 - When You Retire Matters Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/8HuTiqxY7yM -------- Watch our previous show, "Will Your IRA Go to the Right People?" https://youtube.com/live/GpH7q-IgPXs?feature=share ------- Watch today's "Before the Bell" report, "September Volatility Test Begins," https://youtu.be/6e-dFR8sjyc ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SeptemberMarkets #MarketVolatility #Investing #RiskManagement #BondMarket #InterestRates #TreasuryBonds #StanleyDruckenmiller #Investing

8-31-26 September Volatility Test Begins | Before the Bell

google college video volatility s p smart ways dma lance roberts

Play Episode Listen Later Aug 31, 2026 5:32

September arrives with markets under pressure, volatility unusually compressed, and the S&P 500 testing key technical support. With earnings season over and economic data taking center stage, investors could face a more challenging stretch as momentum stocks weaken and midterm election uncertainty approaches. Lance Roberts examines the market's sell signal, the potential for a pullback toward the 50-DMA and 100-DMA, and why the 7,500 area could become important support. With rapid market rotation making risk management more difficult, maintaining a cash buffer, managing bond duration, and avoiding emotional investment decisions could be increasingly important as September volatility returns. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/6e-dFR8sjyc --- Articles mentioned in this report: "Druckenmiller Warning: The Bond Market Already Priced It" https://realinvestmentadvice.com/resources/blog/druckenmiller-warning-the-bond-market-already-priced-it/ "Loss: Why Crashes, Timing & Valuations Matter (Chapter 3 of 5)" https://realinvestmentadvice.com/resources/blog/loss-why-crashes-timing-valuations-matter-chapter-3-of-5/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #SeptemberMarkets #MarketVolatility #Investing #RiskManagement

8-28-26 Will Your IRA Go to the Right People

Play Episode Listen Later Aug 28, 2026 33:00

Who inherits your IRA could matter just as much as what's in it. The SECURE Act changed the rules for inherited retirement accounts, while newer IRS regulations created additional planning opportunities for trusts and multiple beneficiaries. Richard Rosso & Jonathan McCarty break down IRA beneficiary designations, the 10-year distribution rule, trusts as retirement account beneficiaries, and why outdated estate plans can create unintended tax consequences. Plus, we explain how properly structured trusts and subtrusts may provide greater flexibility for spouses, children, and other heirs. Before assuming your will or trust has your retirement accounts covered, make sure your beneficiary strategy actually works the way you intend. 0:00 INTRO 0:20 - Nana Nun, teaser: Designating Beneficiaries Can Become a Nightmare 2:03 - Uber & Zipline drone delivery; Why the Young "have no money" 9:23 - Account Titling and Probate Avoidance 14:00 - Revocable Living Trusts 15:57 - Setting Beneficiaries on Assets 18:31 - How to Use TOD (Transfer on Death) 20:10 - Mistakes w IRA Beneficiaries 25:39 - The Benefits of Online Savings (adding/subtracting beneficiaries) 27:47 - Best Practices for Titling: Be Specific 29:46 - Naming Contingent Beneficiaries Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/GpH7q-IgPXs?feature=share -------- Watch our previous show, "Watch our previous show, "Nvidia Says the AI Boom Is Just Getting Started, " https://youtube.com/live/lGSWXLw9dPY " ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #EstatePlanning #InheritedIRA #RetirementPlanning #IRA #FinancialPlanning

director death google college young benefits mistakes uber register irs best practices cfp financial planning right people smart ways secure act ziplines senior investment advisor

8-28-26 Will Your IRA Go to the Right People?

Play Episode Listen Later Aug 28, 2026 33:01

Who inherits your IRA could matter just as much as what's in it. The SECURE Act changed the rules for inherited retirement accounts, while newer IRS regulations created additional planning opportunities for trusts and multiple beneficiaries. Richard Rosso & Jonathan McCarty break down IRA beneficiary designations, the 10-year distribution rule, trusts as retirement account beneficiaries, and why outdated estate plans can create unintended tax consequences. Plus, we explain how properly structured trusts and subtrusts may provide greater flexibility for spouses, children, and other heirs. Before assuming your will or trust has your retirement accounts covered, make sure your beneficiary strategy actually works the way you intend. 0:00 INTRO 0:20 - Nana Nun, teaser: Designating Beneficiaries Can Become a Nightmare 2:03 - Uber & Zipline drone delivery; Why the Young "have no money" 9:23 - Account Titling and Probate Avoidance 14:00 - Revocable Living Trusts 15:57 - Setting Beneficiaries on Assets 18:31 - How to Use TOD (Transfer on Death) 20:10 - Mistakes w IRA Beneficiaries 25:39 - The Benefits of Online Savings (adding/subtracting beneficiaries) 27:47 - Best Practices for Titling: Be Specific 29:46 - Naming Contingent Beneficiaries Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/GpH7q-IgPXs?feature=share -------- Watch our previous show, "Nvidia Says the AI Boom Is Just Getting Started, " https://youtube.com/live/lGSWXLw9dPY ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #EstatePlanning #InheritedIRA #RetirementPlanning #IRA #FinancialPlanning

director death google college young benefits mistakes nightmare register irs best practices assets cfp financial planning right people smart ways secure act senior investment advisor

8-27-26 Nvidia Says the AI Boom Is Just Getting Started

Play Episode Listen Later Aug 27, 2026 46:01

Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks

8-27-26 Nvidia Says the AI Boom Is Just Getting Started

Play Episode Listen Later Aug 27, 2026 46:02

Nvidia delivered another blockbuster quarter, reporting record revenue of $96.2 billion, up 106% from a year ago, as demand for AI infrastructure continues to accelerate. But the bigger story may be what comes next. Lance Roberts & Michael Lebowitz break down Nvidia's latest earnings, its extraordinary growth outlook, Blackwell and Vera Rubin demand, the massive buildout in AI infrastructure, and Nvidia's growing financial involvement across the AI ecosystem. We also examine the risks, including rising memory costs, margin pressure, enormous capital requirements, and questions about whether today's AI spending boom can deliver adequate returns. 0:00 INTRO 1:00 - Economic Recap & Multiplier Effect 6:31 - Market Push from NASDAQ 11:45 - Passwords, Needles & Rosso's toys 14:30 - NVIDIA Reports - Markets Respond 21:36 - How Ancillary Business Benefit from NVIDIA 24:03 - NVIDIA Stock Performance 25:32 - The Heat Map Game 27:25 - Portfolio Positioning & Nat Gas play 30:37 - The Economics of Gilligan's Island 35:33 - Productivity Factors of AI 38:04 - How Much Return on AI Investment will there be 39:57 - How Will AI be Transformative? 42:42 - We're All Investing in AI Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lGSWXLw9dPY ------- Articles mentioned in this report: "Fueling AI Data Centers: Behind The Meter Solutions- Part 1" https://realinvestmentadvice.com/resources/blog/fueling-ai-data-centers-behind-the-meter-solutions-part-1/ "Behind The Meter Solutions Investment Guide- Part 2" https://realinvestmentadvice.com/resources/blog/behind-the-meter-solutions-investment-guide-part-2/ "Productivity On Gilligan's Island: Episode 2" https://realinvestmentadvice.com/resources/blog/productivity-on-gilligans-island-episode-2/ "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Watch today's "Before the Bell" report, "NASDAQ Technicals Are Turning Higher," https://youtu.be/33KMo6HoezY ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing #Nvidia #NVDA #NvidiaEarnings #AIStocks

ai google college island economics register getting started nvidia cio nasdaq transformative passwords blackwell portfolio managers smart ways ai boom chief investment strategist vera rubin lance roberts michael lebowitz

8-27-26 NASDAQ Technicals Are Turning Higher | Before the Bell

Play Episode Listen Later Aug 27, 2026 4:23

The NASDAQ is showing signs of technical improvement after five straight down days and a significant mean-reversion move. The 20-DMA has moved back above the 50-DMA, a rising trend line is developing, and improving momentum could put recent highs back in play. But this is not an "all clear" for technology stocks. September seasonality, a post-earnings data lull, Fed policy, and upcoming economic reports could keep markets choppy. We look at what the NASDAQ and semiconductor charts are signaling, where momentum may be headed next, and why investors should continue to manage risk despite improving technicals. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/33KMo6HoezY --- Articles mentioned in this report: "Bitcoin Up 22%: Has The Halving Cycle Begun?" https://realinvestmentadvice.com/resources/blog/bitcoin-up-22-has-the-halving-cycle-begun/ --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NASDAQ #StockMarket #TechnologyStocks #MarketOutlook #Investing

google college video turning fed nasdaq smart ways dma technicals lance roberts

8-26-26 Q&A Wednesday - The Biggest Risk to Markets Now

Play Episode Listen Later Aug 26, 2026 58:41

Markets are facing a growing list of risks as investors head into the final stretch of summer. Stocks are working through a slow-moving correction, Treasury yields remain elevated, technology leadership is being tested, and the Federal Reserve faces renewed questions about inflation and interest rates. Which risks actually matter for your portfolio, and which are mostly market noise? Lance Roberts & Danny Ratliff answer your questions, live, as we break down the latest economic data, market signals, Fed policy expectations, bond yields, and geopolitical developments to separate the real threats from the headlines. 0:00 INTRO 1:00 - Dolly Parton's Passing 1:46 - NVDIA is the Big News Today - will move markets tomorrow 4:34 - Markets Rally and Hold 20-DMA; Mitigating Market Risk 6:38 - NVIDIA Preview 10:26 - Lance's Wardrobe 11:35 - Semi-conductor Strategies 14:44 - 401-k Rotation Strategies 19:52 - Looking at Interest Rate plays - what is your goal? 22:13 - Is the Globalization Narrative breaking down? (TV Pricing & Exporting Inflation, Importing Deflation) 27:46 - Modifying Cap Ex concept in AI business? 28:48 - If the Basis Trade blows up? 29:19 - Barbell Strategies for ten-year term (Value ETF's vs Momentum ETF's) 35:22 - 50-50 portfolio (eating cake every night & not gain weight) 37:47 - Etherium Price at EOY? (you've missed The Move for this year); it is a risk asset 40:01 - Stuck with TMF (leveraged ETF) What Would You Do From here? 44:51 - When a Company is sold, when to get out? 45:24 - Value vs growth 46:04 - NVIDIA, Market Cap Concentration, & Top Ten Stocks 49:01 - What Could Cause a Spike Higher in Yields? 51:50 - Stanley Drunkenmiller vs the Fed: Let the market dictate action 52:49 - Balanced Portfolios at age 80? 55:21 - Sectors most under-valued, over-looked, and over-valued? 56:38 - How much of investing proverbs/rules have come true? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/tESc03T56K4?feature=share ------- Articles mentioned in this report: "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ "Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)" https://realinvestmentadvice.com/resources/blog/investor-psychology-is-sabotaging-your-returns-chapter-2-of-5/ "Normal Interest Rates: What The Debt Panic Gets Wrong" https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/ "Three Percent Real TIPS Yields: Boring But Valuable" https://realinvestmentadvice.com/resources/blog/three-percent-real-tips-yields-boring-but-valuable/ -------- Watch today's "Before the Bell" report, "NVIDIA Earnings Put Market Support to the Test," https://youtu.be/5Dkn-dNU9wA ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NVIDIA #StockMarket #NVDA #Investing #MarketOutlook #FederalReserve #Investing #InterestRates

ai google college risk stuck register markets fed stocks dolly parton nvidia federal reserve semi treasury cio interest rates yields sectors smart ways dma chief investment strategist tmf eoy lance roberts senior investment advisor

8-26-26 Q&A Wednesday: The Biggest Risk to Markets Now

Play Episode Listen Later Aug 26, 2026 58:42

Markets are facing a growing list of risks as investors head into the final stretch of summer. Stocks are working through a slow-moving correction, Treasury yields remain elevated, technology leadership is being tested, and the Federal Reserve faces renewed questions about inflation and interest rates. Which risks actually matter for your portfolio, and which are mostly market noise? Lance Roberts & Danny Ratliff answer your questions, live, as we break down the latest economic data, market signals, Fed policy expectations, bond yields, and geopolitical developments to separate the real threats from the headlines. 0:00 INTRO 1:00 - Dolly Parton's Passing 1:46 - NVDIA is the Big News Today - will move markets tomorrow 4:34 - Markets Rally and Hold 20-DMA; Mitigating Market Risk 6:38 - NVIDIA Preview 10:26 - Lance's Wardrobe 11:35 - Semi-conductor Strategies 14:44 - 401-k Rotation Strategies 19:52 - Looking at Interest Rate plays - what is your goal? 22:13 - Is the Globalization Narrative breaking down? (TV Pricing & Exporting Inflation, Importing Deflation) 27:46 - Modifying Cap Ex concept in AI business? 28:48 - If the Basis Trade blows up? 29:19 - Barbell Strategies for ten-year term (Value ETF's vs Momentum ETF's) 35:22 - 50-50 portfolio (eating cake every night & not gain weight) 37:47 - Etherium Price at EOY? (you've missed The Move for this year); it is a risk asset 40:01 - Stuck with TMF (leveraged ETF) What Would You Do From here? 44:51 - When a Company is sold, when to get out? 45:24 - Value vs growth 46:04 - NVIDIA, Market Cap Concentration, & Top Ten Stocks 49:01 - What Could Cause a Spike Higher in Yields? 51:50 - Stanley Drunkenmiller vs the Fed: Let the market dictate action 52:49 - Balanced Portfolios at age 80? 55:21 - Sectors most under-valued, over-looked, and over-valued? 56:38 - How much of investing proverbs/rules have come true? Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/tESc03T56K4?feature=share ------- Articles mentioned in this report: "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ "Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)" https://realinvestmentadvice.com/resources/blog/investor-psychology-is-sabotaging-your-returns-chapter-2-of-5/ "Normal Interest Rates: What The Debt Panic Gets Wrong" https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/ "Three Percent Real TIPS Yields: Boring But Valuable" https://realinvestmentadvice.com/resources/blog/three-percent-real-tips-yields-boring-but-valuable/ -------- Watch today's "Before the Bell" report, "NVIDIA Earnings Put Market Support to the Test," https://youtu.be/5Dkn-dNU9wA ------- Watch our previous show, "Are Today's Interest Rates Really That High?" https://youtube.com/live/lPCVe6O4LjM ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NVIDIA #StockMarket #NVDA #Investing #MarketOutlook #FederalReserve #Investing #InterestRates

ai google strategy college risk stuck register passing markets fed stocks dolly parton nvidia federal reserve semi treasury cio interest rates wardrobe yields sectors smart ways dma chief investment strategist eoy tmf lance roberts senior investment advisor

8-26-26 NVIDIA Earnings Put Market Support to the Test | Before the Bell

google college video market investors markets nvidia earnings smart ways lance roberts

Play Episode Listen Later Aug 26, 2026 5:01

Markets are holding the 20-day moving average, but momentum remains under pressure as September seasonality and midterm election risk approach. Investors may want to rebalance, raise stops, and keep some cash available as the market consolidates. Tonight, NVIDIA earnings take center stage. With the stock already pulling back, options pricing in a roughly 5% move, and key technical support below, could NVIDIA's report trigger the next breakout, or will disappointment send shares toward deeper support? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/5Dkn-dNU9wA --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #NVIDIA #StockMarket #NVDA #Investing #MarketOutlook

167 | 3 Smart Ways To Save Grocery Shopping Dollars When Eating Plant-Based

Plant Based Eating Made Easy | Simple Strategies & Clear Nutrition Guidance to Transform Your Health | Dietitian, Plant Based

Play Episode Listen Later Aug 25, 2026 14:00 Transcription Available

Are you looking for ways to save money, especially if you're starting to eat plant-based? If so, I've got you covered. I know it doesn't help that food prices seem to be rising, along with fuel costs and other daily expenditures. But eating plant-based can STILL stay affordable and enjoyable, especially if you use the right smart strategies. That's what we're going to talk about today. In this episode, I'll share with you 3 ways you can be smart about what you buy on your next grocery shop. Let's get you eating plant-based with MORE confidence, while staying on a budget. So find a comfortable spot with a notebook and pen, and let's get to it! Join -> Plant-Powered Life Transformation Course: www.plantnourished.com/ppltcourse Contact -> healthnow@plantnourished.com Learn -> www.plantnourished.com Enjoy 1:1 Coaching Support -> https://www.plantnourished.com/coachingwaitlist Free Resource -> 7 Ways to Test-Drive a Plant-Based Diet: www.plantnourished.com/testdrive Have a question about plant-based diets that you would like answered on the Plant Based Eating Made Easy Podcast? Send it by email (healthnow@plantnourished.com) or submit it by a voice message here: www.speakpipe.com/plantnourished [Plant Based, Plantbased Eating, Smart Produce Hacks, Plant-Based Diet, Money-Saving Tips, Save Money, Grocery Shopping, Grocery Budget Tips]

eating dollars groceries plant based save money plant based diet grocery shopping smart ways test drive money saving tips

8-25-26 Are Today's Interest Rates Really That High

Play Episode Listen Later Aug 25, 2026 51:13

Interest rates are rising, long-term bond prices have pulled back, and investors are once again worried that higher Treasury yields could threaten the economy and markets. But what if today's rates aren't historically high at all? After more than a decade of near-zero rates and easy monetary policy, investors may have become accustomed to an environment that was anything but normal. Lance Roberts & Jon Penn put today's interest rates into historical perspective, examine what higher yields really say about inflation, growth, debt, and deficits, and explain why a 5% long-term Treasury yield may not be the crisis many headlines suggest. We'll also look at what the changing rate environment means for stocks, bonds, portfolio risk, and investors deciding whether weakness in longer-duration bonds is a warning—or an opportunity. 0:00 INTRO 1:04 - Weekly Preview & Treasury General Account Bond Buy Backs 2:04 - Shorting Treasuries & The Hedge Fund Trade 5:37 - Markets Going Thru a Slow-Motion Correction 8:24 - BitCoin Rallies on Bessent Announcement 11:52 - Bonds & Rates: Brake or Break? 19:08 - Rates Are Normal 21:56 - The Primary Determinants that Set Loan Rates (Economic Composite Index) 25:46 - The Effect of Debt on Economy 29:46 - The Negative Multiplier, Measured (Gov't. Debt vs Household Debt) 33:33 - The S&P in 2008? When Markets are Unsustainable 36:58 - $40-trillion (and "Zero") & Shock and Awe 39:40 - Retirees Get Paid to own Treasuries (How Much to Allocate?) 41:57 - Is the Dollar Losing Value? 44:45 - There is Always a Buyer for Debt (Primary Dealers) 47:56 - Fasting w Lance & Christina Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lPCVe6O4LjM ------- Articles mentioned in this report: "Normal Interest Rates: What The Debt Panic Gets Wrong" https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/ -------- Watch today's "Before the Bell" report, "Market Correction: Patience Pays," https://youtu.be/w_BcRBJ00Io ------- Watch our previous show, "Is the Basis Trade Distorting Bond Yields?" https://youtube.com/live/UtY2oV1kkXc ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #SP500 #Bitcoin #MarketCorrection #InterestRates #TreasuryYields #BondMarket #Bitcoin #FederalReserve

google college debt fasting register shock buyers bonds treasury cio interest rates smart ways allocate chief investment strategist lance roberts senior investment advisor

8-25-26 Market Correction: Patience Pays | Before the Bell

google college video bitcoin markets pays nasdaq corrections s p smart ways market correction lance roberts

Play Episode Listen Later Aug 25, 2026 5:31

Markets are working through a slow, controlled correction as seasonal weakness and momentum sell signals pressure the S&P 500 and Nasdaq. With September approaching, investors may be tempted to react as some positions lag while others rally. The key is patience. Corrections are a normal part of the market cycle, and sometimes the best move is no move at all. Plus, Bitcoin's sharp rally has pushed short-term momentum and relative strength to extreme overbought levels. We discuss why taking some profits now, then waiting for a pullback before adding exposure, may help manage risk. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/w_BcRBJ00Io --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #SP500 #Bitcoin #MarketCorrection

8-25-26 Are Today's Interest Rates Really That High?

Play Episode Listen Later Aug 25, 2026 51:14

Interest rates are rising, long-term bond prices have pulled back, and investors are once again worried that higher Treasury yields could threaten the economy and markets. But what if today's rates aren't historically high at all? After more than a decade of near-zero rates and easy monetary policy, investors may have become accustomed to an environment that was anything but normal. Lance Roberts & Jon Penn put today's interest rates into historical perspective, examine what higher yields really say about inflation, growth, debt, and deficits, and explain why a 5% long-term Treasury yield may not be the crisis many headlines suggest. We'll also look at what the changing rate environment means for stocks, bonds, portfolio risk, and investors deciding whether weakness in longer-duration bonds is a warning—or an opportunity. 0:00 INTRO 1:04 - Weekly Preview & Treasury General Account Bond Buy Backs 2:04 - Shorting Treasuries & The Hedge Fund Trade 5:37 - Markets Going Thru a Slow-Motion Correction 8:24 - BitCoin Rallies on Bessent Announcement 11:52 - Bonds & Rates: Brake or Break? 19:08 - Rates Are Normal 21:56 - The Primary Determinants that Set Loan Rates (Economic Composite Index) 25:46 - The Effect of Debt on Economy 29:46 - The Negative Multiplier, Measured (Gov't. Debt vs Household Debt) 33:33 - The S&P in 2008? When Markets are Unsustainable 36:58 - $40-trillion (and "Zero") & Shock and Awe 39:40 - Retirees Get Paid to own Treasuries (How Much to Allocate?) 41:57 - Is the Dollar Losing Value? 44:45 - There is Always a Buyer for Debt (Primary Dealers) 47:56 - Fasting w Lance & Christina Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/lPCVe6O4LjM ------- Articles mentioned in this report: "Normal Interest Rates: What The Debt Panic Gets Wrong" https://realinvestmentadvice.com/resources/blog/normal-interest-rates-what-the-debt-panic-gets-wrong/ -------- Watch today's "Before the Bell" report, "Market Correction: Patience Pays," https://youtu.be/w_BcRBJ00Io ------- Watch our previous show, "Is the Basis Trade Distorting Bond Yields?" https://youtube.com/live/UtY2oV1kkXc ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #Investing #SP500 #Bitcoin #MarketCorrection #InterestRates #TreasuryYields #BondMarket #Bitcoin #FederalReserve

google college economy debt fasting register buyers treasury cio interest rates awe s p smart ways unsustainable allocate chief investment strategist lance roberts senior investment advisor

8-24-26 Is the Basis Trade Distorting Bond Yields

google college psychology trade register markets buyers basis federal reserve index treasury fix it smart ways your kids chief investment strategist bond yields distorting lance roberts

Play Episode Listen Later Aug 24, 2026 43:25

Are Treasury yields still sending investors a reliable signal about inflation, growth, and Federal Reserve policy, or is the massive basis trade distorting the message? Lance Roberts explains how the basis trade works, why it matters for Treasury yields, and whether investors can still trust the bond market as an economic and market signal. 0:00 INTRO 1:02 - Kevin Warsh + Nvidia Report = Volatility? 5:28 - Market Deviations & Bollinger Bands 13:07 - The Basis Trade & Interest Rates 16:17 - What is a Basis Point? 21:31 - Are Interest Rates Really Telling us What's Going on in Markets? 22:42 - What's the Risk/What Happens When Basis Trade Unwinds? 26:47 - Does Kevin Warsh have Enough Time to Fix It? 28:28 - What Happened on Liberation Day 29:39 - What to Do About It 34:29 - The Psychology of Buyers & Sellers: The Houston Housing Market 37:85 - The Index is the Index Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UtY2oV1kkXc ------- Articles mentioned in this report: "The Basis Trade: Is The Bond Market Signal Distorted?" https://realinvestmentadvice.com/resources/blog/the-basis-trade-is-the-bond-market-signal-distorted/ "Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)" https://realinvestmentadvice.com/resources/blog/investor-psychology-is-sabotaging-your-returns-chapter-2-of-5/ "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ -------- Watch today's "Before the Bell" report, "Bollinger Bands Are Flashing a Warning," https://youtu.be/HA5OZbl3a4Y ------- Watch our previous show, "The Best Retirement Head Start for Your Kids," https://youtube.com/live/IqyxMopn1Uw?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #BollingerBands #Investing #MarketOutlook #PortfolioManagement #BondMarket #TreasuryYields #BasisTrade #FederalReserve

8-24-26 Is the Basis Trade Distorting Bond Yields?

google college psychology trade register markets basis federal reserve index treasury fix it liberation day smart ways your kids chief investment strategist bond yields distorting lance roberts

Play Episode Listen Later Aug 24, 2026 43:26

Are Treasury yields still sending investors a reliable signal about inflation, growth, and Federal Reserve policy, or is the massive basis trade distorting the message? Lance Roberts explains how the basis trade works, why it matters for Treasury yields, and whether investors can still trust the bond market as an economic and market signal. 0:00 INTRO 1:02 - Kevin Warsh + Nvidia Report = Volatility? 5:28 - Market Deviations & Bollinger Bands 13:07 - The Basis Trade & Interest Rates 16:17 - What is a Basis Point? 21:31 - Are Interest Rates Really Telling us What's Going on in Markets? 22:42 - What's the Risk/What Happens When Basis Trade Unwinds? 26:47 - Does Kevin Warsh have Enough Time to Fix It? 28:28 - What Happened on Liberation Day 29:39 - What to Do About It 34:29 - The Psychology of Buyers & Sellers: The Houston Housing Market 37:85 - The Index is the Index Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UtY2oV1kkXc ------- Articles mentioned in this report: "The Basis Trade: Is The Bond Market Signal Distorted?" https://realinvestmentadvice.com/resources/blog/the-basis-trade-is-the-bond-market-signal-distorted/ "Investor Psychology Is Sabotaging Your Returns (Chapter 2 of 5)" https://realinvestmentadvice.com/resources/blog/investor-psychology-is-sabotaging-your-returns-chapter-2-of-5/ "Think Like An Investor, Not A Speculator (Chapter 1 of 5)" https://realinvestmentadvice.com/resources/blog/think-like-an-investor-chapter-1-of-5/ -------- Watch today's "Before the Bell" report, "Bollinger Bands Are Flashing a Warning," https://youtu.be/HA5OZbl3a4Y ------- Watch our previous show, "The Best Retirement Head Start for Your Kids," https://youtube.com/live/IqyxMopn1Uw?feature=share ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #BollingerBands #Investing #MarketOutlook #PortfolioManagement #BondMarket #TreasuryYields #BasisTrade #FederalReserve

8-24-26 Bollinger Bands Are Flashing a Warning | Before the Bell

google college video markets nasdaq s p smart ways flashing bollinger bands lance roberts

Play Episode Listen Later Aug 24, 2026 6:26

Markets are pulling back toward key moving averages as momentum sell signals emerge across the S&P 500, Nasdaq, small-caps, and mid-caps. Lance Roberts explains how Bollinger Bands and standard deviations can identify overbought and oversold conditions, guide portfolio rebalancing, and help investors determine when to trim positions, raise cash, or look for buying opportunities. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/HA5OZbl3a4Y --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #StockMarket #BollingerBands #Investing #MarketOutlook #PortfolioManagement

Smart ways to pay less on rising healthcare cost

Money Girl's Quick and Dirty Tips for a Richer Life

Play Episode Listen Later Aug 21, 2026 22:00

1044. Are rising healthcare costs ruining your budget? Laura answers a listener's question about how to maximize every tax advantage available for healthcare costs. You'll learn the rules for deducting them on your tax return or paying them with tax-advantaged savings accounts like HSAs and FSAs. We'll cover which expenses are tax-free and simple strategies to optimize your healthcare spending.Key Takeaways:You can only claim the medical tax deduction if you itemize deductions on Schedule A instead of claiming the standard deduction on your tax return.You can only deduct unreimbursed healthcare expenses that exceed 7.5% of your adjusted gross income (AGI), making the medical deduction best for years with high medical bills.Tax-advantaged medical savings accounts are powerful because they allow you to save 20% to 35% on qualified costs without claiming a medical deduction.Health savings account (HSA) balances roll over forever, can be invested for tax-free growth, and can be withdrawn penalty-free for non-medical expenses after age 65 (subject to ordinary income tax).Flexible spending accounts (FSAs) and health reimbursement arrangements (HRAs) are employer-sponsored perks for cutting healthcare costs.You cannot claim an itemized medical deduction on Schedule A for any healthcare expense paid for or reimbursed using pre-tax funds from an HSA, FSA, or HRA.Lawmakers have expanded HSA, FSA, and HRA qualified expenses to cover various over-the-counter (OTC) medications and products.Discover more from Money Girl!FacebookNewsletterTranscripts available at QuickandDirtyTips.com.Email: Laura@LauraDAdams.com or leave a voicemail: (302) 364-0308. Hosted on Acast. See acast.com/privacy for more information.

health discover rising acast tax key takeaways flexible lawmakers agi otc smart ways hsa healthcare costs fsa payless hsas hra fsas hras money girl quickanddirtytips

8-21-26 The Best Retirement Head Start for Your Kids

Play Episode Listen Later Aug 21, 2026 35:32

Giving your kids a financial head start may be one of the most valuable lessons you can teach them. Richard Rosso & Jonathan McCarty explain how a Custodial Roth IRA can help children with earned income start building tax-free retirement wealth early, while learning the importance of saving, investing, and paying themselves first. We also discuss Roth IRA withdrawal rules, the potential transition from Trump Accounts to Roth IRAs, and how even a lemonade stand can become a lesson in long-term wealth building. Plus, we look back at Wall Street history, the value of financial writing, and why understanding the past can make you a better investor. 0:00 INTRO 0:21 - Magic Mike & $100 Hot Dogs 2:46 - Wall Street Magazines from Days of Yore 4:36 - The story of Richard & Cecilia Wycoff & Wall Street Magazine 10:50 - The best knowledge is history 17:17 - Giving Kids a Head Start on Retirement w Custodial Roth IRA's 19:22 - Benefits of Jump-starting Retirement 21:51 - Getting on the Pay-Yourself-First track 22:56 - Content Creators & Demise of Writing 25:49 - Withdrawing Contributions from Roth IRA's before 59-1/2 27:13 - Converting Trump Accounts to Roth & J. G. Wentworth 29:57 - Money Lessons from Roths & Lemonade Stands Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/IqyxMopn1Uw?feature=share ------- Watch our previous show, "Is Treasury Bailing Out the Bond Market?" https://youtube.com/live/9qhjXZbxkxs ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #RothIRA #RetirementPlanning #InvestingForKids #FinancialPlanning #RichardWycoff #CeciliaWycoff #WallStreetMagazine

8-21-26 The Best Retirement Head Start for Your Kids

She's Just Getting Started - Building a business you truly love!

Play Episode Listen Later Aug 21, 2026 35:33

Giving your kids a financial head start may be one of the most valuable lessons you can teach them. Richard Rosso & Jonathan McCarty explain how a Custodial Roth IRA can help children with earned income start building tax-free retirement wealth early, while learning the importance of saving, investing, and paying themselves first. We also discuss Roth IRA withdrawal rules, the potential transition from Trump Accounts to Roth IRAs, and how even a lemonade stand can become a lesson in long-term wealth building. Plus, we look back at Wall Street history, the value of financial writing, and why understanding the past can make you a better investor. 0:00 INTRO 0:21 - Magic Mike & $100 Hot Dogs 2:46 - Wall Street Magazines from Days of Yore 4:36 - The story of Richard & Cecilia Wycoff & Wall Street Magazine 10:50 - The best knowledge is history 17:17 - Giving Kids a Head Start on Retirement w Custodial Roth IRA's 19:22 - Benefits of Jump-starting Retirement 21:51 - Getting on the Pay-Yourself-First track 22:56 - Content Creators & Demise of Writing 25:49 - Withdrawing Contributions from Roth IRA's before 59-1/2 27:13 - Converting Trump Accounts to Roth & J. G. Wentworth 29:57 - Money Lessons from Roths & Lemonade Stands Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/IqyxMopn1Uw?feature=share ------- Watch our previous show, "Is Treasury Bailing Out the Bond Market?" https://youtube.com/live/9qhjXZbxkxs ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "The Smart Way to Pay for College," Thursday, September 3, 2026: https://streamyard.com/watch/mcE7YgphgMns --- 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/ #RothIRA #RetirementPlanning #InvestingForKids #FinancialPlanning #RichardWycoff #CeciliaWycoff #WallStreetMagazine

Ep 358: Smart ways for your business to stay relevant in 2026, 2027.

Play Episode Listen Later Aug 20, 2026 23:21 Transcription Available

It's time to look at your business and ensure you are offering what people want to pay for - and how they want to receive it. Today we're talking about ways you can offer your products and services to stay relevant in 2026 and 2027 to increase your sales.

online businesses women entrepreneurs smart ways print on demand stay relevant small business tips handmade business

479 Beyond the Birthday Gift: Smart Ways to Build Generational Wealth

Sound Retirement Radio

Play Episode Listen Later Aug 20, 2026 46:31

In today's podcast, I invited Tim Tenbrink, CFP®, back onto the show. Many of the people we serve are not only interested in how to make the most of their retirement, but they're also in a position where they can think about how to use their wealth to make a meaningful difference for the next generation. There are a number of different ways to give to children and grandchildren, and how you give can be just as important as how much you give. Tim and I have several ideas to share with you today that can help you think more strategically about giving and building generational wealth. I know you're going to enjoy this conversation. And as always, the transcript, along with articles, links, and resources, will be available at Sound Retirement Planning. Just visit SoundRetirementPlanning.com and click on episode 479.

cfp smart ways birthday gifts build generational wealth sound retirement planning

TGM Classic | Adam Coffey | The Smart Way to Build Wealth Through Business Acquisitions

The Greatness Machine

Play Episode Listen Later Aug 17, 2026 70:07

Building wealth isn't about shortcuts—it's about strategy. Adam Coffey, bestselling author, private equity expert, and CEO, shares his proven strategy for buying and scaling companies the right way. In this episode of The Greatness Machine, Adam returns to break down why paying fair market value leads to bigger wins, the power of roll-ups, and why buying strong companies beats chasing distressed assets. With over 58 acquisitions under his belt, Adam's insights are a must-listen for business owners, investors, and anyone looking to scale with integrity. In this episode, Darius and Adam will discuss: (00:00) Introduction and Background of Adam Coffey (05:03) Transitioning from CEO to Consultant (09:59) Key Traits of Successful Entrepreneurs (15:03) Advice for Aspiring Entrepreneurs (19:53) The Impact of Technology and AI on Business (29:51) Navigating Change in a Rapidly Evolving Landscape (34:36) The Future of Autonomous Driving and Insurance (37:19) Navigating Private Equity: The Sparkle Process (39:06) Ethics in Private Equity Transactions (46:47) The Importance of Fair Market Value (51:01) Eliminating Risk for Entrepreneurs (56:18) Believing in Yourself: The Key to Greatness Adam Coffey is a visionary empire builder, CEO coach, and top 1% speaker with three #1 bestselling books. As a founding partner of CEO Advisory Guru, he provides expert consulting to PE portfolio companies, founders, family offices, and elite executives. With over two decades as a CEO, he led three national private equity-backed service companies, generating billions in value and averaging 5X MOIC at exit. A Forbes Business Council member since 2021, Coffey specializes in growth strategy, M&A, and exits. A proud U.S. Army veteran and pilot, he and his family reside in Texas. Listen: 228 | Adam Coffey | Empire Builder: Strategies for Thriving in the World of Private Equity Connect with Adam: Website: https://adamecoffey.com/ LinkedIn: https://www.linkedin.com/in/adamecoffey/ Twitter: https://x.com/AdamECoffey1 Books: https://www.amazon.com/stores/author/B07NLL55ZC Connect with Darius: Website: https://therealdarius.com/ Linkedin: https://www.linkedin.com/in/dariusmirshahzadeh/ Instagram: https://www.instagram.com/imthedarius/ YouTube: https://www.youtube.com/@Thegreatnessmachine Book: The Core Value Equation https://www.amazon.com/Core-Value-Equation-Framework-Limitless/dp/1544506708 Write a review for The Greatness Machine using this link: https://ratethispodcast.com/spreadinggreatness.

The Tax-Smart Way to Exit Your Rental Properties

Owner Financing & Note Investing Podcast with Dawn Rickabaugh

Play Episode Listen Later Aug 8, 2026 21:36 Transcription Available

This episode of Property and Paper Live explores what Dawn calls the Landlord Liberation Method—using seller financing and installment sales to help longtime landlords turn rental property equity into ongoing income while potentially deferring a significant portion of their capital gains taxes. Dawn walks through a real-world example of a landlord who bought a rental for $50,000 that's now worth $250,000 and compares the potential tax impact of selling for cash versus taking 20% down and carrying the remaining balance. She also discusses why understanding the connection between real estate, seller financing, and the secondary note market opens up creative possibilities that many landlords, investors, and real estate professionals simply don't know exist.

real estate exit property mortgage landlords real estate investing real estate investment rental properties real estate business smart ways real estate podcast real estate tips seller financing note investing owner financing real estate notes

408 // How to Decorate on a Budget: 10 Smart Ways to Save Money on Home Decor

Fig & Farm (at home) - Design Happy Living

Play Episode Listen Later Aug 7, 2026 31:04

5 Ways to Save Money + 5 Ways to Find Extra Cash for Your Home Think creating a home you love has to cost thousands of dollars? Think again. In today's episode, I'm sharing 10 practical strategies that can help you decorate your home without blowing your budget. The truth is, having a beautiful home isn't always about making more money—it's often about making smarter decisions with the money you already have. We'll cover five ways to spend less when decorating and five simple ways to free up extra cash so you can finally buy that rug, lamp, artwork, or piece of furniture you've been dreaming about. If you're decorating one room at a time, working with a tight budget, or simply want to be more intentional with your spending, this episode is for you. In this episode, you'll learn: 5 Ways to Save Money While Decorating Why every decorating project should start with a plan before you spend a single dollar. Simple DIY projects that can give you a custom look for a fraction of the cost. How shopping secondhand can help you find high-quality pieces with character. The best times of year to shop for furniture and home décor so you never pay full price. How Google Alerts, price tracking, and cash-back apps can quietly save you money on purchases you were already planning to make. 5 Ways to Put More Money Back in Your Wallet Sell items you're no longer using on Facebook Marketplace. Host a garage sale and turn clutter into decorating dollars. Press pause on one small splurge for a season and redirect those savings toward your home goals. Try a "no-spend month" to build momentum and see how quickly your decorating fund grows. Meal plan, use coupons, and reduce food waste to create extra room in your monthly budget. ✨✨THE COZY HOME WORKSHOP ✨✨ 3 Steps to Creating a Home you Can't Wait to Come Home To September 9 - 11th 9:00am PST | 10:00am MST | 11:00am CST | 12:00pm EST Register for The Cozy Home Workshop // Other Important Links : // Become a Design Bestie by joining the newsletter: https://bit.ly/designbestie Email: https://figandfarmathome.com Instagram: https://www.instagram.com/figandfarm/ FREE Facebook Community: https://www.bit.ly/design101group

home budget press meal save money mst smart ways decorate home decor

160. Quit These 7 Habits and Lose 50 Pounds in 60 Days

The Dr. Ashley Show

Play Episode Listen Later Aug 6, 2026 21:42

I'm sharing the seven habits I would quit first if I wanted to lose weight and keep it off, including the biggest mistakes that keep your body stuck in fat storage mode. Learn how protein, healthy fats, blood sugar, gut health, stress, sleep, and metabolism work together to create lasting weight loss without relying on severe calorie restriction or willpower.GET A CUSTOMIZED WEIGHT LOSS PLAN:Have a free 1-on-1 call with our Expert Nutritionists

discover sleep track quit users pounds virginia tech registered dietitians chronic disease sports nutrition smart ways 7 habits burn fat peak health

Reality Check: Are you only motivated when the deadline is on fire | 5D Mystic For Leaders

Play Episode Listen Later Aug 4, 2026 69:50

Are you only motivated when the deadline is on fire or you share a common enemy? In this episode, we deliver a straightforward reality check on the current personal and spiritual growth ecosystem. We break down the difference between survival-driven reactivity and true autonomous regulation sovereignty, exposing why so many individuals in leadership positions, relationships, and everyday life are running on chronic stress loops rather than grounded, somatic-mindset mastery.(0:00) – The Blunt Reality Check: Fire, Enemies, the Leadership Illusion, Somatic Bypassers & Spiritual Bypassers(10:39) – The Screen vs. Sovereignty: Who Actually Has Neurological Capacity For Somatic-Mindset Micro-Habit Mastery?(20:24) – Sign 1: The Crisis Dependency (The Deadline is on Fire)(27:24) – Sign 2: The Common Enemy Dynamic (Validation Through Conflict)(35:39) – Sign 3: The Consumer Collapse (How Followers Mirror the Validation Trap)(36:46) – What Determines Your Autonomous Regulation Sovereignty?(40:00) – Transitioning into Restorative Embodiment & True Composure(44:00) - Reality Check on the Leadership Illusion: Seeking Validation vs. Grounded in Autonomous Regulation(45:41) – Deepen Your Practice: Tools for Self-Led Leaders(46:50) - Building Composure & Autonomous Regulation: Combining Somatic-Mindset Micro-Habits with Spiritual Ascension & StoriesTo Shift from High-Functioning Survival Masks to the Freedom of Being Yourself the SMART Way. Download Your FREE 10-Minute SMART MICRO-HABIT Check (PDF): https://payhip.com/b/r3sNWFor The Sovereign Shift: Move beyond "quick fixes" into a day-to-day commitment. Get the 1-Day Practice & Guide here: https://payhip.com/b/Qw23E-------------Subscribe on Substack:

LIVE RE: The truth about somatic-mindset micro-habits & autonomous regulation | 5D Mystic For Leaders

teachers structure spark first day real reason exhausted joys prefer james corden reasons why smallest smart ways

Play Episode Listen Later Aug 4, 2026 28:23

IHP LIVE on YouTube 08.03.2026To Shift from High-Functioning Survival Masks to the Freedom of Being Yourself the SMART Way. Download Your FREE 10-Minute SMART MICRO-HABIT Check (PDF): https://payhip.com/b/r3sNWFor The Sovereign Shift: Move beyond "quick fixes" into a day-to-day commitment. Get the 1-Day Practice & Guide here: https://payhip.com/b/Qw23EStop relying on a survival loop and shift into a growth mindset. Your guide to ventral pivoting and nervous system sovereignty is one click away.Check out The Accessible Guide to Your Sovereign Blueprint: Nervous System Sovereignty & Conscious Self-Leadership - https://payhip.com/b/NJXhONot ready for the guide, check out the FREE Executive Summary here: https://payhip.com/b/VtK7k---------Inspiring Human Potential explores self-leadership, emotional intelligence, journaling, and conscious living through a higher-self lens.Self-led practices for:emotional resilienceinner growth & mindset developmentsteady living through uncertaintyDesigned for those who choose self-responsibility, emotional maturity, and inner authority.-------------Subscribe on Substack:

276. The Real Reason Teachers Are Exhausted in August

Teacher Approved

Play Episode Listen Later Aug 3, 2026 28:53 Transcription Available

Back-to-school exhaustion isn't just about long hours or a heavy workload! In this episode, we explore the surprising reason behind back-to-school fatigue and explain how a lack of automaticity creates extra mental strain. We also share practical systems that help you build external structure, reduce decision fatigue, and free up more of your energy to focus on connecting with your students during those critical first weeks of school.Prefer to read? Grab the episode transcript and resources in the show notes here: https://www.secondstorywindow.net/podcast/back-to-school-teacher-exhaustion/Resources:Preorder our book Structure and Spark (and get bonuses!)The Smallest of Joys by Diane ShifferWhen Gavin Met Stacey by James Corden and Ruth Jones Travel tissuesMildlinersTell Try Tally Talk SlidesProcedures & Routines Planning Guide and ChecklistJoin The Teacher Approved ClubConnect with us on Instagram @2ndstorywindowShop our teacher-approved resourcesJoin our Teacher Approved Facebook groupLeave a review on Apple Podcasts!Leave a comment or rating on SpotifyRelated Episodes to Enjoy:Episode 77. 3 Reasons Why a First Day of School Script Will Save Your SanityEpisode 144. How to Plug-And-Play Your First Day of School PlansEpisode 215. Here's EXACTLY What to Do in the First 20 Minutes on the First Day of SchoolEpisode 143. The Easiest Back to School TipEpisode 270. The Smart Way to Tackle Your Back to School To-Do ListEpisode 154. 5 Steps for Classroom Procedure Success

The Missing Skill True Leaders Know: Mastering Autonomous Self-Regulation | 5D Mystic For Leaders

relationships practice beauty owner transition md consultants beverly hills notably biz subsequently smart ways intact chiefly

Play Episode Listen Later Aug 3, 2026 29:11

Should a Leader Empower You or Validate You? The Missing Skill: Mastering Autonomous Self-Regulation.Are the mentors, coaches, and spiritual leaders you follow actually expanding your capacity for personal autonomy, or are they keeping you hooked on a loop of emotional reassurance alone? In this episode, we dive deep into a critical blind spot that can take place in the personal growth, coaching, and spiritual leadership industries: the profound difference between true biological empowerment and external validation for soothing—while also pointing out grounded-in-reality, practical solutions for behavioral growth and emotional maturing.When we rely on a purely emotional validating system, it acts as a temporary emotional band-aid that doesn't strengthen your window of tolerance or lead to personal or spiritual growth. True leadership and self-sovereignty require building autonomous self-regulating nervous system capacity, also known as restorative embodiment and resilience. By bridging evolutionary cognitive science—like the Yale Baby Study—with spiritual perspectives and mystic soul age group knowledge, we look at the missing leadership skill of Autonomous Self-Regulation by some personal growth and spiritual ascension figures in the field.We talk about discerning affective realism and narrative distortions, moving out of codependent growth containers, and applying a practical somatic-mindset strategy using Level 1 and Level 2 Micro-Habit protocols to stabilize your system from a place of absolute structural wholeness and pursue your self-led personal growth and spiritual ascension.

How to Leave a Practice with Relationships Intact — Neil Vranis, MD (Ep. 373)

Beauty and the Biz

Play Episode Listen Later Jul 31, 2026 35:00

Why is it hard to forgive for some & easy for others? | NextGenLeaders & Future Human Full Moon Msgs

Play Episode Listen Later Jul 30, 2026 39:36

To Shift from High-Functioning Survival Masks to the Freedom of Being Yourself the SMART Way. Download Your FREE 10-Minute SMART MICRO-HABIT Check (PDF): https://payhip.com/b/r3sNWFor The Sovereign Shift: Move beyond "quick fixes" into a day-to-day commitment. Get the 1-Day Practice & Guide here: https://payhip.com/b/Qw23EStop relying on a survival loop and shift into a growth mindset. Your guide to ventral pivoting and nervous system sovereignty is one click away.Check out The Accessible Guide to Your Sovereign Blueprint: Nervous System Sovereignty & Conscious Self-Leadership - https://payhip.com/b/NJXhONot ready for the guide, check out the FREE Executive Summary here: https://payhip.com/b/VtK7kGet Your Sovereign Blueprint: Claim your intellectual and emotional sovereignty with this comprehensive, self-directed guide. https://payhip.com/b/jOSFYNot ready for the guide, check out the FREE Executive Summary here: https://payhip.com/b/RBz2XThe Regulated Leader - Expand Your Inner Growth Journey: Master emotional resilience and steady your nervous system fluency with the complete digital guide. https://payhip.com/b/rOUPzDownload the Free 10-Minute Mindset Practice: Shift your state and anchor your body into clarity and ventral safety under pressure. https://payhip.com/b/7PdoGYou are not your activated state: When emotions feel true self-leaders move from reactivity to steadiness. Check out the new daily steady living bundle (1 day mindset practice + 15 journal prompts)

freedom guide travel italy spiritual forgive substack workshops full moon retreats masterclasses smart ways being yourself more ways future human day practice

3 signs you're empowering yourself & consciously lead growth into being | 5D Mystic Visionary Leader