Podcast Episodes
Back to Search
1-9-26 Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season
The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan Mc…
an hour ago
1-8-26 2026 Market Forecasts - Why Wall Street Gets It Wrong
Every year, Wall Street rolls out confident forecasts for where the S&P 500 will end the year—and every year those projections are treated as actiona…
1 day, 1 hour ago
1-7-25 Live Chat Q&A - Ask Us Anything
Markets are hitting all-time highs, earnings expectations are rising, and investors are navigating everything from oil prices to Roth conversions. La…
2 days, 1 hour ago
1-6-26 Financial Nihilism vs. Financial Planning
More investors—especially Millennials and Gen Z—are treating markets like a casino. Not because they’re reckless, but because the traditional path to…
3 days, 1 hour ago
1-5-26 2026 Market Outlook - Bullish Momentum, Valuation Risks, and What Comes Next
Markets closed 2025 with strong gains, but the path forward into 2026 is far more nuanced than headline optimism suggests. Lance Roberts reviews what…
4 days ago
12-22-25 When Fed Narratives Meet Market Data
Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Ro…
2 weeks, 4 days ago
12-19-25 What Great Financial Planning Looks Like
What should a great financial planning experience actually look like? For many investors, “financial planning” is reduced to product selection, perfo…
3 weeks ago
12-18-25 Is the 60-40 Portfolio Dead?
For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the gro…
3 weeks, 1 day ago
12-17-25 Q&A Wednesday - Live Market Questions & Investor Insights
Today’s Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Ro…
3 weeks, 2 days ago
12-16-25 Year-End Checklist for Young Investors
As the year comes to a close, young investors have a unique opportunity to make small moves that can compound into meaningful long-term results. In t…
3 weeks, 2 days ago