Podcast Episodes
Back to Search
12-3-25 Trump Accounts Explained - Who Qualifies for the Dell Deal?
What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts a…
6 months, 2 weeks ago
12-2-25 Q&A LIVE - Ask Us Anything About Markets & Money
Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement p…
6 months, 2 weeks ago
12-1-25 Bear Markets Are a Good Thing
Most investors fear bear markets—but history shows they play a critical role in building future returns. In this episode, Lance Roberts explains why …
6 months, 3 weeks ago
11-21-25 Roth Conversion Strategy - What Actually Works
Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousa…
7 months ago
11-20-25 How The Fed Deals Liquidity - The Monetary Toolbox
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance…
7 months ago
11-19-25 Pension or Lump Sum - What's the Smarter Move
Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for wo…
7 months ago
11-18-25 Indicators & Income - What Retirees Must Know
Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education: How to actually use RSI, MACD, Money Flow, and MACD Histogram to…
7 months ago
11-17-25 Full Market Cycles - Why Bull Runs Always Meet Their Match
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure …
7 months ago
11-14-25 Open Enrollment Traps to Avoid This Year
Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down th…
7 months, 1 week ago
11-13-25 QE Is Coming - Why Fed Liquidity Now Runs the Entire Market
The scent of QE is back. With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases…
7 months, 1 week ago