Podcast Episodes
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3-9-26 IRA's - The Ticking Tax Bomb
Is your IRA a ticking tax time bomb? Most retirement savers don't realize that every dollar sitting in a traditional IRA will eventually be taxed — …
6 months, 1 week ago
3-6-26 Diversification Is Not Risk Management
Most investors believe diversification protects them from risk. It does not. Richard Rosso breaks down what diversification actually does, what it d…
6 months, 1 week ago
3-5-26 Passive Aggressive Market - Bogle's Warning Came True
Are passive investors really passive? Not anymore. Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for pat…
6 months, 2 weeks ago
3-4-26 Q & A Wednesday - Ask Us Anything
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from…
6 months, 2 weeks ago
3-3-26 Ten Immutable Laws of Money
Most people will never build wealth — not because of the economy, but because no one taught them the rules. Lance Roberts & Jonathan Penn break down …
6 months, 2 weeks ago
3-2-26 Is the Market Topping?
Is the stock market topping — or just catching its breath? This week, equity markets face a triple threat: an Iranian strike rattling geopolitical ri…
6 months, 2 weeks ago
2-27-26 Cut Your Medicare Bill in 2026
Are you paying MORE than necessary for Medicare in 2026? The IRMAA (Income-Related Monthly Adjustment Amount) could be adding hundreds of dollars a …
6 months, 3 weeks ago
2-26-26 Software Stocks - Steal or Zero?
Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September…
6 months, 3 weeks ago
2-25-26 Q & A Wednesday - Straight Talk About Your Money
Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No…
6 months, 3 weeks ago
2-24-26 Stop Chasing 2026 Returns
Most investors don’t realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Rober…
6 months, 3 weeks ago