Podcast Episodes
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5-16-25 Tax-free Social Security - Dream or Deception?
What if your Social Security benefits were no longer taxed? A new bill in Congress could make that happen — but is it real policy or just political p…
1 year, 4 months ago
5-15-25 What Is Up With Yields Now
Are rising yields a warning sign, or are they reflecting renewed economic strength? Lance Roberts & Michael Lebowitz dive into the latest movements i…
1 year, 4 months ago
5-14-25 The Equity Chase is On
As markets climb higher, investors are rushing back into stocks. But is the chase for equity returns grounded in fundamentals—or just FOMO? Lance Rob…
1 year, 4 months ago
5-13-25 Is Tariff Volatility Over?
Tariffs rattled markets. Then… silence. Are we in the clear—or is another shock coming? Lance Roberts and Jonathan Penn tackle the question: Is Tarif…
1 year, 4 months ago
5-12-25 How to Deal With a Bear Market Rally
It's Lance Roberts' 60th birthday, and the birthday faery made an early visit to the studio. Markets will be boosted today by news of an agreement be…
1 year, 4 months ago
5-9-25 HOUR-2 Financial Advice for Mom's on Mother's Day
Being a single mom means wearing every hat—and that includes the CFO of the household. In this special Mother’s Day edition of Financial Fitness Frid…
1 year, 4 months ago
5-9-25 HOUR-1 Will Tax Reform Stall
With a new administration in Washington and control of Congress shifting, tax reform is once again a high-stakes issue for investors and business own…
1 year, 4 months ago
5-8-25 The Fed Stays Hawkish
The Federal Reserve kept its stance firmly hawkish at their latest FOMC meeting — but what does that mean for stocks, bonds, and the economy? Lance R…
1 year, 4 months ago
5-7-25 China Blinks
The Federal Reserve Open Market Committee meeting concludes this afternoon; expect some volatility. As the U.S. pushes forward with new tariffs and a…
1 year, 4 months ago
5-6-25 There's No Free Lunch - The Hidden Costs of Free Advice
Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financi…
1 year, 4 months ago