Podcast Episodes
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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
5-5-25 Resistance is Futile for Bulls and Bears
May begins and stock buy backs return; earnings season has been okay, on lowered expectations. Employment report is stronger than expected, but showi…
1 year, 4 months ago
5-2-25 Doing Debt the American Way
Why are Americans drowning in debt? In today’s episode, Jonathan McCarty and Matt Doyle uncover the real story behind 'Doing Debt the American Way.' …
1 year, 4 months ago
5-1-25 What Is Up With Yields?
Bond yields are rising — but why now, and what does it mean for your investments? In this episode, we break down what's driving Treasury yields highe…
1 year, 4 months ago
4-30-25 Why is the Trade Deficit at Record Levels?
Why is the trade deficit at record levels? Lance Roberts breaks down the record-setting U.S. trade deficit and its far-reaching implications. From gl…
1 year, 4 months ago
4-29-25 Should You Stay the Course Now?
Should you stay invested during today's market volatility? Lance Roberts and Jonathan Penn dive into why staying the course could be your best long-t…
1 year, 4 months ago
4-28-25 Correction Continues - How Risk Management Protects Your Portfolio
The market correction continues, and understanding the value of risk management is more critical than ever. Lance Roberts breaks down why market vola…
1 year, 4 months ago
4-25-25 Wouldn't You Rather Roth
Are you contemplating a Roth IRA conversion in 2025? With potential tax rate increases on the horizon, now might be the optimal time to act. Richard…
1 year, 4 months ago
4-24-25 The Path Ahead - Soar, Stall, or Plummet?
Will the market soar to new heights, stall in uncertainty, or plummet into correction? Lance Roberts & Michael Lebowitz break down the key drivers th…
1 year, 4 months ago
4-23-25 Trump vs Powell - Should the Fed Chair be Fired
On today's show, Lance Roberts & Danny Ratliff dig into the growing tensions between Donald Trump and Fed Chair Jerome Powell. Should Trump fire Powe…
1 year, 4 months ago