Podcast Episodes
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6-1-26 Risk Management for Retirees - When to Reduce Exposure
One of the biggest challenges retirees face is balancing the need for portfolio growth with the need to protect hard-earned savings. With markets nea…
3 months, 2 weeks ago
5-29-26 Investor Anxiety, Roth Strategies, and Retirement Reality
Investors continue wrestling with uncertainty, frustration, and the fear of making the wrong move in today’s market environment. Jon Penn & Sarah Bu…
3 months, 2 weeks ago
5-28-27 Is the Semiconductor Trade Going Too Far?
Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But i…
3 months, 2 weeks ago
5-27-26 Q&A Wednesday - Real Advisors, Real Answers
Markets, retirement, inflation, taxes, the Fed, portfolio risk, and financial planning — nothing is off limits during this week’s Q&A Wednesday. Lanc…
3 months, 2 weeks ago
5-26-26 Why 20% Market Drops Don’t Matter
Wall Street still defines a “bear market” as a 20% decline, but does that rule still apply in today’s market environment? Lance Roberts & Jon Penn br…
3 months, 2 weeks ago
5-22-26 QCD Pros and Cons Explained
Qualified Charitable Distributions, or QCDs, can be one of the most tax-efficient strategies available for retirees with IRA assets. But are they alw…
3 months, 3 weeks ago
5-21-26 The AI Economy Beyond The Hype
The AI economy looks unstoppable on the surface, but what is really happening underneath? Lance Roberts and Michael Lebowitz break down the massive …
3 months, 3 weeks ago
5-20-26 Q&A Wednesday - Straight Talk About Your Money
Markets are hitting new highs while volatility, inflation concerns, interest rates, and geopolitical risks continue to pressure investors. Lance Robe…
3 months, 3 weeks ago
5-18-26 Market Leadership is Narrow
Narrow market leadership is becoming a growing risk for investors heading into the summer months. While the S&P 500 continues pushing near record hig…
3 months, 4 weeks ago
5-15-26 What Your Advisor Should Really Do
What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, …
4 months ago