Podcast Episodes
Back to Search6-9-26 The Dirty Dozen of Estate Planning - The Russ Newton Interview
The Dirty Dozen of Estate Planning: Are you making costly estate planning mistakes without realizing it? Jon Penn and Estate Attorney Russ Newton bre…
2 months, 4 weeks ago
6-8-26 Lending Cycles & Real Estate Risk - David Zugheri Interview
What really drives lending cycles, and why do they always seem to end the same way? Lance Roberts and RealFin Capital founder, David Zugheri, break d…
2 months, 4 weeks ago
6-5-26 Aging Alone: The Financial, Legal, and Caregiving Plan
More Americans are entering retirement without a spouse, children nearby, or a built-in support system. Aging alone presents unique financial, legal,…
3 months ago
6-4-26 Single Sector Driving Markets | Before the Bell
One Sector Is Driving Everything The S&P 500 continues to make new highs, but the story beneath the surface is far different. Technology and semicond…
3 months ago
6-3-26 Q&A Wednesday: Market Momentum Slows
It's Q&A Wednesday, where we tackle your investing, retirement, market, and economic questions live. Today's topics include whether defense and drone…
3 months ago
6-3-26 Markets Need a Breather | Before the Bell
Stocks are now approaching 10 consecutive weeks of gains since the April lows, but the pace of the rally is beginning to slow. While momentum remains…
3 months ago
6-2-26 Needs vs. Wants - What Investors Get Wrong
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest ris…
3 months ago
6-2-26 Software Squeeze Meets Reality | Before the Bell
Just a few months ago, software stocks were being written off as AI winners emerged elsewhere. Now, software is leading the market higher as investor…
3 months ago
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 ago
6-1-26 Portfolio Insurance Before the Pullback? | Before the Bell
After nine straight weeks of gains, investor optimism is running high, money flows remain elevated, and portfolio protection has become an afterthoug…
3 months ago