Podcast Episodes
Back to Search3-18-26 Rebalance Now Before the Rally Fades | Before the Bell
Markets are pointing toward 6,800 this morning as momentum and relative strength improve. The reflexive rally we called last week is taking shape — a…
3 months, 2 weeks ago
3-17-26 Fixing Your Broken Emergency Fund
Is your financial plan built to survive a market crash — or a $5,000 emergency? Lance Roberts & Jon Penn break down what retirees and younger workers…
3 months, 3 weeks ago
3-17-26 Market Bounces Off 200-DMA — Rally or Trap? | Before the Bell
Markets Bounce Off 200-DMA — Is a Rally Building or Is This a Bull Trap? Markets tested the critical 200-Day Moving Average and bounced — but is this…
3 months, 3 weeks ago
3-16-26 Oil Shock - Markets Reprice Risk
Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surge…
3 months, 3 weeks ago
3-16-26 Oil Spike, Oversold Markets, & The 200-DMA Test | Before the Bell
Markets are testing the 200-day moving average during a historically weak period in March. After failing at resistance, stocks are now technically ov…
3 months, 3 weeks ago
3-13-26 The Psychology of Spending in Retirement
Retirement income planning isn't just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retir…
3 months, 3 weeks ago
3-12-26 The "Value Rotation" Illusion
The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Pe…
3 months, 3 weeks ago
3-11-26 Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?
Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran…
3 months, 3 weeks ago
3-10-26 The Benefits Talk Every Business Owner Needs
Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-ta…
3 months, 4 weeks ago
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 — a…
3 months, 4 weeks ago