Podcast Episodes
Back to Search11-21-25 Roth Conversion Strategy: What Actually Works
Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousa…
4 months, 1 week ago
11-20-25 How The Fed Deals Liquidity: The Monetary Toolbox
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance…
4 months, 1 week ago
11-20-25 Why This Pullback Isn't a Panic | Before the Bell
Markets have been under pressure lately—especially in Technology—as investors worry about stretched valuations, widening credit default swaps, and wh…
4 months, 1 week ago
11-19-25 Pension or Lump Sum - What's the Smarter Move?
Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for wo…
4 months, 1 week ago
11-19-25 Market Panic? It's Just a 3% Pullback | Before the Bell
Markets are pulling back and investor anxiety is rising, with the S&P down about 3% from the peak and the NASDAQ off roughly 5%. Headlines warn of "r…
4 months, 1 week ago
11-18-25 Indicators & Income: What Retirees Must Know (Who Can You Trust)?
Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education: How to actually use RSI, MACD, Money Flow, and MACD Histogram to…
4 months, 1 week ago
11-18-25 S&P 500 Breaks 50-DMA: Don't Panic | Before the Bell
The S&P 500 just broke below its 50-day moving average (50-DMA) for the first time in 199 days – the longest streak since the bull run began. Is this…
4 months, 2 weeks ago
11-17-25 Full Market Cycles: Why Bull Runs Always Meet Their Match
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure …
4 months, 2 weeks ago
11-17-25 Is a Market Top Forming? | Before the Bell
Markets tested the 50-DMA for the third time since October on Friday—and once again, buyers stepped in to defend support. Futures are pointing higher…
4 months, 2 weeks ago
11-14-25 Open Enrollment Traps to Avoid This Year
Open Enrollment season is here—and it's one of the most overlooked financial opportunities employees have all year. In this episode, we break down th…
4 months, 2 weeks ago