Podcast Episodes
Back to Search11-5-25 6 Moves You Should Make Now Before RMDs Start
Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you're not prepared. In this ep…
4 months, 3 weeks ago
11-5-25 Earnings Beat, Stocks Drop | Before the Bell
Markets rallied ahead of strong earnings from Amazon, Apple, Meta, and Microsoft, but even solid results didn't lift prices. It's a familiar "buy the…
4 months, 3 weeks ago
11-4-25 Smart or Risky? How Investors Are Adapting to Today's Markets
In this episode, we explore how today's investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn expl…
4 months, 4 weeks ago
11-4-25 Futures Flash Warning Signs | Before the Bell
Futures are flashing warning signs this morning after six straight months of market gains. Is this the start of a long-awaited correction—or just ano…
4 months, 4 weeks ago
11-3-25 Investor Dilemma: Pavlov Rings the Bell
Are today's investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the "Investor Dilemma" through t…
4 months, 4 weeks ago
11-3-25 Six Straight Months: Is a Market Pullback Next? | Before the Bell
Markets have now logged six consecutive months of gains, a streak that's impressive—but also rare. History tells us that long runs of momentum often …
4 months, 4 weeks ago
10-31-25 Why Risk Tolerance Questionnaires Don't Work
Most investors have filled out a risk tolerance questionnaire—but does it really measure how you'll behave when markets crash? Richard Rosso & Jonath…
5 months ago
10-29-25 Vinay Gupta - Bitcoin - Speculation Blockchain the Future of Money
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its…
5 months ago
10-28-25 Profit Taking Made Simple
Taking profits sounds easy—until you try it with a smaller account. Lance Roberts & Jonathan Penn answer listeners' question about managing portfolio…
5 months ago
10-28-25 Bullish Momentum Builds | Before the Bell
Markets kicked off the week with renewed bullish momentum, breaking out of the rising trend channel after holding support at the 50-DMA. Liquidity c…
5 months ago