Podcast Episodes
Back to Search1-9-26 Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season
The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan Mc…
5 months, 4 weeks ago
1-8-26 2026 Market Forecasts: Why Wall Street Gets It Wrong
Every year, Wall Street rolls out confident forecasts for where the S&P 500 will end the year—and every year those projections are treated as actiona…
6 months ago
1-8-26 Sector Rotation Quietly Begins | Before the Bell
Markets pulled back modestly Wednesday after reaching an intraday all-time high, as afternoon selling trimmed gains. While overall market trends rema…
6 months ago
1-7-25 Open Chat Q&A: Markets, Earnings, Taxes & Portfolio Strategy
Markets are hitting all-time highs, earnings expectations are rising, and investors are navigating everything from oil prices to Roth conversions. La…
6 months ago
1-7-26 Markets Hit Highs as Complacency Builds | Before the Bell
Markets pushed to a new all-time high after successfully testing the 20-day moving average, with relative strength improving and momentum signals tur…
6 months ago
1-6-26 Financial Nihilism vs. Financial Planning
More investors—especially Millennials and Gen Z—are treating markets like a casino. Not because they're reckless, but because the traditional path to…
6 months ago
1-6-26 Sector Rotation Signals Improving Market Breadth | Before the Bell
Markets are quietly sending important signals beneath the surface. Energy led early gains Monday, but strength broadened into financials as capital c…
6 months ago
1-5-26 2026 Market Outlook: Bullish Momentum, Valuation Risks, and What Comes Next
Markets closed 2025 with strong gains, but the path forward into 2026 is far more nuanced than headline optimism suggests. Lance Roberts reviews what…
6 months ago
1-5-26 Markets Enter 2026 Consolidation Phase as Volatility Looms | Before the Bell
Markets wrapped up the year with solid gains, finishing roughly 17% higher, but momentum has cooled as stocks consolidate near recent highs. Despite…
6 months ago
1-2-26 Trump Accounts: Smart Planning or Marketing Hype?
"Trump Accounts" are being discussed as a new way to help children and young adults invest for the future—but are they a meaningful planning tool or …
6 months ago