Podcast Episodes
Back to Search3-16-26 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…
2 weeks, 1 day 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…
2 weeks, 4 days 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…
2 weeks, 5 days 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…
2 weeks, 6 days 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 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 weeks, 1 day ago
3-6-26 Diversification Is Not Risk Management
Most investors believe diversification protects them from risk. It does not. Richard Rosso breaks down what diversification actually does, what it do…
3 weeks, 4 days ago
3-5-26 Passive Aggressive Market: Bogle's Warning Came True
Are passive investors really passive? Not anymore. Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for pati…
3 weeks, 5 days ago
3-5-26 Markets Reclaim 100-DMA | Before the Bell
Markets clawed back above the 100-Day Moving Average — but don't celebrate just yet. In today's pre-market update, we break down what this recovery m…
3 weeks, 5 days ago
3-4-26 Q & A Wednesday: Ask Us Anything
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from …
3 weeks, 6 days ago