Podcast Episodes
Back to Search11-7-25 Top 3 Financial Guardrails You Should Know
RIA Advisors' Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Richard Rosso, CFP®, shares insights from decades of experience helping in…
Published on 1 month, 2 weeks ago
11-6-25 Nvidia's Money Loop: Smart Move or Red Flag?
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia's own AI chips. It's not the first time. Nvidia's done similar deals with OpenAI, CoreWeave, and xAI, fu…
Published on 1 month, 2 weeks ago
11-6-25 Buy-the-Dip Isn't Dead Yet | Before the Bell
Once again, "buy-the-dip" traders are stepping in. After testing the 20-DMA earlier this week, markets bounced and continue to hold the rising trendline. For now, buyers remain in control — but the r…
Published on 1 month, 2 weeks ago
11-5-25 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 episode, we break down six smart financial moves to …
Published on 1 month, 2 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 rumor, sell the news" setup—Palantir and Meta bot…
Published on 1 month, 2 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 explore Structured Notes: These complex instruments pr…
Published on 1 month, 3 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 another dip to buy? In today's pre-market update: • W…
Published on 1 month, 3 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 the lens of Pavlov's classical conditioning, reveal…
Published on 1 month, 3 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 end with a pullback to the mean. In this pre-marke…
Published on 1 month, 3 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 & Jonathan McCarty break down why traditional risk toleran…
Published on 1 month, 3 weeks ago