Summary

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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Episodes
  • 4-15-26 Q&A Wednesday: Markets, Taxes, and Your Money

    4-15-26 Q&A Wednesday: Markets, Taxes, and Your Money
    Apr 15 2026
    It's Q&A Wednesday, and with Tax Day here, we're tackling your biggest questions on markets, taxes, and financial strategy in real time. Lance Roberts & Danny Ratliff field questions, from navigating today's market volatility to making smart, last-minute tax decisions, this episode is driven by what matters most to you. We break down current events, investor concerns, and practical steps you can take right now to stay on track. Key topics include: 0:00 - INTRO 1:03 - Markets Climb Higher 3:01 - Watch Sentiment, Fear-Greed Index 6:38 - Markets Rally Back to All-time Highs 10:42 - How Do Money Flows Work? 13:34 - What is the Next Resistance Level? 15:08 - Risk Bucket Strategies & Goal Scooping 19:13 - At Age 70, Holding or Managing? 21:27 - Long Bonds - Investing or Trading? 25:34 - How Our Kids Invest 26:13 - Revaluation of Gold? Don't Bank on it. 29:18 - Where Rosso Shops for Clothes 30:29 - Pre- or Post-Tax Portfolio? 38:13 - Insurance Company Annuities & Private Credit Exposure 41:33 - Space-X & Anthropics IPO's 43:32 - When is Ideal Time to Initiate Annuity Withdrawals? ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/X2EdwIni6_8 ------- REGISTER for our next Candid Coffee, Saturday, April 18: https://realinvestmentadvice.com/resources/events/ask-us-anything-2/ -------- Watch our previous show, "Are Financial Advisor Fees Really Worth It?" https://youtube.com/live/5IaUfLHtiyg ------- The latest installment of our new feature, Before the Bell, "Markets Hit Highs: Buy Now or Wait?" is here: https://youtu.be/wiSeFGUo6IE ------- Articles Mentioned in Today's Show: "S&P 500 Outlook: The 8.2% Rally & What Comes Next." https://realinvestmentadvice.com/resources/blog/sp-500-outlook-the-8-2-rally-what-comes-next/ "Oil Shock: Will The Fed Intervene" https://realinvestmentadvice.com/resources/blog/oil-shock-will-the-fed-intervene-part-2/ "The South Park Investment Curse" https://realinvestmentadvice.com/resources/blog/lets-knock-on-wood/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketOutlook #TechnicalAnalysis #SP500 #TaxDay #StockMarket #Investing #FinancialPlanning #WealthManagement
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    48 mins
  • 4-15-26 Markets Hit Highs: Buy Now or Wait? | Before the Bell

    4-15-26 Markets Hit Highs: Buy Now or Wait? | Before the Bell
    Apr 15 2026
    Markets have surged back to all-time highs, a sharp reversal from just weeks ago when geopolitical fears dominated headlines. With price now clearing all major resistance levels and reclaiming key moving averages, the technical backdrop has improved significantly. Market breadth is expanding, providing a healthier foundation for this rally. However, conditions are now short-term overbought, suggesting a pause or pullback could be next. The key level to watch is the cluster of support formed by recently reclaimed moving averages and high-volume trading zones. If markets can consolidate and hold these levels, it may offer a favorable entry point for investors looking to add exposure. Seasonality also begins to play a role, as post–Tax Day retail flows historically pick up into late April and May. While a summer correction remains a reasonable expectation, the near-term outlook points to consolidation followed by a potential continuation higher. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/wiSeFGUo6IE --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #MarketOutlook #TechnicalAnalysis #SP500
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    3 mins
  • 4-14-26 Are Financial Advisor Fees Really Worth It?

    4-14-26 Are Financial Advisor Fees Really Worth It?
    Apr 14 2026
    Are financial advisor fees really worth it—or are you paying more than you should? Lance Roberts & Jon Penn break down the true value behind advisory fees and what investors should expect in return. It's not just about investment performance. A good advisor delivers portfolio construction, risk management, tax efficiency, and long-term financial planning—all designed to help you build and protect wealth. Also in this episode, Lance and Jon offer tax tips for the day before Taxes are due... Key topics include: 0:00 - INTRO 1:13 - Iran Negotiations = More Market Volatility 6:17 - Markets Rally Towards Previous Highs 8:16 - Is the Correction Over? 11:19 - Lance is Back; Thanks to Jon 13:10 - Why Pay an Advisor? 18:24 - You Don't Have to Beat a Benchmark 19:24 - Driving in Houston & Managing Risk 22:34 - Why You Need an Advisor 28:43 - Use the Right Tool 31:55 - Why We Don't Sleep (so that YOU can) 34:07 - The Truth About Paying a Fee 39:07 - The Value in Starting Young(er) 43:42 - Last Minute Tips for Tax Day (tomorrow) ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/5IaUfLHtiyg ------- Watch our previous show, "The S&P 500 Rally: What Comes Next?," https://youtube.com/live/ylJqaK248pk ------- The latest installment of our new feature, Before the Bell, "Buy Signal Is Back - But Don't Chase" is here: https://youtu.be/lM6tkRDoRe8 ------- Articles Mentioned in Today's Show: "S&P 500 Outlook: The 8.2% Rally & What Comes Next." https://realinvestmentadvice.com/resources/blog/sp-500-outlook-the-8-2-rally-what-comes-next/ "Oil Shock: Will The Fed Intervene" https://realinvestmentadvice.com/resources/blog/oil-shock-will-the-fed-intervene-part-2/ "The South Park Investment Curse" https://realinvestmentadvice.com/resources/blog/lets-knock-on-wood/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #Investing #SP500 #MarketOutlook #TechnicalAnalysis #FinancialAdvice #AdvisorFees #WealthManagement #InvestingStrategy #PersonalFinance
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    48 mins
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