by Lance Roberts
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| Are annuities the safe retirement solution they’re sold as — or a financial trap in disguise? Lance Roberts & Jonathan Penn unpack the good, the bad, and the ugly sides of annuities. 10:03 - Kitchen Sets & Intramural Flag Football 14:52 - Annuities - Good, Bad, & Ugly 18:08 - What is an Annuity? 20:16 - Different Flavors of Annuities 22:07 - The Ugly Truth About Early Surrender Fees 27:29 - Why Might You Need an Annuity? 31:20 - Three Reasons You'd Need an Annuity 34:36 - Annuities Should Be Planned, not Sold 38:14 - Why Buy an Annuity Instead of Investing in the Market? 41:00 - One More Reason... 43:25 - Are There Inflation-adjusted Annuities? 47:05 - Are Annuities Divorce-proof? 48:59 - Lance's Marriage Advice 49:52 - Tax Deferral Options 51:59 - More Marriage Advice - His & Her Money Whether you’re considering a fixed, variable, or indexed annuity, this episode will help you separate sales pitch from sound strategy — so you can decide if annuities deserve a place in your portfolio. 👉 Subscribe for daily market insights and portfolio strategy updates. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- The latest installment of our new feature, Before the Bell, "Will the Rally Hold—or Fold?” is here: http://bit.ly/3JaD7JN ------- Our Previous Show, "Markets vs Reality: Daniel LaCalle on the Coming Global Reset" is here: https://youtube.com/live/AUEW3etNHSw ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- 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/ #StockMarketToday #PreMarketUpdate #TechnicalAnalysis #InvestingStrategy #MarketCorrection #AnnuitiesExplained #RetirementPlanning #InvestmentStrategy #FinancialEducation #PassiveIncome |
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9/10/25 Are We On the Edge of Recession?
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Are we standing at the edge of a recession? Economic data is showing cracks: slowing job growth, weakening consumer spending, and tightening credit conditions. Meanwhile, the Federal Reserve’s policies continue to weigh on growth.
In this episode, Lance Roberts & Danny Ratliff break down the key signals flashing caution, what they could mean for corporate earnings and market performance, and how investors should think about risk management in the months ahead; plus bonus content: Sourdough bread and marriage tips.
[NOTE: As of 10:00a CDT YouTube has yet to process this video sufficiently for us to edit or add time codes.]
SEG-1a: Jobs Revision and Economic Reality
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7-14-25 Market Predictions Need Three Things to be Valid
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There need to be three things to quantify any market prediction to make it of any use whatsoever to investors: When? Why? ANd what course of action should be taken. If those three facts are missing, the outlook is useless.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
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➢ Sign up for the Newsletter:
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7-9-25 Make Sure You’re Not Too Conservative in Your Allocations
2025-07-09
Yes, you can be too conservative in managing your retirement portfolio…just as you can be too risky. But don’t be so conservative that you hamper your portfolio’s ability to perform. And never wear a suit to a Radio show.
Hosted by RIS Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
——-
➢ Sign up for the Newsletter:
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