Category Archive: 9a.) Real Investment Advice

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Retirement Income Planning Truth with Jim Otar. Part 1.

2020-10-11

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2020-10-11

Index Value Over Time
Income is the lifeblood of retirement.  In Part 1, wisdom from the early chapters of Jim Otar’s new book about retiree income challenges is explored. A one-person revolutionary.

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Retirement Realities Amid Consequences of COVID (10/9/20)

2020-10-09

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COVID didn't kill the Economy--our over-reaction to the virus did. Now what?

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Economic Consequences of COVID | Financial Fitness Friday [10/9/20]

2020-10-09

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SEG-1: Market Commentary: Appeasing Wall Street SEG-2: Gauging the Economic Consequences of COVID SEG-3: Politics vs Policy: The Promise of Additional Stimulus SEG-4: Retirement Realities: How to Adjust for Market Headwinds

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Highlights of the Week | The Real Investment Show [Oct. 5-9, 2020]

2020-10-09

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- Retirement on the Road - Stocks are NOT Replacements for Bonds - Eddie Van Halen (1955-2020): The Importance of Planning Ahead - Mansplaining the Federal Reserve: Gaslighting America - Hanging a Christmas REIT

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Financial Fitness Friday (10/9/20)

2020-10-09

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Market Analysis & Commentary, plus personal finance tips and tricks from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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Mansplaining the Fed (10/8/20)

2020-10-09

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Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP, and Portfolio Manager/Fed Curmudgeon, Michael Lebowitz, CFA

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The Federal Reserve: Gaslighting America (10/8/20)

2020-10-08

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Fed Head Jerome Powell is reaping the whirlwind of 30-years' worth of bad monetary policy. RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP, and Portfolio Manager, Michael Lebowitz, CFA

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K Shaped Recoveries & Mansplaining the Fed | Real Investment Show [FULL SHOW 10/8/20]

2020-10-08

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SEG-1: Market Commentary: Politics, Policies, & Pandemic Relief SEG-2: Technical Difficulties, V, W, & K-shaped Recoveries SEG-3: Is the Fed Gaslighting America? w/ Michael Lebowitz SEG-4: Sports Gambling vs Wall Street; "The K-Portfolio" w/ Michael Lebowitz RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP, and Portfolio Manager, Michael Lebowitz, CFA -------- Articles...

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Holiday Retail Spending Preview: Trick or Treat? (10/7/20)

2020-10-08

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Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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RIP Eddie Van Halen | Estate Planning & The Importance of Planning Ahead [10/7/20]

2020-10-07

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Estate Planning & Importance of Planning Ahead RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Get more info & commentary: https://realinvestmentadvice.com/newsletter/ Subscribe to RIA Pro: https://riapro.net/home -------- SUBSCRIBE to The Real Investment Show...

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No Stimulus, No Problem? | Real Investment Show [FULL SHOW 10/7/20]

2020-10-07

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SEG-1: Market Commentary: Everything Escalates Quickly SEG-2: Eddie Van Halen (RIP), Estate Planning & Importance of Planning Ahead SEG-3: Biden vs Trump: Preparing for Tax Hikes SEG-4: Best Cities in Which to Retire; Buying a New Car RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee:...

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Technically, Tuesday (10/6/20)

2020-10-07

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Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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Stocks Are NOT Replacements for Bonds (10/6/20)

2020-10-06

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Understanding how dividends are paid is key to keeping your portfolio out of the red; don't be seduced by yields! RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The...

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ESG Funds: Is it a Fad? | The Real Investment Show [FULL SHOW 10/6/20]

2020-10-06

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SEG-1: Market Commentary: Where Can You Hedge? SEG-2: Stocks Are Not Replacements for Bonds SEG-3: Fixed-rate Annuities: True Compounding w/out Risk SEG-4: ESG Funds & Wall St. Marketing Machine RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Get more info &...

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Post-COVD Pre-Retirement Episode

2020-10-06

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Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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Right Lane Retirement Webinar: Pre-Election Edition

2020-10-05

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- What happens to your Social Security payout if you're turning 60 this year (2020)? - What is the impact on Medicare coverage if you're hitting the road in retirement? - If you're 45 and planning to retire at 70, when's the best time to start a retirement plan? - What's included in Provisional Income? - How to effectively shield future capital gains now. - How to plan against Democrats' tax-hike plans. - If you own your business, what's the...

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Medicare Advantage Plans & Retirement on the Road [10/5/20]

2020-10-05

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More and more retirees are choosing life "on the road," but caution should be taken when opting for a transient lifestyle, funded in-part by Social Security. RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Get more info & commentary:...

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Presidential COVID + Pre-Retirement Planning Episode [FULL SHOW 10/5/20]

2020-10-05

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SEG-1: Presidential COVID & Market Response SEG-2: We're All in the Economic Soup SEG-3: Social Security: Medicare Advantage on the Road SEG-4: Social Security: How to Avoid Being Broke in Retirement RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Register for the next Candid Coffee: https://register.gotowebinar.com/rt/1959782027202558734?source=Ria+Website%22 Get more info...

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Consumer Mood Darkens On Employment Prospects

2020-09-27

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2020-09-27

Job Transitions, 2014-2020
A Fed survey of expectations shows that the consumer mood darkens on employment and job prospects. This chart shows the changes in employment status of respondents who were  employed four months ago. The Fed survey asks individuals currently employed (excluding self-employment) whether they are working in the same job as when they submitted their last survey. 

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Financial Fitness Friday (9/25/20)

2020-09-26

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Market Analysis & Commentary from RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP

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