10-10-25 Maximize Your Money: The Hierarchy of Smart Savings Strategies
2025-10-10
How do you make every dollar work harder for you?
Richard Rosso breaks down the Hierarchy of Smart Savings Strategies — a smart, structured approach to prioritize where to save and invest for maximum growth and minimum taxes. This simple yet powerful framework helps you build wealth efficiently, protect against taxes, and optimize your financial future.
0:19 – Foundational Basis & Economic Conundrum
8:05 – Prioritizing Saving Money – Pay Yourself First
12:58 – How to Create a Tax Management Wave
15:50 – The Triple Tax Benefits of HSA’s
18:39 – After-tax Contributions to 401k
21:04 – Investing & Spending
23:55 – Life Insurance applications
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Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
10-6-25 The Hidden Math Wall St. Doesn’t Tell You About Buy & Hold
2025-10-06
Most investors think market drops are just “blips,” but the math tells a different story — a 50% decline cuts total dollar gains in half, not by a small “blip.”
In this short video, I explain why legendary investors like Warren Buffett & Paul Tudor Jones focus on limiting losses, not blindly holding — and why right now, protecting capital beats chasing the rally.
Full episode: https://www.youtube.com/live/Oo1Ny37IaEs?si=5vnlpbRLq_FaAHQL
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
8-12-25 Let Your Winners Run, Cut Your Losers Short
2025-08-12
Advice from one of the most-revered investors, Jesse Livermore, in 1916 still rings true today: Let the winners in your portfolio run, and cut the losers short; they’re not coming back.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
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Read the article Lance mentions on our website, sign up for Lance’s newsletter:
https://realinvestmentadvice.com/newsletter/
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➢ Watch Live Mon-Fri, 6a-7a Central on our YouTube Channel:
www.youtube.com/c/TheRealInvestmentShow
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➢ 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 Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
The Debt And Deficit Problem Isn’t What You Think
2025-08-08
In recent months, much debate has been about rising debt and increasing deficit levels in the U.S. For example, here is a recent headline from CNBC: The article’s author suggests that U.S. federal deficits are ballooning, with spending surging due to the combined impact of tax cuts, expansive stimulus, and entitlement expenditures. Of course, with …
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