1-30-26 Retirement Income When Markets Are Expensive
2026-01-30
Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns, and rising sequence-of-returns risk.
Richard Rosso explains why retirees face a near-term tailwind in market returns—but potentially long-term secular stagnation that demands tighter portfolio guardrails. Rich will discuss why historically tested retirement income strategies matter more today than at any point in the last two decades.
#RetirementIncome #MarketValuations #SequenceOfReturns #FinancialPlanning #RIAAdvisors
12-2-25 Don’t Buy The “Death of the Dollar” Story$DXY
2025-12-02
The #USDollar isn’t dying and its global dominance isn’t under threat.
In this short video, I explain why the fear-driven “death of the dollar” narrative ignores economic reality and relies on misleading charts rather than facts.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-14-25 Annuities: Good, Bad, & Ugly
2025-10-14
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
The AltCoin Liquidity Bloodbath
2025-10-14
Last Friday, the cryptocurrency market experienced a violent crash. The trigger was President Trump’s announcement of a 100% additional tariff on Chinese imports. The sudden and unexpected action reignited fears of a full-blown trade war. Global risk assets fell sharply. Of these, the most notable declines occurred in the cryptocurrency markets, particularly the altcoin market. …
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