by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation. Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution. 0:00 INTRO 0:19 - Punxsutawny Ted Cruz & Texas Winters 1:47 - The Hardest Part About Legacy Planning 3:20 - When You Have Kids... 5:57 - The Basics of Health Directives 7:25 - The Five Wishes process 10:25 - Wish-1 - Who Makes Healthcare Decisions for You? 14:29 - Wish-2 - What Kind of Care? 17:10 - Organ Donation & EOL Planning 20:45 - Wish-3 - How Comfortable to You Want to Be? 21:28 - Wish-4 - How Do You Want People to Treat You? 23:15 - Wish-5 - What I Want Loved-ones to Know 25:43 - A Wealth of Knowledge at AgingWithDignity.org 29:03 - How to Have The Conversation 33:57 - Do Trust or Not to Trust? 36:16 - YouTube Chatroom Comments Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "It’s Q&A Day — and (almost) anything goes" here: https://www.youtube.com/live/jFDHVzdwNdo -------- The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here: _k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- 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/ #LegacyPlanning #EstatePlanning #FamilyConversations #FinancialEducation #LifePlanning #FiveWishes |
You Might Also Like
1-7-25 Live Chat Q&A – Ask Us Anything!
2026-01-08
Markets are hitting all-time highs, earnings expectations are rising, and investors are navigating everything from oil prices to Roth conversions. Lance Roberts & Danny Ratliff take live viewer questions and explore the themes investors are most focused on right now.
Topics discussed include why earnings may be the primary market driver this year, what recent all-time highs signal for forward returns, and how capital flows are shifting across sectors and asset classes. We also examine oil markets—WTI pricing, energy stocks, Venezuela supply dynamics—and what the “sweet spot” for oil prices means for the broader economy.
On the planning side, we address Roth IRA advantages and drawbacks, Roth conversions, RMD considerations, and asset allocation questions across different life stages,
1-6-26 Financial Nihilism vs. Financial Planning
2026-01-06
More investors—especially Millennials and Gen Z—are treating markets like a casino. Not because they’re reckless, but because the traditional path to financial security feels broken.
Lance Roberts & Jonathan Penn break down Financial Nihilism vs. Financial Planning: why speculative behavior is rising, and what still works when confidence in long-term investing erodes. Options trading, crypto, meme assets, and betting apps offer fast outcomes in a world where housing is expensive, debt is high, and patience feels unrewarded.
0:00 – INTRO
0:19 – ISM Index Weaker than Expected
4:25 – Market Breadth Improves
8:51 – Two Dads on Money Holiday Recap
10:43 – What is ‘Financial Nihilism’?
15:10 – The Path to "Getting Rich"
17:04 – What Capitalism is Built For
17:54 – Baby Boomer’s,
Market Outlook For 2026
2026-01-03
🔎 At a Glance 💬 Don’t Miss Our Upcoming “Live & In Person” Summit Our 2026 Summit is a limited-seating event, so secure your tickets now before they sell out. Topics Include: I look forward to seeing you there. 🏛️ Market Brief – Strong Year-End Returns Lead to Bullish Market Outlooks Let’s start this week …
11-12-25 A Daily Dose Of Charts & Graphs
2025-11-12
In this short video, I cover the return of risk appetite, falling rents signaling disinflation, and the $5–$7T AI data-center buildout.
I also touch on $AAPL push into robotics and the massive power and funding needs driving the next tech super-cycle — everything you need in one visual market update.
🐦Follow me on X: https://x.com/LanceRoberts
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Size Matters: Can The Largest Stocks Continue To Lead?
2025-09-22
Does size matter? Since the Pandemic, and judged by the recent performance of the Magnificent Seven and mega-cap indexes, many investors would say it matters, likely claiming that the greater the size, the better the returns. Those with data going back decades, rather than years, would also agree that size matters. However, their conclusion would …
9/18/25 No Risk-free Path for the Fed
2025-09-18
The Federal Reserve cut rates on Wednesday, September 17, 2025 — but the path forward is anything but risk-free. Markets had already priced in much of the move, leaving investors to wonder if Powell’s guidance will calm volatility or spark fresh uncertainty.
Lance Roberts and Michael Lebowitz look at what the Fed’s latest decision means for stocks, bonds, and the economy.
Why Powell’s words may matter more than the rate cut itself.
The risks of inflation, slowing growth, and financial instability in the months ahead.
📈 Whether you’re an investor, trader, or just watching the markets, understanding the implications of Fed policy is critical.
0:19 – Something for Everyone from the Fed
2:16 – Markets Sell-off and Rally to Break-even
6:43 – The Fed’s "Risk Management" Move
11:54 – Is
Trump’s BLS Reform Faces Steep Obstacles
2025-09-16
The White House has turned its attention to the Bureau of Labor Statistics after a series of steep payroll revisions rattled confidence in the government’s jobs data. President Trump fired the agency’s commissioner last month and has nominated a longtime critic to take her place, pledging reforms to improve accuracy. But the problems run deeper …
Tags: Featured,newsletter
4 pings