by Lance Roberts
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| With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on TV? Wealth transferrence & Inheritances: How common is it for children to meet with parent and financial advisor? If there's money left... How RMD's can calter inheritances; how gift-giving works. Lance's kids are 'off the payroll.' Are you planning to receive an inheritance? How life-long gift-giving can work; what are the tax implications? Using gifting as an opportunity to teach about money & stewardship. Estate Planning prep: When do you need a trust? (Implications in the event of divorce.) Don't let the documents talk; have a conversation with your kids about the money. Dealing with tax torpedos in Social Security; taxation and Roth's: The Rothification of America. 3:05 - Market Commentary: Now is a Good Time for Portfolio Rebalancing 14:19 - Gift-giving Your Inheritance Early 30:17 - Planning for (Receiving) An Inheritance 44:25 - Estate Planning Prep: When Do You Need a Trust? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Articles mentioned in this report: "Confidence Is The Underappreciated Economic Engine" https://realinvestmentadvice.com/confidence-is-the-underappreciated-economic-engine/ "The Sahm Rule, Employment, And Recession Indicators" https://realinvestmentadvice.com/the-sahm-rule-employment-and-recession-indicators/ "Yen Carry Trade Blows Up Sparking Global Sell-Off" https://realinvestmentadvice.com/yen-carry-trade-blows-up-sparking-global-sell-off/ "Inversion Of Yield Curve Finally Reversing" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Exuberance Reverses" is here: &list=PLwNgo56zE4RAbkqxgdj- ------- Our previous show is here: "Trapped Longs Take the Exit" -HJq5Gs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s ------- Get more info & commentary: https://realinvestmentadvice.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/ #Inheritance #FinancialPlanning #RothConversaions #TaxTorpedo #SocialSecurity #EstatePlanning #Stewardship #MarketCommentary #EconomicForecasting #MarketTrends #FinancialEducation #Bonds #Gold #Recession #ISMServicesIndex #Markets #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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100-Year Strategy for Berkshire Hathaway
2024-07-03
Investing tip: #WarrenBuffett buys companies with a 100-year holding period in mind. You, as an investor, can’t think that far ahead. #BerkshireHathaway! 📈 #Investing #LongTermStrategy
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