9-1-25 Labor Day Special
2025-08-29
Millennials are turning everywhere for financial advice—from TikTok influencers and YouTube gurus to Reddit forums and traditional advisors. But where should they really go for smart money guidance?
Lance Roberts, Danny Ratliff, and Jonathan Penn explore the pitfalls of following social media “experts,” the real risks of private equity and alternative investments, and why annuities and insurance require the right questions before committing. You’ll also learn why you should never put all your money in one place, and why doing what wealthy people do might be the smartest path to building lasting wealth.
Lance and Danny discuss why you should be cautious about private equity and alternative investment opportunities. Why you should never put all your money into anything.
If you want to
The Nvidia Earnings Train Keeps On Rolling
2025-08-29
Once again, Nvidia continues to see its earnings and revenues grow at astonishing rates. Consider the following: As we noted, data center revenue is driving Nvidia’s fantastic earnings and revenue growth. Helping maintain this growth is its Blackwell GPU architecture. In the last quarter, the new Blackwell products saw a 17% jump in revenue. As …
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As The Fed Turns: The Soap Opera Grows More Intriguing
2025-08-28
President Trump fired Fed Governor Lisa Cook for cause. The President claims, There is sufficient reason to believe you may have made false statements on one or more mortgage agreements. This is the first time in the 112-year history of the Fed that a President has fired a Fed Governor. Cook is fighting the dismissal, …
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8-23-25 Savvy Social Security Planning
2025-08-27
Will Social Security be there for you when you’re ready to retire?
Richard Rosso and Jonathan Penn host Candid Coffee on Savvy Social Security Planning, sharing the in’s and out’s of the Social Security system, answering questions like when you should apply for Social Security—and how much should you expect to receive?
INTRO/Genesis of Candid Coffee
4:30 Teaser questions
5:15 Claiming Options & Costly Decisions about Social Security
9:40 Understanding the Value of Social Security
12:50 Will Social Security Be There for You?
15:45 A Clearer Way to Think About Social Security
17:00 What If You Live?
18:30 The fallacy of taking Social Security early
20:54 What About the Impact on COLA
22:19 Show Me the Money – How Benefits are Calculated
26:53 When Should You Apply for Social Security?
Behind The Meter Solutions Investment Guide- Part 2
2025-07-02
Part 1 of this article (Fueling AI Data Centers: Behind The Meter Solutions) explained how data centers are leveraging the abundance and relative affordability of natural gas to fuel Behind the Meter (BTM) power generators. Part Two advances the discussion to investing in this promising innovation. This article looks past the data center operators and …
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