by Lance Roberts
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| Lance Roberts is joined by Jonathan Penn and Danny Ratliff to break down ten rules for navigating excess market bullishness so you can protect your portfolio while still participating in market gains. Lance also examines earnings growth forecast justification, and why retail investors are the last resort for Wall Street. In this episode of Two Dads on Money, Lance Roberts & Jonathan Penn dive into how Millennials find financial advice in today’s digital world. From TikTok influencers to YouTube financial experts, and from Reddit forums to traditional financial planners, where should Millennials really turn for smart money guidance? Lance and Danny discuss why you should be cautious about private equity and alternative investment opportunities. Annuities: Three questions to ask about yourself; can you "Be Your Own Bank?" Lance describes his personal annuity and insurance plans. Why you should never put all your money into anything. If you want to be wealthy, do what wealthy people do. 29:36 - Ten Rules for Navigating Excess Market Bullishness 32:05 - Proper Position Sizing in Portfolios 35:12 - Behind the Scenes with Economic Growth 36:47 - Justifying Earnings Growth Forecasts 41:16 - You're the Cannon Fodder for Wall Street 42:26 - Smart Money vs Dumb Money 43:00 - Bullish Market Sentiment Driven by Narrow Framework 20:17 - Social Media Advice Purveyors Do Not Know You 22:00 - The Rise & Fall of the FIRE Movement 25:22 - Myths & Realities of Starting Your Own Business 31:58 - Why Businesses Fail 48:23 - Never Put ALL Your Money in Anything 50:20 - Do What Wealthy People Do Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisors, Jonathan Penn, CFP, & Danny Ratliff CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: -------- Register for our next RIA Dynamic Learning Series event, "Savvy Medicare Planning," September 18, 2025: https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/ ------- 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/ #InvestmentStrategy #DiversifyYourPortfolio #FinancialPlanningTips #SmartInvesting #Capitalism #FinancialEducation #FIREMovement #MillennialMoney #MoneyTalks #Investing #InvestingAdvice #Money #Investing |
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6-11-25 Zero % Interest Is Not Normal
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What the market expects, and what happens in real life, are two different things: Interest Rates are a function of economic growth and inflation. With GDP at 2.3 and Inflation at 2.3-ish, Yields should be at about 4.6-ish, and that’s about where they are now. Zero-percent rates is not normal; buying a house at 2.5percent is not normal.
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Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The Economy Is The Real Deficit Problem
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The deficit fearmongers are out in full force, warning that massive debt payments will further exacerbate the deficit and ultimately bankrupt the country. While we agree that steadily increasing deficits are a significant problem, we believe it’s not for the reasons most people give. To that end, a recent Tweet by George Gammon succinctly makes …
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