3-9-26 IRA’s – The Ticking Tax Bomb
2026-03-09
Is your IRA a ticking tax time bomb?
Most retirement savers don’t realize that every dollar sitting in a traditional IRA will eventually be taxed — and you may have little say over when, how much, or at what rate.
Danny Ratliff & Sarah Buenger break down the three critical dimensions of IRA tax planning: a proactive multi-year conversion strategy, the risks of doing nothing, and legacy planning considerations that could determine how much your heirs actually keep.
Hosted by RIA Advisors Senior Investment Advisor, Danny Ratliff, CFP, w Senior Investment Advisor, Sarah Buenger, CFP
Produced by Brent Clanton, Executive Producer
0:00 – INTRO
0:22 – Oil, Gasoline, & Market Commentary
3:51 – What Will the Fed Do Next?
6:06 – Tax Strategies & Management
7:52 – The Ticking Tax Time Bomb
1-23-26 The Hardest Part of Legacy Planning – Starting the Conversation
2026-01-24
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
Fibonacci In Mona Lisa And Markets
2026-01-21
Did you know there is a kind of technical analysis that shares structural similarities with hurricanes, nautilus shells, sunflowers, music, and human dimensions? These examples, along with countless others, follow proportions related to the sequence of numbers: 0, 1, 1, 2, 3, 5, 8, 13, 21, 34, 55, 89…
The Biggest Myth About “Money Printing” Explained
2025-11-25
The Fed doesn’t print money.
In this short video, Garrett Baldwin and I discuss how real money is created through government debt issuance and bank lending, why Fed actions are just asset swaps, and why modern money is always lent into existence rather than printed.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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