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
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…
From Secular Bull To Secular Flat: The Next Likely Market Regime
2025-11-29
We’re nearing the end of a remarkably long secular bull market.
In this short video, I explain why the next phase is usually a long period of sideways, volatile returns as valuations reset and the market shifts into a secular flat regime.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Bitcoin Isn’t as Scarce as You’ve Been Told
2025-11-24
In this short video, Parker White, CFA from @defidevcorp and I discuss how #Bitcoin infinite fractionalization mirrors monetary expansion and why the real advantage comes from who gets new money first, not just how much money exists.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Permanent Job Losers: A Worrying Facet Of Today’s Economy
2025-11-24
Given the two-month delay, Thursday’s BLS employment report on September labor market conditions was not nearly as pertinent as the BLS data typically is. Despite it being old news, it is worth sharing that the number of jobs increased by 119k, but the unemployment rate ticked up from 4.3% to 4.4%. The markets didn’t seem …
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10-8-25 Retail Inflows Hit An All-Time Record – The Top Is Near?
2025-10-08
Retail investors just poured record amounts into the market, much of it fueled by margin debt. Liquidity and FOMO are driving prices higher.
In this short video, I explain why this kind of late-cycle euphoria often appears right before markets peak.
Full episode: _Iqu1g
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
10-2-25 Who Needs the BLS:? Shutdown Silences Jobs Report
2025-10-02
The government shutdown has silenced the Bureau of Labor Statistics, leaving investors without the monthly jobs report. But does Wall Street really need the BLS to keep moving?
Lance Roberts & Michael Lebowitz explore what happens when government labor data goes missing, how traders adapt, and what alternative indicators might offer clues about the state of the economy. Lance and Mike also examine valuation metrics in the markets, and discuss claims that interest rates are still too high. Can the "AI Effect" sustaining markets and the economy continue into 2026?
0:19 – What the Economic Surprise Index is Saying
4:29 – Markets Hit All-time High. Again.
9:30 – When P/E Ratios are Elevated
12:25 – 1999 Valuations vs Now
13:52 – Is the AI Excitement Worth It?
17:47 – The Risk of
A Dollar Reversal Could Halt The Gold Bull
2025-10-02
In Monday’s Commentary, we alerted readers that the dollar could be setting up for a reversal higher. Furthermore, we noted that if such a turn comes to fruition, some investors may encounter surprises. To wit: As such, investors should examine their portfolios for risks that have developed with the reversal of the previously overbought dollar, to …
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