12-19-25 What Great Financial Planning Looks Like
2025-12-20
What should a great financial planning experience actually look like?
For many investors, “financial planning” is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable.
Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market cycles, life changes, and economic uncertainty.
Whether you are working with an advisor or managing your finances independently, understanding what a great planning experience looks like can help you
Kevin Warsh Or Kevin Hassett?
2025-12-17
Yesterday’s Commentary discussed Trump’s inclusion of Kevin Warsh in the race for Federal Reserve chair. Today, we compare some key differences between Kevin Warsh and Kevin Hassett. Understanding what each contributes to the Fed helps us better assess their effects on capital markets. Kevin Warsh was a Fed Governor from 2006 through 2011. We learned …
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12-31-25 Marketing for Financial Advisors in the AI Age
2025-12-16
Marketing for financial advisors is being reshaped by artificial intelligence, changing search behavior, and tighter compliance constraints. Lance Roberts & Greg Joslyn break down how advisors can adapt their marketing and PR strategies without sacrificing credibility, consistency, or regulatory discipline.
We discuss why persistence—not virality—is the true driver of long-term visibility, how AI fits into content creation and search optimization, and why social media works best when it is treated as a conversation rather than a broadcast channel. The discussion also covers optimal content cadence, platform selection, budgeting realities, and the growing importance of earned media over paid promotion.
We explore best practices for interview preparation and media coaching, including
11-24-25 Solana vs Bitcoin: The New Treasury Strategy
2025-11-03
Is Solana the next evolution of Bitcoin’s corporate playbook? Lance Roberts and DeFi Development Corp. CFA, Parket White, explore how digital assets like Solana, stablecoins, and tokenized treasuries are reshaping balance sheet strategy for companies and investors alike.
💡 From Bitcoin to Solana, learn how digital asset treasuries are changing the rules of modern finance.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
#Solana #Bitcoin #DigitalAssets #CryptoStrategy #Stablecoins
11-3-25 The Pavlovian Market: How Fed Trained Investors To Take Big Risks
2025-11-03
Markets got addicted to the Fed.
In this Short video, I explain how years of interventions created a Pavlovian market where traders take bigger risks, expecting the Fed to save them every time — the essence of moral hazard.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
Gold Or Bitcoin: Which Is The ‘Right’ Dollar Hedge?
2025-10-28
Gold and bitcoin are touted as the “anti-dollar”, or in some people’s minds, possible replacements for the US dollar. Thus, one would expect the dollar-debasement trade to benefit gold and bitcoin similarly. The reality throughout this year has not been what many would expect. For example, gold is up over 50% this year, while bitcoin …
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9-8-25 Don’t Be Fooled By The Market: Jobs Report Signals Trouble
2025-09-08
Friday’s jobs report revealed deeper cracks: a multi-month downtrend in employment, quality of hires is deteriorating, etc.
Since employment drives growth & earnings, any $SPY / $QQQ pop may be short-lived – disinflation & slowing growth still point to mounting risk for equities.
In this short video, I explain why Friday’s data could matter more than you’d think.
📺 Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
#JobsReport #StockMarketWarning #SPY #QQQ #MarketRisk