4-23-24 Five Financial Mistakes to Avoid If You’re Retiring within Five Years

2024-04-23

Don’t miss out on potential benefits by taking Social Security early. Consider the long-term financial impact for you and your spouse. #financialplanning #retirementplanning

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2024-04-19

Financial planning goes beyond just saving money. It’s about considering all aspects like taxes to help you keep more money in the end. #moneymanagement #financialplanning

Maximize your savings and navigate the complexities of financial planning with expert guidance from Michael Lebowitz. Dive into strategies and critical insights to secure your financial future in our latest episode.

– Exploring the various methods of accumulating wealth for the distribution phase of finance.
– Understanding the importance of saving and planning for long-term financial security.
– Recognizing the often-overlooked aspects of financial planning on the journey to wealth.
– Preparing for the back end elements that are crucial to successful financial management.
– An in-depth discussion about tax

2024-04-15

Tax Day woes and audit fears; earnings season commences; What are companies saying? No corporate buybacks, removing major buyers of assets; pay attention to companies’ guidance. Markets last week failed at 20-DMA, and tested 50-DMA as momentum slowed. Is not the time to sell? Use any bounce to rebalance risk, but avoid any knee-jerk reactions. Could this be a "buy-the-dip moment?" Lance’s favorite bowl is like the market: There’s a hairline crack. Inflation has been stickier, and higher-for-longer interest rates have been too high for too long. Preview: Tuesday’s article on the Reflation Trade; how can every other country in the world have deflation while the U.S. continues to have inflation? Productive debt sv non-productive debt. Get ready for Tax Season impact on the market; more

2024-04-12

CFP testing results & commentary on professional credentialing; the importance of the Health/Wealth connection; the importance of continuing education (CE); a brief history of JP Morgan and "too big to fail." Inflation is permatory, not transitory. Profit margins are not great because costs are up. Jerome Powell is trying to put out a fire with a water pistol; how many ate cuts now? There is still too much money in the system to really tame inflation. Real Wages have peaked: Is this Jerome Powell’s "Volker Moment?" What clients "think" about portfolios is the toughest thing for advisors to manage. If Trump is elected, he will have to deal with the next recession. April is stress-awareness month; why we don’t sleep. Rosso’s Brooklyn paper route, Candid Coffee preview, & dealing with

2024-04-12

Is immigration why employment reports from the Bureau of Labor Statistics (BLS) continue defying mainstream economists’ estimates? Many are asking this question as the U.S. experiences a flood of immigrants across the southern border.

2024-01-31

(1/31/24) Earnings season continues, with AMD, Google, Microsoft, and NVDIA expected to fall after turning in their reports: Earnings have been okay, but not as good as expected. After "good" reports, watch for increased volatility and rotation from the NASDAQ into the Dow. Bond prices are on the rise, yields are dropping, as Treasury announces a smaller than expected debt issuance. There’s a Trojan Horse in the proposed Childcare Tax Credit bill: a huge disincentive to work; the ugly truth about falling rates of inflation: Prices do not go back down. CPI-W vs CPI-E and how COLA is calculated. Danny’s home rehab update. "You Earned It, You Keep It" Act: what if could mean for retirees. SS Tax Repeal explainer; the evolution of SS, and repeal of SS earnings tax. Let’s fix the climate by

2023-11-08

(11/8/23)
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Will Markets Retest Today?" is here: -NOraPNew&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Why You Cannot Invest Like Warren Buffett"
-XJZYY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe
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Articles Mentioned in this Show:
"Bond Bear Market. Is It Dead, Or Just Hibernating?"
https://realinvestmentadvice.com/bond-bear-market-is-it-dead-or-just-hibernating/
"Job And Retail Sales Data: Always Good Until They Aren’t"
https://realinvestmentadvice.com/job-and-retail-sales-data-always-good-until-they-arent/
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Get more info & commentary: