by Lance Roberts
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| What are the smartest ways affluent families transfer wealth efficiently—and what mistakes should you avoid? Richard Rosso & Devoda Owens share wealth transfer strategies from the simplest approaches to more advanced planning techniques, starting with foundational tools like annual gifting and using lifetime exemptions. Also explaining how to think about asset selection—what to gift now versus what to hold for a step-up in basis. #WealthTransfer #EstatePlanning #TrustStrategies #FinancialPlanning #HighNetWorth |
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3-13-26 The Psychology of Spending in Retirement
2026-03-13
Retirement income planning isn’t just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retirement is psychological, not mathematical.
RIchard Rosso & Jonathan McCarty explore the psychology behind retirement spending decisions, including why retirees frequently leave large amounts of wealth unused and how behavioral finance shapes income planning.
#RetirementPlanning #RetirementIncome #BehavioralFinance #FinancialPlanning #InvestorPsychology
3-10-26 Is Private Credit The Next Crisis? The Real Risk Explained
2026-03-10
Concerns about private credit have been rising recently, but the current situation appears to be a localized credit event rather than the start of a systemic crisis.
Years of abundant capital chasing yield pushed lenders to loosen standards, leading to weaker loans and higher risk.
As problems emerge, investors in private credit funds may request redemptions (as we have seen recently with Blackstone), putting pressure on these funds because they hold illiquid assets and often limit withdrawals.
While this can cause short-term stress and headlines, the scale remains small relative to the global financial system and is unlikely to trigger a crisis similar to 2008.
📺Full episode: &
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-27-26 Work Sucks…Or Does It?
2026-01-27
Lance Roberts & Jonathan Penn take a hard look at how Millennials and Gen Z view work, career stability, and success in a rapidly changing economy. From corporate burnout and hustle culture to freelancing, side hustles, and remote work, the rules around employment are shifting fast.
0:00 – INTRO
0:20 – Baylor Hockey & Headphone Parties
3:28 – Fed Week preview
6:57 – Markets’ Rally & Earnings Preview
12:55 – The Evolution of Work
15:48 – The Gig Job Economy
16:51 – The Importance of Job Security?
18:40 – Lance & Jon’s First Jobs Stories
27:25 – Skill Sets for Success
30:25 – Teaching them Young – Dog Treats Door-to-Door
32:11 – Every Job is a Sales Job
34:08 – Looking for Work That is Meaningful
35:40 – Creation of Job Hopping Culture
37:42 – Retiring at 30? (Fallacies of the F.I.R.E.
Investment Risk Is Underappreciated
2026-01-24
🔎 At a Glance 🏛️ Market Brief – The “Greenland” Impact This week’s markets were driven by headline risk, economic uncertainty, and the early innings of earnings season. With the markets closed last Monday for the Martin Luther King holiday, U.S. equities sold off sharply on Tuesday. President Trump’s tariff threats against key European allies, …
1-20-26 Tariff Headlines = Another Buying Opportunity?
2026-01-20
Tariff headlines over Greenland are creating noise, not new risk.
In this Short video, Lance Roberts explains why past tariff threats didn’t derail earnings or inflation, why this pullback looks normal, and how markets often turn headline panic into buying opportunities.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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