by Lance Roberts
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| Most retirement plans focus on savings and returns—but that’s not what truly puts retirement at risk. Richard Rosso, Sarah Buenger, & Jonathan McCarty commiserate on the annual chore of paying taxes...but, provide helpful guidance in planning so that your tax bite might be lessened. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Sarah Buenger, CFP, and Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - If Rich & Sarah Were on Gilligan's Island 1:05 - The Fine Line Between Tax Prep & Tax Advice 4:32 - More Extensions Does Not Mean Paying Later 6:48 - The Rothification of America 9:02 - Tax Planning & Year-round Engagement 10:46 - Importance of Being Tax-flexible 13:15 - Beware the Dreaded Tax Torpedo 16:10 - The Taxes Chainsaw Massacre 23:09 - Easter Candy Inflation ------ Register for our next Candid Coffee, 4/18/26: https://streamyard.com/watch/qBfU28XDus8N ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RetirementPlanning #RetirementRisks #FinancialPlanning #WealthManagement #Taxes #FinancialPlanning #Retirement #TaxPlanning |
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In this short video, Lance Roberts & Michael Lebowitz discuss how investors are piling into anything labeled “value,” “staples,” “industrials,” or “energy” without asking whether the stocks themselves are actually cheap.
Many of these names have gone parabolic — trading far above their historical norms — even though revenue growth is flat and earnings aren’t accelerating.
At the same time, some large-cap “growth” stocks like $NVDA $GOOGL may actually offer better relative value, but they’re ignored because they don’t fit the current narrative.
Remember, a great company is not the same thing as a great stock. Paying too much for future earnings creates risk. When price runs far ahead of fundamentals, corrections eventually follow.
Rebalance, trim, and don’t fall in love with the
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Most Americans are paying higher electricity prices, and the pressure is unlikely to ease anytime soon. According to the Wall Street Journal, electricity prices have risen meaningfully across much of the country since 2022, and the drivers extend well beyond the frequently cited surge in data-center demand. While electricity prices had historically tracked inflation, that …
12-29-25 The Hidden Logic Behind Dollar Weakness
2025-12-29
The U.S. doesn’t want a permanently strong dollar because it would choke the global economy and destabilize trade.
In this short video, Brent Johnson and I discuss why the U.S. has historically managed the dollar to stay range-bound and how dollar strength or weakness shapes global liquidity and growth.
📺Full interview: -SDg
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
1-2-26 Trump Accounts: Smart Planning or Marketing Hype?
2025-12-15
“Trump Accounts” are being discussed as a new way to help children and young adults invest for the future—but are they a meaningful planning tool or simply clever branding?
Richard Rosso & Sarah Buenger break down how Trump Accounts are structured, how they differ from traditional retirement and custodial accounts, and why return assumptions deserve careful scrutiny. We also discuss funding mechanics, diversification considerations, and what actually happens when a child reaches age 18.
Importantly, we address what these accounts are not designed to do—including education planning, where 529 plans may remain more effective. Along the way, we share lessons on dollar-cost averaging, long-term ownership, and why financial literacy matters more than the wrapper itself.
Finally, we zoom
Forward Return And The Importance Of Math
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During strongly trending bull markets, investors often overlook the importance of math in predicting forward returns. Such is easy to do when the market just seemingly continues to rise without regard to fundamentals. The current environment is also heavily influenced by the impact of “passive indexing,” which has distorted market dynamics as well. However, none …
Bitcoin Is Off The Leaderboard: Whats Next?
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On many recent occasions, we have noted that the market breadth is poor and appears to be worsening. By worsening, we mean that the number of market leaders is declining, and a growing number of stocks, stock factors, sectors, and asset classes are lagging. Currently, the small list of stock factors showing up in SimpleVisor’s …
11-4-25 Reality Check For AI Hype Starts Now
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AI stocks are finally facing reality after months of run-ups. Stocks like $PLTR and $META crushed earnings but aren’t being rewarded, as investors are finally questioning their sky-high valuations.
In today’s video, I explain why the AI boom faces its first true test—and why managing risk now matters more than ever.
📺Full episode:
Catch me daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
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