by Lance Roberts
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| What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises. #FinancialAdvisor #RetirementPlanning #Investing #WealthManagement #Fiduciary |
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2-27-26 Cut Your Medicare Bill in 2026 | IRMAA Appeal Secrets
2026-02-27
Are you paying MORE than necessary for Medicare in 2026?
The IRMAA (Income-Related Monthly Adjustment Amount) could be adding hundreds of dollars a year to your Medicare premiums — but there’s a legal way to fight back.
Richard Rosso breaks down everything you need to know about the 2026 IRMAA thresholds, how to appeal, and the income strategies that could save you thousands in retirement.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP
Produced by Brent Clanton, Executive Producer
Rate us on Google: https://bit.ly/4b9JtEo
0:00 – INTRO
0:19 – Go Texas Day & BBQ Perfume
3:16 – IRMAA Pain & Income in Retirement
7:18 – How IRMAA Tiers Work
9:38 – Ways to Manage IRMAA
13:23 – What Kind of Income Counts (Modified AGI)
18:07 – Having Money in ROTH
1-10-26 How to Rotate Sectors Without Blowing Up Your Portfolio
2026-01-10
Sector rotation isn’t about picking the next winner. It’s about managing risk as conditions change.
In this Short video, Michael Lebowitz & Lance Roberts discuss how to rotate gradually, rebalance winners, and adapt portfolios as market leadership changes.
📺Full episode:
Catch Lance
daily on The Real Investment Show: https://www.youtube.com/@TheRealInvestmentShow
entadvice/
#Markets #Money #Investment_Advice
Stagnation Is Lulling The Fed To Sleep
2026-01-09
The JOLTs data released on Wednesday paint a picture of labor market stagnation. The graph below shows that the number of job openings has fallen to levels similar to those right before the pandemic. While the number of openings seems somewhat stable, layoffs are slowly increasing, while new hires are near a 15-year low. Similarly, …
Precious Metals Aren’t Predicting Economic Collapse
2026-01-05
In 2025, the prices of precious metals rose sharply, with silver prices recently surging past $80 per ounce. Of course, when precious metals rise, there is always the same group of commentators (mostly paid newsletter writers and physical metal dealers) to declare that a financial breakdown is underway. Articles like those published on ZeroHedge by …
11-26-25 Confidence, Chaos, and The K-Shaped Economy
2025-11-19
Peter Atwater, one of the leading voices on confidence-driven behavior in markets and society, joins Lance Roberts to share how certainty, control, and herd mentality shape every major trend investors face today.
Lance and Peter discuss The Confidence Map, why people behave differently when they’re in the “comfort zone” versus the “stress center,” and how these shifts explain the rise of speculative investing, the bifurcated K-shaped economy, and the growing disconnect between Wall Street and Main Street.
#PeterAtwater #BehavioralFinance #KShapedEconomy #InvestorPsychology #AIandMarkets
How The Fed Deals Liquidity: The Monetary Toolbox
2025-11-19
In our last article, QE Is Coming, we focused on why the capital and financial markets have become so dependent on the Fed for liquidity. The article explains that, in the aftermath of the crisis, a slew of regulations drastically changed the liquidity landscape. As a result, the Fed—not the private market—is now the primary …
11-18-25 Indicators & Income: What Retirees Must Know (Who Can You Trust)?
2025-11-18
Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education:
How to actually use RSI, MACD, Money Flow, and MACD Histogram together, and why post-retirement planning (the “decumulation” phase) is so overlooked—yet absolutely critical.
If you’re an “Ole Coot” looking to better understand technical indicators… or a younger “You’t” trying to build financial literacy early… Lance and Jon break down the mysteries of indicator interplay, retirement income strategies, and how to evaluate who you can trust with your money.
#RetirementPlanning #TechnicalAnalysis #RSI #MACD #FinancialEducation
Full Market Cycles: Half Bull and Half Bear
2025-11-17
Last week, we discussed the importance of “math” as it relates to valuations and noted the importance of understanding “full market cycles.” To wit: “The math on forward return expectations, given current valuation levels, does not hold up. The assumption that valuations can fall without the price of the markets being negatively impacted is also grossly flawed. …
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