by Lance Roberts
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| Too many people think financial planning is just about picking investments—but it’s much more than that. A great plan is a living, breathing roadmap that evolves as your life changes. Richard Rosso & Jonathan McCarty uncover what makes the perfect financial planning experience—from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns. You’ll learn: • Why real planning goes far deeper than investments. • The documents and data you need to start your journey. • How advisors help with behavioral rebalancing—keeping emotions in check. • The difference between accumulation and distribution strategies. • Why a fiduciary, holistic advisor adds real value to your financial life. If you want your plan to stay relevant—and not just collect dust in a binder—this episode is for you. #FinancialPlanning #WealthManagement #RetirementPlanning #BehavioralFinance #MoneyMatters |
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Why Keynes’ Economic Theories Failed In Reality
2025-09-05
A recent post from Daniel Lacalle, “How Keynesians Got The US Economy Wrong Again,” exposed the widening gap between John Maynard Keynes’ economic theory and reality. Despite the confident forecasts of leading Keynesian economists, the U.S. economy in 2025 continues to defy expectations. The Federal Reserve’s tightening cycle failed to trigger the widely predicted “hard …
7-18-25 Money Scripts & Credit Scores
2025-07-18
Richard Rosso & Matt Doyle host Rich’s last live Radio-episode* and reveal the reason for Matt’s recent absence from the show. Airport Security parameters; strong start to Earnings Season; references to ’80’s TV sit-coms; market futures, Lance’s charts, the ultimate Death Cross; Richard previews Saturday’s (7/19) Candid Coffee, and the genesis of the partnership with Lance Roberts; understanding Money Scripts; Netflix & streaming services; Gen-Z and Social Media. Rich and Matt discuss the possibilities of Mrs. Roberts’ bakery/coffee shop; Retail Sales report analysis: People are still spending. The Paradox of Thrift, Fed meetings and a brief history of the Federal Reserve Banking System. Rich reviews American Express’ report, debt to income ratios and Money Scripts (Brad Klontz); how
7-17-25 The Magnificent Seven are Mediocre
2025-07-17
Are the Magnificent Seven losing their magic? Lance Roberts and Michael Leobiwtz get the real story behind Magnificent Seven stocks performance and what it means for your investment strategy. As Tech stocks underperform and market concentration risks grow, it’s time to reconsider where market leadership is heading in 2025.
📌 Topics Covered:
Why Magnificent Seven returns are slowing
Comparing FAANG vs Magnificent Seven stocks
Risks of stock market concentration
Signs of S&P 500 leadership rotation
Key takeaways for long-term investors
👉 Don’t forget to like, subscribe, and comment below with your thoughts on the Magnificent Seven!
#MagnificentSeven #StockMarketUpdate #TechStocks #MarketOutlook2025 #InvestmentStrategy
7-14-25 Market Predictions Need Three Things to be Valid
2025-07-14
There need to be three things to quantify any market prediction to make it of any use whatsoever to investors: When? Why? ANd what course of action should be taken. If those three facts are missing, the outlook is useless.
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
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Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
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➢ Sign up for the Newsletter:
https://realinvestmentadvice.com/newsletter/
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7-9-25 Make Sure You’re Not Too Conservative in Your Allocations
2025-07-09
Yes, you can be too conservative in managing your retirement portfolio…just as you can be too risky. But don’t be so conservative that you hamper your portfolio’s ability to perform. And never wear a suit to a Radio show.
Hosted by RIS Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
——-
➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow
➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757
——-
Register for our next live webinar, "Retirement Blueprint Candid Coffee," July 19, 2025:
https://streamyard.com/watch/qaMtj3cydgDQ
——-
➢ Sign up for the Newsletter:
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