by Lance Roberts
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| What do the latest economic reports indicate about the strength of the economy? How do commodities like Gold and Oil relate to the US Dollar? Are there effective strategies for avoiding taxes in retirement? RIS Advisors Director of Financial Planning, Richard Rosso, CFP, is joined by our Portfolio Manager, Michael Lebowitz, CFA, to answer these and other question in this live-chat edition of our popular Candid Coffee series: INTRO 2:10 - Employment Numbers Reviewed & Fed Meeting Preview 7:22 - Michael's Market Commentary 15:19 - Why use SH instead of the HELO ETF for hedging? 19:53 - Dealing with headline bombast 25:00 - Michael's Commodity Commentary: Gold & Oil 28:18 - Bond Talk 34:00 - There's a Place for Cash 36:15 - Sell Disciplines Explained 39:41 - Premature Distribution Penalties & Roth Conversions 43:43 - Tax Brackets & Social Security: Is there a way to avoid paying taxes on Social Security? 47:37 - No Means Testing; Roth Conversion Strategies 54:25 - Conservative vs Growth Funds? 55:11 - How to minimize taxes when withdrawing from 529's? ======= Have more questions for us? Please complete our survey: https://forms.gle/m7ZLRruwo9mWCkLJ6 ======= REGISTER FOR OUR NEXT CANDID COFFEE, "Financial Independence," Saturday, June 28, 2025 at 8am: https://streamyard.com/watch/BUr4UuRVt6Uj ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More. https://www.simplevisor.com/register-new Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CandidCoffee #SocialSecurity #RetirementPlanning #Roth #401k #IRA #SocialSecurity #FixedIncome #Bonds #Taxes #Money #InvestingAdvice |
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