by Lance Roberts
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| You've got questions, we've got answers! RIA Advisors Director of Financial Planning, Richard Rosso, CFP, and Senior Financial Advisor, Jonathan Penn, CFP, field questions from our YouTube audience: 0:00 - Intro/Disclosure 1:29 - Why we started Candid Coffee 3:45 - Market Commentary - High Complacency, Low Volatility; Americans have churned through savings cushion of $2-Trillion; Incomes peaked at 2020, and have now gone negative; prices remain high, but rate of change (PCE inflation) is flat. 9:30 - Impact of AI; more volatility coming in 2025. 14:00 - Discussion on energy and alternative streams. Anticipating what's going to happen next. 19:10 - Social Security: What's the viability/Financial health? 30:18 - Any changes in % Return build into RIA Plans based on current yields & inflation? 37 :22 - What about owning Gold? Best ways to keep it... 43:46 - How do you know when a Reverse Mortgage makes sense? 47:50 - What's the easiest way to buy Treasuries? 48:47 - Does it make sense to go out further - 3yr Treasuries? 51:43 - Never put a dime in a 401-k: Use Roth IRA/401-k instead 58:29 - Closing remarks/Long Term Care changes in policies. ➢ 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/ #Markets #Money #Investment_Advice |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
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