Key Considerations for Healthcare Costs Before Medicare in Early Retirement

2024-10-14

It’s Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepared to re-open, providing nearlt $1-T in funds to flood the markets. The median value of stock portfolios is $250k, up from $190k. Demand for AI chips is not going away. Markets entering the seasonallt-strong period of the year after hitting new, all-time highs on Friday, triggering a buy signal. The risk of a deeper contraction is possible, but now unlikely. An analysis of the latest CPI numbers reveals a contrast between headline numbers and details in the data; there are some anomalies. Lance discusses the 8 components of the CPI & their weighting in the index. Life with the Roberts’ reviews the weekend birthday of the youngest daughter,

2024-10-04

Exploring the benefits at work – Roth vs. pre-tax for 401ks, disability insurance, and more! Building a secure future goes beyond expectations. 🌟 #FinancialTips #Insurance

Watch the entire show here: https://cstu.io/6c03ff

YouTube channel = @ TheRealInvestmentShow

2024-08-02

Richard and Danny discuss the week’s market moves, and how bad news is actually bad news now; Intel’s poor performance should be no surprise to astute investors; sometimes "value" stocks are value traps. Understanding (and avoiding) the day-to-day media hype. How to use "Money Buckets" to balance risks and demands on retirement funds; 2024 looks to be a mirror of 2023, with weaker economics. How to balance two sides of the economy. People are "making more money than ever before, and feeling more broker…" What happens in a deflationary environment, and why a little inflation is healthy. We’re looking for low-growth muck in 2025; households are hurting. A tale of two economies. Looking at demographics and the value of having kids. Dealing with the RMD 10-year rule: It’s an art form to

2024-08-01

Survival mode activated! My house may be a frozen asset, but it’s also a lifeline for income. Not selfish, just smart. #financialfreedom

Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow

2024-05-24

Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed’s impact on Markets: Could rates actually go back up? How spending habits are shifting; the need for a Sell Discipline when bad news is good news. Caution against investing emotionally because of politics. What happens when you’re the executor: Business decisions vs family/emotional issues. The Graceland financial fiasco: An executor’s nightmare. How many generations does wealth last? How Elvis got Graceland.

3:09 – What Nvidia & Cracker Barrel Have in Common
14:25 – The Need for a Sell Discipline When Bad News is Good
30:17 – What Happens When You’re the Executor?
44:26 – The Presley Mansion Financial Fiasco – An Executor’s Nightmare

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w

2024-05-23

Exploring the potential winners in the tech industry beyond AI giants like Nvidia. Could the next big profiters be more unexpected, like Levi Strauss back in the gold rush era? 🤔 #techindustry #potentialwinners

Join us as Michael Lebowitz delves into the parallels between historical economic booms and today’s tech landscape. Could someone other than tech giants be the biggest winners?
– Comparison between the California gold rush and the current tech boom
– Analysis on who made the most money during the gold rush
– The potential for non-obvious winners in the tech industry
– Nvidia’s recent financial performance and future prospects
– Possible modern-day equivalents to Levi Strauss in the tech world

➢ Listen daily on Apple Podcasts:

2024-05-20

NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable Goods are in deflation; Services are seeing higher inflation, tied to discretionary spending. Markets finish previous week at all time highs; when will they pull back? Wathcing for a bullish cross of the 20- and 50-DMA. AI can now lie and cheat; bad economic news is good news; the majority of earnings growth is coming from ten stocks; the impact of retail sales, debt ratios, and falling consumer spending. The connection between retail sales, CPI, PCE, & GDP; NFIB Inflation stats. Stocks are rallying in anticipation of Fed announcement, not stock buyback action. Power outages & Kolaches; Zoom and Palo Alto to report this week. Note