Plan Your Retirement Early: Benefits of Consulting an Advisor Before Retirement

2024-05-31

We answer emails like this one: " Idon’t like the limited options inside my 401k but I am told I can’t get the money out until I leave the company. Are there any tricks to getting my money out and into my roth ira without quitting my job?" Also–is it "safer" to move money out of 401ks into gold?
Stay tuned…

Hosted by RIA Advisors Senior Financial Advisor, Danny Ratliff, CFP, and introducing our Senior Relationship Manager, Matt Doyle, CFP.
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"The Power Grid Expansion – Part Two"
https://realinvestmentadvice.com/the-power-grid-expansion-part-two/
"No, Corporate Greed Is Not The Cause Of Inflation."
https://realinvestmentadvice.com/no-corporate-greed-is-not-the-cause-of-inflation/
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The latest

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

2024-03-19

There’s a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by the blackout period, the effects will be interesting, especially with the prevailing attitudes in an over-extended market. We also notice Bitcoin is having an excellent correction. ance and Michael discuss the Fed’s Dot Plot and plans for Quantitative Easing: Which problem is easier to fix: Creating recession or inflation? Bank of Japan is ending it’s policy of negative rates; what will be the effect on the US? What’s the risk to the currency carry trade? Japan’s demographic problem. Is the Fed formulating a new type of QE? What QE does; is it inflationary? What the Fed can do; the stealth form of QE: Will it provide liquidity to markets?

2024-03-19

With the last half of March upon us, the blackout of stock buybacks threatens to reduce one of the liquidity sources supporting the bullish run this year. If you don’t understand the importance of corporate share buybacks and the blackout periods, here is a snippet of a 2023 article I previously wrote.

2024-03-12

Over the last few years, digital currencies and gold have become decent barometers of speculative investor appetite. Such isn’t surprising given the evolution of the market into a “casino” following the pandemic, where retail traders have increased their speculative appetites.

2024-01-04

(1/4/24) Santa fails to deliver at Broad & Wall Street; Economic data is coming: Is employment softening? January declines decimate December’s gains: This is the correction we needed, but stocks are still trading above their 50-DMA. Fed Meeting minutes: What about QT or a taper? The Fed seems to be looking for moderation to keep things from getting out of control. The Fed is alluding to seeing something no one else does, but not saying what. Hunting on the border with StarLink ; pressure for market sell-off on large stocks; what about the other 493 stocks in the S&P? Is the shift temporary? Market Champions & Super Bowl Teams: Rarely repeat back-to-back wins. Customer defections from streaming services: Could this be the next leading economic indicator? The flaws in "the data:" looking