by Lance Roberts
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| Stocks vs. Bonds: Understanding the difference. Stocks offer potential for higher yield, but bonds provide security with maturity value. 💰📈 #Investing101 Want to learn more? Subscribe to our YouTube channel = @ TheRealInvestmentShow Watch entire show: https://cstu.io/deb5b1 |
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6-29-24 Candid Coffee – Live Chat Episode
2024-07-02
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 &
Impact of Claiming Social Security Early on Your Spouse
2024-06-28
Delaying Social Security can make a huge difference, especially for spouses with unequal contributions. Consider your partner when making claiming decisions. #SocialSecurity #Retirement
Richard Rosso discusses the implications of delaying Social Security benefits with a focus on considering the financial needs of your spouse. Learn key insights into why this decision needs careful thought, especially when there’s a significant income gap between partners.
– The impact of a younger spouse with lower Social Security contributions
– Importance of considering your spouse in claiming decisions
– Statistics on men making unilateral Social Security decisions
– Issues with taking Social Security benefits early
– The importance of joint decision-making for financial security
➢ Listen
6-25-24 Is S&P 6,300 Outside the Realm of Possibility?
2024-06-25
Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what posts to X (formerly known as Twitter) are to be called. Who does the Fed depend upon for data? There are many divergences in the data; Nvidia’s bad day(s): Stock split and 13% drop is a correction, not a crash. Doing the math to S&P 6,300 and looking at the range of possibilities. We address the common investor’s desire for a perfect low-risk, high-reward investment. Lance & Jon discuss the unrealistic expectations and the growing demand for such ideal investments in today’s market and economy: The search for a magic pill investment; expectations versus reality in market investments; economic uncertainty driving demand for
Plan Your Retirement Early: Benefits of Consulting an Advisor Before Retirement
2024-06-14
Utilize an advisor before retirement to maximize benefits while working. Additional value can be added by exploring all options early on. #financialplanning
Planning for retirement? Get ahead by speaking with an advisor early.
– Importance of contacting an advisor well before retirement
– Leveraging employer benefits while working
– Valuable opportunities that may be overlooked
– Steps to maximize retirement planning
– Additional value an advisor can add
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