Summary

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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Episodes
  • 5-1-26 Gray Divorce: Social Security Secrets

    5-1-26 Gray Divorce: Social Security Secrets
    May 1 2026
    Gray divorce is on the rise, and many investors are missing a key opportunity: Social Security benefits tied to an ex-spouse. Richard rosso & Jonathan McCarty explain how divorced spousal benefits work, including eligibility rules, timing decisions, and how much you may be able to claim. If you were married at least 10 years, you could receive up to 50 percent of your ex-spouse's benefit, or even more through survivor benefits, without impacting their payout. Key topics include: 0:00 - INTRO 0:19 - Financial Repercussions of Gray Divorce 1:47 - Economic Numbers Review 2:16 - Data Center & Power Station Build Outs 4:40 - Interest Rates & Kevin Warsh 6:22 - Apartment Build Outs - Function Over Form 9:39 - Gray Divorce Rates - One in Three: Financial Vulnerabilities 12:58 - Going Back to Work After Divorce 14:23 - Demographics, Ageism, & Merit-based Immigration 18:24 - AI & Content Creation : Lessons About Business 20:15 - Taxation Following Divorce 21:37 - Mishaps with Social Security After Divorce 23:02 - Longevity & Empty-nester's 25:29 - Timing Matters - All in the Family 29:39 - Financial Advisor as Referee 35:15 - Social Security: Spousal Benefits, Survivors Benefits Qualifications 38:32 - Don't Make These Divorce Mistakes 41:53 - First Rule When You Know You're Divorcing 45:22 - The Middle Class is Being Bolstered by Growth in Assets 46:14 - Will AI replace FA's? 50:56 - Candid Coffee Event 5/16 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/rXi5IdkLNRM ------- Watch today's "Before the Bell" feature, "Market Stalls as Risks Build," here: https://youtu.be/SSzwq4AG2-0 ------- Watch our previous show, "Fed Holds Rates as Powell Stays On," https://youtube.com/live/oYQSPI-_BqE?feature=share ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Resources Mentioned in Today's Show: "Hormuz: Why Markets Are Shrugging Off The Oil Shock" https://realinvestmentadvice.com/resources/blog/hormuz-why-markets-are-shrugging-off-the-oil-shock/ "The Dollar's Funeral Keeps Getting Rescheduled" https://realinvestmentadvice.com/resources/blog/the-dollars-funeral-keeps-getting-rescheduled/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #GrayDivorce #SocialSecurity #RetirementPlanning #DivorceFinance #WealthManagement
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    56 mins
  • 4-30-26 Fed Holds Rates as Powell Stays On

    4-30-26 Fed Holds Rates as Powell Stays On
    Apr 30 2026
    The Federal Reserve held interest rates steady at 3.5%–3.75%, but the bigger story may be what comes next. Powell announced he plans to remain on the Federal Reserve Board as a governor after his term ends—an unusual move that limits a potential board vacancy and keeps his influence in play. Lance Roberts & Michael Lebowitz examine what this means for monetary policy, market expectations, and the timing of future rate cuts. Key topics include: 0:00 - INTRO 1:02 - Closing Out April, Moving Into May: earnings season winding down 3:52 - Eli Lilly & GLP-1 4:21 - No Change in Fed Stance & Oil Prices 6:04 - Market Consolidation Continues 9:56 - Mrs. Roberts Moderates & Likes for Lebo 11:47 - Mag-4 Earnings Review 16:16 - Eli Lilly & Myriad Applications for GLP-1 19:13 - Most Uneventful Eventful Fed Meeting 23:22 - Office Politics at The Fed 26:01 - The Hawkish Take is the Correct One 27:41 - What Really Drives Inflation (not car insurance) 31:47 - Inflation Varies by Location 33:15 - The Fed is Stuck 34:59 - Oil Futures Pricing & the "Sweet Spot" 36:47 - Earnings & Profit Margins - Where's the Risk? 39:08 - Caterpillar Earnings & Data Center Construction Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/oYQSPI-_BqE?feature=share ------- Watch today's "Before the Bell" feature, "Market Stalls as Risks Build," here: https://youtu.be/SSzwq4AG2-0 ------- Watch our previous show, "Q&A Wednesday: Markets & Your Money ," https://youtube.com/live/xzazFr20EOE ------- * REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Resources Mentioned in Today's Show: "Hormuz: Why Markets Are Shrugging Off The Oil Shock" https://realinvestmentadvice.com/resources/blog/hormuz-why-markets-are-shrugging-off-the-oil-shock/ "The Dollar's Funeral Keeps Getting Rescheduled" https://realinvestmentadvice.com/resources/blog/the-dollars-funeral-keeps-getting-rescheduled/ ------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #InvestingStrategy #EarningsSeason #RiskManagement #FederalReserve #InterestRates #JeromePowell #MonetaryPolicy
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    45 mins
  • 4-30-26 Market Stalls as Risks Build | Before the Bell

    4-30-26 Market Stalls as Risks Build | Before the Bell
    Apr 30 2026
    Markets continue to consolidate, working off overbought conditions by moving sideways rather than correcting sharply. With momentum beginning to fade and a potential sell signal approaching, the near-term outlook suggests limited upside as equities search for direction. Earnings season is nearing its conclusion, which could temporarily shift focus away from corporate results and back toward economic data and broader macro trends. While record stock buybacks are expected to provide some support in the short term, seasonal weakness into May and June would not be unusual as the quarter progresses. This environment calls for discipline rather than aggression. Investors may want to focus on risk management, portfolio rebalancing, and selectively raising cash to prepare for the next opportunity when markets reset for a more durable advance. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/SSzwq4AG2-0 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarket #MarketOutlook #InvestingStrategy #EarningsSeason #RiskManagement
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    3 mins
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