Summary

It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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Episodes
  • 7-1-26 Q&A Wednesday - Your financial Questions Answered Live

    7-1-26 Q&A Wednesday - Your financial Questions Answered Live
    Jul 1 2026
    It's Q&A Wednesday, where we answer your biggest questions about investing, retirement, the economy, and today's markets. With stocks testing key resistance, artificial intelligence continuing to drive market leadership, interest rate expectations evolving, and retirement planning challenges becoming more complex, investors have plenty of questions. This live discussion with Lance Roberts covers the issues that matter most to your financial future. Whether you're wondering about portfolio positioning, market risk, Social Security, retirement income, taxes, estate planning, or the latest economic headlines, we'll provide practical, evidence-based answers designed to help you make more informed financial decisions 0:00 INTRO 1:03 - Market Rally & Economic Numbers - The Problem with the Data 5:21 - Retail Investors Go Crazy 7:22 - Markets' Climb Above the Moving Averages 11:53 - All Alone & Texas Travels 13:38 - Nikkei Numbers 15:18 - America: The Best Country for Consumers 16:25 - Thoughts on Structured Notes 19:57 - What's Up w Downtrend in Resources? 23:34 - What is "The Mean," and How Is It Figured? 30:11 - Thoughts on the Current Real Estate Sector 35:00 - Natural Gas Mid-stream Companies 38:28 - Rebalancing Long-term Positions 40:19 - RIA Economic Conference and RIA Merch 41:38 - Market Price Factors - How Algorithms Work 43:55 - Dealing w Facts vs Narratives 46:29 - The Housing Affordability "Crisis" Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO 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/A9mA4FyIAjY ------- Articles Mentioned in Today's Show: "Friedman Was Right, Just Mostly Misquoted" https://realinvestmentadvice.com/resources/blog/mitton-friedman-was-right-just-mostly-misquoted/ "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ ------- Watch today's "Before the Bell" premarket commentary, "Can July Deliver?" https://youtu.be/epuAhNmH-q0 ------- Watch our previous show, "Should You Leave Your 401(k) Where It Is?" https://youtube.com/live/iHJLWOZY4NQ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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 #Investing #MarketOutlook #EarningsSeason #RiskManagement
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    52 mins
  • 7-1-26 Can July Deliver? | Before the Bell

    7-1-26 Can July Deliver? | Before the Bell
    Jul 1 2026
    Stocks reclaimed the 20-day moving average on Tuesday, but the next test is even more important. Markets are now approaching a declining resistance trend line that has capped recent advances, while momentum is nearing a fresh buy signal. In today's Before the Bell, we discuss why this technical setup could pave the way for a breakout toward new all-time highs as July begins. We also examine the seasonal strength that has historically favored stocks this month, the return of corporate share buybacks, and why strong earnings expectations could provide another tailwind. Not every sector is likely to participate equally, however. We review the ongoing rotation back toward growth stocks, what to watch as earnings season approaches, and why disciplined risk management remains essential even in an improving technical environment. 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/epuAhNmH-q0 --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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 #Investing #MarketOutlook #EarningsSeason #RiskManagement
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    4 mins
  • 6-30-26 Should You Leave Your 401(k) Where It Is?

    6-30-26 Should You Leave Your 401(k) Where It Is?
    Jun 30 2026
    Should you leave your old 401(k) with a former employer, roll it into an IRA, move it to a new employer's retirement plan, or consider another option? The right answer depends on your goals, investment choices, fees, taxes, and retirement timeline. Lance Roberts & Jon Penn examine the advantages and disadvantages of each option, including investment flexibility, creditor protection, Required Minimum Distributions (RMDs), fees, and the tax implications that could affect your long-term retirement strategy. We'll also explain why leaving your 401(k) where it is may be the best decision in some situations—and why rolling it over isn't always the automatic choice. If you're changing jobs, approaching retirement, or simply reviewing old retirement accounts, this discussion will help you make a more informed decision before moving your savings. 0:00 INTRO 0:48 - End of June - Start of July 2:25 - Google Goes to DJIA 4:43 - Maintain & Monitor Risk 8:35 - Man Caves & Kitchens 9:18 - I Need to Rollover My 401k to an IRA 15:16 - What to Do with Your 401k 17:04 - What You Lose in an IRA 20:55 - Is This a Bad Time to Invest? 25:57 - Binary Investors 27:33 - Gating Returns in Private Credit Funds 40:18 - Dollar Strength & Precious Metals 43:31 - Why You Should Keep Money in a 401k - vs IRA Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, 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/iHJLWOZY4NQ ------- Articles Mentioned in Today's Show: "Friedman Was Right, Just Mostly Misquoted" https://realinvestmentadvice.com/resources/blog/mitton-friedman-was-right-just-mostly-misquoted/ "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ ------- Watch today's "Before the Bell" premarket commentary, "Can Markets Break Out?" https://youtu.be/Cdk3OpxHkd4 ------- Watch our previous show, "Milton Friedman Was Mostly Right" https://youtube.com/live/qDTBlhH8YGY ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026: https://streamyard.com/watch/RfJtCj2byfDr --- 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 #SP500 #TechnicalAnalysis #Investing #MarketOutlook #401k #RetirementPlanning #IRA #Retirement #FinancialPlanning
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    46 mins
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