loader from loading.io

6-7-24 How to Maximize Your Severance Package

The Real Investment Show Podcast

Release Date: 06/07/2024

11-20-25 How The Fed Deals Liquidity: The Monetary Toolbox show art 11-20-25 How The Fed Deals Liquidity: The Monetary Toolbox

The Real Investment Show Podcast

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's...

info_outline
11-20-25 Why This Pullback Isn’t a Panic | Before the Bell show art 11-20-25 Why This Pullback Isn’t a Panic | Before the Bell

The Real Investment Show Podcast

Markets have been under pressure lately—especially in Technology—as investors worry about stretched valuations, widening credit default swaps, and whether the AI trade is finally losing steam. Despite the noise, this remains a minor, healthy pullback of roughly 3%, not a full-blown correction. In this pre-market update, we break down why the decline feels worse than it is, why the next two weeks of November historically favor stronger performance, and how mutual fund distributions in December may create volatility before a potential year-end rally. Nvidia is today’s major market mover....

info_outline
11-19-25 Pension or Lump Sum - What's the Smarter Move? show art 11-19-25 Pension or Lump Sum - What's the Smarter Move?

The Real Investment Show Podcast

Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for workers in industries facing layoffs or restructuring, like the major oil companies in Houston right now. Lance Roberts & Danny Ratliff break down the key factors to consider when comparing a lifetime pension annuity versus taking a lump-sum distribution you can invest or convert into a private annuity. Using a real-world scenario from a viewer—age 64, a $700,000 lump-sum offer, and a sizable 401(k)—we explore the risks, trade-offs, and...

info_outline
11-19-25 Market Panic? It’s Just a 3% Pullback  | Before the Bell show art 11-19-25 Market Panic? It’s Just a 3% Pullback | Before the Bell

The Real Investment Show Podcast

Markets are pulling back and investor anxiety is rising, with the S&P down about 3% from the peak and the NASDAQ off roughly 5%. Headlines warn of “relentless selling,” but this is exactly what happens after a powerful rally. We just experienced one of the strongest six-month runs since 1990—corrections are part of the process. In today’s pre-market update, we break down why this drawdown isn’t a crisis, why risk management matters even in bull markets, and how investor narratives can quickly fall apart. The recent weakness in Bitcoin and NASDAQ lines up with technical signals...

info_outline
11-18-25 Indicators & Income: What Retirees Must Know (Who Can You Trust)? show art 11-18-25 Indicators & Income: What Retirees Must Know (Who Can You Trust)?

The Real Investment Show Podcast

Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education: How to actually use RSI, MACD, Money Flow, and MACD Histogram together, and why post-retirement planning (the “decumulation” phase) is so overlooked—yet absolutely critical. Lance and Jon break down the mysteries of indicator interplay, retirement income strategies, and how to evaluate who you can trust with your money. 0:00 - INTRO 0:19 - The Math Ain't Mathin' for 2026 Earnings Projections 4:57 - I Told You So 10:42 - Technical Analysis - Keep it Simple 14:04 - Adapt Your Technical Analysis to Your...

info_outline
11-18-25 S&P 500 Breaks 50-DMA: Don't Panic | Before the Bell show art 11-18-25 S&P 500 Breaks 50-DMA: Don't Panic | Before the Bell

The Real Investment Show Podcast

The S&P 500 just broke below its 50-day moving average (50-DMA) for the first time in 199 days – the longest streak since the bull run began. Is this the start of a major correction or just another fake-out? In today’s pre-market video short, we break down: Why yesterday’s break of the 50-DMA actually matters What the MACD and RSI are telling us right now Why everything is moving together: stocks, small-caps, Nasdaq (QQQ), international, emerging markets, gold, and even Bitcoin The danger of high correlation across all asset classes in 2025 Historical seasonality: the last 2 weeks of...

info_outline
11-17-25 Full Market Cycles: Why Bull Runs Always Meet Their Match show art 11-17-25 Full Market Cycles: Why Bull Runs Always Meet Their Match

The Real Investment Show Podcast

Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth:  Every bull market is only half the story. The other half is the bear. Lance's approach isn’t bullish or bearish. It’s risk-focused. Your job as an investor isn’t to predict the next crash—it’s to avoid catastrophic losses that erase years of gains during the completion of a full market cycle. 0:00 - INTRO 0:27 - Market Moves Will Hinge on Nvidia 4:18 - Markets' 3rd Test of 50-DMA 8:46 - Why Berkshire...

info_outline
11-17-25 Is a Market Top Forming? | Before the Bell show art 11-17-25 Is a Market Top Forming? | Before the Bell

The Real Investment Show Podcast

Markets tested the 50-DMA for the third time since October on Friday—and once again, buyers stepped in to defend support. Futures are pointing higher this morning, but the setup still looks like a weak open for Wall Street. With upside resistance near 6,900, the market remains stuck in a well-defined trading range. The big catalyst this week? Nvidia earnings, which could determine whether this consolidation resolves higher—or if we’re watching the early stages of a topping process. Short-term signals remain on a sell, and relative strength is cooling. But bullish year-end factors like...

info_outline
11-14-25 Open Enrollment Traps to Avoid This Year show art 11-14-25 Open Enrollment Traps to Avoid This Year

The Real Investment Show Podcast

Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest mistakes people make when reviewing their employer benefits and how to approach your plan as if you were a brand-new hire. Richard Rosso & Jonathan McCarty tackle the smart way to choose health insurance, whether young workers really need life insurance, and which “it’ll never happen to me” benefits can make or break your financial stability. We’ll also explore where employer benefits are heading in 2025—what companies...

info_outline
11-13-25 QE Is Coming:  Why Fed Liquidity Now Runs the Entire Market show art 11-13-25 QE Is Coming: Why Fed Liquidity Now Runs the Entire Market

The Real Investment Show Podcast

The scent of QE is back.  With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again. But the real question is why markets have become so dependent on the Fed in the first place. Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system. 0:00 - INTRO 0:20 -...

info_outline
 
More Episodes

The D stands for Donuts: It's International Donut Day; Buc-Cee's Donuts & Jerky; Can a Texas Stock Exchange survive? JR weighs in. NYC's economic suicide; the Roaring Kitty live-stream; Candid Coffee returns (6/29); AI stocks & narrative economics: Will AI not be the savior we'd hoped? How to maximize your severance package; when a layoff is a blessing in disguise. Goldfish & dietary habits; Severance package strategies: Maximizing HSA's; lumps-sum or annutize? Model it out.

SEG-1: National Donut Day, Nvidia Split, Jobs Report Preview
SEG-2: NYSE vs Texas Stock Exchange & Civil Migration
SEG-3: Candid Coffee Preview, Narrative Economics & AI Stocks
SEG-4: Goldfish, Diets, & Severance Strategies

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch today's show video here:
https://www.youtube.com/watch?v=SYY5pKt8vI4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
-------
Articles mentioned in this report:
"Investments For The Coming Power Grid Expansion- Part 3"
https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/
"Deviations From Long-Term Growth Trends Back To Extremes"
https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/
"Momentum Chase Is On. What Happens Next?"
https://realinvestmentadvice.com/newsletter/
-------
The latest installment of our new feature, Before the Bell, "Nvidia Overtakes Apple at $3 Trillion Market Cap?" is here: 
https://www.youtube.com/watch?v=dCYSYtjM3MA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown "
https://www.youtube.com/watch?v=znjG3-cP3-8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
--------
REGISTER for our next Candid Coffee (6/29/24):
https://streamyard.com/watch/TX6irKYnjHnh
-------
Get more info & commentary: 
https://realinvestmentadvice.com/newsletter/
--------
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/

#SeverancePackages #HighDeductibleMedicalPlan #HSA #HealthSavingsAccount #PreTaxGrowth #TaxDeferred #QualifiedExpenses #CompanyContributions #SeveranceDate #FinancialPlanning #MaximizeHSA #BenefitsOfHSA #DannysFavoriteMedicalPlan #Living expenses#HSALimits #MedicalSavings #RetirementPlanning #TaxBenefits #SeveranceStrategy #EmployeeBenefits #MaximizingSavings #TexasStockExchange #NvidiaStockSplit #AI #ArtificialIntelligence #NarrativeEconomics #Markets #Money #Investing