9-12-25 The Essential Hierarchy of Money Goals
The Real Investment Show Podcast
Release Date: 09/12/2025
9-12-25 The Essential Hierarchy of Money Goals
The Real Investment Show Podcast
Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track. From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step. By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success. Hosted by RIA Advisors...
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9/11/25 There Ain't No Inflation
The Real Investment Show Podcast
Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you're feeling. From wages and rents to energy prices--is inflation is truly under control, or just hiding in plain sight. Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it means for your portfolio. SEG-1a: Inflation Day - Will Tariffs' Effects Appear? SEG-1b: What Bond Yields Are Telling About Interest...
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9-11-25 The AI Trade is Back | Before the Bell
The Real Investment Show Podcast
Good market performance on Wednesday, but that was on the backs of only a few stocks: Broadcom, Nvidia, Oracle...all AI-related. Oracle's outlook for AI-related Cap-ex spending was optimistic, which dovetailed nicely with what Nvidia had said earlier. Oracle opened the day ahead 33%, traded as high as 40%, and closed the day with a 35% gain. That action lifted the entire Tech sector, and pushed the S&P to another all-time high. Price compression is creating a wedge pattern, which markets are trying to break out of. The negative divergence we've been watching really doesn't matter...until...
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9/10/25 Are We On the Edge of Recession?
The Real Investment Show Podcast
Are we standing at the edge of a recession? Economic data is showing cracks: slowing job growth, weakening consumer spending, and tightening credit conditions. Meanwhile, the Federal Reserve’s policies continue to weigh on growth. In this episode, Lance Roberts & Danny Ratliff break down the key signals flashing caution, what they could mean for corporate earnings and market performance, and how investors should think about risk management in the months ahead; plus bonus content: Sourdough bread and marriage tips. SEG-1a: Jobs Revision and Economic Reality SEG-1b: Money Flows &...
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9-10-25 Money Flows Bolster Markets | Before the Bell
The Real Investment Show Podcast
Money flows have been positive over the past few weeks, yet markets have not advanced much. Relative strength is picking up, but still in a negative divergence with the market itself. However, momentum remains very, very slow even as stocks continue to rise. Only slowly. There is a significant gap between the market and the MAG-7. More inflation prints coming in the latest CPI & PPI reports, and if they come in weaker than expected, along with the recent disappointing employment numbers, the odds increase of a 50-bp rate cut by the Fed. Hosted by RIA Chief Investment Strategist,...
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9/9/25 The Best Way to Buy Bitcoin: Smart Investors Guide
The Real Investment Show Podcast
Thinking about buying Bitcoin but not sure of the best approach? You’re not alone. With so many options—crypto exchanges, ETFs, custodians, and even payment apps—the path can feel overwhelming. In this episode, we break down the smartest ways to buy Bitcoin while considering security, fees, custody, and long-term investing strategy. Should you buy directly on an exchange, use a crypto wallet, or stick to regulated investment vehicles like ETFs? We’ll walk through the pros and cons so you can make an informed decision that fits your goals. Whether you’re a beginner or a seasoned...
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9/8/25 Why is diversification failing investors in the age of passive investing?
The Real Investment Show Podcast
Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles as capital floods into passive vehicles—concentrating money in the same stocks and sectors. He’ll break down: Why diversification no longer offers the same protection. How passive investing drives market distortions. The hidden risks behind “set it and forget it” strategies. What investors need to...
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9-8-25 Negative Divergence Continues to Concern | Before the Bell
The Real Investment Show Podcast
Markets sold off on Friday; nothing really surprising to investors. Markets continue to grind along the trend line, with a little weakness showing in Nvidia and other tech stocks. This is why it's important to keep portfolios balanced between growth a defense. The S&P isn't breaking out, rather moving side ways, tracking right along with the 20-DMA. The biggest concern we have presently is the continuing, large negative divergence in relative strength and momentum. This behavior tends to show up prior to market corrections. Volatility remains extremely suppressed. Gold's consolidation has...
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9/5/25 Financial Planning Secrets: Why Your Advisor Should Do More Than Pick Stocks
The Real Investment Show Podcast
Too many people think financial planning is just about picking investments—but it’s much more than that. A great plan is a living, breathing roadmap that evolves as your life changes. Richard Rosso & Jonathan McCarty uncover what makes the perfect financial planning experience—from getting your head straight, to gathering the right documents, to partnering with a fiduciary advisor who looks beyond just returns. You’ll learn: • Why real planning goes far deeper than investments. • The documents and data you need to start your journey. • How advisors...
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9/4/25 Stock Market Bubble? Extreme Valuations & What Investors Should Know
The Real Investment Show Podcast
Stock valuations are at extreme levels — some call it a bubble, while others argue the bull market has more room to run. So, who’s right? And more importantly, what should YOU do as an investor? Lance Roberts & Michael Lebowitz expose the conflicting market narratives and explain why selling everything may not be the smartest move. Instead, they’ll explore how active investing, technical signals, and disciplined risk management can help you capture gains while protecting your portfolio if the tide turns. 👉 Learn why valuations matter but don’t tell the whole story 👉 See how...
info_outlineWhere should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track.
From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step.
By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success.
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://youtu.be/XHMHkOAWRIc
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The latest installment of our new feature, Before the Bell, "The AI Trade is Back," is here:
https://www.youtube.com/watch?v=o6i2HhmE5U0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "There Ain't No Inflation," is here:
https://youtube.com/live/KuvJ7KcQU_0?feature=share
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Register for our next RIA Dynamic Learning Series event, "Are We On the Edge of Recession?" September 18, 2025:
https://realinvestmentadvice.com/resources/events/savvy-medicare-planning-what-baby-boomers-need-to-know-about-medicare/
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Articles mentioned in this report:
"Valuations Are Extreme: Navigating A Bubble"
https://realinvestmentadvice.com/resources/blog/valuations-are-extreme-navigating-a-bubble/
"Portfolio Risk Management: Accepting The Hard Truth"
https://realinvestmentadvice.com/resources/blog/portfolio-risk-management-accepting-the-hard-truth/
"Meme Markets: Investing vs. Entertainment"
https://realinvestmentadvice.com/resources/blog/meme-markets-investing-vs-entertainment/
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https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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