10-3-25 Protecting Your Family's Future: Financial Basics You Cannot Ignore
The Real Investment Show Podcast
Release Date: 10/03/2025
11-6-25 Nvidia's Money Loop: Smart Move or Red Flag?
The Real Investment Show Podcast
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia’s own AI chips. It’s not the first time. Nvidia’s done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it’s round-tripping—a tactic that helped inflate the dot-com bubble two decades ago. Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that’s raising eyebrows, and what investors should watch for as the hype...
info_outline
11-6-25 Buy-the-Dip Isn't Dead Yet | Before the Bell
The Real Investment Show Podcast
Once again, “buy-the-dip” traders are stepping in. After testing the 20-DMA earlier this week, markets bounced and continue to hold the rising trendline. For now, buyers remain in control — but the rally’s narrow breadth is a growing concern. In this quick pre-market update: Key support at the 20- and 50-DMA How retail investors keep driving momentum Why the gap between the S&P 500 and equal-weight index matters What to watch as we head toward year-end 📊 Short-term trend remains bullish — but strength is concentrated in just a few mega-caps. Hosted by RIA Chief...
info_outline
11-5-25 6 Moves You Should Make Now Before RMDs Start
The Real Investment Show Podcast
Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you’re not prepared. In this episode, we break down six smart financial moves to make before RMDs begin at age 73, so you can stay in control of your taxes, income, and investment strategy. Whether you’re approaching RMD age or helping a parent prepare, this episode gives you the tools to protect your wealth and avoid common retirement pitfalls. 0:19 - Winners & Laggards in Earnings Season 4:30 - Earnings Season Beats Are Not Being Rewarded 9:39 - Time to Think About...
info_outline
11-5-25 Earnings Beat, Stocks Drop | Before the Bell
The Real Investment Show Podcast
Markets rallied ahead of strong earnings from Amazon, Apple, Meta, and Microsoft, but even solid results didn’t lift prices. It’s a familiar “buy the rumor, sell the news” setup—Palantir and Meta both slipped from record highs. Despite the noise, this pullback is only to the 20-DMA, which remains in a bullish trend. The 50-DMA continues to act as strong support. After new highs, a short-term pause is normal—but if it stings, your portfolio may be carrying too much risk. Stay tuned for daily pre-market updates and insights from The Real Investment Show. Hosted by RIA Chief...
info_outline
11-4-25 Smart or Risky? How Investors Are Adapting to Today’s Markets
The Real Investment Show Podcast
In this episode, we explore how today’s investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn explore Structured Notes: These complex instruments promise tailored returns, but they come with tax pitfalls and credit risks investors must understand before buying. We’ll break down how structured notes work—and why they may belong inside an IRA rather than a taxable account. The Return of Adjustable-Rate Mortgages (ARMs): Homebuyers are betting that interest rates have peaked—opting for lower initial payments despite future...
info_outline
11-4-25 Futures Flash Warning Signs | Before the Bell
The Real Investment Show Podcast
Futures are flashing warning signs this morning after six straight months of market gains. Is this the start of a long-awaited correction—or just another dip to buy? In today’s pre-market update: • Why a quick 2% pullback to the 20-DMA or 50-DMA wouldn’t be unusual. • How deteriorating market breadth could be signaling deeper weakness. • Bitcoin and Gold’s “risk-off” message for broader markets. • Why momentum remains positive—but at dangerously high levels. • What to watch as volatility and correlations pick up across asset classes. While seasonals still favor a strong...
info_outline
11-3-25 Investor Dilemma: Pavlov Rings the Bell
The Real Investment Show Podcast
Are today’s investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the “Investor Dilemma” through the lens of Pavlov’s classical conditioning, revealing how years of Fed interventions, liquidity injections, and momentum rallies have trained investors to respond to volatility like Pavlov’s dogs to a bell...and three Gold Myths you don't want to mith...er, miss. 0:20 - 1st Trading Day of November (w No Gov't Data) 4:06 - Markets' Long Stretch of Gains - Pullback Coming? 8:50 - Markets' Buy the Rumor - Sell the News to Fed Action 11:53...
info_outline
11-3-25 Six Straight Months: Is a Market Pullback Next? | Before the Bell
The Real Investment Show Podcast
Markets have now logged six consecutive months of gains, a streak that’s impressive—but also rare. History tells us that long runs of momentum often end with a pullback to the mean. In this pre-market update, Lance Roberts discusses: • Why the market’s current overbought conditions could lead to a November or December correction • How deviations from long-term moving averages create short-term risk • What investors should watch before the Santa Claus rally season kicks in Now’s the time to reassess portfolio risk and prepare for a month of potentially sloppy trading ahead. 📈...
info_outline
10-31-25 Why Risk Tolerance Questionnaires Don’t Work
The Real Investment Show Podcast
Most investors have filled out a risk tolerance questionnaire—but does it really measure how you’ll behave when markets crash? Richard Rosso & Jonathan McCarty break down why traditional risk tolerance tools fail to predict investor behavior, how emotions override risk profiles, and why time horizons, liquidity needs, and cash flow matter far more than a few survey questions. 0:19 - Halloween Prelude - Baby's First Halloween 2:31 - Risk Tolerance Tests - The Ugly Truth 6:00 - How Rich & Jonathan Scored 7:12 - The Spousal Tolerance Quiz 11:08 - Looking at Risk Tolerances in Couples...
info_outline
10-29-25 Vinay Gupta - Bitcoin - Speculation Blockchain the Future of Money
The Real Investment Show Podcast
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its blockchain backbone to its role as currency, commodity, and speculative asset. We’ll explore how to think about Bitcoin in a diversified portfolio, what risks investors need to understand, and why blockchain may reshape how business is done in the future. 🔍 Topics Covered: 0:18 - INTRO - Who is Vinay Gupta? 3:53 - Why Has Bitcoin so captured the attention of the investing public? 6:28 - Understand the real benefits of Bitcoin 8:56 -...
info_outlineProtecting your family starts with the right financial basics. In this video, we break down the must-have estate planning tools, insurance coverage, and financial safeguards every household needs.
From wills and trusts to life insurance, disability coverage, and guardianship designations, we’ll cover how to ensure your loved ones are secure no matter what happens. We’ll also dive into digital assets, medical directives, and children’s financial planning — the often-overlooked steps that protect families from unnecessary risks.
✅ Learn the financial documents every family should have
✅ Avoid common mistakes that leave families unprotected
✅ Build peace of mind with a plan that covers all bases
0:20 - Green on the Screen on Day-3 of Government Shutdown
4:05 - Risk Management thru Estate Planning
7:28 - Basic Estate Planning Documents You Need to Have
9:48 - Powers of Attorney
18:19 The Document Repository
21:03 - Post-mortem Plans - Trusts vs Wills
28:23 - Designating Beneficiaries
36:11 - Disability & Long Term Care Insurance Considerations
42:43 - Letters of Intent
👉 Don’t forget to like, subscribe, and share for more financial education and investing insights.
Hosted by RIA Advisors Senior Investment Advisors, Jonathan Penn, CFP, w Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
-------
Watch today's video on YouTube:
https://www.youtube.com/watch?v=ig3oPFrUpSA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s
--------
The latest installment of our new feature, Before the Bell, "Markets Hit All-Time Highs: October Tailwinds Ahead?" is here:
https://www.youtube.com/watch?v=ItZKs7kgaEU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our Previous Show, "Who Needs the BLS? Shutdown Silences Jobs Report," is here:
https://www.youtube.com/watch?v=CXFBE2eso9A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
-------
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/
#FamilyProtection #EstatePlanning #FinancialBasics #MoneyTalk #WealthPlanning #Investing #InvestingAdvice #Money