3-11-26 Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?
The Real Investment Show Podcast
Release Date: 03/11/2026
4-17-26 Your Longevity Score: Are You Ready?
The Real Investment Show Podcast
Longevity risk is now measurable. The Longevity Preparedness Index, developed by the MIT AgeLab, scores how ready you are to live a long life. The average result is just 60 out of 100, signaling a major gap in retirement planning. Richard Rosso & Jonathan McCarty explain what drives that score, where most people fall short, and how to improve it. From Social Security timing to guaranteed income, flexible withdrawals, growth exposure, and healthcare planning, building a durable retirement plan requires multiple strategies working together. Key topics include: 0:00 - INTRO 0:19 -...
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4-16-26 What Will the Fed Do Next?
The Real Investment Show Podcast
With inflation trends shifting, economic data sending mixed signals, and markets hovering near key levels, the big question is: what will the Federal Reserve do next? Lance Roberts & Michael Lebowitz break down the Fed’s current dilemma—balancing inflation control with economic growth—and what it means for interest rates, equities, and bonds. Key topics include: 0:00 - INTRO 1:04 - Markets Hit 5th All-time High for 2026 6:48 - Markets Up 11% from Bottom 11:35 - Pollen & Taylor Sheridan 16:25 - Allbirds & AI craze 20:12 - Market Turnover Velocity & SEC...
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4-16-26 Markets Rally 11%: What’s Next? | Before the Bell
The Real Investment Show Podcast
Markets have surged 11% from recent lows after a powerful ten-day rally, pushing above key moving averages and approaching more overbought conditions. Momentum is strong, and buy signals are in place, but as markets stretch further from their averages, upside may become more challenging in the near term. A major difference in this cycle is the absence of a “death cross.” The 50-day moving average never broke below the 200-day, and markets quickly reclaimed key technical levels. Historically, that type of setup points to stronger underlying support and lowers the probability of a full...
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4-15-26 Q&A Wednesday: Markets, Taxes, and Your Money
The Real Investment Show Podcast
It’s Q&A Wednesday, and with Tax Day here, we’re tackling your biggest questions on markets, taxes, and financial strategy in real time. Lance Roberts & Danny Ratliff field questions, from navigating today’s market volatility to making smart, last-minute tax decisions, this episode is driven by what matters most to you. We break down current events, investor concerns, and practical steps you can take right now to stay on track. Key topics include: 0:00 - INTRO 1:03 - Markets Climb Higher 3:01 - Watch Sentiment, Fear-Greed Index 6:38 - Markets Rally Back to All-time Highs...
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4-15-26 Markets Hit Highs: Buy Now or Wait? | Before the Bell
The Real Investment Show Podcast
Markets have surged back to all-time highs, a sharp reversal from just weeks ago when geopolitical fears dominated headlines. With price now clearing all major resistance levels and reclaiming key moving averages, the technical backdrop has improved significantly. Market breadth is expanding, providing a healthier foundation for this rally. However, conditions are now short-term overbought, suggesting a pause or pullback could be next. The key level to watch is the cluster of support formed by recently reclaimed moving averages and high-volume trading zones. If markets can consolidate and hold...
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4-14-26 Are Financial Advisor Fees Really Worth It?
The Real Investment Show Podcast
Are financial advisor fees really worth it—or are you paying more than you should? Lance Roberts & Jon Penn break down the true value behind advisory fees and what investors should expect in return. It’s not just about investment performance. A good advisor delivers portfolio construction, risk management, tax efficiency, and long-term financial planning—all designed to help you build and protect wealth. Also in this episode, Lance and Jon offer tax tips for the day before Taxes are due... Key topics include: 0:00 - INTRO 1:13 - Iran Negotiations = More Market Volatility...
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4-14-26 Buy Signal Is Back - But Don't Chase | Before the Bell
The Real Investment Show Podcast
Markets opened weak Monday but staged a powerful reversal, pushing back toward recent highs and reclaiming key technical levels. Money flows have flipped from deeply negative to positive, and a short-covering squeeze has accelerated the move higher. The big shift: markets are now trading back above all major moving averages, including the 20-, 50-, 100-, and 200-DMA. That transition signals a return to “buy mode” from a technical perspective, with momentum clearly improving. Historically, reclaiming these levels after an oversold condition often marks a short-term bottom. However,...
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4-13-26 The S&P 500 Rally: What Comes Next?
The Real Investment Show Podcast
The S&P 500 just surged 8.2% off its March lows—reclaiming key technical levels and sitting within striking distance of all-time highs. But is this the start of a sustained move higher, or just a reflexive rally before another pullback? Lance Roberts & Jonathan Penn break down what drove the rally—from extreme bearish sentiment and a volatility reset, to easing geopolitical tensions—and why those factors matter for investors right now. We also examine the critical technical signals, including the reclaiming of the 200-day moving average, and what history suggests about forward...
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4-13-26 Back Above 200-DMA? | Before the Bell
The Real Investment Show Podcast
Markets surged 8.2% last week, reclaiming the critical 200-day moving average within the key 4-week window—historically a positive signal for forward returns. Even more notable, the S&P 500 pushed back above the 50- and 20-DMAs, clearing major resistance levels in a powerful technical reversal. But this morning brings new uncertainty. Geopolitical tensions are rising as the U.S. Navy announces a blockade of the Strait of Hormuz following a failed cease-fire, with futures pointing modestly lower. After an extended rally—especially in Technology—markets may be due for a near-term...
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4-10-26 What To Do After You Inherit Money
The Real Investment Show Podcast
Receiving an inheritance can be life-changing—but without a clear plan, it can also lead to costly mistakes. Richard Rosso & Jonathan McCarty walk through the critical steps to take after inheriting money, from protecting the assets and understanding tax implications to building a long-term financial strategy. Key topics include: 0:00 - INTRO 0:19 - Smarties Candies & Holographic Tombstones 3:21 - Baby Boomers, Inheritances, & Great Wealth Transfer 5:31 - Planning for an Inheritance 8:03 - The Stress of Care-giving 12:59 - What to Do with the Money 15:38 - Tax Implications...
info_outlineJon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran campaign and geopolitical risk, and what it could mean for energy prices, inflation expectations, and market volatility.
Jon & Devoda also discuss Social Security depletion projections, how investors should think about benchmarking portfolios, and the key considerations around when to claim Social Security benefits. Additional planning topics include estate planning when remarrying, insurance and long-term care strategies, preparing for healthcare inflation, and the role of life insurance and umbrella coverage in protecting assets.
We examine the recent value rotation narrative in markets and preview the upcoming CPI report and its potential implications for inflation and interest rates.
Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Senior Investment Advisor, Devoda Owens, CFP
Produced by Brent Clanton, Executive Producer
0:00 - INTRO
0:20 - Introducing Devoda Owens, CFP
4:55 - Market Commentary - Iran Campaign
8:42 - Social Security Depletion & Comparing Benchmarks
14:08 - When to Take SS?
19:53 - Estate Planning and Re-marriage
27:56 - Value Rotation Illusion
31:13 - Insurance Planning & Long Term Care
37:48 - Planning for Healthcare Inflation
41:57 - Life Insurance & Umbrella Coverage
46:17 - CPI Preview
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/B2diF0UUrjs
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Watch our previous show, "The Benefits Talk Every Business Owner Needs," here:
https://youtube.com/live/p6Fp1bhtsDE
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Articles Mentioned in Today's Show:
"Technical Deterioration: Risk Management Is Key"
https://realinvestmentadvice.com/resources/blog/technical-deterioration-an-analysis-of-the-markets-next-move/
"True Value: Looking Through The Value Rotation Illusion"
https://realinvestmentadvice.com/resources/blog/true-value-looking-through-the-value-rotation-illusion/
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The latest installment of our new feature, Before the Bell, "Markets Reclaim 100-DMA," is here:
https://youtu.be/MntZ-KayzxA
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Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/
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