5-1-26 Gray Divorce: Social Security Secrets
The Real Investment Show Podcast
Release Date: 05/01/2026
5-6-26 Q&A Wednesday - What's Your Biggest Concern?
The Real Investment Show Podcast
It’s Q&A Wednesday, and Lance Roberts & Danny Ratliff are taking your questions live from the YouTube chatroom. From markets at all-time highs and rising pullback risk, to Fed policy, rates, and portfolio positioning, we’re breaking down what matters most right now. With stocks extended, volume thinning out, and momentum showing signs of fatigue, is this a healthy pause or the start of a correction? What should investors and traders be doing right here? Key topics include: 0:00 - INTRO 0:57 - Markets Rally, Oil Plunges 4:05 - AI Trade is Back - but watch for reversal 7:52 -...
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5-6-26 AI Rally Nears Exhaustion | Before the Bell
The Real Investment Show Podcast
Markets continue pushing to new all-time highs as AI stocks lead the rally higher, but momentum and money flow signals are beginning to weaken beneath the surface. While the bullish trend remains intact, overbought conditions are building and a near-term pullback or consolidation would not be surprising. Lance Roberts reviews why slowing money flows matter, what history says about momentum-driven rallies, and why patience, profit-taking, and risk management still matter even in strong markets. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive...
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5-5-26 Investing vs Trading - Finding the Balance
The Real Investment Show Podcast
Investing and trading are often treated as opposing strategies, but the real advantage comes from knowing how to use both effectively. Long-term investing builds wealth through discipline and compounding, while trading can create short-term opportunities to enhance returns or manage risk. Lance Roberts & Jon Penn break down the key differences between investing and trading, when each approach makes sense, and how to structure a portfolio that incorporates both without letting emotion or overactivity take control. We discuss time horizons, risk management, position sizing, and how to avoid...
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5-5-26 Cooling-Off Correction Ahead? | Before the Bell
The Real Investment Show Podcast
Markets remain extended, and while a major decline is unlikely, a short-term correction would be normal. With volume thinning at current levels and momentum nearing a sell signal, the risk is for a pullback into the 6,800–6,900 range, where stronger support and prior trading activity exist. We are using this environment to take profits, rebalance portfolios, and add some defensive exposure. The objective is to manage risk now and maintain flexibility, so we have capital ready to deploy when a better opportunity presents itself. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO...
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5-4-26 Summer Sell-Off Risk Rising
The Real Investment Show Podcast
Markets have pushed higher, but underlying risks are beginning to build as we head into the summer months. From stretched valuations and overbought technical conditions to seasonal weakness and shifting liquidity, investors may be facing a more challenging environment than recent gains suggest. Lance Roberts breaks down the key signals pointing to a potential summer sell-off, including market breadth, momentum, and the impact of earnings season winding down. We also discuss how buybacks, economic data, and Federal Reserve policy could influence the next move in stocks, and whether any pullback...
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5-4-26 Markets Near Peak - Pullback Risk Rising | Before the Bell
The Real Investment Show Podcast
Markets closed at new all-time highs, but conditions are increasingly stretched. Momentum is extended, and a short-term sell signal is approaching. That does not signal a crash, but it does suggest the rally is due for a pause or pullback. Support levels sit near 6,980 at the 20-day moving average, with a stronger cluster closer to 6,880. A move back toward those levels would be a healthy reset and create better buying opportunities. Now is the time to manage risk—trim positions, rebalance, and raise some cash rather than chasing the rally. Investors often stay fully invested too long, then...
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5-1-26 Gray Divorce: Social Security Secrets
The Real Investment Show Podcast
Gray divorce is on the rise, and many investors are missing a key opportunity: Social Security benefits tied to an ex-spouse. Richard rosso & Jonathan McCarty explain how divorced spousal benefits work, including eligibility rules, timing decisions, and how much you may be able to claim. If you were married at least 10 years, you could receive up to 50 percent of your ex-spouse’s benefit, or even more through survivor benefits, without impacting their payout. Key topics include: 0:00 - INTRO 0:19 - Financial Repercussions of Gray Divorce 1:47 - Economic Numbers Review 2:16 - Data Center...
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4-30-26 Fed Holds Rates as Powell Stays On
The Real Investment Show Podcast
The Federal Reserve held interest rates steady at 3.5%–3.75%, but the bigger story may be what comes next. Powell announced he plans to remain on the Federal Reserve Board as a governor after his term ends—an unusual move that limits a potential board vacancy and keeps his influence in play. Lance Roberts & Michael Lebowitz examine what this means for monetary policy, market expectations, and the timing of future rate cuts. Key topics include: 0:00 - INTRO 1:02 - Closing Out April, Moving Into May: earnings season winding down 3:52 - Eli Lilly & GLP-1 4:21 - No Change in Fed...
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4-30-26 Market Stalls as Risks Build | Before the Bell
The Real Investment Show Podcast
Markets continue to consolidate, working off overbought conditions by moving sideways rather than correcting sharply. With momentum beginning to fade and a potential sell signal approaching, the near-term outlook suggests limited upside as equities search for direction. Earnings season is nearing its conclusion, which could temporarily shift focus away from corporate results and back toward economic data and broader macro trends. While record stock buybacks are expected to provide some support in the short term, seasonal weakness into May and June would not be unusual as the quarter...
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4-29-26 Q&A Wednesday: Markets & Your Money
The Real Investment Show Podcast
Markets continue to push higher, but the underlying story is getting more nuanced. Leadership is narrowing, valuations are stretched, and investors are weighing strong momentum against rising risks—from interest rate uncertainty to geopolitical developments and shifting economic data. Lance Roberts and Danny Ratliff open the chatroom to tackle your most pressing financial questions in real time. From portfolio strategy and market outlook to retirement planning, taxes, and risk management, we’ll break down what matters most in today’s environment and how to think through what comes next....
info_outlineGray divorce is on the rise, and many investors are missing a key opportunity: Social Security benefits tied to an ex-spouse.
Richard rosso & Jonathan McCarty explain how divorced spousal benefits work, including eligibility rules, timing decisions, and how much you may be able to claim. If you were married at least 10 years, you could receive up to 50 percent of your ex-spouse’s benefit, or even more through survivor benefits, without impacting their payout.
Key topics include:
0:00 - INTRO
0:19 - Financial Repercussions of Gray Divorce
1:47 - Economic Numbers Review
2:16 - Data Center & Power Station Build Outs
4:40 - Interest Rates & Kevin Warsh
6:22 - Apartment Build Outs - Function Over Form
9:39 - Gray Divorce Rates - One in Three: Financial Vulnerabilities
12:58 - Going Back to Work After Divorce
14:23 - Demographics, Ageism, & Merit-based Immigration
18:24 - AI & Content Creation : Lessons About Business
20:15 - Taxation Following Divorce
21:37 - Mishaps with Social Security After Divorce
23:02 - Longevity & Empty-nester's
25:29 - Timing Matters - All in the Family
29:39 - Financial Advisor as Referee
35:15 - Social Security: Spousal Benefits, Survivors Benefits Qualifications
38:32 - Don't Make These Divorce Mistakes
41:53 - First Rule When You Know You're Divorcing
45:22 - The Middle Class is Being Bolstered by Growth in Assets
46:14 - Will AI replace FA's?
50:56 - Candid Coffee Event 5/16
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/rXi5IdkLNRM
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Watch today's "Before the Bell" feature, "Market Stalls as Risks Build," here:
https://youtu.be/SSzwq4AG2-0
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Watch our previous show, "Fed Holds Rates as Powell Stays On,"
https://youtube.com/live/oYQSPI-_BqE?feature=share
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* REGISTER for our next Candid Coffee, Saturday, May 16: "Financial Organization Made Simple:"
https://streamyard.com/watch/SA6aj2aMdMhf
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Resources Mentioned in Today's Show:
"Hormuz: Why Markets Are Shrugging Off The Oil Shock"
https://realinvestmentadvice.com/resources/blog/hormuz-why-markets-are-shrugging-off-the-oil-shock/
"The Dollar’s Funeral Keeps Getting Rescheduled"
https://realinvestmentadvice.com/resources/blog/the-dollars-funeral-keeps-getting-rescheduled/
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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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#GrayDivorce #SocialSecurity #RetirementPlanning #DivorceFinance #WealthManagement