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6-9-26 The Dirty Dozen of Estate Planning - The Russ Newton Interview

Release Date: 06/09/2026

8-14-26 The Retirement Magic Number Trap

The Real Investment Show Podcast

How much money do you really need to retire? Headlines touting a retirement “magic number” may do more harm than good, especially when an intimidating savings target becomes an excuse to give up. Richard Rosso & Jonathan McCarty explain why successful retirement planning isn't about reaching one arbitrary number. It's about building sustainable income around your actual spending, lifestyle, Social Security benefits, savings, and other resources. We also examine why many older workers now view Social Security as their retirement plan, whether Social Security alone can provide...

8-13-26 Does the Inflation Report Give the Fed More Time?

The Real Investment Show Podcast

The latest inflation report came in largely as expected, giving the Federal Reserve something increasingly valuable: more time. Inflation was neither soft enough to eliminate concerns about price pressures nor hot enough to force the Fed's hand. That leaves investors asking what comes next for interest rates, the economy, and markets. Lance Roberts examines what the latest inflation data means for Fed policy, whether officials can remain patient, and what investors should watch as the debate over inflation and interest rates continues. 0:00 INTRO 0:50 - CPI & Bond Auction Action 4:00 -...

8-13-26 Retail Investors Are Chasing Again | Before the Bell

The Real Investment Show Podcast

Markets remain near record highs, but after a powerful run since April, the S&P 500 is trading more than two standard deviations above trend and has stalled in a tight range. At the same time, retail investors are aggressively buying dips and returning to many of the stocks and sectors that previously burned them. That enthusiasm can keep markets elevated, but stretched conditions warrant caution. As midterm elections approach, investors should avoid chasing the rally, rebalance where necessary, and focus on managing portfolio risk. Hosted by RIA Chief Investment Strategist, Lance...

8-12-26 Q&A Wednesday - Is Inflation Back in Control?

The Real Investment Show Podcast

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 -...

8-12-26 Why Bearish Headlines Keep Losing | Before the Bell

The Real Investment Show Podcast

Markets are consolidating after their recent surge, but the underlying trend remains bullish. Momentum is on a buy signal, moving averages are rising, earnings remain strong, credit spreads are tight, and liquidity continues to support stocks. From tariffs and geopolitical conflicts to recession fears, bearish narratives have repeatedly challenged investors over the past five years. Yet staying out of the market because of scary headlines has been costly. Lance Roberts explains why earnings, liquidity, credit conditions, and market trends matter more than predictions, and why investors should...

8-11-26 What Really Drives Markets?

The Real Investment Show Podcast

What really drives bull and bear markets? Lance Roberts & Jon Penn examine why corporate earnings remain one of the most important forces behind market performance. Rising profits can support bull markets, while significant earnings declines have historically accompanied the most severe bear markets. We also examine calls for “sound money” and a return to the gold standard. While concerns over debt, deficits, inflation, and dollar debasement are legitimate, a gold-backed dollar could have significant consequences for credit, economic growth, and investors. The key is separating...

8-11-26 Market Highs Come With a Warning | Before the Bell

The Real Investment Show Podcast

Markets have broken out to new all-time highs after two months of consolidation, a bullish development that could support higher prices over the next six to twelve months. But the rapid advance has also pushed markets back toward overbought conditions. Volatility is deeply suppressed, investor fear is scarce, and money flow and market breadth have surged toward levels where they have historically peaked. That does not mean a market crash is coming, but it does argue for greater attention to portfolio risk. We explain why the longer-term outlook remains bullish, what could trigger a correction,...

8-10-26 Internet Scams You Need to Know - The Ari Schwartz Interview

The Real Investment Show Podcast

Internet scams are evolving faster than ever, with artificial intelligence making phishing emails, fake phone calls, and fraudulent videos more convincing than traditional scams. Jon Penn and Venable Cybersecurity Services Managing Director, Avi Schwartz explain the most common online scams targeting consumers, investors, retirees, and businesses, along with practical steps you can take to protect yourself and your finances. We discuss AI-enhanced phishing attacks, deepfake voice and video scams, business email compromise, texting scams (smishing), elder fraud, and payment fraud involving gift...

8-7-26 Aging in Place - What to Consider

The Real Investment Show Podcast

8-7-26 Aging in Place - What to Consider More Americans want to age in place, but is staying in your home the best financial and lifestyle decision? Richard Rosso & Jonathan McCarty explore the real costs, benefits, and planning strategies behind one of retirement's biggest decisions. We discuss how neighborhoods, community connections, and changing retirement goals influence aging in place, while comparing the costs of home modifications with assisted living. We also examine emerging technologies—including AI companions, telehealth, smart-home monitoring, and wearable...

8-6-26 Hidden AI Debt: Is the Risk Overblown?

The Real Investment Show Podcast

Has Wall Street been looking at hyperscaler debt all wrong? Lance Roberts & Michael Lebowitz examine claims that the "hidden debt" of AI hyperscalers has surged to $1.65 trillion through off-balance-sheet obligations, including long-term leases and infrastructure commitments. But does that mean the AI investment thesis is breaking down? We'll separate the headlines from the fundamentals by comparing the financial strength of Microsoft, Amazon, Alphabet, Meta, and Oracle. While hidden obligations deserve attention, not all debt carries the same risk, and not every hyperscaler should...

More Episodes

The Dirty Dozen of Estate Planning: Are you making costly estate planning mistakes without realizing it?

Jon Penn and Estate Attorney Russ Newton break down the most common errors people make when creating wills, trusts, powers of attorney, beneficiary designations, and charitable gifting strategies. From dying intestate and failing to update documents, to misunderstanding Texas estate laws, TOD and Lady Bird deeds, testamentary trusts, and living trusts, this discussion covers the practical steps families can take to protect assets and avoid unnecessary legal problems. We also explore charitable gifting strategies involving IRAs, 401(k)s, QCDs, and more advanced trust planning tools designed to preserve wealth for future generations.

0:00 - INTRO
1:48 - A Practical Estate Attorney
3:00 - Common Mistakes to Avoid - Procrastination
6:10 - Dying Without a Will - Intestate
9:13 - Do-it-Yourself Estate Planning - Avoid Ambiguity
12:35 - Failure to Revise or Update Will
14:21 - Moving to a Different State - State Conformity
16:02 - Coordination of Beneficiaries & Assets
18:34 - Naming Agents on Power of Attorney - Two Powers of Attorney in Texas
22:34 - Using a Will vs a Living Trust - Naming Assets Properly
26:35 - Pour-over Will
27:48 - TOD/Lady Bird Deed
29:37 - Testamentary Trusts - Protecting Assets "from the grave"
32:46 - Three Considerations: How Long, How Accessed (HIMS), Who is Trustee
34:53 - Tangible Assets (everything but real estate)
38:23 - Ignoring Estate Plans
39:53 - Charitable Gifting (401k & IRA, QCD's)
43:53 - More Sophisticated Trust Planning Tools

Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP w Estate Attorney Russ Newton
Produced by Brent Clanton, Executive Producer
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