logo
episode-header-image
Aug 2024
46m 4s

8-9-24 What Kind Of Inheritance Will You...

Lance Roberts
About this episode
With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on TV? Wealth transferrence & Inheritances: How common is it for children to meet with parent and financial advisor? If there's money left... How RMD's can calter inheritances; how gift-giving works. Lance's kids ... Show More
Up next
Yesterday
3-2-26 Is the Market Topping?
Is the stock market topping — or just catching its breath? This week, equity markets face a triple threat: an Iranian strike rattling geopolitical risk assets, an Anthropic AI capability announcement that hammered IBM, CrowdStrike, financials, and SaaS stocks, and a technical pic ... Show More
43m 18s
Feb 27
2-27-26 Cut Your Medicare Bill in 2026
Are you paying MORE than necessary for Medicare in 2026? The IRMAA (Income-Related Monthly Adjustment Amount) could be adding hundreds of dollars a year to your Medicare premiums — but there's a legal way to fight back. Richard Rosso breaks down everything you need to know about ... Show More
49m 48s
Feb 26
2-26-26 Software Stocks - Steal or Zero?
Is AI killing software stocks — or creating the buying opportunity of the decade? Lance Roberts & Michael Lebowitz review: Since peaking in September 2025, the software ETF (IGV) has crashed 30% while semiconductors (SMH) surged 30% and broad tech stayed flat. The market is prici ... Show More
44m 5s
Recommended Episodes
Oct 2024
Inherited IRA Rules: What You Need to Know Before 2025
<p>Secure Act Concerns</p><p>Rules for Traditional and Roth IRAs and Changes for Inherited IRAs</p><p>Will Beneficiaries Need to Withdraw RMDs Every Year?</p><p>Do People Who Inherit IRAs Still Need to Follow the 10-Year Rule?</p><p>Why Congress Wants Inherited IRA Heirs to Follo ... Show More
26m 56s
Apr 2025
Trump Is “Kitchen Sinking” The US Economy | Darius Dale
In this episode, Darius Dale of 42Macro joins the show to discuss Trump transitioning the US economy to a new paradigm, the potential for a recession and its impact on markets, and the threat of a debt refinancing air pocket. We also delve into why the Fed needs to transition to ... Show More
56m 56s
Jan 2025
Investing for Retirement: How Soon, How Late
A financial void post retirement can be a scary possibility if you don't start to plan early. How early? Well the day you join your first job preferably. There is a clear math on how much you should save, where you should invest and how frugally you should live, depending on how ... Show More
25m 39s
Sep 2024
Don't Overlook These Crucial Parts of Your Retirement Plan
<p>Dan Lefkovitz, Morningstar Indexes strategist, explains how following the money can reveal how exposed your portfolio is to geopolitical risks. Christine Benz, Morningstar Inc director of personal finance, is the author of the new book, How to Retire: 20 Lessons for a Happy, S ... Show More
26m 23s
Mar 2025
Investment Clinic: I’m almost 50 – is it too late to start investing?
Forty-nine-year-old Jane has always been careful to squirrel money away, and a recent inheritance has boosted her nest egg to £125,000. But there’s one problem: it’s all in cash. Now, with half an eye on retirement, Jane wants to start investing but is unsure about how to do this ... Show More
32m 33s
Oct 2023
Mike Green & Bob Elliott: "Hard Landing" In Store For Economy In 2024
On todays episode, Bob Elliott CIO at Unlimited Funds & Mike Green Chief Strategist at Simplify Asset Management join the show for a discussion on the late cycle slowdown coming throughout the end of 2023 & into 2024.We discuss the impact of passive investing & to what degree ear ... Show More
1h 28m
Dec 2024
Should Old Investments Be Forgot?
In the final episode of the On the Tape for 2024, Guy Adami and Danny Moses reflect on a remarkable year. They start by honoring former President Jimmy Carter, discussing his overlooked contributions. The conversation shifts to market trends, specifically the dominance of passive ... Show More
28m 57s
Mar 2025
Is a Recession Coming? (EP.402)
On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, ... Show More
1 h
Apr 2025
Q&A: The Stock Market Sucks. Is Private Equity Any Better?
#601: Nick and his wife have $100,000 to invest, but they’re worried about the volatility of the current stock market. Should they look into alternative investments such as private equity? Even though Roth IRAs come with tax-free withdrawals in retirement, Josh is worried about h ... Show More
52m 53s