Search for a podcast, browse episodes, and download MP3 files directly from the publisher's website. Every episode comes with a downloadable transcript - we generate one if the show doesn't provide it.

The end of the year will be here before you know it. What financial moves should you make now instead of waiting until December? Lance Roberts and Jon Penn look at 10 important year-end financial planning decisions to consider before December 31, including tax planning, Roth conversions, required…

Stock prices and corporate earnings are breaking trends that have held for roughly 90 years. Does artificial intelligence represent a fundamental change in the economy and markets, or are investors once again being tempted by the four most dangerous words in investing: “this time is different”?…

The Financial Independence, Retire Early movement promises something many people want: save aggressively, live below your means, build wealth, and gain the freedom to leave work early. But does the FIRE movement really work when retirement could last 40, 50, or even 60 years? Richard Rosso &…

With CPI and PPI inflation reports in focus, markets are looking for clues about the Fed’s next move on interest rates. Will cooler inflation give policymakers more room to cut rates, or could hotter data force the Fed to remain cautious? Lance Roberts & Michael Lebowitz examine what the latest…

Markets are entering a critical stretch as investors confront rising oil prices, renewed inflation concerns, higher Treasury yields, shifting expectations for Federal Reserve policy, and continued uncertainty over the direction of stocks. Lance Roberts & Danny Ratliff take your questions live and…

Why are bond yields moving higher, and what could that mean for investors? Rising Treasury yields can influence borrowing costs, economic growth, stock valuations, and bond prices. Lance Roberts & Jon Penn break down what may be driving yields higher, what the bond market could be signaling, and…

Is the Consumer Price Index accurately measuring the inflation Americans actually experience? Lance Roberts talks with Oliver Rust of Truflation about how real-time inflation data can differ from traditional CPI measurements. They examine housing and rent concessions, regional price differences,…

Retirement planning is about more than building a portfolio. It’s also about deciding what comes next. Richard Rosso & Jonathan McCarty explore the retirement crossroads: making the transition from work to retirement, finding purpose after a career, setting new goals, applying your skills in new…

Is the stock market dangerously expensive, or are investors overlooking strong future earnings growth? The S&P 500’s Shiller CAPE ratio has reached 41, yet the PEG ratio, which incorporates expected earnings growth, is signaling one of the cheapest market valuations in decades. Michael Lebowitz and…

September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and…

What should a good financial planner actually do for you? It should go far beyond choosing investments or building a retirement portfolio. A strong financial planning relationship should provide organization, accountability, objectivity, education, and proactive guidance while coordinating…

Stanley Druckenmiller is warning Washington about the bond market, but the real message may not be an impending debt crisis. The bond market may have already delivered its verdict. Lance Roberts examines Druckenmiller’s criticism of Treasury intervention, Scott Bessent’s expanded long-term Treasury…