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It's a show about life, markets, sweat-equity, and the pursuit of wealth in a capitalist market.
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  • 10-30-26 Smart Tax Strategies for Year-End Charitable Giving

    10-30-26 Smart Tax Strategies for Year-End Charitable Giving
    Oct 30 2026
    Halloween candy, Christmas shopping, and year-end tax planning collide in this episode of Financial Fitness Friday, as the conversation turns from candy corn and holiday traditions to charitable giving strategies that could you reduce your tax burden. With changes under the One Big Beautiful Bill (OBBB), understanding charitable contribution deductions, itemizing versus taking the standard deduction, and qualified charitable distributions (QCDs) is increasingly important for taxpayers planning their year-end finances. The discussion explores how donor-advised funds can help families make charitable contributions today while distributing donations to their favorite organizations in future years. Richard Rosso & Jonathan McCarty also examine how bunching charitable contributions into a single tax year may create additional tax advantages, particularly for households navigating retirement, longevity risks, and changing tax rules. Along the way, there's plenty of Halloween humor, including the origins of candy corn, half-price holiday candy, Reese's controversies, Russell Stover chocolates, Carl Icahn's charitable support for dogs, aging stereotypes, and even a few jokes about Brent's Mazda Miata. Whether you're approaching retirement, managing your family's charitable legacy, or simply looking for smarter ways to give, discover how thoughtful charitable planning can support the causes you care about while potentially improving your tax efficiency. 0:00 - INTRO 0:19 - Getting Ready for Halloween...and Christmas; half-price candy 2:06 - The Origins of Candy Corn 3:56 - Charitable Giving under OBBB 7:24 - Itemizing - Credits vs Deductions 10:32 - Qualified Charitable Contributions (QCD) 13:07 - Strategies for Charitable Giving at the End of the Year 14:24 - Old People Portrayals 16:22 - Longevity Risks & QCD's 17:40 - Making Fun of Miata's 20:15 - Coming Up With a Charitable Structure that Works for Your Family 22:06 - Donor-advised Funds today for giving later 26:24 - Halloween on a Saturday/Reese's Lawsuit 28:55 - Working for Russell Stover's 31:23 - Stacking the Itemizing in One Year ==== Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/mUo403CZ9V4 -------- Watch our previous show, " " ------- * REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7: https://realinvestmentadvice.com/resources/events/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CharitableGiving #TaxPlanning #DonorAdvisedFunds #RetirementPlanning #YearEndTaxPlanning
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    35 min
  • 10-29-26 No Fed Rate Hike...for now

    10-29-26 No Fed Rate Hike...for now
    Oct 29 2026
    The Federal Reserve held interest rates steady in October, but is another rate hike coming in December? And could the Fed's fight against inflation create bigger problems for the economy and financial markets? Lance Roberts and Michael Lebowitz examine the Federal Reserve's decision to leave interest rates unchanged despite hotter inflation data, two dissenting policymakers, and growing concerns about the effectiveness of monetary policy. The discussion explores whether the Fed is making a policy mistake by responding to oil-driven inflation with higher interest rates, potentially weakening consumer spending and an already fragile labor market. With the Fed planning fewer policy meetings in 2027, will less frequent decisions improve monetary policy or simply prolong uncertainty? Meanwhile, corporate earnings are driving sharp moves in technology stocks. Microsoft and Google delivered contrasting market reactions despite generally strong business performance, raising questions about artificial intelligence spending, corporate cash flow, shareholder dilution, and the sustainability of AI-driven earnings growth. Lance and Michael also examine the ongoing rotation between growth and value stocks, why many individual companies have experienced bear-market declines despite the S&P 500 trading sideways, and whether the market's extended consolidation is setting the stage for a year-end rally or another correction. The central question: Is the Federal Reserve preventing another inflation problem, or is its interest rate policy creating unnecessary risks for consumers, investors, and the stock market heading into 2027? 0:00 - INTRO 0:56 - GDP, PCE, and What the Fed's Watching 2:50 - Is Cap-ex spending Contributing to Inflation? 4:47 - Earnings: Microsoft & Google, two different stories 7:41 - Looking for Opportunities - Where's the Bottom? 9:13 - The Microsoft Story - A Better Trim 11:37 - Event Tease 12:52 - Coffee on Weekends 13:55 - Fed Meeting Result: Rather Boring 14:46 - Kevin Warsh's Strategy Comments 17:37 - The Fed Whisperer is Back 18:38 - Always Looking for More Data... 20:27- Hiking Rates into Oil Price Spike 23:15 - Stagnant Job Market & Inflation Ex-Oil 25:21 - The Chip Production/Demand Puzzle 26:32 - Earnings Review: Microsoft vs Google 28:36 - Traditional Internet Ad Revenue & AI 29:15 - Traditional Google vs Gemini 31:35 - Competition for best AI platform 32:46 - Michael's Ribs 33:30 - El i Lilly & Amazon & S&P 500: Earnings Season Outlook 37:48 - Mid-Term Elections: What was the market expecting? 39:09 - Value/Growth Rotation: Is it about to turn? 43:23 - The Stealth Bear Market 45:20 - Two Ways for Market to Get Back to 200-DMA 47:19 - Event Tease* ==== Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/SZDWPu77aQc -------- Watch our previous show, "Q&A Wednesday: What's the Next Move?" https://youtube.com/live/mUo403CZ9V4 ------- Watch Today's "Before the Bell" report, "Google Sells Off: Buy Now or Wait?" https://youtu.be/a9_ZPPeUlZg ------- * REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7: https://realinvestmentadvice.com/resources/events/ ------- Articles Mentioned in Today's Show: "The Fed Risks Policy Error Fighting Oil Prices" https://realinvestmentadvice.com/resources/blog/the-fed-risks-policy-error-fighting-oil-prices/ "A Stealth Bear Market Hides Beneath A Flat S&P 500" https://realinvestmentadvice.com/resources/blog/a-stealth-bear-market-hides-beneath-a-flat-sp-500/ -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #GOOGL #MSFT #StockMarket #EarningsSeason #PortfolioManagement #FederalReserve #InterestRates #Inflation #FedPolicy
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    48 min
  • 10-29-26 Google Sells Off: Buy Now or Wait? | Before the Bell

    10-29-26 Google Sells Off: Buy Now or Wait? | Before the Bell
    Oct 29 2026
    Google (Alphabet) shares are plunging nearly 10% following its latest earnings report, while Microsoft is moving higher. But does Google's sharp selloff present a buying opportunity, or could the stock fall even further? Lance Roberts examines the market's knee-jerk reaction to earnings, Google's increasingly oversold technical conditions, and why investors should resist the temptation to buy immediately after a major stock decline. With Google trading well below its 50-day moving average and momentum indicators flashing warning signs, the key is identifying when selling pressure begins to fade, buyers return, and technical buy signals emerge. Meanwhile, Microsoft's post-earnings strength presents a different opportunity: taking profits, trimming overbought positions, and rebalancing portfolios to manage risk. The lesson? Successful investing isn't about catching the exact bottom or selling at the absolute top. It's about patience, disciplined portfolio management, and making incremental adjustments rather than emotional investment decisions. Should investors buy Google's earnings-driven decline, or wait for confirmation that the stock has found support? Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/a9_ZPPeUlZg --- REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7: https://realinvestmentadvice.com/resources/events/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo --- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN --- Subscribe to SimpleVisor : https://www.simplevisor.com/register-new --- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #GOOGL #MSFT #StockMarket #EarningsSeason #PortfolioManagement
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    5 min
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