6-2-26 Needs vs. Wants - What Investors Get Wrong
About this episode
Lance Roberts and Jon Penn discuss the overlooked risks and opportunities in investing, emphasizing the importance of focusing on needs versus wants in financial decisions.
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest risks and opportunities actually hiding in plain sight? Lance Roberts & Jon Penn discuss several important questions facing investors, like what market risks and opportunities may be receiving too little attention right now, and why predicting portfolio returns over the next 12 months is an impossible task, and what investors should focus on instead. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Software & Maga Cap Tech Carry the market 5:08 - Previous Predictions Come to Pass 11:24 - Making Bad Financial Decisions - The Mini Retirement Trend 17:24 - Frugal Living Habits 22:36 - Business-building & Solo-preneurs 24:24 - Time is Your Greatest Asset 27:12 - Faulty Analyses vs the way it was 29:30 - Wants vs Needs - How Peer Pressure Drives Bad Financial Decisions 30:26 - Youth Sports Expenses & Private Equity 32:00 - The Financial Folly of 'Keeping Up w/the Jones' 35:40 - Scholarship Realities 39:18 - What's It All For? 43:07 - Putting Skin in the Game 45:07 - Kids, Credit Cards & Financial Responsibilities Hosted by RIA…
More episodes of The Real Investment Show (Full Show)
- 6-5-26 Aging Alone - The Financial, Legal, and Caregiving Plan
- 6-3-26 Q&A Wednesday Market Momentum Slows
- 6-1-26 Risk Management for Retirees - When to Reduce Exposure
- 5-29-26 Investor Anxiety, Roth Strategies, and Retirement Reality
- 5-28-27 Is the Semiconductor Trade Going Too Far?
- 5-27-26 Q&A Wednesday - Real Advisors, Real Answers
Explore listener stats, chart rankings, contacts and more on the The Real Investment Show (Full Show) podcast page.