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5-6-25 No Free Lunch: The Hidden Costs of 'Free' Investment Advice

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Manage episode 480925167 series 2602098
Content provided by The Lance Roberts Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Lance Roberts Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Lance reveals the toughest jobs in America, and a look at the end of markets' winning string. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you. Lance and Jonathan take on the great AI debate: Whose jobs will be eliminated? Why Target Date Mutual Funds are the worst financial product on the planet. SEG-1A: The Toughest Jobs in America SEG-1B: Markets End Winning String SEG-2: Pre-show Planning & No Free Lunch SEG-3: The Great AI Debate: Whose Jobs Will Be Replaced? SEG-4: Target Date Mutual Funds: The Worst on the Planet Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Markets Sell Off" is here: https://www.youtube.com/watch?v=9NDfokdu8Bo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Doing Debt the American Way" https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketSellOff #PeakOil #OilPrices #OilProduction #DrillBabyDrill #20DMA #50DMW #200DMA #InvestingOpportunity #InvestmentFees #NoFreeLunch #MutualFunds #FinancialAdvice #SmartInvesting #StockMarket #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing
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2859 episodes

Artwork
iconShare
 
Manage episode 480925167 series 2602098
Content provided by The Lance Roberts Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Lance Roberts Show and Lance Roberts or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Think you're getting "free" investment advice? Think again. Lance Roberts and Jonathan Penn uncover the hidden costs behind so-called "free" financial services. Lance reveals the toughest jobs in America, and a look at the end of markets' winning string. Learn how mutual fund share classes — A shares vs. B shares — reveal how advisors get paid, and why front-end and back-end loads can quietly erode your returns. If you're not sure who's paying the fees, it's probably you. Lance and Jonathan take on the great AI debate: Whose jobs will be eliminated? Why Target Date Mutual Funds are the worst financial product on the planet. SEG-1A: The Toughest Jobs in America SEG-1B: Markets End Winning String SEG-2: Pre-show Planning & No Free Lunch SEG-3: The Great AI Debate: Whose Jobs Will Be Replaced? SEG-4: Target Date Mutual Funds: The Worst on the Planet Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: https://www.youtube.com/watch?v=-dNIEwh8Coc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "Resistance Is Futile” – For Both Bulls And Bears" https://realinvestmentadvice.com/resources/blog/resistance-is-futile-for-both-bulls-and-bears/ "Economic Decline Gains Momentum" https://realinvestmentadvice.com/resources/blog/economic-decline-gains-momentum/ "Spock And The Logic Based Approach To Volatility" https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/ ------- The latest installment of our new feature, Before the Bell, "Markets Sell Off" is here: https://www.youtube.com/watch?v=9NDfokdu8Bo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Doing Debt the American Way" https://www.youtube.com/watch?v=_8BLk9Ewn6k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER FOR OUR NEXT CANDID COFFEE (5/3/25) HERE: https://realinvestmentadvice.com/resources/events/live-chat/ ------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #MarketSellOff #PeakOil #OilPrices #OilProduction #DrillBabyDrill #20DMA #50DMW #200DMA #InvestingOpportunity #InvestmentFees #NoFreeLunch #MutualFunds #FinancialAdvice #SmartInvesting #StockMarket #AI #ArtificialIntelligence #JobElimination #TargetDateFunds #RiskManagement #InvestingTips #StockMarketUpdate #InvestingAdvice #Money #Investing
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