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12-3-25 Trump Accounts Explained - Who Qualifies for the Dell Deal?
MP3•Episode home
Manage episode 522482570 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full 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://podcastplayer.com/legal.
What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts and Danny Ratliff break down how the Dell Deal works, which families benefit, and why this initiative could reshape financial planning for millions of children. If you’re a parent, grandparent, or financial planner, this is essential information about how these accounts may impact a child’s financial future. 0:00 - INTRO 0:19 - Sloppy Trading Ahead 5:15 - Performance Dichotomy in AI Stocks 11:00 - Trump Accounts - Where's the Value? 12:19 - How it Works - The Devil is in the Details 16:12 - What is the Purpose - Use of the Funds? 17:39 - Where is the Financial Education? 19:17 - What About the Next Generation? 21:06 - The Reverse Mortgage parallel 23:06 - The Simple Solution 25:12 - The Government's Motives 28:35 - Trump Accounts vs 529 Plans 29:38 - Requirement for Financial Education 31:51 - How 401k Plans Have (not) Worked Out 33:22 - The Wealth Gap Problem 34:23 - Encouraging the Trades 37:21 - Lance's Rant - Early School Start Times 👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management. 📍 More at RealInvestmentAdvice.com Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=4E2vuvpE6z0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Overbought vs Oversold: The Big AI Stock Shakeout," is here: https://www.youtube.com/watch?v=lOg7kPGVEpM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Q&A LIVE: Ask Us Anything About Markets & Money," here: https://www.youtube.com/watch?v=GdOXH7vQrt8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- 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/ #AIStocks #Mag7 #TechStocks #PreMarketUpdate #StockMarketNews #TrumpAccounts #KidsInvesting #FinancialEducation #MichaelDell #RetirementPlanning
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2111 episodes
MP3•Episode home
Manage episode 522482570 series 1586737
Content provided by The Real Investment Show/Full Show and Lance Roberts. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Real Investment Show/Full 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://podcastplayer.com/legal.
What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts and Danny Ratliff break down how the Dell Deal works, which families benefit, and why this initiative could reshape financial planning for millions of children. If you’re a parent, grandparent, or financial planner, this is essential information about how these accounts may impact a child’s financial future. 0:00 - INTRO 0:19 - Sloppy Trading Ahead 5:15 - Performance Dichotomy in AI Stocks 11:00 - Trump Accounts - Where's the Value? 12:19 - How it Works - The Devil is in the Details 16:12 - What is the Purpose - Use of the Funds? 17:39 - Where is the Financial Education? 19:17 - What About the Next Generation? 21:06 - The Reverse Mortgage parallel 23:06 - The Simple Solution 25:12 - The Government's Motives 28:35 - Trump Accounts vs 529 Plans 29:38 - Requirement for Financial Education 31:51 - How 401k Plans Have (not) Worked Out 33:22 - The Wealth Gap Problem 34:23 - Encouraging the Trades 37:21 - Lance's Rant - Early School Start Times 👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management. 📍 More at RealInvestmentAdvice.com Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=4E2vuvpE6z0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- The latest installment of our new feature, Before the Bell, "Overbought vs Oversold: The Big AI Stock Shakeout," is here: https://www.youtube.com/watch?v=lOg7kPGVEpM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:" https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator ------- Watch our previous show, "Q&A LIVE: Ask Us Anything About Markets & Money," here: https://www.youtube.com/watch?v=GdOXH7vQrt8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- 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/ #AIStocks #Mag7 #TechStocks #PreMarketUpdate #StockMarketNews #TrumpAccounts #KidsInvesting #FinancialEducation #MichaelDell #RetirementPlanning
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