The Real Investment Show Podcast · Lance Roberts
3-20-26 Tax Strategies That Actually Save You Money
March 20, 2026·49 min·4 clips
Why your tax advisor's focus on this year could cost you thousands over your lifetime.
As heard by us
Plainspoken tax talk that links portfolio choices to the larger planning picture.
Taxes sit at the center of the discussion, with gains, tax fear, the limits of looking only at the portfolio, and the estate questions that will follow 2028 all treated as part of the same planning picture.
Why you'd press play
Press play if you want taxes and planning decisions handled with real talk instead of hand-wringing.
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