RHP Market Talk

Hosted by RHP Wealth Management

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Latest episode

Oct 2026

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About the show

Complicated economic topics distilled into digestible and palatable investing principles. Hosted by Natalie Picha, Partner and CXO of RHP Wealth Management.

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60 recent

October 20, 2026Episode 6329 min

Does It Matter Who Wins? 2026 Midterm Elections with Apollo Lupescu

Natalie Picha , Partner and Chief Experience Officer at RHP Wealth Management, welcomes back Apollo Lupescu , Vice President at Dimensional Fund Advisors , for a timely conversation about the 2026 midterm elections and their potential impact on financial markets. With control of Congress at stake and political emotions running high, investors may be wondering whether it's time to rethink their portfolios. But does history support making investment decisions based on election outcomes? In this episode, Natalie and Apollo explore: Elections and market performance: What decades of historical data reveal about market behavior before and after midterm elections. Does political control really matter? Whether Republican or Democratic leadership has a meaningful influence on long-term investment returns. Staying focused amid uncertainty: Why inflation, geopolitical tensions, and the rise of artificial intelligence reinforce the importance of a disciplined, long-term investment strategy. The takeaway? Elections matter, but a disciplined investment strategy, grounded in evidence rather than emotion, may matter far more to your financial future. Sources & Disclosures: Historical market data and commentary are based primarily on research and analysis from Dimensional Fund Advisors, with additional references to Quantum Financial Advisors and Mercer Advisors. Historical returns are provided for illustrative and educational purposes only and should not be interpreted as predictions or guarantees of future performance. RHP Wealth Management is a registered investment adviser; investing involves risk, including potential loss of principal, and past performance is not indicative of future results. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

September 11, 2026Episode 6229 min

Are We Still in a Bull Market? What Bonds, the Fed, and the Midterms Mean for Your Money

Natalie Picha, Partner and Chief Experience Officer , and Glenn Royal , CFP® Partner and Chief Investment Officer , break down the market moves everyone's talking about this month! Bond yields just hit their highest level since 2010, and if your 60/40 portfolio hasn't felt like itself lately, you're about to find out why. Natalie and Glenn dive into what's really fueling the sell-off, the behind-the-scenes move Washington is making to steer rates before the midterms, and whether this bull market still has legs. The bond market is driving the bus. Real long-term yields have hit their highest level since 2010, fueled by strong earnings, AI-driven capital spending, growing deficits, and energy inflation — and it's reshaping how the traditional 60/40 portfolio performs. Power is shifting from the Fed to the market. Treasury Secretary Scott Bessent's bond buybacks and a more market-driven approach to rates signal a move away from 15 years of Fed-controlled yields — bringing back the "bond vigilantes" who demand a premium for uncertainty. Friday's CPI report is the number to watch. With the Fed's employment mandate largely satisfied, inflation data now has outsized influence on the next rate decision — all while midterm elections add another layer of volatility heading into year-end. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

August 6, 2026Episode 6135 min

2026: A Mid-Year Market Update

What is really driving the markets in 2026? In this episode of RHP Market Talk, Natalie Picha , Partner and Chief Experience Officer , and Glenn Royal , CFP ®, Partner and Chief Investment Officer , look beyond the headlines to explore the forces shaping today’s market—from oil and inflation to interest rates and corporate earnings. They also discuss how AI-driven profit growth can coexist with high bond yields and how RHP remains thoughtfully positioned without reacting to every swing in the news. Why oil shocks look different with China’s demand management and refined product constraints Inflation pressure, Fed independence questions, and a quieter communication style from the new Chair weighing AI risks, including ROI discipline and competition from lower-cost Chinese models Putting midterm elections and deficits in context versus earnings and rates If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

June 16, 2026Episode 6045 min

Financial Clarity for Business Owners with Special Guest Mark Anderson of Know Your Numbers

What separates successful business owners from those who constantly feel like they're chasing the next challenge? In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer (CXO) of RHP Wealth Management, sits down with Mark Andersen , CPA and founder of Know Your Number Accounting to discuss the financial habits, key metrics, and decision-making processes that help business owners build stronger, more profitable companies. Whether you're focused on growth, preparing for a future liquidity event, or simply looking to make more informed business decisions, this conversation offers practical insights to help you lead with greater confidence and clarity. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

May 7, 2026Episode 5946 min

Protecting Your Legacy: Why a Will Isn’t Enough

In this episode of Market Talk, Natalie Picha, Partner and Chief Experience Officer at RHP Wealth Management , is joined by Kim Hegwood, Managing Attorney at Your Legacy Legal Care in Houston, Texas , to unpack one of the most important—and often overlooked—aspects of financial planning: protecting your legacy. Together, they go beyond wills to explore the real risks families face without proper planning, including incapacity, guardianship, and family conflict. From trusts and power of attorney to special needs planning and blended families, this conversation delivers practical guidance to help you make confident, informed decisions. If you’ve ever thought, “I’ll get to that later,” this episode will show you why later might be too late—and what steps you can take today to protect the people you care about most. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

April 21, 2026Episode 5826 min

From Volatility to Recovery: Interpreting What Markets Are Signaling Now

In this episode of RHP Market Talk, Natalie Picha, Partner and Chief Experience Officer, and Glenn Royal, CFP®, Partner and Chief Investment Officer, revisit the recent period of geopolitical-driven volatility and examine how markets have responded in the weeks since. With greater clarity now emerging, they explore the resilience of equity markets, signals from the bond market, and the reemergence of earnings as the primary driver of investor sentiment. The discussion underscores a central principle: while uncertainty is inevitable, a disciplined, long-term investment approach remains essential to navigating evolving market conditions. If you found this helpful, please subscribe and share this episode with someone who could benefit from greater clarity and confidence. And please visit us at RoyalHarborPartners.com to learn more. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

March 12, 2026Episode 5727 min

Energy Shock: Perspective for Investors During Global Conflict

In this timely episode of RHP Market Talk , CXO Natalie Picha , and CIO Glenn Royal, CFP® discuss the recent geopolitical tensions involving Iran and what investors should focus on when global events create market volatility. Drawing on historical data and decades of market experience, they explain why reacting emotionally to headlines can often be the biggest risk to long-term investment success. In this episode: • What history tells us about markets during geopolitical conflicts and why declines are often short lived. • The key indicators investors should watch right now, including oil prices, inflation, employment trends, and market volatility. • Why disciplined, long-term investing matters most during uncertain periods and how a sound financial plan helps investors stay on course. If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

February 26, 2026Episode 5640 min

Signals vs. Noise: Investing in an Age of Fast News

Fast news cycles. Political noise. AI hype. So how do you stay focused as an investor? Apollo Lupescu from Dimensional is back with Natalie and Glenn to talk about: Why factors like size and value still matter Whether the Mag 7 are actually overvalued The truth about private equity and alternative investments How to tune out the noise and stick to your plan If you find yourself tempted to let headlines influence your financial decisions, this one’s for you. Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

January 22, 2026Episode 5548 min

Beyond Just a Place to Live: Real Estate as a Financial Market

The housing market has a profound effect on nearly every family, the economy, and the markets. In this special episode, Natalie Picha, CXO, is joined by Steel Door Group, Martha Turner Sotheby's International Realty's Brittany Waterman and Ashley Graves to break down Texas’s real estate market: what really shapes affordability, why pricing may normalize into 2026, and the areas where buyers hold leverage. Natalie, Brittany, and Ashley discuss: • How the Texas market differs from other markets nationally • Inventory psychology and how it differs for various areas • Buyer behavior: later first purchases, family gifts, and mobility If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530

January 7, 2026Episode 5435 min

The 2025 Year-End Review: The Roaring 20's, Rewired

Are we in the new roaring 20's? In our latest episode, Natalie Picha, CXO , and CIO, Glenn Royal, CFP ®, look back on the markets in 2025 and look ahead to what 2026 might bring. From changes in inflation and a friendlier Fed to a shift from AI hype to real productivity, 2026 is shaping up to be an interesting year. Natalie and Glen explore: • where leadership may rotate • why the grid is the new bottleneck • how they are structuring tax-smart, resilient portfolios If you enjoy our podcast, please take a moment to subscribe. We would love it if you would leave us a rating and a review, as it's the best way for us to reach other listeners. We'd also love it if you could share the podcast with your friends and family. You can find us on LinkedIn, Facebook and Instagram for additional content, or reach out through our website at royalharborpartners.com . Experience the difference of working with a firm that empowers your life—a firm that focuses on what matters most—you. Whether you are beginning your financial journey now or have already taken steps toward your ultimate life goals, we are here to guide you. https://podcasts.apple.com/us/podcast/rhp-market-talk/id1538051530