Podcast Episodes
Back to SearchRBS 233: How to Invest $15 Million
Episode 233
In today's Five Question Friday (FQF) video, we cover these questions:
1. How to invest $15 million?
2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use? Are the…
Published on 1 week ago
RBS 232: 2025 Free Income Tax Calculator (FQF)
Episode 232
In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions without a fancy retirement planner?
3. Should you pay…
Published on 3 weeks, 4 days ago
RBS 231: Live Medicare Q&A With Ari Parker, JD
Episode 231
Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about your experience.
It's Not That Complicated https://dri…
Published on 1 month ago
RBS 228: Original Medicare or Medicare Advantage: Which Is Right for You? (Part 1 of 3)
Episode 228
In this episode, we'll walk through the key differences and pros and cons of Original Medicare vs Medicare Advantage plans.
Resources
It's Not That Complicated (pdf): https://drive.google.com/file/d/1H…
Published on 1 month ago
RBS 229: 7 Things to Know About Medicare Open Enrollment (Part 2 of 3)
Episode 229
In this episode, we'll walk through 7 things you must know about Medicare's annual open enrollment period.
Resources
It's Not That Complicated (pdf): https://drive.google.com/file/d/1Hqs4...
Medicare & …
Published on 1 month ago
RBS 230: Free Medicare Resources to Help You Pick the Best Plan for You (Part 3 of 3)
Episode 230
In this episode, we'll walk through resources you can use to get free help with Medicare. The Resources are broken into three categories:
1. Free online educational content
2. Free Medicare guidance fr…
Published on 1 month ago
RBS 227: 3 Essential Tools to Evaluate Your Investment Portfolio
Episode 227
A viewer asked me to suggest some tools he could use to evaluate his investment portfolio and asset allocation. So in this video we looked at three of my favorite investment tools:
1. Empower: https:/…
Published on 1 month, 2 weeks ago
RBS 226: What Budgeting App is Best for Those With a Learning Disability? (FQF)
Episode 226
In today's Five Question Friday (FQF) video, we cover the following questions:
1. What are the best finance apps for those with a learning disability?
2. Is 3% SWR the new 4%?
3. How do you model tax-fr…
Published on 2 months ago
RBS 225: 8 Ways to Reduce Medicare IRMAA Payments
Episode 225
In today's video, we discuss how Income-Related Monthly Adjustment Amount (IRMAA) payments are calculated and 8 strategies to reduce or even eliminate the payments.
Resources from the Video
Reddit Foru…
Published on 2 months, 1 week ago
RBS 224: What is the Tax Triangle? (FQF)
Episode 224
In today's Five Question Friday (FQF), we cover five great questions and one tax calculator:
1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts)
2. Is the Withdrawal Amount in FICalc…
Published on 2 months, 2 weeks ago