Podcast Episodes
Back to SearchRBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF)
Episode 245
In today's Five Question Friday (FQF) video, we cover these questions:
1. How many years of "safe funds" should you hold beyond guaranteed income?
2. …
7 hours ago
RBS 244: How One Retiree Used the Bucket Strategy to Generate $241,098 in Extra Wealth
Episode 244
In today's video, we answer the following question: Can the bucket strategy help you generate income and grow your wealth in retirement, even as you'…
4 days, 4 hours ago
RBS 243: The Floor & Enjoy Retirement Strategy (FQF)
Episode 243
In today's Five Question Friday (FQF) video, we cover these questions:
1. Floor & Enjoy Retirement Strategy
2. Target Date Funds
3. Paying Taxes on Rot…
4 weeks ago
RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF)
Episode 242
In this Five Question Friday (FQF) video, we cover these questions:
1. How to teach your significant other to manage the investments? (The Spouse Fin…
2 months, 2 weeks ago
RBS 241: A Look Inside My Simplified Investment Portfolio
Episode 241
In this episode, I'll answer the following question from a viewer:
"I would like to ask if you can do a video on the current specific funds you are in…
3 months ago
RBS 240: Where Is the Best Place to Park cash Today? (FQF)
Episode 240
In today's Five Question Friday (FQF) video, we cover these questions:
1. Where is the best place to park cash today?
2. Should you invest or pay off …
3 months, 2 weeks ago
RBS 239: The Ultimate Retirement Checklist
Episode 239
In this episode, we cover my Ultimate Retirement Checklist:
1. Healthcare
2. Start learning about Medicare
3. Understand IRMMA brackets
4. Track Expense…
3 months, 2 weeks ago
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Episode 238
In today's Five Question Friday (FQF) video, we cover these questions:
1. How do you protect your portfolio as you near retirement?
2. How does asset …
3 months, 3 weeks ago
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Episode 237
In today's Five Question Friday (FQF) video, we cover these questions:
1. What Happens To Bond Funds When the Fed Cuts Rates?
2. Where to Invest If St…
4 months, 2 weeks ago
RBS 236: 2025 Year-End Investment Portfolio Review
Episode 236
In this 2025 Year-End Investment Portfolio Review we cover the following topics:
1. Asset Allocation
a. Diversification / changes
b. Rebalancing…
4 months, 3 weeks ago