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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…

1 week ago

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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…

1 week, 2 days ago

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RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)

Episode 235

In today's Five Question Friday (FQF) video, we look at these five topics:

1. 10% yield on bonds
2. Where to hold bonds
3. Co-signing a mortgage
4. Payin…

1 month, 1 week ago

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RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)

Episode 234

In today's Five Question Friday (FQF) video, we look at these five questions:

1. Have we been lied to about our Social Security break-even age?

2. Is i…

2 months ago

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RBS 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 Beng…

2 months, 2 weeks ago

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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 wi…

3 months ago

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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 you…

3 months, 2 weeks ago

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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 Com…

3 months, 2 weeks ago

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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): h…

3 months, 2 weeks ago

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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 onli…

3 months, 2 weeks ago

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