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RBS 096:7 Powerful Lessons From Warren Buffett's 2023 Berkshire Hathaway Letter


Episode 96


Warren Buffett just released his annual letter to shareholders of Berkshire Hathaway. Here 7 powerful lessons every investor can learn from the Oracle of Omaha's letter.

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Published on 1 year, 10 months ago

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RBS 095: What to Expect from the Battle Over the Debt Ceiling | Live Q&A


Episode 95


We'll begin tonight discussing the upcoming battle over the debt ceiling, and how our nation's debt and interest payments may affect a retiree's future. Then I'll turn to your questions.

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Published on 1 year, 10 months ago

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RBS 094: Year-End Financial Checklist


Episode 94


Here are 8 action items I review at the end of each year. They help me make sure I'm not missing anything for 2022, and they prepare me for 2023.

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Published on 1 year, 10 months ago

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RBS 093: How to Invest When You Have Multiple Investment Accounts


Episode 93


Must investors have multiple accounts. These may include 401(k) and 403(b) accounts, any number of IRAs, taxable accounts, and even HSAs. Multiple accounts raise an important question. Should you imp…


Published on 2 years, 1 month ago

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RBS 092: A 3-Credit Card Cash Back Strategy Worth $500,000+


Episode 92




In this video I update my credit card rewards strategy, including our current balance we've accumulated just from credit cards. I also walk through a simple 3-card strategy you can use to generate on…


Published on 2 years, 1 month ago

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RBS 091: Should We Invest in Emerging Markets?


Episode 91


A total international fund will include some exposure to emerging markets. The question we cover in this video is whether we should seek additional exposure through an emerging market ETF or mutual f…


Published on 2 years, 1 month ago

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RBS 090: How I Pick Stocks | Live Q&A


Episode 90


Today I'll discuss how I pick individual companies to invest in, and the downsides of stock ownership. Then I'll answer your questions.


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Published on 2 years, 1 month ago

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RBS 089: How to Test Different Retirement Scenarios | Live Q&A


Episode 89


We'll begin by talking about a simple method to test various retirement scenarios. Then I'll answer your questions.

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Published on 2 years, 1 month ago

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RBS 088: The Truth About Living Off Dividends in Retirement


Episode 88


Living off dividends in retirement can be a very safe approach to retirement spending. But it has nothing to do with the dividend. Here's why.

In addition to what's in the video, living off of dividen…


Published on 2 years, 1 month ago

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RBS 087: How to Accomplish the Impossible | Live Q&A


Episode 87


Today we talk about two words that can help us accomplish the impossible. Then I answer your questions.

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Published on 2 years, 1 month ago





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