Podcast Episodes
Back to SearchRBS 147: How to Retire Before Taking Social Security | Bridge the Social Security Gap
Episode 147
In this episode, we'll examine how to retire before taking Social Security. This is an ideal strategy for many to maximize Social Security retirement…
1 year, 5 months ago
RBS 146: Why Dave Ramsey's 8% Retirement Withdrawal Is So Dangerous (Hint: Sequence of Returns Risk)
Episode 146
This is a follow-up to my episode on Dave Ramsey's belief that retirees can start with an 8% withdrawal rate, adjust the amount each year by inflatio…
1 year, 5 months ago
RBS 145: 3 Simple Ways to Invest All of Your Money After You Retire
Episode 145
Target date retirement funds are a simple solution to save for retirement. But what about once you retire? Are there single-fund solutions you can us…
1 year, 5 months ago
RBS 144: Remembering Charlie Munger (1924-2023)
Episode 144
With the passing of Charlie Munger at the age of 99, I thought it appropriate to share 5 things I've learned from him over the years.
Poor Charlie's A…
1 year, 5 months ago
RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse
Episode 143
In many couples, one person handles the money and the other thinks as little as possible about it. That's certainly true with my wife.
To help her, sh…
1 year, 5 months ago
RBS 142: 7 Timeless Investing Principles That Never Change
Episode 142
Change is everywhere: AI, the climate, interest rates, global conflict, and inflation, to name a few. So often, investors try to predict where all th…
1 year, 5 months ago
RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One
Episode 141
The new Secure Act 2.0 introduced the IRA Gift Annuity starting this year. It allows you to make a one-time charitable contribution out of an IRA for…
1 year, 5 months ago
RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio
Episode 140
So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder…
1 year, 6 months ago
RBS 139: Flexible Spending and Early Retirement: A Perfect Match or Just a Myth?
Episode 139
Can one retire early if they have the ability to significantly cut back on discretionary spending during retirement if they must? A recent article on…
1 year, 6 months ago
RBS 138: At What Age Should You Claim Social Security? Longevity vs Actuarial Method
Episode 138
When should you claim Social Security? It's an important question. One study found that retirees have lost $3.4 trillion because they started taking …
1 year, 6 months ago