Podcast Episodes
Back to SearchRBS 086: Brokered CDs vs Bank CDs | Live Q&A
Episode 86
Today we'll start by comparing brokered CDs with Bank CDs. I'll then do a review of a viewer's portfolio. Then we'll turn to your questions.
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Published on 2 years, 1 month ago
RBS 085: Is a 100% Bond Portfolio Safe for Retirement?
Episode 85
In today's video we answer a viewer's question about retirement portfolios. Specifically, does it make sense to have a 100% bond portfolio in retirement?
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Published on 2 years, 1 month ago
RBS 084: The Dave Ramsey 10% Withdrawal Rate | Live Q&A
Episode 84
We'll begin discussing Dave Ramsey's view of a safe withdrawal rate in retirement. Then I'll cover your questions.
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Published on 2 years, 2 months ago
RBS 083: 60-40 Portfolio
Episode 83
Many claim that the 60/40 portfolio is dead. They argue that because of interest rates, inflation, and bond returns this year, a retiree should no longer rely on a portfolio of 60% stocks and 40% bon…
Published on 2 years, 2 months ago
RBS 082: Projection Lab Review | Financial Planning Software
Episode 82
Today we take a detail look into a fairly new financial planning software called Projection Lab. As you'll see, the tool offers a lot of features and an excellent user interface for a reasonably pric…
Published on 2 years, 2 months ago
RBS 081: Where Do Dividends Come From? | Live Q&A
Episode 81
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Published on 2 years, 2 months ago
RBS 081: Velocity Banking
Episode 81
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Published on 2 years, 2 months ago
RBS 080: 0% Long Term Capital Gains Tax--Is it Legit?
Episode 80
How long term capital gains are taxed is a source of confusion for many. Some of the questions I've heard--
Can long-term capital gains put me in a higher tax bracket for ordinary income?
Does my ordin…
Published on 2 years, 4 months ago
RBS 079: 3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto
Episode 79
Here are 3 of my favorite portfolio trackers, starting with Personal Capital--https://robberger.com/go/personal-cap...
A portfolio tracker helps to manage multiple investment accounts, including retir…
Published on 2 years, 4 months ago
RBS 078: 3 Best Target Date Retirement Funds
Episode 78
Target date retirement funds make investing easy. With just one fund you get immediate diversification across U.S. stocks, international stocks and bonds. The best target date funds have low expense …
Published on 2 years, 4 months ago