Podcast Episodes
Back to SearchRBS 133: Decoding The "Chance of Success" In Your Retirement Plan
Episode 133
You enter your income, expenses, investments, and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number.
It ma…
Published on 1 year, 4 months ago
RBS 132: New iBond Rates for May 2024
Episode 132
The treasury department released the new I Bond rates today. They came in at 4.28%, which included a fixed rate of 1.30%, unchanged from the previous six months. https://treasurydirect.gov/savings-bo…
Published on 1 year, 5 months ago
RBS 131: Rewards Stacking: How I Build Wealth with Credit Card Rewards
Episode 131
Several years ago, I stumbled upon a quote from Dave Ramsey about credit card rewards. I’ll never forget those 11 words. :
“No one ever says they got rich off of credit card points.”
As I read his word…
Published on 1 year, 6 months ago
RBS 130: Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years
Episode 130
In this episode, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.
Published on 1 year, 6 months ago
RBS 129: Robinhood 3% IRA Match: Gimmick or Gold Mine?
Episode 129
Robinhood is promoting up to a 3% match on IRA contributions, and for a limited time, a 3% match on IRA transfers. A viewer asked me if I thought this was a good deal. In this video I'll share my tho…
Published on 1 year, 7 months ago
RBS 128: 7 Surprising Facts I've Learned About Retirement
Episode 128
Retirement isn't always a sunny walk in the park. While I have no regrets that I retired in my 50s, it hasn't been without its challenges. Here are 7 lessons learned after four years of retirement.
Jo…
Published on 1 year, 7 months ago
RBS 127: 5 Key Questions to Ask Your Investment Advisor
Episode 127
In this video we'll look at a portfolio a viewer sent in to me. It's from their investment advisor, and we will be asking 5 key questions about the portfolio that I would ask if an advisor put me in …
Published on 1 year, 9 months ago
RBS 126: Vanguard Cash Plus Account Compared To The Best Alternatives
Episode 126
Vanguard recently launched an FDIC-insured account called the Vanguard Cash Plus Account. We'll review this new account, compare it to other FDIC-insured options, and compare it to money market accou…
Published on 1 year, 9 months ago
RBS 125: Dave Ramsey Says the 4% Rule is "Stupid"--8% "Perfectly Comfortable"
Episode 125
In a recent video answering a caller's question, Dave Ramsey described those promoting the 4% Rule as "stupid," "goobers," and "morons. He described the 4% Rule as stupid and said he's "perfectly com…
Published on 1 year, 11 months ago
RBS 124: Is Buy and Hold Investing Dead?
Episode 124
Is buy and hold investing dead? A recent WSJ article suggests that the set-it-and-forget-it style of investing can't survive the current economic trends. I walk through my thoughts on the article, al…
Published on 1 year, 11 months ago