Podcast Episodes
Back to SearchRBS 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, 8 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, 8 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, 8 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, 8 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, 8 months ago
RBS 137: Maximizing FDIC Insurance: How to Ensure Your Bank Accounts Are Fully Protected
Episode 137
With the collapse of SVB and Signature Bank, I've received a lot of questions about FDIC insurance. In this video, we'll cover the basics of how FDIC…
1 year, 8 months ago
RBS 136: Vanguard Class Action Lawsuit Over Target Date Funds to Move Forward
Episode 136
In December 2020, Vanguard made some changes to its Target Date Funds. The changes benefits large, institutional investors by lowering costs. But it …
1 year, 8 months ago
RBS 135: How to Implement the 4% Rule
Episode 135
A viewer asked me a series of questions about the nuts and bolts of using the 4% Rule. I do my best to respond to his questions in this episode.
Join…
1 year, 8 months ago
RBS 134: How Much Cash Should You Hold in Retirement?
Episode 134
Many things change when we retire. There’s the obvious change–we stop working. And there’s a less obvious change–how we approach cash.
Before retireme…
1 year, 8 months ago
RBS 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 …
1 year, 9 months ago