Podcast Episodes
Back to SearchRBS 150: Some Calming Thoughts on Today's Stock Market Decline
Episode 150
The stock market has declined so far today, with the S&P 500 down more than 3% as I type these words.
So I thought I'd share my perspective about what…
2 years ago
RBS 149: 12 Things You Must Know About A Backdoor Roth IRA (Including If It's Worth The Hassle)
Episode 149
Today we take a deep dive into a Backdoor Roth IRA. This strategy enables high-income earners to get money into a Roth IRA. We'll walk through what y…
2 years, 1 month ago
RBS 148: 8 Ways Retirees Can the Fear of Investing in Stocks
Episode 148
It can be scary for retirees to invest in the stock market. At the same time, investing in just fixed income can expose us to the risk of running out…
2 years, 1 month ago
RBS 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month 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…
2 years, 1 month ago