Podcast Episodes
Back to SearchRBS 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, 10 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, 10 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, 11 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…
2 years 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 …
2 years 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 pla…
2 years, 1 month 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 thi…
2 years, 1 month 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…
2 years, 2 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 p…
2 years, 3 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-ins…
2 years, 3 months ago