Podcast Episodes
Back to SearchRBS 067: 529 Plans--How to Invest for a Child's Education
Episode 67
Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once…
Published on 2 years, 5 months ago
RBS 066: Betterment vs 3 Fund Portfolio--Are 10 ETFs Better Than 3?
Episode 66
As robo-advisors go, Betterment is one of the best in my opinion. It offers excellent features (e.g., automatic rebalancing, tax loss harvesting, excellent planning tools) at a reasonable price. But …
Published on 2 years, 5 months ago
RBS 065: How to Invest in a Bad Stock Market | Live Q&A
Episode 65
I used Capitalize to Rollover a 401k to an IRA. It's totally free and very easy to use: https://robberger.com/go/capitalize/y...
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Published on 2 years, 5 months ago
RBS 064: A Complete Guide to Bond Investing
Episode 64
Investors today are nervous about bonds because of the historically low yields. The fear is that as interest rates rise, the value of existing bonds will fall. In this video we'll walk through bond i…
Published on 2 years, 5 months ago
RBS 063: Bond Alternatives
Episode 63
With inflation and interest rates on the rise, many have asked me about bond alternatives. While I haven't changed my investments, including the bonds funds I own, I do understand the concern over bo…
Published on 2 years, 6 months ago
RBS 062: How to Invest in a Taxable Account
Episode 62
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Published on 2 years, 6 months ago
RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)
Episode 61
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap...
Today we look at a portfolio constructed by an investment advisor. This is a person who has a fidu…
Published on 2 years, 6 months ago
RBS 060: Claim Social Security at 62 and Invest the Money--Good or Bad Idea?
Episode 60
Several viewers have recently asked me whether it makes sense to claim social security at 62 if you plan to invest the money. At first, it seems like a solid strategy. While your monthly benefit will…
Published on 2 years, 6 months ago
RBS 059: Conversation with the Father of the Bucket Strategy--Harold Evensky
Episode 59
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Today we have the pleasure of speaking with Harold Ev…
Published on 2 years, 6 months ago
RBS 058: Defensive Investing--How to Prepare for a Market Crash (In Advance)
Episode 58
Defensive Investing--How to Prepare for a Market Crash (In Advance)
With stocks, bonds and real estate at all-time highs, it's just a matter of time before we see a market correction, or worse. It doe…
Published on 2 years, 6 months ago