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RBS 111: Catching Up On Retirement Savings

Episode 111

Saving for retirement can be a struggle in the best of circumstances. For those 50 or older who have saved little if anything, retirement can seem im…

2 years, 9 months ago

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RBS 109: How to Manage Uncertainty in Retirement | Live Q&A

Episode 109

We'll start tonight with a discussion of how to manage uncertainty when it comes to retirement planning. Then I'll answer your questions.

Join the new…

2 years, 9 months ago

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RBS 110: What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse?

Episode 110

With the recent banking crisis, I've received a lot of emails asking me two related questions. First, what would happen to our investments at a broke…

2 years, 9 months ago

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RBS 106: Are Bank Accounts Safer Than T-Bills? | Live Q&A

Episode 106

We'll start by discussing the relative safety of FDIC-insured bank accounts versus T-bills in light of the debt ceiling. Then I'll take your question…

2 years, 9 months ago

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RBS 108: Big Banks

Episode 108

The banking crisis continues, with PacWest and other regional banks struggling in the stock market and to raise capital. The news prompted my mom to …

2 years, 9 months ago

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RBS 104: 5 Books I'm Reading About Money & Life | Live Q&A

Episode 104

I'll start by sharing some excellent books I'm reading right now. Then we'll turn to your questions.

The Power Broker: https://amzn.to/3IF9woO
Convict …

2 years, 9 months ago

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RBS 107: Bank Safety

Episode 107

You've found a bank with a great savings or CD rate, but it's in another state and you've never heard of it. Or perhaps you just want to know how saf…

2 years, 9 months ago

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RBS 105: AVGE Pros and Cons

Episode 105

Avantis launched this year a global stock ETF called the Avantis All Equity Markets ETF. In one ETF it can cover the entire stock portion of a portfo…

2 years, 10 months ago

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RBS 103: 0 Percent Credit Cards

Episode 103

A list of the best 0% APR and balance transfer credit cards: https://www.allcards.com/interest-fre...

In this video we'll walk through the strategy my…

2 years, 10 months ago

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RBS 102: Maxifi Retirement Planner Review

Episode 102

Maxifi is retirement planning software designed by Boston University professor Larry Kotlikoff. I've spent several days trying out the software, and …

2 years, 11 months ago

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