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RBS 088: The Truth About Living Off Dividends in Retirement


Episode 88


Living off dividends in retirement can be a very safe approach to retirement spending. But it has nothing to do with the dividend. Here's why.

In addition to what's in the video, living off of dividen…


Published on 2 years, 6 months ago

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RBS 087: How to Accomplish the Impossible | Live Q&A


Episode 87


Today we talk about two words that can help us accomplish the impossible. Then I answer your questions.

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Published on 2 years, 6 months ago

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RBS 086: Brokered CDs vs Bank CDs | Live Q&A


Episode 86


Today we'll start by comparing brokered CDs with Bank CDs. I'll then do a review of a viewer's portfolio. Then we'll turn to your questions.

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Published on 2 years, 6 months ago

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RBS 085: Is a 100% Bond Portfolio Safe for Retirement?


Episode 85


In today's video we answer a viewer's question about retirement portfolios. Specifically, does it make sense to have a 100% bond portfolio in retirement?

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Published on 2 years, 6 months ago

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RBS 084: The Dave Ramsey 10% Withdrawal Rate | Live Q&A


Episode 84


We'll begin discussing Dave Ramsey's view of a safe withdrawal rate in retirement. Then I'll cover your questions.

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Published on 2 years, 6 months ago

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RBS 083: 60-40 Portfolio


Episode 83


Many claim that the 60/40 portfolio is dead. They argue that because of interest rates, inflation, and bond returns this year, a retiree should no longer rely on a portfolio of 60% stocks and 40% bon…


Published on 2 years, 7 months ago

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RBS 082: Projection Lab Review | Financial Planning Software


Episode 82


Today we take a detail look into a fairly new financial planning software called Projection Lab. As you'll see, the tool offers a lot of features and an excellent user interface for a reasonably pric…


Published on 2 years, 7 months ago

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RBS 081: Where Do Dividends Come From? | Live Q&A


Episode 81


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Published on 2 years, 7 months ago

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RBS 081: Velocity Banking


Episode 81


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Published on 2 years, 7 months ago

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RBS 080: 0% Long Term Capital Gains Tax--Is it Legit?


Episode 80


How long term capital gains are taxed is a source of confusion for many. Some of the questions I've heard--

Can long-term capital gains put me in a higher tax bracket for ordinary income?
Does my ordin…


Published on 2 years, 8 months ago





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