Podcast Episodes
Back to SearchRBS 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.
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3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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 …
3 years, 1 month ago
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 …
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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…
3 years, 1 month ago
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 …
3 years, 3 months ago
RBS 101: The 3 Key Components of a Retirement Withdrawal Strategy | Live Q&A
Episode 101
Tonight we'll start by discussing what makes up a comprehensive retirement withdrawal strategy. Then we'll discuss your questions.
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3 years, 3 months ago