Podcast Episodes
Back to SearchRBS 094: Year-End Financial Checklist
Episode 94
Here are 8 action items I review at the end of each year. They help me make sure I'm not missing anything for 2022, and they prepare me for 2023.
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3 years, 2 months ago
RBS 093: How to Invest When You Have Multiple Investment Accounts
Episode 93
Must investors have multiple accounts. These may include 401(k) and 403(b) accounts, any number of IRAs, taxable accounts, and even HSAs. Multiple ac…
3 years, 4 months ago
RBS 092: A 3-Credit Card Cash Back Strategy Worth $500,000+
Episode 92
In this video I update my credit card rewards strategy, including our current balance we've accumulated just from credit cards. I also walk through a…
3 years, 4 months ago
RBS 091: Should We Invest in Emerging Markets?
Episode 91
A total international fund will include some exposure to emerging markets. The question we cover in this video is whether we should seek additional e…
3 years, 5 months ago
RBS 090: How I Pick Stocks | Live Q&A
Episode 90
Today I'll discuss how I pick individual companies to invest in, and the downsides of stock ownership. Then I'll answer your questions.
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3 years, 5 months ago
RBS 089: How to Test Different Retirement Scenarios | Live Q&A
Episode 89
We'll begin by talking about a simple method to test various retirement scenarios. Then I'll answer your questions.
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3 years, 5 months ago
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 addi…
3 years, 5 months ago
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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3 years, 5 months ago
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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3 years, 5 months ago
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 retirem…
3 years, 5 months ago