Podcast Episodes
Back to SearchRBS 037: Managing Withdrawals in Early Retirement
Episode 37
A viewer emailed me the following question:
"Rob - I hope this finds you well. I'm a fellow large law firm attorney, and I find your approach relatable and sound. I have a question regarding early ret…
Published on 2 years, 9 months ago
RBS 036: Should U.S. Investors Avoid International Funds -- Live Q&A
Episode 36
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Published on 2 years, 9 months ago
RBS 035: Opportunistic Rebalancing -- How to Rebalance Your Investments Like the Pros
Episode 35
Rebalancing an investment portfolio doesn't need to be difficult, and it can actually increase your returns over time. Specifically, one study shows that Opportunistic Rebalancing can improve your re…
Published on 2 years, 9 months ago
RBS 035: Retirement Annuities -- Should You Buy an Income Annuity (SPIA) in Retirement
Episode 35
Should you use some or all of your retirement savings to buy an income annuity? That's the question we look at in this video. Called a Single Premium Immediate Annuity, these annuities don't come wit…
Published on 2 years, 9 months ago
RBS 034: Rick Ferri Core-4 Lazy Portfolio Review
Episode 34
Rick Ferri's Core-4 portfolios are built using low cost index ETFs and mutual funds. With just four funds in each portfolio, Rick has created 6 portfolios for just about any investor. One Core-4 port…
Published on 2 years, 9 months ago
RBS 033: Tax Efficient Investing Across All Account Types -- Live Q&A
Episode 33
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Published on 2 years, 9 months ago
RBS 032: Vanguard Alpha Framework
Episode 32
Vanguard released a paper claiming that advisors following its Alpha Framework can add up to 3% to an investor's long-term returns. Many advisors use this paper to sell their very expensive (1% of AU…
Published on 2 years, 9 months ago
RBS 031: Vanguard Digital Advisor
Episode 31
I was convinced I'd live Vanguard Digital Advisor. It seems to check all the boxes. It uses low cost index ETFs. The service itself has a very reasonable cost of about 15 basis points. And it rebalan…
Published on 2 years, 9 months ago
RBS 030: The 3-Tier Credit Card Rewards System -- How I've saved nearly $30,000 from credit cards
Episode 30
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I'm going to cover the three tier system for earning credit card rewards. This is the system I've used over the past couple of years to ge…
Published on 2 years, 9 months ago
RBS 029: The 60_40 Portfolio -- Good, Bad, or Ugly
Episode 29
The 60/40 Portfolio--Good, Bad, or Ugly? Article with resources: https://robberger.com/60-40-portfolio/
The 60/40 portfolio has powered retirements for decades. With 60% stocks and 40% bonds, this bal…
Published on 2 years, 9 months ago