Podcast Episodes
Back to SearchRBS 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, 11 months ago
RBS 081: Where Do Dividends Come From? | Live Q&A
Episode 81
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Published on 2 years, 11 months ago
RBS 081: Velocity Banking
Episode 81
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Published on 2 years, 11 months ago
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 3 years ago
RBS 079: 3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto
Episode 79
Here are 3 of my favorite portfolio trackers, starting with Personal Capital--https://robberger.com/go/personal-cap...
A portfolio tracker helps to manage multiple investment accounts, including retir…
Published on 3 years, 1 month ago
RBS 078: 3 Best Target Date Retirement Funds
Episode 78
Target date retirement funds make investing easy. With just one fund you get immediate diversification across U.S. stocks, international stocks and bonds. The best target date funds have low expense …
Published on 3 years, 1 month ago
RBS 077: 3 Ways Retirees Can Avoid the 10% Penalty on Early Retirement Distributions
Episode 77
In most cases, distributions from a 401k, IRA or other retirement account before the account owner reaches the age of 59.5 are subject to a 10% penalty. There are, however, a number of exceptions. So…
Published on 3 years, 1 month ago
RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid
Episode 76
Some financial advisors put clients in 10, 20 or even more ETFs and mutual funds. Some think they do this to make investing look complex and to justify their unreasonable fees. Regardless of the reas…
Published on 3 years, 1 month ago
RBS 075: 5 Best Retirement Calculators and Planners (#1 is Free)
Episode 75
Retirement calculators can help us plan and prepare to retire. When we are years away, these online tools can help us determine how much we should be saving. As we approach our time to retire, they c…
Published on 3 years, 1 month ago
RBS 074: 5 Things I Learned from Warren Buffet's Letter to Berkshire Hathaway Shareholders
Episode 74
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Published on 3 years, 1 month ago