Podcast Episodes
Back to SearchRBS 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.
Join the newsletter: https://robber…
3 years, 5 months ago
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 lo…
3 years, 5 months ago
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…
3 years, 5 months ago
RBS 081: Where Do Dividends Come From? | Live Q&A
Episode 81
Join the newsletter: https://robberger.com/newsletter/?utm...
3 years, 5 months ago
RBS 081: Velocity Banking
Episode 81
Join the newsletter: https://robberger.com/newsletter/?utm...
3 years, 6 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 hi…
3 years, 7 months 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 ma…
3 years, 7 months 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 b…
3 years, 7 months 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% penal…
3 years, 7 months 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 justi…
3 years, 7 months ago