Podcast Episodes

RBS 019: The Dave Ramsey Portfolio vs Low Cost Index Funds

Season 2

Dave Ramsey is perhaps best known for his baby steps and helping countless people get out of debt. Among low cost index fund investors, he's also known as recommending expensive mutual funds with fro…

Published on 3 years, 1 month ago

RBS 018: 7 Best IRA for New Investors

Season 2 Episode 18

Opening an IRA account is an important step towards saving for retirement. The best IRA accounts have low fees, a wide array of investment options and tools that make investing easy. 

My analysis stem…

Published on 3 years, 3 months ago

RBS 017: Christine Benz Interview--4% Rule & the Bucket Strategy for Retirement

In this interview with Christine Benz, Director of Personal Finance at Morningstar, we cover several timely topics including inflation, stimulus, the 4% rule and the bucket strategy of retirement spe…

Published on 3 years, 3 months ago

RBS 016: Index Funds are for LOSERS (Seriously)

Season 2 Episode 16

Index funds like an S&P 500 index fund will underperform other investments each and every year. It will underperform countless stocks and even other actively managed ETFs and mutual funds. To build w…

Published on 3 years, 5 months ago

RBS 015: How to Create a 3-Fund Portfolio

Season 1 Episode 15

A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversifie…

Published on 3 years, 7 months ago

RBS 014: How to Plan Your Retirement with this Cool Online Tool

We interview Steve Chen, founder of New Retirement. His company has developed a robust retirement planning tool that can help you model your finances in retirement.

Published on 4 years, 5 months ago

RBS 013: The Cash Back Rewards Investing Strategy Upate

Season 1 Episode 13

An update on how I'm saving and investing all of the cash back rewards earned from credit cards. I'll show you my M1 Finance account, how I'm investing the rewards, and how those investments are perf…

Published on 4 years, 6 months ago

RBS 010: How to Invest with Confidence

The first in a series of videos walking you through how to invest with confidence. We'll cover everything from when you should start investing to how much you should invest. The series will cover how…

Published on 4 years, 8 months ago

RBS 011: How to Invest During COVID-19

How to invest and manage your money during COVID-19. In this video we cover the following:

--Emergency fund
--The Money Audit
--Is now a "buying opportunity" in stocks?
--The importance of diversificatio…

Published on 4 years, 8 months ago

RBS 012: Should You Invest or Pay Off Debt? Yes!

Should you pay off all your non-mortgage debt before you begin investing? It's an approach popularized by Dave Ramsey. It's also one of the worst financial decisions you can make. In this video that'…

Published on 4 years, 8 months ago