Podcast Episodes
Back to SearchRBS 063: Bond Alternatives
Episode 63
With inflation and interest rates on the rise, many have asked me about bond alternatives. While I haven't changed my investments, including the bonds funds I own, I do understand the concern over bo…
Published on 3 years, 2 months ago
RBS 062: How to Invest in a Taxable Account
Episode 62
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Published on 3 years, 2 months ago
RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)
Episode 61
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap...
Today we look at a portfolio constructed by an investment advisor. This is a person who has a fidu…
Published on 3 years, 3 months ago
RBS 060: Claim Social Security at 62 and Invest the Money--Good or Bad Idea?
Episode 60
Several viewers have recently asked me whether it makes sense to claim social security at 62 if you plan to invest the money. At first, it seems like a solid strategy. While your monthly benefit will…
Published on 3 years, 3 months ago
RBS 059: Conversation with the Father of the Bucket Strategy--Harold Evensky
Episode 59
Sallie Mae 2.20% No-Penalty CD: https://www.allcards.com/best-savings...
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Today we have the pleasure of speaking with Harold Ev…
Published on 3 years, 3 months ago
RBS 058: Defensive Investing--How to Prepare for a Market Crash (In Advance)
Episode 58
Defensive Investing--How to Prepare for a Market Crash (In Advance)
With stocks, bonds and real estate at all-time highs, it's just a matter of time before we see a market correction, or worse. It doe…
Published on 3 years, 3 months ago
RBS 057: Fidelity Contrafund Review | Growth vs Value | Active vs Passive Investing
Episode 57
The Fidelity Contrafund (FCNTX) is a popular growth stock fund. In this video we take a deep dive on the fund to see if it's worth adding to our investment portfolio. In the process we'll look at gro…
Published on 3 years, 3 months ago
RBS 056: Fidelity ZERO Funds--Free, But Are They Worth the Cost?
Episode 56
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Fidelity launched its ZERO index funds in 2018 to much fanfare. As their names suggest, these funds…
Published on 3 years, 3 months ago
RBS 055: Can You Retire Early With 100% VTI Using the 4% Rule
Episode 55
A viewer asked whether he could retire at the age of 49 with a 100% portfolio of VTI (Vanguard's total U.S. Stock Index ETF) using the 4% Rule. I think there are at least 3 big concerns with this pla…
Published on 3 years, 3 months ago
RBS 054: Free Robo Advisors
Episode 54
Robo-Advisors can be a low cost way to get help with your investments. There are several that I like and have used: https://robberger.com/best-robo-advis...
However, not all automated investing servic…
Published on 3 years, 3 months ago