Podcast Episodes
Back to SearchRBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series]
Episode 48
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In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll…
Published on 3 years ago
RBS 047: How to Invest for Short-Term Goals
Episode 47
Investing for short term goals of 5 years or less can be tricky. Savings accounts pay about 0.50%, but stocks can lose money in the short term. Many saving for a down payment on a house face this pro…
Published on 3 years ago
RBS 046: How to Invest in a Roth IRA--A Beginner's Guide
Episode 46
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A Roth IRA is arguably the single best way to save for retirement. One question I receive frequently is how to invest in an IRA. And speci…
Published on 3 years ago
RBS 052: How Investment Fees Lower Retirement Spending (and invalidate the 4% Rule)
Episode 52
The 4% Rule of retirement spending is used to plan spending in retirement. The rule says you can spend 4% of your nest egg in the first year of retirement. In subsequent years you adjust the amount b…
Published on 3 years ago
RBS 045: Investing for Retirement in an Uncertain World _ Live Q&A
Episode 45
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Published on 3 years, 1 month ago
RBS 044: How to Invest in an HSA (Health Savings Account)
Episode 44
A Health Savings Account (HSA) offers better tax advantages than any other type of account. The catch is that the money must be used for Qualified Medical Expenses to avoid taxes (and a possible 10% …
Published on 3 years, 1 month ago
RBS 043: How to Set Up a 3 Fund Portfolio in Vanguard
Episode 43
This video walks through how to set up a 3 Fund Portfolio in Vanguard. We then compare that to setting up the same portfolio in M1 Finance and Betterment.
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Published on 3 years, 1 month ago
RBS 042: Is ESG Investing A Smart Move
Episode 42
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Published on 3 years, 1 month ago
RBS 041: International Stocks -- The Pros and Cons of Investing in Foreign Companies
Episode 41
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Should a well diversified portfolio include international stock funds? That's the question I'm covering in this video. I'll first walk thr…
Published on 3 years, 1 month ago
RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)
Episode 40
Jack Bogle: "Never" Rebalance Your Investment Portfolio (and how to do it if you must) Join the newsletter: https://robberger.com/newsletter/?utm...
Resources Mentioned in the Video:
Investment Trackin…
Published on 3 years, 1 month ago