Podcast Episodes
Back to SearchRBS 216: Is the 4% Rule Now The 5% Rule? (FQF)
Episode 216
In today's Five Question Friday video we cover these questions:
1. Why has Bill Bengen gone from 4% to 5%?
2. Is it ok to put Social Security bridge money in a money market fund?
3. How do Fidelity's Ze…
Published on 3 months ago
RBS 215: How To Invest In Your 20s (It's easier than you think)
Episode 215
I viewer named Eileen asked about how her children, who are in their twenties, should invest. Here's her question: Can you do a video on constructing a retirement account (Roth) for my 20 year old ki…
Published on 3 months, 1 week ago
RBS 214: Does a Market Crash Change the 4% Rule? (FQF)
Episode 214
In today's Five Question Friday we look at these 5 questions:
1. Does a Market Crash Change How to Use the 4% Rule?
2. How do bond ETFs generate returns?
3. Are Timothy Funds a good option?
4. Is Fidelit…
Published on 3 months, 1 week ago
RBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.
Episode 213
In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pit…
Published on 3 months, 2 weeks ago
RBS 212: Should You Contribute to a 401k That Has No Employer Match? (FQF)
Episode 212
In this edition of Five Question Friday (FQF), we look at these five questions:
1. My 401k is not employer matched, should I stop contributing to my employer 401k and open a Roth IRA instead?
2. Where …
Published on 3 months, 2 weeks ago
RBS 211: When Should You Change Your Asset Allocation? (FQF)
Episode 211
In today's Five Question Friday (FQF) we'll tackle the following questions:
1. Is now a good time to change your asset allocation?
2. Do target date funds force you to sell stocks in a down market?
3. D…
Published on 3 months, 3 weeks ago
RBS 210: Where I'm Keeping My Cash: T-Bills, Money Market Funds, CDs or Savings Accounts?
Episode 210
In this video, I'll run down several high-yield options for your cash. I'll also discuss where we are keeping our cash today.
Bank Bonuses: https://www.allcards.com/best-bank-bo...
CD Rates: https://ww…
Published on 4 months ago
RBS 209: The 5 Biggest Risks in Retirement According to Experts
Episode 209
The Center for Retirement Research at Boston College recently surveyed financial advisors, asking what the major risks were to their clients' retirement. In this video, we'll look at the top 5 risks …
Published on 4 months ago
RBS 208: Is It Safe To Link Financial Accounts To Budget Apps? (FQF)
Episode 208
Here are today's Five Question Friday (FQF):
1. Are financial apps safe?
2. Can you help me understand the risk of bonds?
3. How are mutual fund dividends taxed?
4. How should we think about annuities fo…
Published on 4 months, 1 week ago
RBS 207: Should We Do a Roth Conversion Now? (FQF)
Episode 207
Here are the five questions we'll cover in this week's edition of Five Question Friday:
1. Is now a good time to do a Roth conversion? (John)
2. Mutual Funds vs ETFs (Shane)
3. Should we invest more in …
Published on 4 months, 2 weeks ago