Podcast Episodes
Back to SearchRBS 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 1 month, 3 weeks 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 1 month, 4 weeks 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 2 months ago
RBS 206: Is Now a Good Time to Start Investing? (FQF)
Episode 206
Welcome to another edition of Five Question Friday (FQF). We actually have 6 questions today plus a free investment tracking tool:
1. Do I send Facebook friend requests to viewers?
2. Is this a good ti…
Published on 2 months, 1 week ago
RBS 205: A Smarter Way to Model TIPS Ladders in Retirement Planning Software
Episode 205
A viewer named John emailed me the following question: "I'm planning to build a 5yr TIPS ladder to provide some inflation protected income in the years before Medicare and SS. How do I model that "a…
Published on 2 months, 2 weeks ago
RBS 204: Savings Account vs Bond Fund (FQF)
Episode 204
Here are the questions for this week's Five Question Friday (FQF):
1. Are savings accounts better than bond funds?
2. Can you please explain nominal and real returns?
3. Does it matter if the market is …
Published on 2 months, 2 weeks ago
RBS 203: Traditional vs Roth 401k: The Optimal Strategy
Episode 203
Choosing between traditional and Roth 401k contributions is difficult. It forces us to make a guess about our taxes years or even decades from now. In this video, we'll discuss some of the factors th…
Published on 2 months, 3 weeks ago
RBS 202: Could Fake Inflation Data Destroy the Value of TIPS? (FQF)
Episode 202
Welcome to another edition of Five Question Friday (FQF). Here are the five questions we'll cover:
1. Will fake inflation data destroy TIPS?
2. How should a pension affect your asset allocation?
3. Do a…
Published on 2 months, 3 weeks ago
RBS 201: Here's When Social Security Runs Out of Money
Episode 201
According to the latest report from the Board of Trustees of Social Security, it will become insolvent in 2033. Without money in the trust fund to bolster tax receipts. The Social Security Administra…
Published on 2 months, 4 weeks ago
RBS 200: 9 Retirement Planning Mistakes You May Be Making
Episode 200
Retirement planning requires that we make a lot of assumptions about the future. From all of these assumptions and other data, most software spits out a "Chance of Success." That number can make the …
Published on 3 months ago