Podcast Episodes
Back to SearchRBS 232: 2025 Free Income Tax Calculator (FQF)
Episode 232
In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions wi…
5 months, 2 weeks ago
RBS 231: Live Medicare Q&A With Ari Parker, JD
Episode 231
Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about you…
5 months, 2 weeks ago
RBS 228: Original Medicare or Medicare Advantage: Which Is Right for You? (Part 1 of 3)
Episode 228
In this episode, we'll walk through the key differences and pros and cons of Original Medicare vs Medicare Advantage plans.
Resources
It's Not That Com…
5 months, 3 weeks ago
RBS 229: 7 Things to Know About Medicare Open Enrollment (Part 2 of 3)
Episode 229
In this episode, we'll walk through 7 things you must know about Medicare's annual open enrollment period.
Resources
It's Not That Complicated (pdf): h…
5 months, 3 weeks ago
RBS 230: Free Medicare Resources to Help You Pick the Best Plan for You (Part 3 of 3)
Episode 230
In this episode, we'll walk through resources you can use to get free help with Medicare. The Resources are broken into three categories:
1. Free onli…
5 months, 3 weeks ago
RBS 227: 3 Essential Tools to Evaluate Your Investment Portfolio
Episode 227
A viewer asked me to suggest some tools he could use to evaluate his investment portfolio and asset allocation. So in this video we looked at three o…
6 months ago
RBS 226: What Budgeting App is Best for Those With a Learning Disability? (FQF)
Episode 226
In today's Five Question Friday (FQF) video, we cover the following questions:
1. What are the best finance apps for those with a learning disability?…
6 months, 3 weeks ago
RBS 225: 8 Ways to Reduce Medicare IRMAA Payments
Episode 225
In today's video, we discuss how Income-Related Monthly Adjustment Amount (IRMAA) payments are calculated and 8 strategies to reduce or even eliminat…
6 months, 3 weeks ago
RBS 224: What is the Tax Triangle? (FQF)
Episode 224
In today's Five Question Friday (FQF), we cover five great questions and one tax calculator:
1. What is the Tax Triangle? (Traditional, Roth, and taxa…
7 months ago
RBS 223: How Bracket Filling Can Lower Your Tax Bill in Retirement
Episode 223
A viewer recently asked about bracket filling:
"I haven't heard you or other financial advisors say much about "bracket filling" in retirement. Is it …
7 months, 2 weeks ago