Podcast Episodes
Back to SearchRBS 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…
3 months, 3 weeks 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?…
4 months, 2 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…
4 months, 2 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…
4 months, 3 weeks 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 …
5 months, 1 week ago
RBS 222: The New Tax Law Changes and How They May Affect Retirement
Episode 222
The passage of the One Big Beautiful Bill Act has brought us a number of changes to the tax laws. Some changes are "permanent," meaning it would take…
5 months, 2 weeks ago
RBS 221: What's the Best Option for Cash: Money Market Funds or T-Bill ETFs? (FQF)
Episode 221
Here are the five questions we cover this week in Five Question Friday:
1. Should we park cash in a money market fund or a t-bill ETF?
2. Are Robo-Advi…
5 months, 2 weeks ago
RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)
Episode 220
In today's Five Question Friday we look at the following questions:
1. How should the $6,000 senior deduction affect Roth conversions?
2. Are short-ter…
5 months, 4 weeks ago
RBS 219: 3 Smart Alternatives to the 4% Rule (No Initial Safe Withdrawal Rate Required)
Episode 219
One of the challenges of the 4% Rule is what your initial safe withdrawal rate should be. While the name of the rule suggests one should start with 4…
6 months, 2 weeks ago
RBS 218: Individual TIPS vs TIPS Funds--Which Offers Better Inflation Projection? (FQF)
Episode 218
In today's Five Question Friday (FQF), we look at the following questions:
1. TIPS Funds vs Individual TIPS--which provides the better inflation prote…
6 months, 2 weeks ago