Podcast Episodes
Back to SearchRBS 034: Rick Ferri Core-4 Lazy Portfolio Review
Episode 34
Rick Ferri's Core-4 portfolios are built using low cost index ETFs and mutual funds. With just four funds in each portfolio, Rick has created 6 portfolios for just about any investor. One Core-4 port…
Published on 3 years, 6 months ago
RBS 033: Tax Efficient Investing Across All Account Types -- Live Q&A
Episode 33
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Published on 3 years, 6 months ago
RBS 032: Vanguard Alpha Framework
Episode 32
Vanguard released a paper claiming that advisors following its Alpha Framework can add up to 3% to an investor's long-term returns. Many advisors use this paper to sell their very expensive (1% of AU…
Published on 3 years, 6 months ago
RBS 031: Vanguard Digital Advisor
Episode 31
I was convinced I'd live Vanguard Digital Advisor. It seems to check all the boxes. It uses low cost index ETFs. The service itself has a very reasonable cost of about 15 basis points. And it rebalan…
Published on 3 years, 6 months ago
RBS 030: The 3-Tier Credit Card Rewards System -- How I've saved nearly $30,000 from credit cards
Episode 30
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I'm going to cover the three tier system for earning credit card rewards. This is the system I've used over the past couple of years to ge…
Published on 3 years, 6 months ago
RBS 029: The 60_40 Portfolio -- Good, Bad, or Ugly
Episode 29
The 60/40 Portfolio--Good, Bad, or Ugly? Article with resources: https://robberger.com/60-40-portfolio/
The 60/40 portfolio has powered retirements for decades. With 60% stocks and 40% bonds, this bal…
Published on 3 years, 6 months ago
RBS 028: The Life-Changing Magic of Index Funds_Live Q&A
Episode 28
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Video Resources & Timestamps
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0:00 - Welcome to the Financial Freedom Show!
3:50 - Very important question!
5:00 - Inc…
Published on 3 years, 6 months ago
RBS 027: The True Cost of Actively Managed Mutual Funds
Episode 27
The True Cost of Actively Managed Mutual Funds (according to Vanguard founder John Bogle)
Actively managed funds are expensive. And it's not just the expense ratio. From transaction costs to tax ineff…
Published on 3 years, 6 months ago
RBS 026: The Two 5-Year Roth IRA Rules Explained_Here's How They Work
Episode 26
There are two different 5-year rules for Roth IRA accounts. One applies to Roth IRA accounts and determines, in part, whether the withdrawal of earnings is subject to income tax. The second applies t…
Published on 3 years, 7 months ago
RBS 025: Thoughts on Roth Conversions and Required Minimum Distributions (RMD)_Live Q&A
Episode 25
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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:30 - Roth Conversions
15:13 - Reverse mortgage
16:24 - Is t…
Published on 3 years, 7 months ago