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RBS 035: Opportunistic Rebalancing -- How to Rebalance Your Investments Like the Pros

Episode 35

Rebalancing an investment portfolio doesn't need to be difficult, and it can actually increase your returns over time. Specifically, one study shows …

4 years ago

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RBS 035: Retirement Annuities -- Should You Buy an Income Annuity (SPIA) in Retirement

Episode 35

Should you use some or all of your retirement savings to buy an income annuity? That's the question we look at in this video. Called a Single Premium…

4 years, 1 month ago

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RBS 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 portf…

4 years, 1 month ago

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RBS 033: Tax Efficient Investing Across All Account Types -- Live Q&A

Episode 33

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4 years, 1 month ago

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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…

4 years, 1 month ago

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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 reason…

4 years, 1 month ago

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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 sy…

4 years, 1 month ago

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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 fo…

4 years, 1 month ago

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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 Free…

4 years, 1 month ago

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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 …

4 years, 1 month ago

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