Podcast Episodes

RBS 015: How to Create a 3-Fund Portfolio

Season 1 Episode 15

A three fund portfolio is a simple approach to investing that, as the name suggests, involves just three mutual funds or exchange-traded funds. In just three funds, an investor can build a diversifie…

Published on 4 years, 4 months ago

RBS 014: How to Plan Your Retirement with this Cool Online Tool

We interview Steve Chen, founder of New Retirement. His company has developed a robust retirement planning tool that can help you model your finances in retirement.

Published on 5 years, 2 months ago

RBS 013: The Cash Back Rewards Investing Strategy Update

Season 1 Episode 13

An update on how I'm saving and investing all of the cash back rewards earned from credit cards. I'll show you my M1 Finance account, how I'm investing the rewards, and how those investments are perf…

Published on 5 years, 3 months ago

RBS 010: How to Invest with Confidence

The first in a series of videos walking you through how to invest with confidence. We'll cover everything from when you should start investing to how much you should invest. The series will cover how…

Published on 5 years, 5 months ago

RBS 011: How to Invest During COVID-19

How to invest and manage your money during COVID-19. In this video we cover the following:

--Emergency fund
--The Money Audit
--Is now a "buying opportunity" in stocks?
--The importance of diversificatio…

Published on 5 years, 5 months ago

RBS 012: Should You Invest or Pay Off Debt? Yes!

Should you pay off all your non-mortgage debt before you begin investing? It's an approach popularized by Dave Ramsey. It's also one of the worst financial decisions you can make. In this video that'…

Published on 5 years, 5 months ago

RBS 009: Bear Market: How to Survive and Profit from a Falling Stock Market

Season 1 Episode 9

History tells us how and why bear markets are an investor’s best friend. In this video, we walk through the numbers of the 2008 bear market to see what investors should do during a market decline.

TOO…

Published on 5 years, 5 months ago

RBS 003: A Free Investment Tracking Spreadsheet

Season 1 Episode 3

A review of an investment tracking spreadsheet you can download for free.

Free Investment Tracking Spreadsheet: https://bit.ly/3dMezSP

Same spreadsheet but with the rebalancing column: https://bit.ly/2…

Published on 5 years, 5 months ago

RBS 004: Coronavirus Financial Support and Aid Resources

Season 1 Episode 4

Here are the resources mentioned in the podcast:

Sick Leave

https://www.irs.gov/newsroom/treasury-irs-and-labor-announce-plan-to-implement-coronavirus-related-paid-leave-for-workers-and-tax-credits-for…

Published on 5 years, 5 months ago

RBS 005: COVID-19 Student Loan Relief (CARES Act)

Season 1 Episode 5

The Cares Act offers student loan forbearance on all federal student loans. Here’s what you need to know.

RESOURCES MENTIONED IN THE PODCAST

CARES Act: https://www.congress.gov/bill/116th-congress/hous…

Published on 5 years, 5 months ago