Podcast Episodes

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RBS 017: Christine Benz Interview--4% Rule & the Bucket Strategy for Retirement

In this interview with Christine Benz, Director of Personal Finance at Morningstar, we cover several timely topics including inflation, stimulus, the…

4 years, 7 months ago

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RBS 016: Index Funds are for LOSERS (Seriously)

Season 2 Episode 16

Index funds like an S&P 500 index fund will underperform other investments each and every year. It will underperform countless stocks and even other …

4 years, 8 months ago

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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 ju…

4 years, 11 months ago

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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…

5 years, 8 months ago

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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 investi…

5 years, 10 months ago

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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…

6 years ago

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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 opportu…

6 years ago

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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 fin…

6 years ago

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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 wh…

6 years ago

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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…

6 years ago

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