Podcast Episodes
Back to SearchRBS 213: I Attended a Free Dinner Investment Seminar--Here's what happened.
Episode 213
In this video, I share my experience attending a free dinner investment seminar. The seminar was allegedly to help investors handle volatility in the markets. Instead, it turned out to be a sales pit…
Published on 5 months ago
RBS 212: Should You Contribute to a 401k That Has No Employer Match? (FQF)
Episode 212
In this edition of Five Question Friday (FQF), we look at these five questions:
1. My 401k is not employer matched, should I stop contributing to my employer 401k and open a Roth IRA instead?
2. Where …
Published on 5 months ago
RBS 211: When Should You Change Your Asset Allocation? (FQF)
Episode 211
In today's Five Question Friday (FQF) we'll tackle the following questions:
1. Is now a good time to change your asset allocation?
2. Do target date funds force you to sell stocks in a down market?
3. D…
Published on 5 months, 1 week ago
RBS 210: Where I'm Keeping My Cash: T-Bills, Money Market Funds, CDs or Savings Accounts?
Episode 210
In this video, I'll run down several high-yield options for your cash. I'll also discuss where we are keeping our cash today.
Bank Bonuses: https://www.allcards.com/best-bank-bo...
CD Rates: https://ww…
Published on 5 months, 2 weeks ago
RBS 209: The 5 Biggest Risks in Retirement According to Experts
Episode 209
The Center for Retirement Research at Boston College recently surveyed financial advisors, asking what the major risks were to their clients' retirement. In this video, we'll look at the top 5 risks …
Published on 5 months, 3 weeks ago
RBS 208: Is It Safe To Link Financial Accounts To Budget Apps? (FQF)
Episode 208
Here are today's Five Question Friday (FQF):
1. Are financial apps safe?
2. Can you help me understand the risk of bonds?
3. How are mutual fund dividends taxed?
4. How should we think about annuities fo…
Published on 5 months, 3 weeks ago
RBS 207: Should We Do a Roth Conversion Now? (FQF)
Episode 207
Here are the five questions we'll cover in this week's edition of Five Question Friday:
1. Is now a good time to do a Roth conversion? (John)
2. Mutual Funds vs ETFs (Shane)
3. Should we invest more in …
Published on 6 months ago
RBS 206: Is Now a Good Time to Start Investing? (FQF)
Episode 206
Welcome to another edition of Five Question Friday (FQF). We actually have 6 questions today plus a free investment tracking tool:
1. Do I send Facebook friend requests to viewers?
2. Is this a good ti…
Published on 6 months, 1 week ago
RBS 205: A Smarter Way to Model TIPS Ladders in Retirement Planning Software
Episode 205
A viewer named John emailed me the following question: "I'm planning to build a 5yr TIPS ladder to provide some inflation protected income in the years before Medicare and SS. How do I model that "a…
Published on 6 months, 1 week ago
RBS 204: Savings Account vs Bond Fund (FQF)
Episode 204
Here are the questions for this week's Five Question Friday (FQF):
1. Are savings accounts better than bond funds?
2. Can you please explain nominal and real returns?
3. Does it matter if the market is …
Published on 6 months, 2 weeks ago