Podcast Episodes
Back to SearchRBS 239: The Ultimate Retirement Checklist
Episode 239
In this episode, we cover my Ultimate Retirement Checklist:
1. Healthcare
2. Start learning about Medicare
3. Understand IRMMA brackets
4. Track Expense…
6 months, 4 weeks ago
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Episode 238
In today's Five Question Friday (FQF) video, we cover these questions:
1. How do you protect your portfolio as you near retirement?
2. How does asset …
7 months ago
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Episode 237
In today's Five Question Friday (FQF) video, we cover these questions:
1. What Happens To Bond Funds When the Fed Cuts Rates?
2. Where to Invest If St…
7 months, 4 weeks ago
RBS 236: 2025 Year-End Investment Portfolio Review
Episode 236
In this 2025 Year-End Investment Portfolio Review we cover the following topics:
1. Asset Allocation
a. Diversification / changes
b. Rebalancing…
8 months ago
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Episode 235
In today's Five Question Friday (FQF) video, we look at these five topics:
1. 10% yield on bonds
2. Where to hold bonds
3. Co-signing a mortgage
4. Payin…
9 months ago
RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)
Episode 234
In today's Five Question Friday (FQF) video, we look at these five questions:
1. Have we been lied to about our Social Security break-even age?
2. Is i…
9 months, 3 weeks ago
RBS 233: How to Invest $15 Million
Episode 233
In today's Five Question Friday (FQF) video, we cover these questions:
1. How to invest $15 million?
2. For the 4% withdrawal rate devised by Bill Beng…
10 months, 1 week ago
RBS 232: 2025 Free Income Tax Calculator (FQF)
Episode 232
In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions wi…
10 months, 4 weeks ago
RBS 231: Live Medicare Q&A With Ari Parker, JD
Episode 231
Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about you…
11 months ago
RBS 228: Original Medicare or Medicare Advantage: Which Is Right for You? (Part 1 of 3)
Episode 228
In this episode, we'll walk through the key differences and pros and cons of Original Medicare vs Medicare Advantage plans.
Resources
It's Not That Com…
11 months, 1 week ago