Podcast Episodes
Back to SearchRBS 157: How to Avoid Roth IRA Taxes and Penalties
Episode 157
Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of yo…
Published on 4 months, 1 week ago
RBS 156: Has the Chase Glitch Infected Fidelity? (My CMA Restricted)
Episode 156
Several weeks ago some reported what has been called the Chase Glitch. The glitch allowed people to deposit bogus checks at Chase ATM's and then immediately withdraw the funds.
That glitch has now mo…
Published on 4 months, 1 week ago
RBS 155: 5 Apps to Track Your Investments (3 are Free)
Episode 155
Today, we look at five apps you can use to track your investments. Three of them are free, and two are paid. All of them are excellent tools depending on the features you want.
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Published on 4 months, 1 week ago
RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points
Episode 154
Yesterday the Fed lowered the Fed Funds rate by 1/2 of a percent. The prime rate followed, going from 8.5% to 8.0%. Rates on everything from credit cards to savings accounts to CDs also went down. An…
Published on 4 months, 2 weeks ago
RBS 153: How to Manage Inflation During Retirement
Episode 153
While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation …
Published on 4 months, 2 weeks ago
RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin)
Episode 152
New Retirement (Boldin): https://robberger.com/new-retirement
New Retirement, which just changed its name to Boldin, has launched a new feature that makes it easy to customize the order of accounts yo…
Published on 4 months, 2 weeks ago
RBS 151: 3 Key Social Security Claiming Strategies
Episode 151
When to claim Social Security benefits is one of the most critical questions we'll answer in retirement. In this video, we'll look at the 3 most common strategies and a framework for making a decisio…
Published on 5 months ago
RBS 150: Some Calming Thoughts on Today's Stock Market Decline
Episode 150
The stock market has declined so far today, with the S&P 500 down more than 3% as I type these words.
So I thought I'd share my perspective about what's going on.
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Published on 5 months, 2 weeks ago
RBS 149: 12 Things You Must Know About A Backdoor Roth IRA (Including If It's Worth The Hassle)
Episode 149
Today we take a deep dive into a Backdoor Roth IRA. This strategy enables high-income earners to get money into a Roth IRA. We'll walk through what you need to know, and crunch some numbers to see if…
Published on 6 months ago
RBS 148: 8 Ways Retirees Can the Fear of Investing in Stocks
Episode 148
It can be scary for retirees to invest in the stock market. At the same time, investing in just fixed income can expose us to the risk of running out of money. So in this episode I walk through 8 thi…
Published on 6 months, 1 week ago