Podcast Episodes
Back to SearchRBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)
Episode 189
Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions:
1. Can one Fidelity fund beat the Vanguard 3-fund portfolio?
2. How do expense ratios work with fund of funds?
3. Conc…
Published on 4 months, 2 weeks ago
RBS 188: ProjectionLab Review (w/ Updates and Promo Code)
Episode 188
Get 10% off the cost of ProjectionLab with promo code RBERGER-10 using this link: https://go.robberger.com/projectionla....
In today's video, we'll look at the following features of ProjectionLab:
1. E…
Published on 4 months, 2 weeks ago
RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu
Episode 187
Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'…
Published on 5 months ago
RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)
Episode 186
In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all …
Published on 5 months, 1 week ago
RBS 185: Are Investment Banks Worth the High Fees? FQF
Episode 185
We start this week's Five Question Friday (FQF) with a question about whether a 2% investment fee is crazy. Here are the five questions:
1. Am I crazy to be paying a 2% fee to manage my investments at…
Published on 5 months, 2 weeks ago
RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire
Episode 184
With five years to go before retirement, there are several steps you can and should take to prepare. In this video, I'll cover 13 things to consider as your retirement date draws closer.
Resources men…
Published on 5 months, 2 weeks ago
RBS 183: 2025 Annual Portfolio Review Checklist
Episode 183
At least once a year it's important to review your investment portfolio and make any necessary adjustments. Here are the 10 things I check every year:
1. Write down your planned asset allocation
2. Com…
Published on 5 months, 3 weeks ago
RBS 182: The Case Against After-Tax Asset Allocation (FQF)
Episode 182
Welcome to this week's edition of Five Question Friday. Here are the questions we'll be covering today:
1. Should you include the value of your home in your asset allocation?
2. Should we tilt our port…
Published on 5 months, 3 weeks ago
RBS 181: Is The New Safe Withdrawal Rate 3.7%?
Episode 181
Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis tha…
Published on 5 months, 4 weeks ago
RBS 180: 9 Questions I Get Asked Almost Every Day About Investing
Episode 180
Over the past four years I've received tens of thousands of questions about investing from viewers. I've assembled 9 of the most frequently asked questions in this video. Here they are:
1. Should you …
Published on 6 months, 1 week ago