Podcast Episodes
Back to SearchRBS 196: Are Dividends Guaranteed Income? (FQF)
Episode 196
In today's Five Question Friday (FQF), we have five more great questions sent in by viewers:
1. Should we think of dividends as guaranteed income?
2. Should we invest in our HSA the same way we invest …
Published on 5 months, 4 weeks ago
RBS 195: How to Invest During Economic Chaos: Tariffs, DOGE & Deficit Concerns
Episode 195
In this video, I'll describe my approach to investing in uncertain times. To do so, I'll enlist the help of the D.C. subway system, Sir Isaac Newton, and the 1970s.
The 60/40 Solution: https://www.saf…
Published on 6 months ago
RBS 194: How to Hire A Financial Advisor (FQF)
Episode 194
In today's Five Question Friday (FQF), we cover the following:
1. Some thoughts on how to hire a financial advisor
2. Whether to consider Medicare premiums in your Roth conversion analysis
3. How Social…
Published on 6 months ago
RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025)
Episode 193
In this video, I'll share with you my current investment portfolio, including a big change I made in our traditional retirement accounts. I'll also share an update to my free investment tracking spre…
Published on 6 months, 1 week ago
RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60
Episode 192
With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vanguard market outlook report concluded that a typical…
Published on 6 months, 1 week ago
RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF)
Episode 191
Welcome back to another edition of Five Question Friday (FQF). Here are today's questions:
1. What bond funds do I use in my portfolio?
2. Do you really need an emergency fund?
3. How does living off in…
Published on 6 months, 2 weeks ago
RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we?
Episode 190
Warren Buffett recently sol 100% of the two S&P 500 index funds Berkshire Hathaway owned, including Vanguard's VOO. In this video, we'll look at whether we should too.
News Article: https://www.invest…
Published on 6 months, 2 weeks ago
RBS 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 6 months, 4 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 7 months 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 7 months, 2 weeks ago