Podcast Episodes
Back to SearchRBS 203: Traditional vs Roth 401k: The Optimal Strategy
Episode 203
Choosing between traditional and Roth 401k contributions is difficult. It forces us to make a guess about our taxes years or even decades from now. In this video, we'll discuss some of the factors th…
Published on 6 months, 3 weeks ago
RBS 202: Could Fake Inflation Data Destroy the Value of TIPS? (FQF)
Episode 202
Welcome to another edition of Five Question Friday (FQF). Here are the five questions we'll cover:
1. Will fake inflation data destroy TIPS?
2. How should a pension affect your asset allocation?
3. Do a…
Published on 6 months, 4 weeks ago
RBS 201: Here's When Social Security Runs Out of Money
Episode 201
According to the latest report from the Board of Trustees of Social Security, it will become insolvent in 2033. Without money in the trust fund to bolster tax receipts. The Social Security Administra…
Published on 6 months, 4 weeks ago
RBS 200: 9 Retirement Planning Mistakes You May Be Making
Episode 200
Retirement planning requires that we make a lot of assumptions about the future. From all of these assumptions and other data, most software spits out a "Chance of Success." That number can make the …
Published on 7 months ago
RBS 199: Should You Build a TIPS Ladder in Retirement? (FQF)
Episode 199
Welcome to Five Question Friday! Here are the questions we'll cover in today's video:
1. Should You Build a TIPS Ladder in Retirement?
2. Are Vanguard's LifeStrategy Funds a Reasonable Choice in Retire…
Published on 7 months ago
RBS 198: 3 Financial Apps Worth Paying For in Retirement (FQF)
Episode 198
In today's Five Question Friday (FQF), we tackle these five fantastic questions:
1. What financial apps are worth paying for in or near retirement?
2. How do you enter money market funds into your inve…
Published on 7 months, 1 week ago
RBS 197: 7 Golden Rules of Retirement Withdrawal Strategies
Episode 197
Retirement withdrawal strategies are about a lot more than just the 4% rule or safe withdrawal rates. To better understand how they work and how you can apply them to your retirement, this video walk…
Published on 7 months, 1 week ago
RBS 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 7 months, 2 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 7 months, 2 weeks 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 7 months, 3 weeks ago