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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 …

9 months, 3 weeks ago

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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. S…

9 months, 3 weeks ago

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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,…

9 months, 4 weeks ago

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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 prem…

10 months ago

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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 s…

10 months ago

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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 Vangu…

10 months ago

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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 reall…

10 months, 1 week ago

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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 whet…

10 months, 2 weeks ago

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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…

10 months, 3 weeks ago

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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 lo…

10 months, 4 weeks ago

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