Podcast Episodes
Back to SearchRBS 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 7 months, 3 weeks 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 7 months, 4 weeks 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 8 months 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 8 months, 1 week 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 8 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 8 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 9 months, 1 week 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 9 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 9 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 9 months, 3 weeks ago