Podcast Episodes
Back to SearchRBS 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 9 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 9 months, 4 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 10 months 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 10 months, 1 week ago
RBS 179: Should We Wait for a Market Crash Before Investing? (FQF)
Episode 179
Welcome back to another edition of Five Question Friday. For this FQF, we cover the following five questions:
1. Should we wait to invest until stock valuations come down?
2. Does it matter if we pay t…
Published on 10 months, 1 week ago
RBS 178: Boldin vs. Pralana vs. ProjectionLab: Chance of Success Comparison
Episode 178
Do retirement planning tools calculate the same chance of success if given the same retirement plan? That's what I wanted to know, so I compared Boldin, Pralana and ProjectionLab. The results shocked…
Published on 10 months, 2 weeks ago
RBS 177: Is a 100% Stock Portfolio in Retirement Best? (FQF)
Episode 177
In this Five Question Friday (FQF), we'll be tackling the following viewer questions:
1. Is a 100% stock portfolio the best option during retirement?
2. How does the 5-year rule on Roth conversions wor…
Published on 10 months, 2 weeks ago
RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
Episode 176
In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro
0:45 - Should our asset allocation change if we have a much younger spouse?
7:45 - Should a …
Published on 10 months, 3 weeks ago
RBS 175: Pralana vs Boldin: How Two Popular Retirement Planning Tools Compare
Episode 175
I've been using Pralana Online over the past month. It's a retirement planning tool that, for a long time, was available as a spreadsheet. It's now available as an online app.
In this video, I take a …
Published on 10 months, 4 weeks ago
RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative
Episode 174
One of my favorite tools, Portfolio Visualizer, just launched a new design. In this video, I'll show you how to navigate the changes. Unfortunately, one change is to limit the amount of backtesting d…
Published on 11 months, 1 week ago