Podcast Episodes
Back to SearchRBS 169: What Is The True Cost of a 1% AUM Investment Fee?
Episode 169
When evaluating fees charged by investment advisors, should we look only at the actual dollars spent, or should we evaluate the long-term effect these fees have on our wealth? That's the question I a…
Published on 7 months, 3 weeks ago
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
Episode 168
Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, sometimes called Solo 401(k)s, Multi-SEP IRAs, and Simpl…
Published on 8 months ago
RBS 167: Fed Chair Powell Just Taught A Masterclass On Investing
Episode 167
In brief remarks, Federal Reserve Chairman Jerome Powell all but took an interest rate cut in the near term off the table. In doing so, he taught us a very important lesson about investing.
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Published on 8 months ago
RBS 166: Fidelity Hacked--Here's How to Protect Your Accounts
Episode 166
Fidelity recently disclosed that its computer systems were breached and that the personal data of more than 77,000 customers were accessed. here's what happened and some ways we can protect ourselves…
Published on 8 months, 1 week ago
RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable
Episode 165
Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending …
Published on 8 months, 2 weeks ago
RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do?
Episode 164
Today, the top 10 companies in the S&P 500 Index account for more than 33% of the index. That's the largest concentration we've seen in 50 years. In this video we'll cover three things:
1. Just how si…
Published on 8 months, 3 weeks ago
RBS 163: How to Estimate Future Returns in Retirement
Episode 163
Our retirement plan's chance of success depends a lot on assumptions we make about future investment returns. In this video, I walk through my approach to this issue.
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Published on 8 months, 3 weeks ago
RBS 162: In What Order Should You Spend Down Your Retirement Accounts?
Episode 162
In this video, we'll discuss how to optimize the tax efficiency of your retirement withdrawals. New Retirement: https://go.robberger.com/new-retireme...
Many retirees have up to three account types: t…
Published on 8 months, 3 weeks ago
RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk?
Episode 161
A viewer named Bill emailed me today about the bucket strategy. He has watched my videos on the bucket strategy and understands why I don't recommend it. He wants to know if the traditional approach …
Published on 8 months, 4 weeks ago
RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know
Episode 160
Today we look at the 8 crucial differences between interest and dividends. We'll also look at how one should think about interest and dividends when using the 4% Rule of retirement spending.
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Published on 9 months ago