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RBS 159: Retirement Planning and Taxes with Andy Panko | Live Q&A


Episode 159


Andy Panko, CFP, joins us to help answer your questions about retirement planning and taxes.

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Published on 9 months ago

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RBS 158: New Bitcoin ETFs: Should Bogleheads Take The Plunge?


Episode 158


With the launch of Bitcoin Spot ETFs, investors now have a safe, low-cost way to own Bitcoin. In this video, we'll look at some examples of these new ETFs, and then I'll make the strongest case I can…


Published on 9 months ago

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RBS 157: How to Avoid Roth IRA Taxes and Penalties


Episode 157


Roth IRAs are best known for tax-free spending in retirement. What many don't know, however, is that if you make a mistake with a Roth IRA, you could end up owing taxes or a 10% penalty on some of yo…


Published on 9 months ago

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RBS 156: Has the Chase Glitch Infected Fidelity? (My CMA Restricted)


Episode 156


Several weeks ago some reported what has been called the Chase Glitch. The glitch allowed people to deposit bogus checks at Chase ATM's and then immediately withdraw the funds.

That glitch has now mo…


Published on 9 months, 1 week ago

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RBS 155: 5 Apps to Track Your Investments (3 are Free)


Episode 155


Today, we look at five apps you can use to track your investments. Three of them are free, and two are paid. All of them are excellent tools depending on the features you want.

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Published on 9 months, 1 week ago

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RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points


Episode 154


Yesterday the Fed lowered the Fed Funds rate by 1/2 of a percent. The prime rate followed, going from 8.5% to 8.0%. Rates on everything from credit cards to savings accounts to CDs also went down. An…


Published on 9 months, 1 week ago

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RBS 153: How to Manage Inflation During Retirement


Episode 153


While stock market returns get most of the attention when it comes to retirement portfolios, we should be equally concerned with inflation. In this video, I walk through how to incorporate inflation …


Published on 9 months, 1 week ago

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RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin)


Episode 152


New Retirement (Boldin): https://robberger.com/new-retirement

New Retirement, which just changed its name to Boldin, has launched a new feature that makes it easy to customize the order of accounts yo…


Published on 9 months, 1 week ago

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RBS 151: 3 Key Social Security Claiming Strategies


Episode 151


When to claim Social Security benefits is one of the most critical questions we'll answer in retirement. In this video, we'll look at the 3 most common strategies and a framework for making a decisio…


Published on 9 months, 4 weeks ago

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RBS 150: Some Calming Thoughts on Today's Stock Market Decline


Episode 150


The stock market has declined so far today, with the S&P 500 down more than 3% as I type these words.

So I thought I'd share my perspective about what's going on.

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Published on 10 months, 1 week ago





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