Podcast Episodes
Back to SearchRBS 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…
1 year, 4 months 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 …
1 year, 4 months ago
RBS 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 year, 4 months 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 i…
1 year, 4 months 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 …
1 year, 4 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 que…
1 year, 4 months 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 …
1 year, 5 months 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 Bold…
1 year, 5 months 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…
1 year, 5 months 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…
1 year, 5 months ago