Podcast Episodes
Back to SearchRBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout
Episode 172
Vanguard has reached a proposed settlement in the class action lawsuit related to the 2021 distribution of capital gains in its target date retiremen…
1 year, 4 months ago
RBS 171: The Optimal Order to Fund Retirement Accounts
Episode 171
We can save for retirement through at least four different account types: (1) 401(k) and other workplace retirement accounts, (2) IRAs, (3) HSAs, and…
1 year, 4 months ago
RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income
Episode 170
A TIPS ladder is just one way to generate income during retirement. We'll look at two scenarios where a TIPS ladder may make sense, and then discuss …
1 year, 4 months ago
RBS 169: What Is The True Cost of a 1% AUM Investment Fee?
Episode 169
When evaluating fees charged by investment advisors, should we look only at the actual dollars spent, or should we evaluate the long-term effect thes…
1 year, 4 months ago
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
Episode 168
Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, someti…
1 year, 4 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 …
1 year, 4 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 wh…
1 year, 5 months 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 t…
1 year, 5 months 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 …
1 year, 5 months 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 approa…
1 year, 5 months ago