Podcast Episodes
Back to SearchRBS 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 a…
1 year, 5 months 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, …
1 year, 5 months ago
RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)
Episode 173
Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're cover…
1 year, 6 months ago
RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout
Episode 172
Vanguard has reached a proposed settlement in the class action lawsuit related to the 2021 distribution of capital gains in its target date retiremen…
1 year, 6 months ago
RBS 171: The Optimal Order to Fund Retirement Accounts
Episode 171
We can save for retirement through at least four different account types: (1) 401(k) and other workplace retirement accounts, (2) IRAs, (3) HSAs, and…
1 year, 6 months ago
RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income
Episode 170
A TIPS ladder is just one way to generate income during retirement. We'll look at two scenarios where a TIPS ladder may make sense, and then discuss …
1 year, 6 months ago
RBS 169: What Is The True Cost of a 1% AUM Investment Fee?
Episode 169
When evaluating fees charged by investment advisors, should we look only at the actual dollars spent, or should we evaluate the long-term effect thes…
1 year, 6 months ago
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
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, 6 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, 6 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, 7 months ago