Podcast Episodes
Back to SearchRBS 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.
Join the Newsletter. It's Free:
h…
Published on 1 year 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 1 year 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 1 year, 1 month 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.
Join the …
Published on 1 year, 1 month ago
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.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Join Andy's Facebook Group:
https://…
Published on 1 year, 1 month ago
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 1 year, 1 month ago
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 1 year, 1 month ago
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 1 year, 1 month ago
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.
Join the Newsletter. It…
Published on 1 year, 1 month ago
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 1 year, 1 month ago