Podcast Episodes
Back to SearchRBS 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, 7 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, 7 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, 7 months 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…
1 year, 7 months 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…
1 year, 7 months 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 …
1 year, 7 months 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.
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1 year, 7 months 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…
1 year, 7 months 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…
1 year, 7 months 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 imme…
1 year, 7 months ago