Podcast Episodes
Back to SearchRBS 256: 5 Ways to Optimize Your Retirement Plan (and Pay Less in Taxes)
Episode 256
Can a few straightforward tax moves actually improve your retirement plan? In this episode, I take one retirement plan and optimize it, then put the …
3 days, 1 hour ago
RBS 255: Warning: Don't Fall For This 'Rob Berger' Scam
Episode 255
Scammers are sending emails pretending to be me.
In this episode, I explain several fake Rob Berger email addresses listeners have reported, along wit…
1 week, 3 days ago
RBS 254: Is The Market Too Expensive To Invest?
Episode 254
Sam and his wife are two years from early retirement, sitting almost entirely in cash because they think the market is too overvalued to buy. Here's …
2 weeks ago
RBS 253: Bonds vs. Bond Funds: Does Holding to Maturity Actually Protect You?
Episode 253
Are individual bonds safer than bond funds? After my last video on cash versus bonds, a lot of you pushed back with the same argument: with an indivi…
2 weeks, 3 days ago
RBS 252: Fidelity vs. Vanguard: Which Is Better for Your Cash? (FQF)
Episode 252
This week on Five Question Friday (FQF):
Question 1: Is Fidelity or Vanguard the better place to keep your cash?
Question 2: Is a 1.25% AUM fee reason…
3 weeks ago
RBS 251: Will AI Replace Me and My YouTube Channel? (FQF)
Episode 251
Resources in Episode
Morningstar: https://go.robberger.com/morningstar/...
Fidelity Article: https://www.fidelity.com/viewpoints/r...
Kitces Article: ht…
1 month, 3 weeks ago
RBS 250: Will the SpaceX IPO Crash the Stock Market? (FQF)
Episode 250
This week in Five Question Friday (FQF): mega IPOs, sequence of returns risk, RMDs from a bonds-only IRA, Roth conversions after 59 1/2, and VT versu…
2 months ago
RBS 249: Is Dave Ramsey Right About Beating the S&P 500?
Episode 249
In today's video we discuss if we should try to find investments that consistently beat the S&P 500.
Resources From Video
• You Can’t Win With Money…
2 months ago
RBS 248: Is a Stock Market Crash Inevitable and How Should We Prepare? (FQF)
Episode 248
In today's Five Question Friday (FQF) video, we cover these questions:
1. Is the market inevitably going to crash, and how to mitigate
2. When to take…
2 months, 1 week ago
RBS 247: 4 Golden Rules for Avoiding Financial Scams (FQF)
Episode 247
In today's Five Question Friday (FQF) episode, we cover these questions:
1. Four golden rules for avoiding financial scams
2. Finding and canceling fo…
2 months, 3 weeks ago