Podcast Episodes
Back to SearchRBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Episode 237
In today's Five Question Friday (FQF) video, we cover these questions:
1. What Happens To Bond Funds When the Fed Cuts Rates?
2. Where to Invest If Stocks Are a No-go
3. How are Mutual Fund Sales Taxed…
Published on 5 days, 20 hours ago
RBS 236: 2025 Year-End Investment Portfolio Review
Episode 236
In this 2025 Year-End Investment Portfolio Review we cover the following topics:
1. Asset Allocation
a. Diversification / changes
b. Rebalancing
2. Simplification
3. Beneficiaries
4. Performance
5. …
Published on 1 week, 1 day ago
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Episode 235
In today's Five Question Friday (FQF) video, we look at these five topics:
1. 10% yield on bonds
2. Where to hold bonds
3. Co-signing a mortgage
4. Paying taxes on a Roth conversion
5. Asset allocation of…
Published on 1 month, 1 week ago
RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)
Episode 234
In today's Five Question Friday (FQF) video, we look at these five questions:
1. Have we been lied to about our Social Security break-even age?
2. Is it ok to restart the 4% rule if the market goes up …
Published on 2 months ago
RBS 233: How to Invest $15 Million
Episode 233
In today's Five Question Friday (FQF) video, we cover these questions:
1. How to invest $15 million?
2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use? Are the…
Published on 2 months, 2 weeks ago
RBS 232: 2025 Free Income Tax Calculator (FQF)
Episode 232
In today's Five Question Friday (FQF) video, we cover this questions:
1. Can you recommend a detailed tax estimator?
2. How to plan Roth conversions without a fancy retirement planner?
3. Should you pay…
Published on 3 months ago
RBS 231: Live Medicare Q&A With Ari Parker, JD
Episode 231
Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about your experience.
It's Not That Complicated https://dri…
Published on 3 months, 1 week ago
RBS 228: Original Medicare or Medicare Advantage: Which Is Right for You? (Part 1 of 3)
Episode 228
In this episode, we'll walk through the key differences and pros and cons of Original Medicare vs Medicare Advantage plans.
Resources
It's Not That Complicated (pdf): https://drive.google.com/file/d/1H…
Published on 3 months, 1 week ago
RBS 229: 7 Things to Know About Medicare Open Enrollment (Part 2 of 3)
Episode 229
In this episode, we'll walk through 7 things you must know about Medicare's annual open enrollment period.
Resources
It's Not That Complicated (pdf): https://drive.google.com/file/d/1Hqs4...
Medicare & …
Published on 3 months, 1 week ago
RBS 230: Free Medicare Resources to Help You Pick the Best Plan for You (Part 3 of 3)
Episode 230
In this episode, we'll walk through resources you can use to get free help with Medicare. The Resources are broken into three categories:
1. Free online educational content
2. Free Medicare guidance fr…
Published on 3 months, 1 week ago