Podcast Episodes
Back to SearchRBS 177: Is a 100% Stock Portfolio in Retirement Best? (FQF)
Episode 177
In this Five Question Friday (FQF), we'll be tackling the following viewer questions:
1. Is a 100% stock portfolio the best option during retirement?
2. How does the 5-year rule on Roth conversions wor…
Published on 1 month, 3 weeks ago
RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
Episode 176
In this week's Five Question Friday, we look at several important retirement planning questions:
0:00 - Intro
0:45 - Should our asset allocation change if we have a much younger spouse?
7:45 - Should a …
Published on 1 month, 4 weeks ago
RBS 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 available as an online app.
In this video, I take a …
Published on 2 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, one change is to limit the amount of backtesting d…
Published on 2 months, 1 week 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 covering the following questions:
1. Is the 6% Rule on L…
Published on 2 months, 1 week ago
RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout
Episode 172
Vanguard has reached a proposed settlement in the class action lawsuit related to the 2021 distribution of capital gains in its target date retirement funds. Here's how much each claimant may be enti…
Published on 2 months, 2 weeks ago
RBS 171: The Optimal Order to Fund Retirement Accounts
Episode 171
We can save for retirement through at least four different account types: (1) 401(k) and other workplace retirement accounts, (2) IRAs, (3) HSAs, and (4) taxable accounts. Some can also use a mega ba…
Published on 2 months, 2 weeks ago
RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income
Episode 170
A TIPS ladder is just one way to generate income during retirement. We'll look at two scenarios where a TIPS ladder may make sense, and then discuss the pros and cons.
TIPS Ladder: https://www.tipslad…
Published on 2 months, 3 weeks ago
RBS 169: What Is The True Cost of a 1% AUM Investment Fee?
Episode 169
When evaluating fees charged by investment advisors, should we look only at the actual dollars spent, or should we evaluate the long-term effect these fees have on our wealth? That's the question I a…
Published on 3 months ago
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
Episode 168
Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, sometimes called Solo 401(k)s, Multi-SEP IRAs, and Simpl…
Published on 3 months, 1 week ago