Best Plan Séquence Podcasts (2024)

1
50% Outrun Savings in Retirement? Here's Why They're Wrong... 5:04

1d ago5:04

5:04

I came across a retirement finance article recently that really sent me loopy. The title was: Almost 50% of US households will outrun their savings in retirement — but this 1 money move could sustain your nest egg The article quotes a study from the Morningstar Center for Retirement & Policy Studies. Once I got past how misleading and malicious the…

1
“Discussing the Ideal Female Buttock” with Edoardo Raposio MD 24:57

15h ago24:57

24:57

In this episode of the PRS Global Open Keynotes podcast, Dr. Edoardo Raposio discusses the relationship between the Golden Ratio, the Fibonacci sequence and the ideal female buttock. The aesthetic ideal of the female buttock has changed through time, up to the present popularity of the Brazilian butt lift. This episode discusses the following PRS G…

1
“Discussing the Ideal Female Buttock” with Edoardo Raposio MD 24:58

3d ago24:58

24:58

In this episode of the PRS Global Open Keynotes podcast, Dr. Edoardo Raposio discusses the relationship between the Golden Ratio, the Fibonacci sequence and the ideal female buttock. The aesthetic ideal of the female buttock has changed through time, up to the present popularity of the Brazilian butt lift. This episode discusses the following PRS G…

1
Ep 409: Adding 1,400 New Clients in a Year as an Extension of Doing (Profitable) Student Loan Consulting at Scale with Travis Hornsby 1:30:00

1d ago1:30:00

1:30:00

Travis Hornsby is the founder of Student Loan Planner, an RIA and student loan consulting company based out of North Carolina that serves nearly 1,400 households with ongoing financial planning and has consulted with over 15,000 clients on student loan debt. Travis quickly expanded his financial planning client base to 1,400 in just over a year by …

1
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!) 10:17

2d ago10:17

10:17

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 Simple IRAs, but not individual SEP IRAs. Here's my take on what's going on, your options, and what this means for Vanguard. Press Release: https://www.prne…

1
Embracing Vulnerability & Building Resilience as a Yoga Teacher 37:47

4d ago37:47

37:47

On last week's episode, we talked about the importance of "putting yourself out there" as a yoga teacher. But most of us genuinely struggle to do this. So, today's episode struggles on embracing the vulnerability that naturally comes with teaching yoga. Jason shares his insights and stories to help you build resilience or, as he says, "become an em…

1
RBS 167: Fed Chair Powell Just Taught A Masterclass On Investing 9:12

5d ago9:12

9:12

In brief remarks, Federal Reserve Chairman Jerome Powell all but took an interest rate cut in the near term off the table. In doing so, he taught us a very important lesson about investing. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...By Rob Berger

1
10 Common Year-End Tax Planning Mistakes 21:52

6d ago21:52

21:52

Are you making the most of your year-end tax planning strategy? In this episode, the guys share the top 10 tax mistakes that could be costing you more than you realize. From the importance of filing away crucial documents to understanding the nuances between Traditional IRAs, Roth IRAs, and 401(k)s, each mistake presents a unique opportunity for im…

1
Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan 1:32:15

8d ago1:32:15

1:32:15

Maddi Keegan is a financial advisor and the Director of Operations at Frazier Financial Advisors, an RIA based out of Ohio that oversees $860 million in assets under management for 650 client households. After building a successful solo advisory firm, Maddi merged her business with Frazier Financial Advisors, where she secured a stake and stepped i…

1
Genotyping vs. Sequencing: What's the Difference? with Yelena Bykhovskaya, PhD 27:05

9d ago27:05

27:05

Genotyping vs. Sequencing: What's the Difference? In this episode, Dr. William Stanford, Dr. Yelena Bykhovskaya and Taylor Cu discuss various genetic testing methods. The conversation compares genotyping, exome sequencing, and whole genome sequencing, with an emphasis on whole genome sequencing, which provides the most comprehensive genetic informa…

1
RBS 166: Fidelity Hacked--Here's How to Protect Your Accounts 11:45

9d ago11:45

11:45

Fidelity recently disclosed that its computer systems were breached and that the personal data of more than 77,000 customers were accessed. here's what happened and some ways we can protect ourselves. News of hack: https://www.investmentnews.com/indust... Massachusetts: https://www.mass.gov/doc/data-breach-... Maine: https://www.maine.gov/agviewer/…

1
How to Build Your Yoga Business From Scratch 52:36

14d ago52:36

52:36

Here's the good news: There are many different ways to build a sustainable career as a yoga teacher. The not so good news? There are so many different ways to spend your time and energy that it can be overwhelming. As yoga business owners ourselves, we feel this deeply. On this episode, we hone in on the most essential steps to take when building y…

1
The #1 Sign You Can Retire Earlier Than You Think 6:40

16d ago6:40

6:40

People who are in a good place to retire often do things that others do not - knowingly or unknowingly. See, retirement is all about having plans in place. Proactive plans that tell you what you SHOULD do. But also REACTIVE plans that tell you what to do in case of an emergency. These REACTIVE plans are what you rely on when one of your proactive p…

1
“Cleft Palate Repair in Robin Sequence” with Carolyn R. Rogers-Vizena MD and Ingrid M. Ganske MD 26:44

15d ago26:44

26:44

In this episode of the PRS Global Open Keynotes podcast, Dr. Ingrid Ganske and Dr. Cory Resnick discuss the need for post operative airway critical events and critical care requirements in patients with Robin sequence following cleft palate repair. This episode discusses the following PRS Global Open article: “Airway Events and Critical Care Requir…

1
Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro 1:29:11

15d ago1:29:11

1:29:11

Mark Asaro is the Chief Investment Officer of Noble Wealth Management, an RIA based out of Colorado that oversees $320 million in assets under management for 160 households. Mark stands out with his liability-driven investing approach, which builds retirement portfolios focused on managing sequence of return risk, leveraging the use of closed-end b…

1
“Cleft Palate Repair in Robin Sequence” with Carolyn R. Rogers-Vizena MD and Ingrid M. Ganske MD 26:45

17d ago26:45

26:45

In this episode of the PRS Global Open Keynotes podcast, Dr. Ingrid Ganske and Dr. Cory Resnick discuss the need for post operative airway critical events and critical care requirements in patients with Robin sequence following cleft palate repair. This episode discusses the following PRS Global Open article: “Airway Events and Critical Care Requir…

1
RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable 14:56

19d ago14:56

14:56

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 these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video. Bengen's 1996 Paper: https://www.financialplanningassociat... Bengen's 1997 Paper: htt…

1
What The Recent Fed Cut Means For You 20:38

22d ago20:38

20:38

So the Fed Cut... Now what? The Fed just made a bold move, cutting interest rates by 50 basis points, and if you're wondering how this impacts your investments or even your day-to-day finances, you’re not alone. Many are asking the same question: What does this mean for me? In this episode, Josh & Austin break down why the Fed made this decision, w…

1
RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do? 15:32

21d ago15:32

15:32

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 this video we'll cover three things: 1. Just how significant is the concentration? 2. Does it tell us anything about future returns? 3. What, if anything, should we do about the concentration. Join the…

1
Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer 1:30:01

24d ago1:30:01

1:30:01

Michael Kramer is the Manager of Natural Investments, an RIA based out of San Francisco that has offices across the country and oversees $1.9 billion in assets under management for 1,300 households. Michael's firm uniquely employed a perpetual purpose trust structure for its internal succession plan, which allowed the founding partners to monetize …

1
Bridging the Gap: Scientists and Physicians in Precision Medicine with Yelena Bykhovskaya, PhD 1:15:41

23d ago1:15:41

1:15:41

In this episode, Dr. Yelena Bykhovskaya, Chief Scientific Officer at Biography Health, shares her expertise in genetics. We explore the importance of both polygenic and monogenic risk scores in patient care. The conversation underscores the value of combining cutting-edge genetic analysis with traditional clinical factors in the evolving field of p…

1
RBS 163: How to Estimate Future Returns in Retirement 29:01

23d ago29:01

29:01

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: https://robberger.com/newsletter/?utm...By Rob Berger

1
RBS 162: In What Order Should You Spend Down Your Retirement Accounts? 26:19

26d ago26:19

26:19

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: taxable, tax-deferred (e.g., traditional IRA), and tax-free (Roth IRA or HSA). The conventional wisdom tells us to spend the taxable accounts first, th…

1
“Managing Upper Extremity Gunshot Wounds” with Ines Lin MD 22:49

26d ago22:49

22:49

In this episode of the PRS Global Open Keynotes podcast, Dr. Ines Lin discusses civilian gunshot wounds to the upper extremity. Following a 5 year review of upper limb gunshot wounds at a major urban trauma center, Dr Lin's outlines common injury patterns, surgical management and clinical outcomes. This episode discusses the following PRS Global Op…

1
RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk? 23:33

28d ago23:33

23:33

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 of a total return portfolio with annual rebalancing negates the sequence of returns risk. It's a great question, and I share my perspective in today's …

1
Everything you ever wanted to know about 200-Hour Yoga Teacher Training (but were afraid to ask) 42:35

30d ago42:35

42:35

If you're considering doing a 200-hour yoga teacher training, this episode is a must-listen. Jason answers the most common questions to consider so that you select the right training for you. Listen to this episode to get the most out of your 200-hour teacher training experience! We talk about: How to find the right training for me? Should I do my …

1
“Managing Upper Extremity Gunshot Wounds” with Ines Lin MD 22:50

29d ago22:50

22:50

In this episode of the PRS Global Open Keynotes podcast, Dr. Ines Lin discusses civilian gunshot wounds to the upper extremity. Following a 5 year review of upper limb gunshot wounds at a major urban trauma center, Dr Lin's outlines common injury patterns, surgical management and clinical outcomes. This episode discusses the following PRS Global Op…

1
Ep 405: When Being ‘Youthful’ Turns From A Liability To An Asset In Building Your (Long-Term) Advisory Business with Gaetano Sacco 1:30:00

29d ago1:30:00

1:30:00

Gaetano Sacco is a partner and senior financial advisor at Fountainhead Advisors, an RIA based out of New Jersey that oversees approximately $900 million in assets under management for 1,000 households. Gaetano transformed his early career challenge of perceived inexperience into a distinct advantage, highlighting his youthfulness to reassure retir…

1
RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know 15:32

30d ago15:32

15:32

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 Newsletter. It's Free: https://robberger.com/newsletter/?utm...By Rob Berger

1
RBS 159: Retirement Planning and Taxes with Andy Panko | Live Q&A 1:34:07

1M ago1:34:07

1:34:07

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://www.facebook.com/groups/retirementplanningeducation Check Out Andy's Website: https://retirementplanningeducation.com/ Listen to Andy's Podcast Reti…

1
RBS 158: New Bitcoin ETFs: Should Bogleheads Take The Plunge? 15:56

1M ago15:56

15:56

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 in favor of adding Bitcoin to an asset allocation portfolio. Then I'll share how I'm approaching Bitcoin and why. Join the Newsletter. It's Free: http…

1
5 Ways to Reduce Yoga Sequencing Overwhelm & Restore Confidence 36:45

1M ago36:45

36:45

Feeling overwhelmed with sequencing is one of the biggest challenges that most teachers face. Even worse, it leads to burnout and lack of confidence. On this episode, Jason breaks down the 5 essential keys to help you focus your sequences, build confidence, and feel greater joy teaching your classes. Highlights: 1:08 -- Yoga Sequencing Template 8:4…

1
Can I Roll Over an IRA to an HSA? (ft. Chase Rose) 19:51

1M ago19:51

19:51

Did you know an HSA could be the ultimate secret weapon for your health and wealth? In this episode, Josh is joined by Associate Wealth Advisor, Chase Rose; The guys dive into what makes a health plan HSA-eligible, how much you should contribute, and the powerful tax advantages that come with it. Tune in as the guys break down the limitations and b…

1
Breaking the Sequence and Winning

1M ago

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By Steven Briggs

1
Stop Paying RMD Taxes: How To Avoid Costly RMD Mistakes 11:50

1M ago11:50

11:50

No one wants to pay taxes - not before retirement, and certainly not IN retirement. Today we are going to talk about Required Minimum Distributions and how to minimize the tax consequences of those RMDs. The truth about taxes in retirement is very different from what we are led to believe online… It’s very easy to feel like there is a “tax bomb” so…

1
RBS 157: How to Avoid Roth IRA Taxes and Penalties 25:26

1M ago25:26

25:26

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 your withdrawals. In this video, we'll walk through how to avoid these Roth IRA tax traps. We'll cover the two 5-year rules of Roth IRAs, the ordering ru…

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Plan Séquence Podcasts

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