What podcasts say about Robert Brokamp
Every statement, with the speaker, the exact quote and the moment it was said.
What Robert Brokamp has said on podcasts
17 statements · 12 positive · 3 negative · 2 neutral
Most online tax-preparation providers offer free tax calculators.
“Most of the online tax prep providers also provide free calculators for folks”
Open the episode · Act Now to Lower Taxes for 2026Listen at 23:17
Brokamp considers Dinkytown.net's calculator the most intuitive.
“that's my, probably my favorite. It's the most intuitive to use.”
Open the episode · Act Now to Lower Taxes for 2026Listen at 23:33
Taxpayers should select 2026 when using online tax calculators.
“make sure that if you're going to use these tools that you choose 2026”
Open the episode · Act Now to Lower Taxes for 2026Listen at 23:36
Online tax calculators should not be used as the basis for an actual tax return.
“I would not use them and, um, you know, base my actual tax return on it”
Open the episode · Act Now to Lower Taxes for 2026Listen at 23:51
Online tax calculators are best used for rough estimates of decision consequences.
“they're best used as getting a rough idea of what the consequences could be based on certain decisions”
Open the episode · Act Now to Lower Taxes for 2026Listen at 23:56
Correctly entered data lets calculators estimate this year's tax bracket.
“if you put in the information, um, correctly, it will give you an idea of what your tax bracket will be this year”
Open the episode · Act Now to Lower Taxes for 2026Listen at 24:19
Direct three-month Treasury bills yield more than SGOV, VBIL, and VUSXX.
“both SGOV and V-bill are yielding about 3.6%. The Vanguard Money Market Fund is yielding 3.8%. But if you go and buy a three-month T-bills, straight from the government it's yielding 4.2 percent right now”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 3:16
Money market funds and Treasury ETFs lag rising interest rates.
“in a situation where interest rates are rising what you get from the money market funds and the etfs will lag what happens”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 3:31
Money market funds and Treasury ETFs outperform new bills when rates decline.
“the opposite will happen when interest rates go down”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 3:41
Treasury securities are exempt from state income taxes.
“because these are treasuries They are free of state income taxes”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 3:52
- on Rule 72(t) substantially equal periodic paymentsNeutralSep 26, 2026· Motley Fool Hidden Gems Investing
Rule 72(t) payments must continue five years or until age 59½, whichever is longer.
“you're basically committing to a series of payments for at least five years or until you reach age 59 and a half whichever is longer”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 5:00
- on Rule 72(t) substantially equal periodic paymentsNegativeSep 26, 2026· Motley Fool Hidden Gems Investing
Stopping or changing Rule 72(t) payments can trigger current and retroactive penalties.
“Once you start it, you cannot stop or change the payment amount outside of some approved modifications without facing not only a penalty in that year, but retroactively.”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 5:09
Workers should contribute enough to obtain their employer retirement-account match.
“you certainly want to at least contribute to your 401k or employer account to get the employer match. You definitely want to do that.”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 5:37
Roth contributions can be withdrawn tax- and penalty-free.
“with Roths, the contributions come out taxed and penalty free.”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 5:48
Roth IRA withdrawals are treated as returning contributions before earnings.
“with a Roth IRA, the contributions always come out first”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 5:59
Roth 401(k) distributions proportionally combine contributions and earnings.
“With a Roth 401k, Every distribution is a proportional mix of contributions and earnings.”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 6:03
HSA withdrawals are tax-free for qualified expenses.
“the money comes out tax-free for qualified expenses”
Open the episode · Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreListen at 6:20
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.