How to Build Wealth in Any Market | Live Q&A

My favorite financial tool--Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-qa12092021

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube

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Video Resources & Timestamps
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I'll add links to resources and timestamps after the live Q&A

Retire Before Mom and Dad: https://amzn.to/3dBRO5g
Richer, Wiser, Happier: https://amzn.to/3DEZK0h
All About Asset Allocation: https://amzn.to/3dEVROi
The Bond Book: https://amzn.to/3EIBNpX
Financial Freedom Calculator: https://robberger.com/financial-freedom/
10 Years with a One-Fund Portfolio: https://obliviousinvestor.com/10-years-with-a-one-fund-portfolio/
Dataroma: https://www.dataroma.com/m/home.php

1:45 Can you identify this investment?
4:07 Financial Freedom Calculator
7:15 Qualified Charitable Distributions
9:40 Stocks are expensive, too
13:30 Asset allocation in a taxable account
16:10 Personal Capital feature
19:09 Tax Loss Harvesting
20:20 How to diversify investments
25:15 TIPS in taxable accounts
28:22 TIPS and negative yields
30:30 Are robo advisors worth the cost?
32:28 My portfolio
38:00 Country ETFs
39:38 BND in a taxable account
43:04 Bond Ladders
50:30 How to handle the ups and downs of the market
56:44 How to invest in your 30s
59:07 iShares Core Funds (AOA)
1:04:40 VBTLX vs VWITX
1:08:43 Investing in your 30s vs 50s
1:09:40 Marketing Timing
1:10:15 My book--Retire Before Mom and Dad
1:11:53 401k Rollover to Roth IRA Conversion
1:14:28 Morningstar X-Ray
1:17:03 My stock investments this year
1:18:38 Automating Investments
1:22:40 Adding VUG to a portfolio
1:22:35 13f Filings
1:28:28 Selling stocks
1:30:28 Rebalancing Investments
1:31:46 100% stocks at age 45--good idea?
1:36:30 Rebalancing in a Roth account
1:38:02 0% financing--good idea?
1:40:06 Sharpe Ratio
1:40:28 VTSAX vs 6-fund portfolio
1:41:47 HSA Tax Benefits
1:44:20 How to get more reward with more risk
1:45:30 Alternatives to Backdoor Roth
1:47:00 Estimated quarterly tax payment requirements
1:49:16 Asset Allocation in retirement
1:49:55 Rebalancing stock investments
1:51:18 Rate my Portfolio
1:53:00 Tax payment safe harbor
1:54:04 Tax Loss Harvesting
1:55:23 I Bonds--Good investment?
1:56:22 Estimated Taxes on Future Roth IRA conversions
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Investing Tools
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My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-qa12092021
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-qa12092021
Stock Rover: https://robberger.com/go/stock-rover/yt-qa12092021
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-qa12092021

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-qa12092021
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-qa12092021
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-qa12092021
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-qa12092021
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-qa12092021

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Popular Videos
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1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY

#retirement #investing #robberger

ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.