A Quick Guide to Fixed Income | Live Q&A
Rob Berger 1:36:43
25,992 views · 593 likes Watch on YouTube ↗
Tonight we start by talking about fixed income. Then I answer your questions.
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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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:42 - A Quick Guide to Fixed Income
6:32 - Treasury Yield Curve
9:50 - Model for higher inflation in new retirement
14:52 - Taxes/Traditional IRA
17:21 - Dividends in a taxable account
18:22 - I Bonds
21:09 - 401A
22:52 - Capital gains
25:57 - TIAA in a 403B
28:07 - FXNAX
29:56 - Owning gold
35:27 - VHYAX/VFSUX
40:18 - Wellington
42:18 - TSP G fund
44:11 - Yoga
45:04 - USMV instead of VTMFX
49:48 - Social Security payments as fixed income
53:16 - My favorite tool to determine the amount and timing of roth conversions
55:29 - Sagic diversified Bond 2
58:28 - Non-financial questions/The Diplomat
59:07 - 1.5 million in cash
1:01:55 - Brokerage account/CDs
1:04:37 - Planning tools
1:05:43 - Morningstar
1:08:00 - Why get a CD if the savings account is the same?
1:11:09 - Fixed index annuities/Gradient buffered index portfolio/Hiring a financial advisor
1:14:43 - Buffet portfolio in an IRA
1:20:35 - VUSXX
1:23:44 - BH buys treasuries every Monday
1:25:13 - Work stress/Quitting a job
1:29:55 - Old photo of me
1:32:46 - Planking
1:34:16 - Running exercise
1:36:18 - Announcements
1:36:34 - Financial Freedom
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Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital
New Retirement (Retirement Planner): https://robberger.com/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus
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Credit Cards & Banks
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My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
————————————
Popular Videos
————————————
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)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
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.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
————————————
Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
0:42 - A Quick Guide to Fixed Income
6:32 - Treasury Yield Curve
9:50 - Model for higher inflation in new retirement
14:52 - Taxes/Traditional IRA
17:21 - Dividends in a taxable account
18:22 - I Bonds
21:09 - 401A
22:52 - Capital gains
25:57 - TIAA in a 403B
28:07 - FXNAX
29:56 - Owning gold
35:27 - VHYAX/VFSUX
40:18 - Wellington
42:18 - TSP G fund
44:11 - Yoga
45:04 - USMV instead of VTMFX
49:48 - Social Security payments as fixed income
53:16 - My favorite tool to determine the amount and timing of roth conversions
55:29 - Sagic diversified Bond 2
58:28 - Non-financial questions/The Diplomat
59:07 - 1.5 million in cash
1:01:55 - Brokerage account/CDs
1:04:37 - Planning tools
1:05:43 - Morningstar
1:08:00 - Why get a CD if the savings account is the same?
1:11:09 - Fixed index annuities/Gradient buffered index portfolio/Hiring a financial advisor
1:14:43 - Buffet portfolio in an IRA
1:20:35 - VUSXX
1:23:44 - BH buys treasuries every Monday
1:25:13 - Work stress/Quitting a job
1:29:55 - Old photo of me
1:32:46 - Planking
1:34:16 - Running exercise
1:36:18 - Announcements
1:36:34 - Financial Freedom
————————————
Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital
New Retirement (Retirement Planner): https://robberger.com/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus
————————————
Credit Cards & Banks
————————————
My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
————————————
Popular Videos
————————————
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)
LET'S CONNECT
Youtube: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/Robert_A_Berger
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.
Category (YouTube): Entertainment
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