Investing for Retirement in an Uncertain World | Live Q&A

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

————————————
Video Resources & Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
0:48 - Twitter request
1:27 - Unpredictable market
9:24 - TVIIX
12:03 - Rebalancing in a 3 fund index portfolio
16:19 - How to reduce taxes while rebalancing
18:48 - How long before giving up and going all index funds
20:43 - Is it possible to hold reserve cash in inflation proof currency?
21:59 - Getting a job with 401k/Self-employment
23:51 - Any way to divert money to HSA to avoid taxes?
26:50 - Turnover ratio for VSBSX
28:39 - How to book for annual conferences/BH
32:02 - Bond funds when buying while market is down
33:58 - Holdings in Berkshire
36:01 - Monte Carlo analysis
37:44 - Investing in your 90's
41:36 - Monte Carlo GARCH
42:27 - Getting fat as a tick/Roth
45:10 - Russia
49:37 - 70/30 at 50 years of age
51:34 - VTIAX & VFSAX
59:14 - State school or prestigious college?
1:01:48 - SCHD
1:03:04 - Roth account and married
1:07:00 - Investing during Covid
1:07:34 - The Basement
1:08:10 - Fund overlap
1:10:05 - J. L. Collins advice
1:11:33 - Passive investments
1:14:11 - HSA transfers
1:15:42 - Teaching investing in school
1:16:33 - Married and having our money in the same place
1:19:21 - What did the Broker say?
1:21:48 - Rogue Dog Sled
1:23:19 - 2 Bucket Strategy
1:24:56 - Buying into the dips
1:27:16 - Steakhouses/Omaha
1:28:23 - New novel
1:29:32 - 1% Financial advisors
1:32:20 - Chess puzzle
1:37:36 - Financial Freedom

————————————
Investing Tools
————————————

My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-

————————————
Credit Cards & Banks
————————————

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

————————————
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.