How Should We Invest During Uncertain Times | Live Q&A

Tonight I'll begin with a few thoughts about investing in uncertain times. Then I'll answer your questions.

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0:00 Intro
1:21 How Should We Invest During Uncertain Times
12:10 Avoiding a widow's tax catastrophe
17:37 IRMAA/NIIT
24:36 10 Year Treasury vs 10 Year TIPS
27:16 Rule of 55
30:34 When to consider a financial advisor
34:33 Rolling into two IRAs
35:41 Quantify portfolio risk
40:41 Taking money out of investments
47:24 Payoff mortgage or convert to Roth?
49:23 Snowball Analytics
52:55 Handling a crash early in retirement
59:08 ProjectionLab
1:05:30 Taxes/Equity Glide Path
1:10:21 Deciding on my 70/30 portfolio
1:14:08 Data Centers
1:16:15 Purchasing a car
1:21:27 Pensions in retirement planning
1:24:34 Fishing
1:28:45 Announcements


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. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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

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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.

*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/