My Investment Portfolio in 2023 | Live Q&A

Tonight we'll start by looking at my investment portfolio. Then I'll answer your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:29 - OSU Football
4:22 - My portfolio
10:17 - All retirement or brokerage?
11:47 - Do I hold any cash?
12:36 - Thoughts on selling VT
20:49 - Target date fund
22:43 - Vanguard's tax deferred etf portfolio
24:34 - TIPS/IBonds
26:42 - What type of account is best for bonds?
28:10 - DSTL
33:20 - Tax deferred accounts and low tax rates
36:54 - U.S. outperformance since 2009
38:44 - Using pension as fixed income
42:44 - Speculative stock selection
43:31 - BenFelix 2.7% withdrawal rule & podcast
52:42 - Portolio Visualizer
54:44 - TIPS bond fund
56:10 - Small cap value index fund
57:39 - The new 529 rules
1:01:08 - Dividends from an international fund
1:03:55 - Treasury Direct account
1:06:43 - Term life insurance
1:09:30 - 401K to a IRA
1:12:35 - Maintaining investment accounts across multiple custodians
1:13:08 - Affordable Healthcare act plans
1:14:35 - State Street U.S. Bond Index Non-Lending Series Fund Class M
1:23:16 - Is 40 years old too late to start investing in retirement
1:27:17 - Term tips fund vs short term
1:29:47 - Picking a regular IRA or Roth IRA
1:32:25 - Changing asset allocation
1:33:35 - More videos
1:34:50 - Financial Freedom

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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-
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-

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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

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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

#investing #retirement #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

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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.

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.