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Is Buy and Hold Investing Impossible? Live Q&A

Rob Berger 1:36:06

14,198 views · 399 likes Watch on YouTube ↗

We'll start by discussing whether buy and hold investing is impossible as a practical matter. Then I'll cover your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
1:01 - Buy and Hold Investing
11:38 - How often should we "peak" at the portfolio
12:48 - Picking ETFs for a portfolio
16:48 - EDV
20:18 - Investing in a fund that dissolves and stops operating
21:36 - S&P ending around 4000 for the year
22:21 - Should you include your pension when determining your portfolio risk?
28:48 - Russell 2000 or S&P 600
32:28 - Writing books
37:37 - Avantis and DFA funds
41:20 - 6-month Treasury Bills
45:03 - Lowest allocation to equities as you age
47:40 - HEDGEFUNDIE'S Excellent Adventure
51:38 - VTIP
52:26 - Sam Bankman-Fried
55:04 - Bogelhead conference
1:00:06 - Saving for retirement early
1:04:08 - ARKK
1:07:39 - JEPI
1:09:38 - Converting Traditional 401K to Roth 401K
1:13:47 - Fundrise
1:14:50 - Long Term Care
1:15:38 - Investing an inheritance
1:16:52 - Dealing with big risks
1:17:56 - Budgeting for your yearly retirement account withdrawals
1:19:45 - Jerome Powell's speech
1:22:30 - Total International funds
1:24:50 - Index fund vs individual bonds
1:27:18 - Apps/Software I use
1:33:32 - Praluna
1:35:09 - Announcements
1:35:56 - 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

#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)

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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.

Category (YouTube): Entertainment

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