My Biggest Investing Mistake | Live Q&A

Sallie Mae 14-Month No-Penalty CD @ 2.70% APY (via SaveBetter): https://www.allcards.com/go/sallie-mae-14-no-penalty-cd/yt-live-qa

I'll start by sharing the biggest investing mistake I've ever made. Then we'll turn to your questions.

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!
0:17 - A couple things
09:05 - My Biggest Investment Mistake
12:04 - Viewer portfolio
19:12 - Vanguard financial advisors
19:50 - Fidelity Rewards Visa
23:54 - Pension max strategy
26:22 - Portfolio Visualizer
27:39 - Lawyer memory
28:24 - SaveBetter No Penalty CD vs Just buying Treasury notes
31:40 - Calling SaveBetter
32:15 - Workout
33:19 - Treasuries vs Brokerage CDs
34:28 - Investing a lump sum of a pension annuity and still being okay
38:34 - Eliminating the Stretch IRA
41:04 - FSKAX
43:07 - Wash sales in taxable and tax advantage accounts
44:39 - Living Off Your Money book
47:21 - TSP
48:31 - Personal Capital Advisors
52:21 - ROM shout out/Paul Merriman
53:11 - Setting up a 3 fund portfolio with Schwab
54:51 - Mike Piper
56:39 - Citi Double Cash
56:54 - SWPPX
58:20 - Diversifying a portfolio with commodities
1:02:20 - Small framed items
1:03:15 - Buying Treasury notes on the day of auction
1:07:44 - Portfolio Over Time graphs
1:12:17 - Resistance training
1:13:56 - VMLUX
1:16:51 - TDAmeritrade being sold to Schwab
1:18:37 - Brokerage and FDIC insurance
1:27:28 - CFP or Vanguard Advisors
1:21:27 - Max pension question
1:22:33 - Buying a bond fund vs Investing in Treasuries
1:26:10 - Money Market Accounts
1:29:56 - Selling a stock fund at a loss
1:31:40 - Selling options as an investment
1:33:18 - TSP
1:34:24 - Decade Investor
1:37:57 - Commanders
1:39:17 - All In The Family
1:40:02 - Rebounding exercise
1:40:35 - Market Timing
1:41:19 - MooMoo
1:41:44 - Squat rack
1:43:01 - Betterment
1:43:45 - Handling all of the noise
1:45:51 - No expense ratio
1:46:29 - Severance
1:48:45 - Bringing the plane in for a landing
1:49:13 - 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
————————————

————————————
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.