How I'm Simplifying My Portfolio | Live Q&A

I'll begin tonight with a portfolio update, including steps I'm taking to simplify my portfolio. Then you can ask me anything.

0:00 - Intro
2:05 - My Portfolio Update
14:50 - Poll
15:44 - Investment Tracking Spreadsheet
17:52 - AVGE
21:11 - Lump Sum vs Monthly Pension
25:10 - New 3-Fund Portfolio
31:20 - Selling short term bond funds
36:36 - Non-financial question
37:12 - Risk Parity
41:56 - Equal weighted vs Market weighted funds
46:40 - Analyzing a portfolio
49:10 - Option income strategies
55:58 - Inflation
59:35 - All bonds in a traditional IRA?
1:05:50 - Trailing 12 months?
1:07:59 - Changing stock/bond allocation during a crash
1:08:55 - Root financial tool
1:13:26 - Small cap value
1:15:40 - Dividends/Interest from a taxable brokerage account for income in retirement?
1:21:59 - Speaking at high schools
1:22:54 - Opening a brokerage account for children
1:25:23 - Selling my book in bulk
1:26:28 - Savings accounts list
1:27:53 - Portfolio Visualizer alternatives
1:31:06 - Announcements

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*Financial tools I use:*

*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/empower/yt-

*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/new-retirement/yt-

*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-

*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://go.robberger.com/tiller/yt-

*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools

*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA

#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.