How to Invest During a Recession
Rob Berger 1:34:35
24,235 views · 820 likes Watch on YouTube ↗
We'll start tonight with a discussion of how to invest during a recession. Then I'll answer your questions.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
2:08 - How to Invest During a Recession
9:21 - Announcement
13:51 - Poll
15:45 - Investing in AI stocks
17:47 - T-Bills or CDs
21:32 - Checking the Poll
22:10 - XLK etf
23:54 - Withdrawing full spend amount
26:12 - High Yield/Junk bonds in a portfolio
30:16 - Irrevocable trust
32:08 - Deere
33:33 - Celebrating your financial freedom day
35:30 - Selecting stocks
37:10 - International index funds in a taxable or tax advantaged
39:17 - S&P funds
41:49 - Investment tracking spreadsheet
48:03 - 20 year bond yielding 4.05% with a 4% coupon
50:40 - Favorite budget style
55:20 - 40/30/30 portfolio
56:22 - Decumulation
59:12 - Creating a Fidelity account
1:00:45 - Portfolio Pilot
1:02:50 - M1 Finance 5% HYSA
1:04:53 - International funds
1:05:46 - Is Schwab taking over Advantis?
1:06:21 - Are any bonds FDIC insured?
1:06:53 - Starter/Student credit cards
1:10:06 - 70/10/10/10
1:11:52 - SPGP
1:14:00 - A rising glide path
1:23:00 - Sequence of return
1:28:35 - Putting an emergency fund in a Treasury Money Market Fund
1:30:06 - Average return rate in my book
1:32:30 - 1981/Treasury investing now
1:34:30 - Financial Freedom
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Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital
New Retirement (Retirement Planner): https://robberger.com/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus
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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
————————————
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.
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!
2:08 - How to Invest During a Recession
9:21 - Announcement
13:51 - Poll
15:45 - Investing in AI stocks
17:47 - T-Bills or CDs
21:32 - Checking the Poll
22:10 - XLK etf
23:54 - Withdrawing full spend amount
26:12 - High Yield/Junk bonds in a portfolio
30:16 - Irrevocable trust
32:08 - Deere
33:33 - Celebrating your financial freedom day
35:30 - Selecting stocks
37:10 - International index funds in a taxable or tax advantaged
39:17 - S&P funds
41:49 - Investment tracking spreadsheet
48:03 - 20 year bond yielding 4.05% with a 4% coupon
50:40 - Favorite budget style
55:20 - 40/30/30 portfolio
56:22 - Decumulation
59:12 - Creating a Fidelity account
1:00:45 - Portfolio Pilot
1:02:50 - M1 Finance 5% HYSA
1:04:53 - International funds
1:05:46 - Is Schwab taking over Advantis?
1:06:21 - Are any bonds FDIC insured?
1:06:53 - Starter/Student credit cards
1:10:06 - 70/10/10/10
1:11:52 - SPGP
1:14:00 - A rising glide path
1:23:00 - Sequence of return
1:28:35 - Putting an emergency fund in a Treasury Money Market Fund
1:30:06 - Average return rate in my book
1:32:30 - 1981/Treasury investing now
1:34:30 - Financial Freedom
————————————
Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital
New Retirement (Retirement Planner): https://robberger.com/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus
————————————
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.
Category (YouTube): Entertainment
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