Should the Amount We Invest Change How We Invest? Live Q&A

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube

————————————
Video Resources & Timestamps
————————————
0:00 - Welcome to the Rob Berger Show!
0:44 - Should the amount of money we have to invest affect how we invest?
9:17 - Paying attention to Metrics Yields Events when deciding to buy
15:39 - Lump sum is better in general than dollar cost averaging
19:01 - Investing all cash now to protect from inflation
20:27 - Confirm or Refute before investing in small cap
29:00 - Picking individual stocks due to indices intra movements
32:15 - Personally investing in EV Technology
33:28 - Are REITs still good for IRA portfolio's?
37:19 - Is it better to have cash this year due to interest rates?
41:22 - FLCOX to tilt a portfolio towards value
43:00 - The Brain and Obsidian
44:00 - Growth vs Value vs Blended Funds
48:52 - Adding AVDV with new money to balance out over time
53:12 - Jack Bogle Rebalancing
56:02 - Replacing Vogelhead's Lazy 3 Fund Portfolio with VTWAX & VBTLX
57:22 - Tips on checking portfolio balance
59:59 - Balanced Fund as core investment in retirement
1:01:44 - How much is too much to save for retirement?
1:05:54 - Good stock allocation
1:08:05 - Converting funds into Roth IRA
1:10:19 - My International percentage
1:10:58 - Put options on Individual stocks
1:12:07 - Wash Sale
1:13:39 - Portfolio results performance history by balancing frequencies using personal cap
1:16:22 - Tilting 3 fund portfolio to large growth tech
1:17:55 - Buying Google now
1:21:28 - Optimizing savings to last
1:26:13 - Stock Rover
1:30:04 - Pay house in full or mortgage?
1:33:28 - P E Ratios as a guide for placing new money
1:36:25 - 30 plus years of fees for taxable portfolio
1:40:42 - Best comment of the day
1:41:17 - Concerns about viewer's portfolio
1:45:25 - Ranting
1:45:50 - VTV vs VBR
1:50:19 - Taking more risks
1:51:28 - Viewer portfolio
1:55:36 - Fundrise and other E-Reads
1:58:02 - Last Question
2:03:04 - Monday shows and emails
2:04:05 - 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
————————————

Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

————————————
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.