How to Build Wealth in 2022 | Live Q&A
Rob Berger 2:01:53
20,971 views · 612 likes Watch on YouTube ↗
My favorite finance app (Personal Capital): Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-atf-qa12162021
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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Video Resources & Timestamps
————————————
More Straight Talk on Investing: https://amzn.to/3q3wuvq
All About Asset Allocation: https://amzn.to/3yxMWb4
The Bogleheads' Guide to Investing: https://amzn.to/3GTiknr
The Four Pillars of Investing: https://amzn.to/3yvIU30
The Warren Buffett Way: https://amzn.to/3oXCl66
The Intelligent Investor: https://amzn.to/33BFH6A
This is How They Tell Me the World Ends: https://amzn.to/33COYvc
Merriman Ultimate Buy & Hold Portfolio: https://robberger.com/go/merriman-buy-and-hold-80-20/yt-liveqa
All Weather Portfolio: https://robberger.com/go/ray-dalio-portfolio/yt-liveqa
0:30 The Fed and Inflation
5:30 Bitcoin and Ethereum
6:08 ARKK & Cathie Wood's Prediction
9:55 Bond funds ideal for retirement accounts
21:13 I Bonds
22:57 Merriman Ultimate Buy & Hold
28:30 Tax Loss Harvesting
33:46 How to Invest Money for Home Down Payment
37:55 Roth IRA Conversions
43:12 Market Risks and Black Swan Events
47:12 Employer Sponsored Life Insurance
50:10 Early IRA Withdrawals for Education Expenses
54:25 How Young Adults Should Invest Money
57:50 Primary Residence and Asset Allocation
59:45 Periodic Roth IRA Conversions
1:01:15 3 Best Investing Books
1:03:55 Best IRA Accounts
1:07:25 How to Sell an Investment (ARKK)
1:09:22 Is CPI accurate?
1:10:08 Rivian as an investment
1:16:00 How to Invest $200,000 safely with income
1:21:02 Cap-Weighted S&P 500 vs Equal-Weighted & Wash Sale Rule
1:23:41 Investing vs Paying Off Mortgage
1:25:47 Best investments for Roth IRA
1:26:48 How much to invest in individual stocks
1:29:04 Investing vs Paying Off Mortgage
1:30:14 Energy Sector
1:31:08 Recharactizing Roth IRA contributions
1:32:42 Capital Gains on Index Funds
1:36:41 Federal Deficit and Debt
1:37:49 iShare Asset Allocation ETFs
1:39:12 Inflation predictions & I bonds
1:43:25 Using an IRA to buy a car
1:46:09 My favorite non-investing books
1:47:37 How to use investing losses
1:49:57 Investing vs paying off student loans
1:52:24 Brokers' customer service
1:54:25 VDHG
1:57:47 Investing in IPOs
————————————
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-qa12162021
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-qa12162021
Stock Rover: https://robberger.com/go/stock-rover/yt-qa12162021
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-qa12162021
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Credit Cards & Banks
————————————
Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-qa12162021
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-qa12162021
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-qa12162021
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-qa12162021
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-qa12162021
————————————
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)
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
————————————
Video Resources & Timestamps
————————————
More Straight Talk on Investing: https://amzn.to/3q3wuvq
All About Asset Allocation: https://amzn.to/3yxMWb4
The Bogleheads' Guide to Investing: https://amzn.to/3GTiknr
The Four Pillars of Investing: https://amzn.to/3yvIU30
The Warren Buffett Way: https://amzn.to/3oXCl66
The Intelligent Investor: https://amzn.to/33BFH6A
This is How They Tell Me the World Ends: https://amzn.to/33COYvc
Merriman Ultimate Buy & Hold Portfolio: https://robberger.com/go/merriman-buy-and-hold-80-20/yt-liveqa
All Weather Portfolio: https://robberger.com/go/ray-dalio-portfolio/yt-liveqa
0:30 The Fed and Inflation
5:30 Bitcoin and Ethereum
6:08 ARKK & Cathie Wood's Prediction
9:55 Bond funds ideal for retirement accounts
21:13 I Bonds
22:57 Merriman Ultimate Buy & Hold
28:30 Tax Loss Harvesting
33:46 How to Invest Money for Home Down Payment
37:55 Roth IRA Conversions
43:12 Market Risks and Black Swan Events
47:12 Employer Sponsored Life Insurance
50:10 Early IRA Withdrawals for Education Expenses
54:25 How Young Adults Should Invest Money
57:50 Primary Residence and Asset Allocation
59:45 Periodic Roth IRA Conversions
1:01:15 3 Best Investing Books
1:03:55 Best IRA Accounts
1:07:25 How to Sell an Investment (ARKK)
1:09:22 Is CPI accurate?
1:10:08 Rivian as an investment
1:16:00 How to Invest $200,000 safely with income
1:21:02 Cap-Weighted S&P 500 vs Equal-Weighted & Wash Sale Rule
1:23:41 Investing vs Paying Off Mortgage
1:25:47 Best investments for Roth IRA
1:26:48 How much to invest in individual stocks
1:29:04 Investing vs Paying Off Mortgage
1:30:14 Energy Sector
1:31:08 Recharactizing Roth IRA contributions
1:32:42 Capital Gains on Index Funds
1:36:41 Federal Deficit and Debt
1:37:49 iShare Asset Allocation ETFs
1:39:12 Inflation predictions & I bonds
1:43:25 Using an IRA to buy a car
1:46:09 My favorite non-investing books
1:47:37 How to use investing losses
1:49:57 Investing vs paying off student loans
1:52:24 Brokers' customer service
1:54:25 VDHG
1:57:47 Investing in IPOs
————————————
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-qa12162021
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-qa12162021
Stock Rover: https://robberger.com/go/stock-rover/yt-qa12162021
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-qa12162021
————————————
Credit Cards & Banks
————————————
Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-qa12162021
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-qa12162021
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-qa12162021
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-qa12162021
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-qa12162021
————————————
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)
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): Education
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