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What an Inverted Yield Curve Means for Your Cash | Live Q&A

Rob Berger 2:07:53

11,400 views · 353 likes Watch on YouTube ↗

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Tonight we begin by discussing the inversion of the yield curve and what it means for our cash. Then I do my best to answer your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
1:04 - New microphone
4:16 - Bogleheads conference
6:58 - My teacher
8:59 - SaveBetter/FDIC
12:28 - Community
15:26 - CD Ladders/Higher Yields
22:58 - Increasing Roth IRA contributions
25:25 - New format
30:51 - Ohio State game
31:14 - Healthcare in retirement
33:40 - ETFs for creating a 3/4/5 fund portfolio
40:25 - DODLX
41:24 - T-Bills
45:08 - 1st grade
46:15 - USD & Euros
46:42 - Fed rate increases and Bonds
48:20 - FSKAX
51:50 - Links
54:05 - Bond performance
58:02 - Group
58:48 - Newspaper close-up
1:00:08 - AOR
1:02:!5 - IBond yield for the next term
1:05:24 - Betterment
1:06:29 - Recording upstairs again
1:07:57 - VIOO vs SFSNX
1:19:41 - Billy Joel
1:20:37 - 457b
1:22:04 - Working on a new video
1:22:51 - "The Safe Investor" by Timothy MCarthy
1:24:45 - Direct indexing
1:27:10 - The Bucket Strategy
1:33:45 - 4th grade
1:35:57 - SS/COLA adjustments
1:39:40 - 110 minus your age
1:40:46 - Refilling the cash bucket
1:43:03 - AVUV
1:45:03 - YouTube shorts
1:46:20 - TIPS vs Total Market for long term
1:48:13 - Yield curve inversion on precious metals
1:50:34 - The Magnus cheating scandal
1:54:17 - New T-Bills over secondary market
1:56:45 - Fundrise value
1:59:11 - IBond gift limit
2:01:44 - Fighting inflation/ABS better than corporate bonds
2:05:36 - Rolling over an old work 401K to a rollover IRA
2:06:47 - IRS form 709
2:07:05 - Thank you
2:07:45 - Financial Freedom
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Investing Tools
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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-

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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

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Popular Videos
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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)

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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.

Category (YouTube): Entertainment

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