How to Accomplish the Impossible | Live Q&A
Rob Berger 1:30:32
11,708 views · 406 likes Watch on YouTube ↗
Tonight we talk about two words that can help us accomplish the impossible. Then I 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!
0:47 - Bogleheads conference
2:30 - How to Accomplish the Impossible
15:56 - Annuities article
21:33 - Non-index funds
24:46 - 70/30 of my portfolio
26:42 - Is it safe to withdraw 5% before SS kicks in?
30:40 - Tag me in the chat
30:54 - 33% VTI, 33% SCHD, 33% other dividend stock
34:12 - FiCalc
40:29 - Padres vs Phillies
42:47 - VJAY
43:25 - FXAIX vs WLGABX to convert TRBCX
46:18 - Increasing DCA into 3 fund
49:08 - Rental income during retirement
51:43 - Airport diagram
53:38 - Investing 20-25% of your income
55:31 - New Retirement
56:29 - Pralana
57:12 - Starting retiree and Fidelity
58:17 - Right Capital and New Retirement
59:12 - Buying a car
59:58 - Smart Transfers
1:01:58 - FM, FEMKX, FDIVX
1:05:41 - Getting money back after a reverse rollover
1:07:07 - Self picked single muni's or just use a muni fund?
1:08:42 - Dr. Pfau
1:09:41 - Fidelity planning tool
1:11:02 - Michael Burry's prediction on the market bubble burts
1:12:47 - Purchasing a variable annuity in 2018
1:14:14 - Assigned account managers at Fidelity
1:14:40 - HSA
1:16:13 - Favorite LCV ETF/mutual fund
1:18:07 - VDE
1:20:07 - 100% VT in a Roth IRA
1:20:55 - VFIAX vs SCHD
1:24:12 - DGRO
1:25:38 - US credit default swaps
1:26:43 - Gift IBonds
1:27:14 - Scrolling through the chat
1:27:58 - Dollar cost average or 3 fund
1:28:59 - IBond gifts
1:30:16 - 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
————————————
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!
0:47 - Bogleheads conference
2:30 - How to Accomplish the Impossible
15:56 - Annuities article
21:33 - Non-index funds
24:46 - 70/30 of my portfolio
26:42 - Is it safe to withdraw 5% before SS kicks in?
30:40 - Tag me in the chat
30:54 - 33% VTI, 33% SCHD, 33% other dividend stock
34:12 - FiCalc
40:29 - Padres vs Phillies
42:47 - VJAY
43:25 - FXAIX vs WLGABX to convert TRBCX
46:18 - Increasing DCA into 3 fund
49:08 - Rental income during retirement
51:43 - Airport diagram
53:38 - Investing 20-25% of your income
55:31 - New Retirement
56:29 - Pralana
57:12 - Starting retiree and Fidelity
58:17 - Right Capital and New Retirement
59:12 - Buying a car
59:58 - Smart Transfers
1:01:58 - FM, FEMKX, FDIVX
1:05:41 - Getting money back after a reverse rollover
1:07:07 - Self picked single muni's or just use a muni fund?
1:08:42 - Dr. Pfau
1:09:41 - Fidelity planning tool
1:11:02 - Michael Burry's prediction on the market bubble burts
1:12:47 - Purchasing a variable annuity in 2018
1:14:14 - Assigned account managers at Fidelity
1:14:40 - HSA
1:16:13 - Favorite LCV ETF/mutual fund
1:18:07 - VDE
1:20:07 - 100% VT in a Roth IRA
1:20:55 - VFIAX vs SCHD
1:24:12 - DGRO
1:25:38 - US credit default swaps
1:26:43 - Gift IBonds
1:27:14 - Scrolling through the chat
1:27:58 - Dollar cost average or 3 fund
1:28:59 - IBond gifts
1:30:16 - 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
————————————
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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