How to Invest for Retirement and in Retirement | Live Q&A

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Video Resources & Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:36 - Monday announcement
0:56 - Very grateful
3:02- How does Rob make money?
6:31 - The Trinity Study
13:00 - Why have an ETF like BND?
17:17 - Equity Evaluations too high
20:03 - Hiking rates due to high inflation
22:19 - Strategy for switching to low fee funds
23:39 - Drivers in Crypto price movements
25:06 - Feds may raise rates higher
26:30 - Best way to move money from broker to Vanguard
28:14 - Books for investing
29:44 - MorningStar's implicit value
31:10 - Putting money into a Roth TSP
33:50 - Index for Real Estate
35:12 - Rams or Bengals?
35:32 - Fitness routine
38:25 - Audio trouble
40:25 - Are there loads on VTI/VOO?
42:39 - Simplifying viewer's Roth
43:46 - Good Earth Sweet & Spicy Tea
44:24 - Why did the yield spike at the start of the 2020 pandemic for STHT?
45:59 - Google stocks split
49:11 - Rebalancing at once or overtime for Retirement account
50:42 - Robo Advisers/Betterment
54:03 - Allocating money in a taxable account
55:31 - Should you have several bonds in your portfolio?
57:56 - Case against having bonds in your portfolio
1:00:05 - M1 Finance for Roth IRA
1:01:58 - 401K in S&P 500
1:03:07 - 4% Rule
1:04:25 - Fidelity Purity Fund
1:10:39 - Comfortable quitting my 9-5
1:12:17 - Investing in funds for 3 fund portfolio
1:13:09 - Schwab not offering fractional shares
1:14:39 - Should I use M1
1:15:44 - How to invest HSA on company plan
1:18:26 - Qualified Dividends/Long term Capital Gain
1:20:30 - Certificates representing your fixed income
1:21:06 - Is it worth decreasing 401K contributions to speed up an Emergency Savings?
1:25:18 - Rowing
1:25:56 - Viewer saves tens of thousands
1:26:50 - Audio trouble
1:27:20 - My brief history of finance
1:30:39 - Will Berkshire remain after Warren passes?
1:31:58 - Financial Freedom close

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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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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-

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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.