Cash Back Save & Invest Strategy Update | Live Q&A

Tonight I'll start by giving an update on my Cash Back Save & Invest strategy, which I call Rewards Stacking. Then I'll answer your questions.

Timestamps

0:00 - Welcome to the Financial Freedom Show!
0:36 - Credit Card Rewards Stacking
5:40 - RMD distribution
8:27 - Vanguard
10:33 - Treasuries/RMD
12:42 - Term iShare TIPS etfs vs Individual TIPS bonds
17:09 - Bonds
21:32 - Poll
23:16 - Tax Loss Harvesting
27:28 - Selling investments and capital gains
32:20 - SCHP vs VTIP for long term
50:22 - Factoring in resiliency
54:27 - Ignore bond funds and buy treasury bills
56:55 - Glide path
1:01:06 - Roth conversions
1:06:53 - Setting up a trust
1:11:05 - Credit card reward travel sites
1:13:00 - Holdings by account type
1:18:41 - Individual treasuries
1:20:47 - Taking dividends in cash or reinvest
1:22:27 - Withdrawing from Roth IRA for down payment on house
1:24:56 - Chess puzzle
1:27:26 - Collapse of Synapse Financial
1:35:16 - Announcements/Financial Freedom

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*Financial tools I use:*

*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://robberger.com/empower

*My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:*
https://robberger.com/new-retirement

*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://robberger.com/capitalize

*My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:*
https://robberger.com/tiller

*We save and invest our credit card rewards. Here are some of my favorite credit cards:*
https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools

*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA

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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.