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Two Ways to Handle a Market Drop in Retirement (FQF)

Rob Berger 20:19

30,084 views · 1,044 likes Watch on YouTube ↗

In today's Five Question Friday (FQF) video, we cover these questions:

1. How important is rebalancing once you're retired?
2. Compare TIP, STIP, and ICPI short-term TIPS funds
3. Laddered Bond ETFs
4. Funds in ROTH IRA
5. How do brokerage firms offering commission-free trades make money?

Resources From Video

Kitces — Bucket Strategies vs Total Return Rebalancing for Sequence Risk
https://www.kitces.com/blog/managing-sequence-of-return-risk-with-bucket-strategies-vs-a-total-return-rebalancing-approach/

iShares TIP fund page
https://www.ishares.com/us/products/239467/ishares-tips-bond-etf

iShares STIP fund page
https://www.ishares.com/us/products/239450/ishares-05-year-tips-bond-etf

iShares ICPI fund page
https://www.ishares.com/us/products/347171/ishares-0-1-year-tips-bond-etf

Vanguard investor overview of the suite
https://investor.vanguard.com/investor-resources-education/news/vanguards-new-target-maturity-corporate-bond-etf-suite

iShares iBonds product hub
https://www.blackrock.com/us/financial-professionals/investments/products/ibonds

Invesco BulletShares
https://www.invesco.com/us/en/solutions/invesco-etfs/bulletshares-fixed-income-etfs.html

VSVNX fund page on Vanguard
https://investor.vanguard.com/investment-products/mutual-funds/profile/vsvnx

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#retirement #investing #robberger
0:00 Intro
0:47 How important is rebalancing once you're retired?
3:45 Compare TIP, STIP, and ICPI short-term TIPS funds
9:00 Laddered Bond ETFs
12:49 Funds in ROTH IRA
15:42 How do brokerage firms offering commission-free trades make money?

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. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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.

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Category (YouTube): Education

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