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Is the Bucket Strategy Perfect in a Bear Market? Live Q&A

Rob Berger 1:38:39

12,184 views · 380 likes Watch on YouTube ↗

SaveBetter: Earn great rates on savings accounts from multiple banks all with one FDIC-insured account: https://robberger.com/go/savebetter/yt-liveqa-60722

Tonight we'll start by discussing the bucket strategy in retirement, and then turn to your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:40 - LIV/Golf
3:36 - The Bucket Strategy
12:20 - Mutual funds vs ETF's for a 3 fund portfolio
13:21 - Brokers stealing from accounts
14:24 - Book recommendation for 15 year old
16:07 - Next week
17:08 - Opening a solo 401K
18:04 - My Bucket Strategy videos
18:49 - Living out of buckets
19:31 - Buying stocks in the green
22:22 - Merchandise
23:02 - The future of UPS
23:35 - 80% VT & 20% VSIAX in a tax advantaged account
26:46 - Cash value life insurance
28:17 - How many years of cash to hold at retirement
34:48 - Is it better to invest daily, weekly, monthly, or yearly?
35:44 - Who's the oldest
36:30 - Untuck It
37:24 - Social Security & Pension in retirement
40:24 - Buying individual stocks
41:03 - Adding small cap ETF's
46:52 - High yield savings accounts vs federal money market mutual funds
52:12 - In-service rollovers
53:51 - Sep IRA instead of a solo 401K
54:43 - SecretLab chair
55:18 - Investing in low cost index fund in a brokerage account
58:07 - Graham's Net Net strategy
1:00:32 - 3 fund portfolio/prioritizing funds
1:02:24 - Buckets = cash
1:04:39 - Ally vs Capital One
1:06:59 - FRDM instead of Vanguard Emerging Markets
1:09:18 - HYSA
1:11:18 - 401K question
1:14:29 - Growth ETF's
1:16:57 - Splitting between US and World
1:17:46 - Blue Binder
1:19:03 - VT and chill
1:20:29 - Pros and cons of inflation protected bond index
1:26:26 - Bill Gates selling stocks
1:30:04 - Certain time of day for buying ETF's?
1:31:01 - Self employment income for retirement savings
1:32:52 - Time flies
1:33:21 - Last question
1:34:08 - Chess tournament
1:35:43 - Eliminating VOO
1:38:11 - Next Monday & Wednesday the 18th
1:38:35 - 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

#investing #retirement #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.

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