How to Buy U.S. Treasury Bills | Live Q&A
Rob Berger 1:40:33
19,367 views · 454 likes Watch on YouTube ↗
Tonight we'll start by looking at how to be new issue and secondary market U.S. Treasury bills. Then I'll 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
————————————
0:00 - Welcome to the Financial Freedom Show!
0:14 - A number of things
0:26 - In the wild
01:22 - Truman
04:22 - Buying Treasury Bills
11:36 - Retirement planning article
15:07 - T-bills
17:21 - Books
18:12 - Truman
19:34 - Million subscribers
20:14 - Stable value fund
22:06 - Mid/small cap
23:46 - Vanguard's active vs passive
26:33 - Buying short term T-bills
28:53 - Unfavorable funds in a 401K for tax efficiency
39:37 - Fidelity Traditional IRA
41:04 - 4% Rule
42:56 - Small cap value ETF in Canadian currency
43:41 - CoastFi
45:35 - VTWV vs VIOV vs AVUV
50:43 - Taking dividends in cash
53:47 - Rates in 6 months to a year
55:05 - Title of the book
59:14 - Merriman's 100% small cap value
1:00:53 - VSIAX vs FISVX
1:06:11 - Living off investments in retirement and Roth conversion
1:09:24 - Auto repurchase
1:10:12 - Lost question
1:12:29 - Walks & Wallstreet
1:13:11 - TLT over T-bill
1:14:28 - Taxes
1:15:07 - Fidelity/Treasury Direct
1:15:47 - 2 month CD earning 2.7 APY
1:16:58 - Sequence of Return
1:18:12 - Bengen/Merriman/Pfau
1:19:45 - Best benefits to owning treasury bills
1:20:31 - Won the game
1:22:42 - VFIAX vs VOO
1:23:39 - T-bill yields
1:24:12 - Purchasing a Single Premium Deferred Fixed Index Annuity
1:25:03 - Video on buying muni's
1:26:32 - Better Call Saul
1:27:03 - Bonds in a 37% tax bracket
1:28:40 - Annual inflation adjustment
1:31:20 - Designating POA over T-bills
1:32:41 - Misgivings about retirement distribution
1:39:35 - Announcements/E-mail
1:40:01 - Signing off dislike
1:40:26 - Financial Freedom
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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-
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Credit Cards & Banks
————————————
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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.
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!
0:14 - A number of things
0:26 - In the wild
01:22 - Truman
04:22 - Buying Treasury Bills
11:36 - Retirement planning article
15:07 - T-bills
17:21 - Books
18:12 - Truman
19:34 - Million subscribers
20:14 - Stable value fund
22:06 - Mid/small cap
23:46 - Vanguard's active vs passive
26:33 - Buying short term T-bills
28:53 - Unfavorable funds in a 401K for tax efficiency
39:37 - Fidelity Traditional IRA
41:04 - 4% Rule
42:56 - Small cap value ETF in Canadian currency
43:41 - CoastFi
45:35 - VTWV vs VIOV vs AVUV
50:43 - Taking dividends in cash
53:47 - Rates in 6 months to a year
55:05 - Title of the book
59:14 - Merriman's 100% small cap value
1:00:53 - VSIAX vs FISVX
1:06:11 - Living off investments in retirement and Roth conversion
1:09:24 - Auto repurchase
1:10:12 - Lost question
1:12:29 - Walks & Wallstreet
1:13:11 - TLT over T-bill
1:14:28 - Taxes
1:15:07 - Fidelity/Treasury Direct
1:15:47 - 2 month CD earning 2.7 APY
1:16:58 - Sequence of Return
1:18:12 - Bengen/Merriman/Pfau
1:19:45 - Best benefits to owning treasury bills
1:20:31 - Won the game
1:22:42 - VFIAX vs VOO
1:23:39 - T-bill yields
1:24:12 - Purchasing a Single Premium Deferred Fixed Index Annuity
1:25:03 - Video on buying muni's
1:26:32 - Better Call Saul
1:27:03 - Bonds in a 37% tax bracket
1:28:40 - Annual inflation adjustment
1:31:20 - Designating POA over T-bills
1:32:41 - Misgivings about retirement distribution
1:39:35 - Announcements/E-mail
1:40:01 - Signing off dislike
1:40:26 - 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
————————————
————————————
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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