The Apps I Use to Manager All Our Finances | Live Q&A

I'll start tonight by sharing with you the apps I use to manage our finances. Then we'll turn to your questions.

Tiller: https://go.robberger.com/tiller/yt-live
Lunch Money: https://go.robberger.com/lunch-money/yt-live
Kubera: https://go.robberger.com/kubera/yt-live
Morningstar: https://go.robberger.com/morningstar/yt-live
Boldin: https://go.robberger.com/new-retirement/yt-live
ProjectionLab: https://go.robberger.com/projectionlab/yt-live
Google Docs/Sheets/Drive
Tana: https://tana.inc/

0:00 - Intro
01:54 - The Apps I Use to Manager All Our Finances
15:01 - Book recommendations/Update on my new book
17:00 - Live stream announcement
18:31 - Short term TIPS fund vs Money Market fund
21:27 - Fidelity Money Management
22:48 - How much to hold in cash/equivalents if going into a 4-year SS gap
29:06 - Taking expenses from emergency fund
29:58 - Fidelity Retirement account
31:05 - Helping children understand finances
35:14 - G-fund
39:21 - Proton Drive vs Google Drive
41:19 - Scrivener for books
42:19 - Note taking apps
44:51 - Using Boldin with a financial planner
49:57 - Wade Pfau book Retirement Planning Guidebook
54:00 - Taxes on Social Security
58:37 - How much to have in a bridge account for early retirement
1:00:20 - JL Collins book
1:02:08 - Short term vs without a pension
1:06:05 - 3 planning tools/Monte Carlo
1:09:32 - Permanent disability and no income
1:11:54 - Holding less in international funds
1:15:16 - Paying off a mortgage or invest
1:18:16 - RMD's
1:20:59 - ESPP
1:22:29 - Vanguard litigation settlement notice
1:24:36 - TSP funds
1:31:46 - "Fixed" expenses
1:34:30 - Announcements

*Join the Newsletter. It's Free:*
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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://go.robberger.com/empower/yt-

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

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

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

*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

#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.

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

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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.