How to Become a Confident Investor in 2022 | Live Q&A

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Video Resources & Timestamps
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0:00 Live Q&A
1:03 Actively Managed Funds vs Index Funds
5:55 Has Bill Bengen changed his view on the 4% Rule
7:21 Is 83% in equities too much in retirement?
11:34 How I evaluate individual stocks
17:34 How Vanguard defines tax basis
19:45 Social Security claiming strategies
22:51 Low fee financial advisors
27:18 Moving individual stocks to index funds
30:21 I Bonds vs BND
36:41 VTEB vs BND in a taxable account
38:40 How to avoid taxes when changing investment strategies
42:07 Ray Dalio All Weather Portfolio
43:09 How to select funds that are diversified
49:05 80% equities in retirement ok with pension?
50:09 Avantis AVUV
53:02 Traditional vs Roth at Retirement
58:53 My experience at the PCAOB
1:03:48 VTSAX vs VDADX
1:09:04 BRK.B
1:11:18 Must be debt free before retiring
1:12:45 Why I've been lucky with my investments
1:14:50 Is this a good time to invest in bonds?
1:17:40 Investing in your 20s
1:20:52 Note Taking Tools
1:24:18 How to prepare your finances for when you die
1:30:14 Investing for kids
1:32:08 Covered Call ETFs
1:33:10 New Retirement's Roth Conversion tool
1:43:34 How much to save for early retirement
1:45:30 International Funds & Canada
1:46:50 Why is VBTLX down 4.5%
1:50:07 One Rollover per year limit
1:54:35 Roll 401k to TSP or Vanguard
1:56:36 REITs in taxable account
1:58:36 FOMO
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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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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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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

#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)

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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.