Tips to Grow Your Wealth and Achieve Financial Freedom | Live Q&A

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Video Resources & Timestamps
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My mom's children's books: https://amzn.to/30AfeVi
TENS 7000 Digital TENS Unit with Accessories (for muscle pain): https://amzn.to/3ntL9jn
Quicken 40% Off: https://lt-dot-yamm-track.appspot.com/Redirect?ukey=1Um1SqISujqSRP0lJB4cpdOe4jSmiH5eCGON-TcoJj20-1752204177&key=YAMMID-1637250525144&link=https://quicken.sjv.io/c/186137/1200342/11856
Pension Calculator: https://drive.google.com/file/d/10glDW3jlj61MwB5ioalpNzgtRLDNa-v3/view
Forbes Article: https://www.forbes.com/sites/baldwin/2016/01/10/maximize-your-pension-with-this-calculator/?sh=2d8ebfe648d5

[5:50] Invest or Pay Off Mortgage
[17:32] Vanguard Wellington Fund
[28:10] Order of Withdrawals from Retirement Accounts
[31:06] Is Value Investing dead?
[35:05] 100% near retirement
[36:30] M1 Target Date Retirement Funds
[40:38] Magic Formula Investing
[41:35] Pension Calculator
[44:00] Berkshire Hathaway
[46:26] Renting vs Buying a Home
[48:15] Investing from overseas
[51:18] Best investments for a Roth IRA
[52:12] How to rebalance tax efficiently
[54:00] IRA Transfers to HSA
[56:33] Best investments for taxable accounts
[59:07] Do Roth IRA Conversions affect IRMAA premiums
[1:00:00] Investment Tracking Spreadsheet update
[1:01:05] Investing for grandchildren
[1:03:15] VGHCX--Vanguard Healthcare Fund
[1:10:14] Crowdfunding Investments
[1:11:15] I Bonds vs 401k
[1:12:25] Cryptocurrency & the environment
[1:13:44] Dimensional Funds
[1:18:02] Using Ray Dalio Portfolio for home down payment
[1:18:46] Cost basis methods
[1:20:40] How long it would take to become a billionaire
[1:21:25] TSP--investing in Emerging Markets
[1:24:37] How a 1% increase in rates will affect bond returns
[1:29:47] Keeping 2 years in cash
[1:33:00] 6-fund strategy for retirement investing
[1:34:00] Where to invest after company match
[1:36:00] Types of REITs to invest in
[1:36:55] Including home equity in 4% withdrawal calculation
[1:40:50] Vanguard High-Yield Corporate fund

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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-111821
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-111821
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-111821

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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-111821
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-111821
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-111821
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-111821
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-111821

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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.