How to Survive This Market | Live Q&A
Rob Berger 1:34:02
18,780 views · 607 likes Watch on YouTube ↗
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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Video Resources
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0:00 - Welcome to the Financial Freedom Show!
1:07 - Surviving the Market
13:56 - Covered calls
18:16 - Filing taxes jointly
20:28 - International REITS
21:52 - Roth conversions in a bear market
23:48 - Fund combination in a Traditional IRA during retirement
27:01 - Buying treasuries
28:23 - Vanguard sent a letter
29:10 - Buying an investing real estate property in this market
30:39 - VTIAX
36:07 - Stock Market returns over the next 10 years
43:05 - Paying down a mortgage in retirement planning
51:40 - Chess
51:52 - Keeping an emergency fund in 4 week T-bills
56:00 - Uninvested money sitting in a Roth IRA
58:47 - When to sell IBonds
1:02:05 - Japan
1:04:09 - Link to the asset quilt
1:04:46 - Moving to VTI or VOO
1:07:59 - How T-bills pay out
1:09:05 - Living off dividends
1:12:04 - Buying long term treasuries
1:15:48 - Bogle quote/Current inflation rate
1:17:22 - 70/30 portfolio/VT
1:19:15 - Pension Lump Sum vs Annuity
1:22:05 - Hold or sell VTSAX
1:22:36 - Fed Chair Powell
1:25:14 - Financial products, services, etc worth paying for
1:29:08 - Tax Cost Ratio
1:31:53 - Monday Night Football
1:32:30 - Go back to the chat
1:33:42 - Next Monday
1:33:56 - 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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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
————————————
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.
————————————
Video Resources
————————————
0:00 - Welcome to the Financial Freedom Show!
1:07 - Surviving the Market
13:56 - Covered calls
18:16 - Filing taxes jointly
20:28 - International REITS
21:52 - Roth conversions in a bear market
23:48 - Fund combination in a Traditional IRA during retirement
27:01 - Buying treasuries
28:23 - Vanguard sent a letter
29:10 - Buying an investing real estate property in this market
30:39 - VTIAX
36:07 - Stock Market returns over the next 10 years
43:05 - Paying down a mortgage in retirement planning
51:40 - Chess
51:52 - Keeping an emergency fund in 4 week T-bills
56:00 - Uninvested money sitting in a Roth IRA
58:47 - When to sell IBonds
1:02:05 - Japan
1:04:09 - Link to the asset quilt
1:04:46 - Moving to VTI or VOO
1:07:59 - How T-bills pay out
1:09:05 - Living off dividends
1:12:04 - Buying long term treasuries
1:15:48 - Bogle quote/Current inflation rate
1:17:22 - 70/30 portfolio/VT
1:19:15 - Pension Lump Sum vs Annuity
1:22:05 - Hold or sell VTSAX
1:22:36 - Fed Chair Powell
1:25:14 - Financial products, services, etc worth paying for
1:29:08 - Tax Cost Ratio
1:31:53 - Monday Night Football
1:32:30 - Go back to the chat
1:33:42 - Next Monday
1:33:56 - 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
————————————
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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