Should Multimillionaires Invest Differently Than Everybody Else? Live Q&A

We'll begin tonight discussing whether those with millions to invest should approach investing differently than others. Then I'll answer your questions.

ProjectionLab: https://go.robberger.com/projectionlab/yt-live (use coupon code RBERGER-10 for a 10% discount)

0:00 - Intro
0:28 - Should Multimillionaires Invest Differently Than Everybody Else?
8:10 - Projection Lab
14:02 - Safe withdrawal rate
21:15 - International stocks
24:23 - Pros and Cons of 90/10 portfolio near retirement
27:13 - Placing International stocks in Roth or a taxable
31:20 - Gifts for the Holidays
32:10 - Wait to convert to Roth?
34:48 - Self-Directed IRA's
38:00 - Thoughts on 40/60 portfolio
39:46 - Avoiding selling in a down market
43:36 - Varied projections on 3 software programs
44:47 - Portfolio 2024 video???
48:54 - Convert to index etf's?
50:26 - Larry Kotlikoff's hit piece on Boldin
53:30 - SWR Toolbox Spreadsheet
56:30 - BLNDX
1:02:07 - Withdraw rate issues
1:04:33 - Would my asset allocation change?
1:11:32 - Taking COLA increases
1:15:45 - Buy gold or not?
1:18:09 - Percent of portfolio in stocks
1:20:26 - IRMAA
1:22:34 - Calculating your Savings Rate
1:24:20 - New Vanguard ETF's
1:29:07 - Mike Piper's deep dive into roth conversions
1:32:29 - Announcements

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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)

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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.