The Hidden Cost of Preparing For the Next Stock Market Crash | Live Q&A
Rob Berger 1:30:51
39,269 views · 1,194 likes Watch on YouTube ↗
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0:00 Intro
3:10 The Hidden Cost of Preparing For the Next Stock Market Crash
8:29 Using Target Date funds/RMDs
11:32 Boldin help
12:30 401a
16:40 Market crash
17:37 Increasing international/small cap
20:19 Historical note
21:45 Mastering the Market Cycle
22:48 Morningstar valuation methodology
24:20 Locking Fidelity account
26:50 Sharkansky strategy
36:21 Best portfolio rebalancing spreadsheet
39:18 Is it a good time to buy a CD
40:16 Market Timing
41:50 Monte Carlo simulation
45:38 Saving on fees and taxes
46:31 How much to save for retirement
49:46 ACA subsidies going away
53:21 Gold
55:25 Retirement Budget Calculator software
56:25 Brokerage and Traditional IRA
1:00:04 Teaching personal finance in school
1:02:36 VTI
1:05:35 Value funds
1:08:08 Asset under management services/URTH
1:11:02 DCA vs Lump sum
1:13:59 Stock/Bond allocation
1:17:51 Roth Conversions
1:18:22 FTIHX/FSPSX
1:21:33 Dry Powder
1:23:43 Using AI
1:27:00 Chess
1:28:25 Can an Annuity be affected by a market crash
1:29:57 Announcements
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've since sold my websites, bought them back, and started a new website and this YouTube channel.
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.
*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*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-
*I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc
*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/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 Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA
#retirement #investing #robberger
0:00 Intro
3:10 The Hidden Cost of Preparing For the Next Stock Market Crash
8:29 Using Target Date funds/RMDs
11:32 Boldin help
12:30 401a
16:40 Market crash
17:37 Increasing international/small cap
20:19 Historical note
21:45 Mastering the Market Cycle
22:48 Morningstar valuation methodology
24:20 Locking Fidelity account
26:50 Sharkansky strategy
36:21 Best portfolio rebalancing spreadsheet
39:18 Is it a good time to buy a CD
40:16 Market Timing
41:50 Monte Carlo simulation
45:38 Saving on fees and taxes
46:31 How much to save for retirement
49:46 ACA subsidies going away
53:21 Gold
55:25 Retirement Budget Calculator software
56:25 Brokerage and Traditional IRA
1:00:04 Teaching personal finance in school
1:02:36 VTI
1:05:35 Value funds
1:08:08 Asset under management services/URTH
1:11:02 DCA vs Lump sum
1:13:59 Stock/Bond allocation
1:17:51 Roth Conversions
1:18:22 FTIHX/FSPSX
1:21:33 Dry Powder
1:23:43 Using AI
1:27:00 Chess
1:28:25 Can an Annuity be affected by a market crash
1:29:57 Announcements
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've since sold my websites, bought them back, and started a new website and this YouTube channel.
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.
*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/
Category (YouTube): Entertainment
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