Boldin's Monte Carlo Simulation Changes | Live Q&A
Rob Berger 1:37:36
25,818 views · 791 likes Watch on YouTube ↗
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0:00 - Intro
01:40 - Boldin's Monte Carlo Simulation Changes
18:04 - Chess tournament
19:36 - DIY Retirement/Reddit
21:10 - Max out Roth IRA
24:42 - Vanguard Target Date funds rebalancing
28:08 - Widow Tax Myth Debunked
31:50 - Retirement Income Death Spiral
35:41 - HSA funds
43:37 - Bond ETFs/Interest Rates
49:03 - Chance of Success Score
52:17 - Basket of Stocks vs Index Funds
56:23 - Historical Backtesting
59:48 - Employee Stock Purchase Options
1:01:58 - Annual Growth Rates
1:05:43 - Learn to play Chess
1:08:17 - Sticking with an Asset Allocation
1:12:17 - Boldin Tax Rates Updates
1:14:02 - Boldin Weekly Email
1:19:01 - Boldin Capital Gains Tax
1:29:06 - Chess
1:36:40 - 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.
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.
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-
*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
01:40 - Boldin's Monte Carlo Simulation Changes
18:04 - Chess tournament
19:36 - DIY Retirement/Reddit
21:10 - Max out Roth IRA
24:42 - Vanguard Target Date funds rebalancing
28:08 - Widow Tax Myth Debunked
31:50 - Retirement Income Death Spiral
35:41 - HSA funds
43:37 - Bond ETFs/Interest Rates
49:03 - Chance of Success Score
52:17 - Basket of Stocks vs Index Funds
56:23 - Historical Backtesting
59:48 - Employee Stock Purchase Options
1:01:58 - Annual Growth Rates
1:05:43 - Learn to play Chess
1:08:17 - Sticking with an Asset Allocation
1:12:17 - Boldin Tax Rates Updates
1:14:02 - Boldin Weekly Email
1:19:01 - Boldin Capital Gains Tax
1:29:06 - Chess
1:36:40 - 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.
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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