What if Everything We Believe About Retirement is Wrong? Live Q&A
Rob Berger 1:34:29
16,139 views · 477 likes Watch on YouTube ↗
Tonight we are going to start by discussing how we deal with the unknowable in retirement planning. Then I'll answer your questions.
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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Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
1:13 - What If Everything We Believe About Retirement Is Wrong?
12:11 - New Avantis fund
14:58 - Eggstack
15:47 - How much to save if you have a pension and SS that meet all expenses?
18:16 - UHT healthcare REIT
25:07 - Picking 1 or 2 companies for long term investing
28:44 - Apple stock
30:31 - Finding a good bond fund
33:46 - Setting up a portfolio with 25% in 4 funds
35:37 - Sector index funds
37:43 - Bill Bengen
39:19 - VGT or VUG
40:30 - The market today/Predicting
44:56 - 60% VIIIX/40% VIEIX
48:34 - Tag me
48:47 - ProjectionLab
49:47 - Putting extra money in a Roth
51:28 - Russia
52:50 - Pralana
53:54 - DCA strategy and weighting of the S&P
56:43 - Portfolio Visualizer
1:03:16 - "In Pursuit of the Perfect Portfolio"
1:06:57 - FDGRX
1:07:57 - Stocks/Bonds allocation return
1:11:22 - Dr. Pfau
1:11:53 - Putting a high yield REIT in a taxable account
1:14:34 - Treasury Bill Ladder or Short term treasury bond fund/etf
1:20:49 - 3 fund portfolio
1:22:22 - Running retirement models/Insolvency
1:25:08 - Bonds in pre-tax?
1:26:26 - Holding mutual funds and qualifying for dividends
1:27:30 - Wash Sale
1:31:23 - Does Fidelity have a comparable version of VT?
1:32:13 - Nam
1:33:50 - Next Monday/Videos
1:34:16 - 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
————————————
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.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
————————————
Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
1:13 - What If Everything We Believe About Retirement Is Wrong?
12:11 - New Avantis fund
14:58 - Eggstack
15:47 - How much to save if you have a pension and SS that meet all expenses?
18:16 - UHT healthcare REIT
25:07 - Picking 1 or 2 companies for long term investing
28:44 - Apple stock
30:31 - Finding a good bond fund
33:46 - Setting up a portfolio with 25% in 4 funds
35:37 - Sector index funds
37:43 - Bill Bengen
39:19 - VGT or VUG
40:30 - The market today/Predicting
44:56 - 60% VIIIX/40% VIEIX
48:34 - Tag me
48:47 - ProjectionLab
49:47 - Putting extra money in a Roth
51:28 - Russia
52:50 - Pralana
53:54 - DCA strategy and weighting of the S&P
56:43 - Portfolio Visualizer
1:03:16 - "In Pursuit of the Perfect Portfolio"
1:06:57 - FDGRX
1:07:57 - Stocks/Bonds allocation return
1:11:22 - Dr. Pfau
1:11:53 - Putting a high yield REIT in a taxable account
1:14:34 - Treasury Bill Ladder or Short term treasury bond fund/etf
1:20:49 - 3 fund portfolio
1:22:22 - Running retirement models/Insolvency
1:25:08 - Bonds in pre-tax?
1:26:26 - Holding mutual funds and qualifying for dividends
1:27:30 - Wash Sale
1:31:23 - Does Fidelity have a comparable version of VT?
1:32:13 - Nam
1:33:50 - Next Monday/Videos
1:34:16 - 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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