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Is Buy and Hold Investing Realistic in 2022? Live Q&A

Rob Berger 1:32:51

18,744 views · 501 likes Watch on YouTube ↗

We'll start tonight discussing whether buy and hold investing is realistic in the current economic environment. Then I'll answer your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:23 - If you're new here
0:59 - Is Buy and Hold Investing Realistic in 2022?
9:27 - Why do a 3-fund portfolio
15:55 - IBonds
17:31 - BLNDX
22:55 - IBonds and tax
23:38 - Best and worst days
25:08 - Cashing out taxable account
27:19 - VOO/AVUV 50/50
29:02 - Fidelity ZERO funds
30:08 - Investment philosophy
30:51 - Rebalancing a portfolio
33:55 - Wealthfront vs Betterment
34:58 - Ibonds and treasury direct
37:59 - Buying TIPS or IBonds
39:46 - Newsletter/VXUS
41:02 - Selling IBonds when the rates go down
43:16 - Rebalancing
43:50 - Error on buying IBonds
44:33 - Struggling to stick to a workout routine
47:55 - Fidelity PP&A
49:53 - Selling and re-buying at low prices
51:15 - FXNAX
55:43 - VFIAX/VWENX
57:05 - Personal Capital
1:03:32 - Reversion of the mean
1:06:22 - New retirement software
1:08:41 - Helping a family member
1:10:27 - Housing values
1:12:31 - Buying IBonds as a gift
1:14:09 - Speed chess
1:15:19 - Yesterday's video
1:20:31 - diamondnestegg on YouTube
1:21:33 - Bear market
1:22:26 - Stan the Annuity Man
1:23:47 - Buying IBonds as a gift test
1:29:01 - Scrolling through the chat
1:31:30 - What if the wife is already registered as a bond holder?
1:32:39 - Financial Freedom
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Investing Tools
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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
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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)

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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.

Category (YouTube): Entertainment

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