Learn How to Build Your Wealth | Live Q&A

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Video Resources & Timestamps
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[4:15] Dollar Cost Averaging vs Lump Sum Investing
[12:05] Digital Currency
[14:35] Tax Proposal to Tax Unrealized Capital Gains
[20:00] TIAA Traditional Annuity
[21:30] Should you pay to buy a mutual fund?
[24:10] Should cash be incorporated into asset allocation during retirement
[28:50] My biggest investing mistake
[31:50] Portfolio Visualizer
[33:35] Pensions vs Investments
[35:45] Long-term Care Insurance
[44:30] Roth IRA contributions during retirement
[49:00] AGNC REIT
[53:55] Rate My Portfolio
[1:02:30] Market Timing retirement distributions
[1:05:30] LQDH vs BSV
[1:13:00] Best Growth ETF
[1:14:15] Acorns
[1:17:00] Best Way to Build Wealth
[1:25:50] 403b investment options
[1:17:20] S&P 500 vs Total Stock Market
[1:33:10] Capital Gains Tax distributions from mutual funds and ETFs
[1:42:30] Getting out of an indexed annuity
[1:46:40] Avantis Mutual Funds
[1:52:00] Vanguard ETFs vs Vanguard Mutual Funds
[1:54:30] DCA into stocks
[1:58:20] Russell 1000 Growth vs S&P 500
[2:02:00] BND vs SPHIX vs VWEAX
[2:08:54] Is Morningstar Premium worth the cost
[2:11:10] FUTY Utilities ETF
[2:14:00] Shiba Inu
[2:15:30] How are REIT distributions taxed
[2:17:20] The Money Guys Show
[2:18:30] Should you buy the dip?
[2:21:00] Fidelity Four-in-One Index
[2:24:50] Preservation portfolio
[2:28:30] Chess Puzzles
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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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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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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.