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How Investment Fees Can Harm Your Retirement | Live Q&A

Rob Berger 1:33:12

16,113 views · 415 likes Watch on YouTube ↗

Tonight we'll take another look at how investment fees affect your retirement. Then I'll answer your questions.

0:00 - Welcome to the Financial Freedom Show!
0:40 - FinCon
1:42 - How Investment Fees Can Harm Your Retirement
7:03 - iShares LifePath Target Date fund
9:29 - Bogleheads conference takeaways
11:26 - Currency hedged international bonds
14:26 - Tax loss harvesting
19:58 - Removing funds for living expenses
22:42 - Bond ladder vs Bond fund
27:36 - Redundant sector ETF's to reduce non-market risk
28:32 - VTIP vs 5 year tip ladder
33:10 - IRMAA brackets
35:36 - Qualified dividends in a non-retirement account
36:44 - A legacy
38:44 - SPIA
43:06 - 401k deposits
44:19 - Selecting funds in a 403b
46:53 - XTEN
51:32 - TLT
56:19 - Investing in a 10 year treasury
57:54 - Black Rock
58:26 - TIPS vs Annuities
1:02:43 - CFP vs CFA
1:03:49 - Penn State vs Ohio State
1:04:29 - Missing the 10 best days in the market
1:06:35 - Minimizing taxes in a financial advisor category
1:08:36 - Safe withdrawal rate
1:10:44 - New Retirement vs Empower
1:11:54 - Long term gains vs short term gains
1:13:19 - TIPS
1:14:26 - Best way to meet me
1:16:30 - Retire Before Mom and Dad
1:17:29 - Does a 78 year old need TIPS?
1:20:00 - Chess openings
1:21:37 - IRMAA brackets for 2023
1:22:44 - Municipal bonds
1:25:04 - Why I like having multiple brokerage accounts
1:25:40 - My keyboard
1:18:20 - Hot yoga
1:31:13 - Empower
1:32:37 - Announcements
1:33:06 - Financial Freedom

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#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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