Where Do Dividends Come From? Live Q&A
Rob Berger 1:34:32
9,373 views · 256 likes Watch on YouTube ↗
Tonight we'll start with a discussion about the source of dividends paid by public companies. Then I'll answer your questions.
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Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
0:52 - Where Do Dividends Come From?
10:40 - New HSA option
13:02 - Investing for short and long term
15:07 - Backdoor Roth
17:41 - VIG vs VTI
25:13 - Fidelity Visa Card
27:42 - Wells Fargo
28:35 - Calculating I-Bond data in PV
30:37 - Duration match bonds
34:38 - LCV tilt in a brokerage account
39:21 - Dividends are beneficial
41:08 - Apple shares owned by Warren Buffet/Berkshire
45:25 - Invest in 401K or Roth 401K at work?
48:42 - New poll
49:52 - Multiple heirs for IRA inheritance
51:41 - Taxes during down market
54:12 - VWINX vs VTMFX
58:21 - Face of Personal Capital
1:01:49 - Winning a large sum of money ruining one's life
1:03:48 - SPGP
1:07:33 - Microsoft's dividend
1:10:31 - Investing if I won the Powerball
1:16:49 - VYM
1:20:51 - SCHD/VOO/VTI
1:22:45 - Citi Double Cash card
1:24:47 - Tax Loss Harvesting
1:25:31 - Pulling the sled
1:29:17 - Withdrawal rate for a 30 year retirement if you never adjust for inflation
1:34:02 - New videos
1:34:22 - 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
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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
————————————
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!
0:52 - Where Do Dividends Come From?
10:40 - New HSA option
13:02 - Investing for short and long term
15:07 - Backdoor Roth
17:41 - VIG vs VTI
25:13 - Fidelity Visa Card
27:42 - Wells Fargo
28:35 - Calculating I-Bond data in PV
30:37 - Duration match bonds
34:38 - LCV tilt in a brokerage account
39:21 - Dividends are beneficial
41:08 - Apple shares owned by Warren Buffet/Berkshire
45:25 - Invest in 401K or Roth 401K at work?
48:42 - New poll
49:52 - Multiple heirs for IRA inheritance
51:41 - Taxes during down market
54:12 - VWINX vs VTMFX
58:21 - Face of Personal Capital
1:01:49 - Winning a large sum of money ruining one's life
1:03:48 - SPGP
1:07:33 - Microsoft's dividend
1:10:31 - Investing if I won the Powerball
1:16:49 - VYM
1:20:51 - SCHD/VOO/VTI
1:22:45 - Citi Double Cash card
1:24:47 - Tax Loss Harvesting
1:25:31 - Pulling the sled
1:29:17 - Withdrawal rate for a 30 year retirement if you never adjust for inflation
1:34:02 - New videos
1:34:22 - 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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