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Sequence Risk Isn't Just in Retirement | Live Q&A

Rob Berger 1:31:29

25,364 views · 719 likes Watch on YouTube ↗

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#retirement #investing #robberger
0:00 Intro
15:44 Investing a large sum of money all at once
16:34 Poll
17:11 SOR affects savers
19:24 5% annual yield for bond ETF
21:18 Bonds in a taxable account
22:53 Private credit/debt situation
25:11 Individual bonds of Bond funds?
27:20 Target Date Ladders
29:57 Burn rate less than 4%
33:32 100k local government pension
35:25 BOXX
37:14 VTINX
38:23 Poll results
40:15 457 funds
41:16 Difference between Gambling and Investing
42:49 Changing asset allocation
44:06 The Best Third Tool
46:56 Floor & Enjoy portfolio
50:04 Selling depreciated stock
51:11 SpaceX ipo
55:34 Half VBIL and half RBIL
59:27 International stock holdings
1:01:31 What is Private Credit?
1:02:34 WealthFluent
1:13:10 Social Security "fixes"
1:17:49 VBIL and SGOV
1:20:19 Working in retirement/withdrawal rate
1:30:50 Announcements

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. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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.

*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/

Category (YouTube): Entertainment

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