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How to Invest $15 Million

Rob Berger 28:18

36,757 views · 1,004 likes Watch on YouTube ↗

In today's Five Question Friday (FQF) video, we cover these questions:

1. How to invest $15 million?

2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use? Are there other measures that you think might be more appropriate?

3. If you have a retirement portfolio with a 6% yield does the 4% rule apply?

4. Is a 7-year MYGA a better deal than a 7-year Treasury?

5. If the yield from a High Yield Savings account is paying out 3.8 to 4.0%, why would it ever be a good investment to buy bonds or bond ETFs with their recent volatility?

Bonus Question: Can you explain more about your choice to practice Bikram Yoga over other types of Yoga?

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#retirement #investing #robberger
0:00 Intro
1:57 How to invest $15 million?
8:51 For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use? Are there other measures that you think might be more appropriate?
11:43 If you have a retirement portfolio with a 6% yield does the 4% rule apply?
15:18 Is a 7-year MYGA a better deal than a 7-year Treasury?
19:32 If the yield from a High Yield Savings account is paying out 3.8 to 4.0%, why would it ever be a good investment to buy bonds or bond ETFs with their recent volatility?
25:07 Can you explain more about your choice to practice Bikram Yoga over other types of Yoga?

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): Education

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