The Awesome and Frightening Power of Stories | Live Q&A

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube

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Video Resources
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0:00 - Welcome to the Financial Freedom Show!
1:02 - The Awesome and Frightening Power of Stories
10:09 - Join the Newsletter
10:30 - GNR and EMXC
14:43 - Municipal Bond fund in a taxable account
17:10 - Millionaire Next Door
19:55 - Best place to store money for medium/long term savings goals
22:33 - Autobiographies
23:24 - Bucket Strategy, Cash Reserve, Optimal Portfolio Diversification
34:36 - Three most important elements for retirement
39:26 - Investor withdraws 10%
41:06 - SPIA
45:42 - Setting aside for self-funded long term care
50:16 - Robert Schiller
53:58 - Splitting bonds between TIPS and BND
55:03 - 100 minus age
59:28 - Adding bonds
1:02:08 - 7 Reasons to Never Retire
1:05:05 - EE bonds
1:06:38 - MYGA
1:09:39 - Having multiple savings accounts
1:13:10 - Taking a hiatus from work for family time
1:14:30 - Three fund portfolio in a taxable account
1:16:40 - Simple approach to retirement income planning
1:19:07 - John Kuhn
1:19:42 - AVUV and VXUS
1:21:30 - Feeling confident and comfortable retiring
1:26:04 - Asset allocations in cash/TBills
1:33:43 - Adjusting a Roth IRA
1:35:57 - Announcements
1:36:24 - Financial Freedom

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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://go.robberger.com/personal-capital/yt-def
New Retirement (Retirement Planner): https://go.robberger.com/new-retirement/yt-def
Stock Rover: https://go.robberger.com/stock-rover/yt-def
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bonus/yt-def

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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

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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)

LET'S CONNECT

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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.