The Good-Enough Strategy for a Confident Retirement | Live Q&A
Rob Berger 1:32:02
46,771 views · 1,033 likes Watch on YouTube ↗
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*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
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*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA
#retirement #investing #robberger
0:00 Intro
0:40 The Good-Enough Strategy for a Confident Retirement
5:46 Cyber Monday
7:15 401K changes
9:05 Football
12:50 Roth Conversions in Boldin
14:18 Books on Stoicism
17:30 Collateralized Loan Obligations
23:20 DODGX vs SCHD
27:48 Nutrition
29:54 AI Agent
40:00 VTV or SCHD?
41:56 Widow tax
45:07 Viewing subscriber portfolios
47:49 Paying taxes from IRA for Roth Conversion
50:51 Origin
54:04 If ACA credits never come back
58:58 Withdraw money from IRA at 58
1:01:31 Will the 4% Rule last for a 50 year retirement?
1:05:16 Bullet fixed income ETFs
1:07:38 3% for indefinite savings
1:10:44 VUSXX
1:13:27 SPAXX vs BND
1:16:39 SEC 30-Day Yield
1:25:35 M1 Finance
1:22:53 WSJ article/TIPS Funds
1:24:09 Vanguard 30/70
1:27:21 Black Swan events
1:29:12 Contributing to 401K
1:31:17 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)
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.
*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/
https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
*Financial tools I use:*
*I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:*
https://go.robberger.com/empower/yt-
*I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc
*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/yt-
*I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:*
https://go.robberger.com/capitalize/yt-
*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA
#retirement #investing #robberger
0:00 Intro
0:40 The Good-Enough Strategy for a Confident Retirement
5:46 Cyber Monday
7:15 401K changes
9:05 Football
12:50 Roth Conversions in Boldin
14:18 Books on Stoicism
17:30 Collateralized Loan Obligations
23:20 DODGX vs SCHD
27:48 Nutrition
29:54 AI Agent
40:00 VTV or SCHD?
41:56 Widow tax
45:07 Viewing subscriber portfolios
47:49 Paying taxes from IRA for Roth Conversion
50:51 Origin
54:04 If ACA credits never come back
58:58 Withdraw money from IRA at 58
1:01:31 Will the 4% Rule last for a 50 year retirement?
1:05:16 Bullet fixed income ETFs
1:07:38 3% for indefinite savings
1:10:44 VUSXX
1:13:27 SPAXX vs BND
1:16:39 SEC 30-Day Yield
1:25:35 M1 Finance
1:22:53 WSJ article/TIPS Funds
1:24:09 Vanguard 30/70
1:27:21 Black Swan events
1:29:12 Contributing to 401K
1:31:17 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)
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.
*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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