How to Test Different Retirement Scenarios | Live Q&A

We'll begin by talking about a simple method to test various retirement scenarios. Then I'll answer your questions.

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!
0:33 - Workout
2:24 - How to Test Different Retirement Scenarios
8:57 - Tana note taking tool
9:36 - Poll
10:54 - Rates
14:45 - FXNAX
22:48 - Tag me in the chat
22:57 - 529 vs Brokerage vs UTMA
24:27 - 100% equity portfolio
30:52 - Wait or invest if I have money to use
32:26 - AVGE
32:54 - Cashing out a 401K
33:48 - 5-fund portfolio
35:16 - Selling a fund for tax loss purposes
37:01 - What are burpees?
39:00 - What non-finance books am I currently reading?
42:37 - FiCalc and Bill Bengen
43:34 - Portfolio devoted to IBonds
46:11 - Keep this in mind before rolling over Roth 401K into a Roth IRA
47:54 - Chess scandal
55:31 IBonds
55:46 - Wait and invest until mid 2023?
58:30 - Which funds to take from first when beginning to withdrawal
1:09:19 - HSA's
1:10:58 - SCHD vs 3 fund portfolio
1:14:18 - FXNAX/Tax Loss Harvesting
1:17:15 - My mic
1:18:03 - Retiring in 2 weeks with $2 million and concerns
1:20:45 - Nice comment
1:21:47 - Tag me in the chat
1:22:50 - Increase in college tuition
1:24:48 - Derivatives
1:26:58 - Adding scenarios into a retirement tool
1:28:45 - New Poll
1:30:44 - Take SS at 62 and invest or hold off until 67 or 70?
1:31:40 - In Pursuit of the Perfect Portfolio
1:32:59 - Scrolling through the chat
1:33:14 - Checking the Poll
1:34:17 - My first IBond
1:34:43 - Monday Night Football
1:34:53 - New videos
1:35:21 - 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.