What Are Your Top 3 Financial Goals? Are You Sure? Live Q&A

Tonight we start by discussing financial goals. Then you can Ask Me Anything!

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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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
2:06 - What Are Your Top 3 Financial Goals?
2:56 - List of Money Market Funds: https://www.allcards.com/money-market-funds/
5:52 - Morningstar Master List
13:46 - My podcast
14:48 - AAPL
17:27 - VTSAX/VTIAX/VTGSX/VBTLX/VWENX
24:27 - Tools to help model
26:07 - My footballs
28:16 - Investment Tracking Spreadsheet
30:35 - Avoiding past mistakes in the market
33:44 - Allocating a 4-fund index portfolio with a 70/30 split
39:02 - New Retirement
40:10 - Buying a IBond in April
43:19 - Lopsided retirement vs non-retirement accounts
45:28 - Outlive: The Science and Art of Longevity book
46:32 - Fidelity Solo FidFolios
50:08 - Buffered ETFs
50:56 - Star ratings/Morningstar
53:26 - New Retirement
59:56 - Fidelity FCASH
1:00:56 - How much to keep in cash
1:03:50 - EMoney vs New Retirement vs ProjectionLab
1:07:56 - Reinvesting in employer stock
1:12:33 - Shiller P/E
1:16:03 - BRKB
1:18:34 - Mega sums of cash without paying high taxes/Municipal bonds
1:21:20 - Personal Capital
1:22:28 - Tips vs Series E bonds
1:25:00 - Chess
1:29:57 - 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://robberger.com/yt/empower
New Retirement (Retirement Planner): https://robberger.com/yt/new-retirement
Stock Rover: https://robberger.com/stock-rover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus

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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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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.