How to Protect Yourself from Financial Nonsense | Live Q&A
Rob Berger 1:34:16
15,031 views · 462 likes Watch on YouTube ↗
Today we'll start by looking at warning signs that somebody is peddling you financial nonsense. Then I'll answer your questions. Kubera: https://robberger.com/go/kubera/yt-live
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
Timestamps
0:14 - Quick Announcement
03:49 - How to protect yourself from financial nonsense
14:50 - New Retirement/Personal capital
17:28 - Kubera
18:56 - Short term bond funds
24:02 - BlueVine
25:25 - Ticker D
28:22 - UNP
30:54 - Current Bitcoin cost
32:59 - US Micro Cap fund vs US Stock Market
40:16 - Market today
40:51 - HSA accounts
43:58 - Buying bonds right now
46:33 - What to do when market crashes
47:32 - Rebalancing a portfolio
49:32 - Controversy in the chat
50:12 - Any moves in my portfolio during the downturn?
50:43 - Too much International equity?
52:57 - Using BND as the only bond in a 60/40 portfolio
54:56 - S&P 500/Firesale
56:31 - Moving actively managed account to Vanguard
57:57 - Too much investing in a single company?
1:00:15 - Elon and Cathie bashing index funds
1:01:19 - Financial advisors and what makes them worth hiring
1:02:54 - Fixed rate utilities and interest rates
1:06:15 - Allocating funds in a 403B/Having enough for retirement
1:07:52 - Investing later in life
1:08:28 - Interactive Brokers for expats
1:09:35 - My keyboard
1:10:31 - SoFi
1:11:59 - FNCMX
1:13:45 - Buying VTI on the dip
1:15:02 - Splitting a bond allocation between total bond & IBonds
1:18:27 - 90% in S&P 500 and 10% small cap value index funds for a young investor
1:20:14 - Bond funds
1:22:51 - Series IBonds vs BND
1:24:39 - Stopping investing to purchase/save for a house
1:26:11 - Buying the index fund VT along with a little crypto for a long run investment
1:30:02 - Television/Shining Girl
1:30:54 - Comments section
1:33:42 - Tune in next Monday
1:34:06 - Financial Freedom
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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
#investing #retirement #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.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
Timestamps
0:14 - Quick Announcement
03:49 - How to protect yourself from financial nonsense
14:50 - New Retirement/Personal capital
17:28 - Kubera
18:56 - Short term bond funds
24:02 - BlueVine
25:25 - Ticker D
28:22 - UNP
30:54 - Current Bitcoin cost
32:59 - US Micro Cap fund vs US Stock Market
40:16 - Market today
40:51 - HSA accounts
43:58 - Buying bonds right now
46:33 - What to do when market crashes
47:32 - Rebalancing a portfolio
49:32 - Controversy in the chat
50:12 - Any moves in my portfolio during the downturn?
50:43 - Too much International equity?
52:57 - Using BND as the only bond in a 60/40 portfolio
54:56 - S&P 500/Firesale
56:31 - Moving actively managed account to Vanguard
57:57 - Too much investing in a single company?
1:00:15 - Elon and Cathie bashing index funds
1:01:19 - Financial advisors and what makes them worth hiring
1:02:54 - Fixed rate utilities and interest rates
1:06:15 - Allocating funds in a 403B/Having enough for retirement
1:07:52 - Investing later in life
1:08:28 - Interactive Brokers for expats
1:09:35 - My keyboard
1:10:31 - SoFi
1:11:59 - FNCMX
1:13:45 - Buying VTI on the dip
1:15:02 - Splitting a bond allocation between total bond & IBonds
1:18:27 - 90% in S&P 500 and 10% small cap value index funds for a young investor
1:20:14 - Bond funds
1:22:51 - Series IBonds vs BND
1:24:39 - Stopping investing to purchase/save for a house
1:26:11 - Buying the index fund VT along with a little crypto for a long run investment
1:30:02 - Television/Shining Girl
1:30:54 - Comments section
1:33:42 - Tune in next Monday
1:34:06 - 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
#investing #retirement #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.
Category (YouTube): Entertainment
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