Total Return vs Dividend Investing--And the Winner is. . . | Live Q&A
Rob Berger 1:44:59
17,321 views · 509 likes Watch on YouTube ↗
We'll start the live stream discussing the difference between total return investing and dividend or income investing. Then I'll answer your questions about retirement and investing.
Join the newsletter: https://robberger.com/newsletter/?utm...
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Resources & Timestamps
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0:00 - Welcome to the Financial Freedom Show
0:21 - Give a thumbs up
1:01 - My 2 cents on total returns/dividend investing
7:22- Moving VDADX into VTSAX
11:28 - Getting out of bonds
12:32 - Buying more BND while it's down
15:18 - What am I going to invest in?
22:13 - VWIAX
27:28 - Having 100% stocks in retirement accounts and non-retirement accounts
34:46 - Changing asset allocation as you near retirement or while in retirement
36:56 - Increasing 401K contribution or investing more money into a regular brokerage account
38:19 - Reimbursement from HSA for a previously paid bill and when to report it
41:30 - My magazines
43:08 - Treasury Laddering
42:03 - Best age to take long term care insurance
47:43 - Buying short term treasury notes instead of bond fund
49:04 - Concern with Vanguard Wellesley
51:44 - Opinion as to what yield on the 10 year will cause money to flee stocks
54:32 - Diversify my Roth with stocks
57:08 - Would small and mid cap stocks be better than large cap stocks?
1:02:14 - Are weathered funds overpriced right now?
1:07:20 - Vanguard target fund
1:09:50 - Taking pension at 49 years of age
1:12:20 - VTSAX in taxable account & retirement account
1:17:06 - Should I sell PTRQX or PWJQX
1:21:39 - What intermediate bond ETF do I own?
1:24:44 - SCHD
1:25:47 - Best place for bonds
1:27:45 - Former Ohio State QB
1:28:51 - Pizza/calories
1:34:10 - Is Tesla a good investment?
1:42:35 - Feel free to email me for any questions
1:43:14 - When to buy IBonds
1:44:17 - Thursday show & new videos
1:45:45 - 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-cap...
New Retirement (Retirement Planner): https://robberger.com/go/new-retireme...
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo...
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Popular Videos
————————————
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8O...
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6E...
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGW...
#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/UC9C1...
Facebook: https://www.facebook.com/financialfre...
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...
————————————
Resources & Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show
0:21 - Give a thumbs up
1:01 - My 2 cents on total returns/dividend investing
7:22- Moving VDADX into VTSAX
11:28 - Getting out of bonds
12:32 - Buying more BND while it's down
15:18 - What am I going to invest in?
22:13 - VWIAX
27:28 - Having 100% stocks in retirement accounts and non-retirement accounts
34:46 - Changing asset allocation as you near retirement or while in retirement
36:56 - Increasing 401K contribution or investing more money into a regular brokerage account
38:19 - Reimbursement from HSA for a previously paid bill and when to report it
41:30 - My magazines
43:08 - Treasury Laddering
42:03 - Best age to take long term care insurance
47:43 - Buying short term treasury notes instead of bond fund
49:04 - Concern with Vanguard Wellesley
51:44 - Opinion as to what yield on the 10 year will cause money to flee stocks
54:32 - Diversify my Roth with stocks
57:08 - Would small and mid cap stocks be better than large cap stocks?
1:02:14 - Are weathered funds overpriced right now?
1:07:20 - Vanguard target fund
1:09:50 - Taking pension at 49 years of age
1:12:20 - VTSAX in taxable account & retirement account
1:17:06 - Should I sell PTRQX or PWJQX
1:21:39 - What intermediate bond ETF do I own?
1:24:44 - SCHD
1:25:47 - Best place for bonds
1:27:45 - Former Ohio State QB
1:28:51 - Pizza/calories
1:34:10 - Is Tesla a good investment?
1:42:35 - Feel free to email me for any questions
1:43:14 - When to buy IBonds
1:44:17 - Thursday show & new videos
1:45:45 - 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-cap...
New Retirement (Retirement Planner): https://robberger.com/go/new-retireme...
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo...
————————————
Popular Videos
————————————
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8O...
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6E...
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGW...
#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/UC9C1...
Facebook: https://www.facebook.com/financialfre...
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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