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Advanced Retirement Planning Tips With Boldin | Live Q&A

Rob Berger 1:34:35

42,114 views · 991 likes Watch on YouTube ↗

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0:00 Intro
6:39 Advanced Retirement Planning Tips With Boldin
18:10 Boldin Detailed Budgeter
25:39 Shortfall
27:06 Determining a safe withdrawal rate
36:20 SPMO
40:55 Monte Carlo Analysis
43:46 Cheaper advisor
45:48 One fund or one stock in my portfolio
47:45 The future for apps and sites
51:40 Poll
54:28 Crash by end of year?
57:06 Investing talks with SO
59:50 TIPS Ladder/Blackrock/VTIP
1:05:26 Vanguard Lifestrategy Funds alternatives for Fidelity
1:08:23 Learning Boldin
1:12:20 Investing 250k
1:14:20 Opening a Brokerage Account
1:20:37 Companies "overvalued"
1:22:38 Blue Binder
1:25:53 74% Success Rate
1:28:17 3 Different Funds as Bond Allocation
1:29:32 Kubera
1:33:15 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)

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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/

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