Investing During a Market Crash | Live Q&A
Rob Berger 1:35:58
23,781 views · 644 likes Watch on YouTube ↗
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Video Resources
————————————
New Retirement: https://robberger.com/go/new-retirement/yt-live-qa
0:00 - Welcome to the Financial Freedom Show!
0:20 - My 2 cents--Investing in a Bear Market
14:29 - Reinvesting dividends with minimum impact on taxes
15:51 - Thoughts on equal weighted indexes vs market cap weighted
22:14 - Retire Before Mom & Dad
23:55 - Investing in Real Estate vs The Market in downturns
27:15 - Michigan basketball
28:25 - VISVX vs FISVX
33:35 - IShares vs Vanguard ETF's
35:04 - Dollar Cost Average
36:46 - Is investment strategy different in a retirement account vs a taxable account
39:30 - New Retirement
41:28 - BND performing poorly since 2020
48:01 - VTIP
53:46 - FTEC compared to VUG & QQQ for tilting
56:44 - 457B plans
57:25 - Roth conversions
1:03:50 - Video on equipment set up I use to film my stream
1:05:16 - Medicaire
1:06:35 - VGNSX
1:09:23 - VXUS/VTI
1:10:59 - Red Sox
1:12:05 - Recommended book
1:15:14 - Buying in low/Paying off mortgage
1:18:16 - The market is overpriced
1:21:51 - 50/50 portfolio during 2008 crash
1:25:47 - The Guard Rail Method
1:26:50 - Selling tips in secondary market
1:28:06 - Emergency reserves
1:30:39 - AIR BNB
1:31:03 - Stocks to Bonds
1:32:51 - UNC vs Duke
1:33:52 - Next Monday
1:35:07 - Connecting accounts
1:35:42 - 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-
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Credit Cards & Banks
————————————
Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-
————————————
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.
————————————
Video Resources
————————————
New Retirement: https://robberger.com/go/new-retirement/yt-live-qa
0:00 - Welcome to the Financial Freedom Show!
0:20 - My 2 cents--Investing in a Bear Market
14:29 - Reinvesting dividends with minimum impact on taxes
15:51 - Thoughts on equal weighted indexes vs market cap weighted
22:14 - Retire Before Mom & Dad
23:55 - Investing in Real Estate vs The Market in downturns
27:15 - Michigan basketball
28:25 - VISVX vs FISVX
33:35 - IShares vs Vanguard ETF's
35:04 - Dollar Cost Average
36:46 - Is investment strategy different in a retirement account vs a taxable account
39:30 - New Retirement
41:28 - BND performing poorly since 2020
48:01 - VTIP
53:46 - FTEC compared to VUG & QQQ for tilting
56:44 - 457B plans
57:25 - Roth conversions
1:03:50 - Video on equipment set up I use to film my stream
1:05:16 - Medicaire
1:06:35 - VGNSX
1:09:23 - VXUS/VTI
1:10:59 - Red Sox
1:12:05 - Recommended book
1:15:14 - Buying in low/Paying off mortgage
1:18:16 - The market is overpriced
1:21:51 - 50/50 portfolio during 2008 crash
1:25:47 - The Guard Rail Method
1:26:50 - Selling tips in secondary market
1:28:06 - Emergency reserves
1:30:39 - AIR BNB
1:31:03 - Stocks to Bonds
1:32:51 - UNC vs Duke
1:33:52 - Next Monday
1:35:07 - Connecting accounts
1:35:42 - 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
————————————
Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-
————————————
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.
Category (YouTube): Education
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