130 episodes
The Rob Berger Show Rob Berger
-
- Business
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
-
RBS 130: Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years
In this episode, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.
-
RBS 129: Robinhood 3% IRA Match: Gimmick or Gold Mine?
Robinhood is promoting up to a 3% match on IRA contributions, and for a limited time, a 3% match on IRA transfers. A viewer asked me if I thought this was a good deal. In this video I'll share my thoughts on the program, some of the things to look out for, and why I ultimately decided not to transfer my IRAs to Robinhood.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm... -
RBS 128: 7 Surprising Facts I've Learned About Retirement
Retirement isn't always a sunny walk in the park. While I have no regrets that I retired in my 50s, it hasn't been without its challenges. Here are 7 lessons learned after four years of retirement.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm... -
RBS 127: 5 Key Questions to Ask Your Investment Advisor
In this video we'll look at a portfolio a viewer sent in to me. It's from their investment advisor, and we will be asking 5 key questions about the portfolio that I would ask if an advisor put me in the same portfolio.
1. What's the target asset allocation?
2. Have you made any changes to the target asset allocation?
3. How do you pick the funds to implement the plan?
4. Why isn't a simpler, less expensive portfolio a better choice?
5. How do you invest your own money?
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm... -
RBS 126: Vanguard Cash Plus Account Compared To The Best Alternatives
Vanguard recently launched an FDIC-insured account called the Vanguard Cash Plus Account. We'll review this new account, compare it to other FDIC-insured options, and compare it to money market accounts.
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm... -
RBS 125: Dave Ramsey Says the 4% Rule is "Stupid"--8% "Perfectly Comfortable"
In a recent video answering a caller's question, Dave Ramsey described those promoting the 4% Rule as "stupid," "goobers," and "morons. He described the 4% Rule as stupid and said he's "perfectly comfortable" with an 8% withdrawal rate.
In this video, I'll describe his rationale and why I'm "perfectly comfortable" telling him he's wrong.
New Retirement: https://go.robberger.com/new-retireme...%
FICalc: https://ficalc.app/
Dave Ramsey Video: https://twitter.com/mbontrager5/statu...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...