The Rob Berger Show

Rob Berger
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The Rob Berger Show

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.

  1. 2 DAYS AGO

    RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative

    One of my favorite tools, Portfolio Visualizer, just launched a new design. In this video, I'll show you how to navigate the changes. Unfortunately, one change is to limit the amount of backtesting data you have access to in the free version. I'll show you a free alternative.Portfolio Visualizer: https://www.portfoliovisualizer.com/Test Folio: https://testfol.io/Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    9 min

  2. 4 DAYS AGO

    RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)

    Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:1. Is the 6% Rule on Lump Sum vs Pension Reasonable?2. What will my stock/bond allocation be when I reach 65?3. How do you decide between a Roth Conversion and 0% Capital Gains Harvesting?4. What's the best credit card for travel?5. Should an early retiree pay off their low-rate mortgage?Kitces Article: https://www.kit...

    21 min

  3. 6 DAYS AGO

    RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout

    Vanguard has reached a proposed settlement in the class action lawsuit related to the 2021 distribution of capital gains in its target date retirement funds. Here's how much each claimant may be entitled to receive. Proposed Vanguard Settlement: https://drive.google.com/file/d/1gBIQ...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    10 min

  4. 18 NOV

    RBS 171: The Optimal Order to Fund Retirement Accounts

    We can save for retirement through at least four different account types: (1) 401(k) and other workplace retirement accounts, (2) IRAs, (3) HSAs, and (4) taxable accounts. Some can also use a mega backdoor Roth 401(k). In this video, I walk through one optimal approach to prioritizing which accounts to contribute to first.Here's a related article that I wrote on the topic: https://robberger.com/the-optimal-ord...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    12 min

  5. 15 NOV

    RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income

    A TIPS ladder is just one way to generate income during retirement. We'll look at two scenarios where a TIPS ladder may make sense, and then discuss the pros and cons.TIPS Ladder: https://www.tipsladder.com/Four Easy Steps to Build a TIPS Ladder: https://www.advisorperspectives.com/a...Schwab Annuity Pricing Tool: https://www.schwab.com/annuities/fixe...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    17 min

  6. 4 NOV

    RBS 169: What Is The True Cost of a 1% AUM Investment Fee?

    When evaluating fees charged by investment advisors, should we look only at the actual dollars spent, or should we evaluate the long-term effect these fees have on our wealth? That's the question I address in this video.Kitces Article: https://www.kitces.com/blog/financial...My Response: https://robberger.com/how-should-we-e...Hourly and Flat Rate Advisors: https://robberger.com/low-cost-financ...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    13 min

  7. 28 OCT

    RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)

    Vanguard has announced that it is selling 280,000 small business retirement plans to Ascensus. The transaction covers individual 401(k) plans, sometimes called Solo 401(k)s, Multi-SEP IRAs, and Simple IRAs, but not individual SEP IRAs.Here's my take on what's going on, your options, and what this means for Vanguard.Press Release: https://www.prnewswire.com/news-relea...Ascensus Fees: https://www.ascensus.com/solutions/re...Fidelity Solo 401(k): https://www.fidelity.com/retirement-i...Schwab S...

    10 min

  8. 25 OCT

    RBS 167: Fed Chair Powell Just Taught A Masterclass On Investing

    In brief remarks, Federal Reserve Chairman Jerome Powell all but took an interest rate cut in the near term off the table. In doing so, he taught us a very important lesson about investing.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    9 min
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About

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.

Information

  • Creator
    Rob Berger
  • Years Active
    2020 - 2024
  • Episodes
    174
  • Rating
    Clean
  • Copyright
    © 2024 The Rob Berger Show
  • Show Website
    The Rob Berger Show

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