The Rob Berger Show

Rob Berger
  • 4.8 (119)
  • INVESTING
  • UPDATED SEMIWEEKLY
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. 4 DAYS AGO

    RBS 180: 9 Questions I Get Asked Almost Every Day About Investing

    Over the past four years I've received tens of thousands of questions about investing from viewers. I've assembled 9 of the most frequently asked questions in this video. Here they are:1. Should you pay off debt or start investing?2. How do I get started investing?3. Is 100% stocks a reasonable portfolio?4. S&P 500 vs Total Stock Market Index5. Why do I need international stocks?6. Should I invest in Bitcoin?7. How do you know when you can retire?8. Lump Sum vs DCA9. How can I increase my...

    37 min

  2. 5 DAYS AGO

    RBS 179: Should We Wait for a Market Crash Before Investing? (FQF)

    Welcome back to another edition of Five Question Friday. For this FQF, we cover the following five questions:1. Should we wait to invest until stock valuations come down?2. Does it matter if we pay the tax on a Roth conversion from a taxable account?3. Are dividend stock ETFs a reasonable alternative to bonds?4. Why is the 3 bucket portfolio so popular?5. Should are planned spending in retirement be based on a percentage of our pre-retirement income?Best retirement planners: https://robberger...

    25 min

  3. DEC 16

    RBS 178: Boldin vs. Pralana vs. ProjectionLab: Chance of Success Comparison

    Do retirement planning tools calculate the same chance of success if given the same retirement plan? That's what I wanted to know, so I compared Boldin, Pralana and ProjectionLab. The results shocked me.Boldin: https://go.robberger.com/new-retireme...Pralana: https://go.robberger.com/pralana/yt-c...ProjectionLab: https://go.robberger.com/projectionla...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    16 min

  4. DEC 14

    RBS 177: Is a 100% Stock Portfolio in Retirement Best? (FQF)

    In this Five Question Friday (FQF), we'll be tackling the following viewer questions:1. Is a 100% stock portfolio the best option during retirement?2. How does the 5-year rule on Roth conversions work?3. Should long-term investors invest in bonds?4. How do backdoor Roth IRA conversions work?5. What are my favorite personal finance books to give as gifts during the holidays?Resources Mentioned in the Video:Retire Before Mom and Dad: https://amzn.to/3OQL0DABig ERN's response: https://earlyretir...

    21 min

  5. DEC 6

    RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)

    In this week's Five Question Friday, we look at several important retirement planning questions:0:00 - Intro0:45 - Should our asset allocation change if we have a much younger spouse?7:45 - Should a pension represent the bond portion of a portfolio?10:30 - What types of ETFs should go in taxable accounts versus retirement accounts?14:13 - Should we prefer Roth conversions over investing in a taxable account?17:31 - Should we prefer Roth conversions if we plan to use the money for long-term ca...

    21 min

  6. DEC 4

    RBS 175: Pralana vs Boldin: How Two Popular Retirement Planning Tools Compare

    I've been using Pralana Online over the past month. It's a retirement planning tool that, for a long time, was available as a spreadsheet. It's now available as an online app.In this video, I take a high-level look at Pralana and compare it to Boldin, formerly New Retirement.Pralana: https://go.robberger.com/pralana/yt-p...Boldin: https://go.robberger.com/new-retireme...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    45 min

  7. NOV 25

    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

  8. NOV 22

    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
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4.8
out of 5
119 Ratings

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
    180
  • Rating
    Clean
  • Copyright
    © 2024 The Rob Berger Show
  • Show Website
    The Rob Berger Show

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