The Rob Berger Show

Rob Berger
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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. 6 MAR

    RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF)

    In this Five Question Friday (FQF) video, we cover these questions: 1. How to teach your significant other to manage the investments? (The Spouse Financial Survival Kit)    1. Start with a One-Pager       a. Accounts       b. Key Professionals       c. Withdrawal Order       d. Financial Overview Doc: https://docs.google.com/document/d/1W...    2. Financial Love Letter https://docs.google.com/document/d/1q...   3. Review the documents once a year 2. When to Take RMDs?     1. Timing doesn’t change amount (the amount is based on balance at end of last year)     2. RMDs must come before Roth conversions         a. https://obliviousinvestor.com/rmd-tim...    3. Take QCDs first if you plan to have them count toward RMDs    4. If needed for spending, take as needed (monthly or quarterly)    5. If not, wait until later in the year 3. How can I see the stocks owned by a target date retirement fund?     Morningstar Investor: https://go.robberger.com/morningstar/ 4. How do you keep track of HSA expenses? https://docs.google.com/spreadsheets/... 5. Why haven’t I done a Roth conversion yet? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    25 min

  2. 17 FEB

    RBS 241: A Look Inside My Simplified Investment Portfolio

    In this episode, I'll answer the following question from a viewer: "I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video that you simplified and are down to 3 or 4 funds. I was thinking of mirroring your 6 fund plan but now I see you have simplified, which is why I am asking if you can do a new video going over your new 4 fund plan." Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    20 min

  3. 6 FEB

    RBS 240: Where Is the Best Place to Park cash Today? (FQF)

    In today's Five Question Friday (FQF) video, we cover these questions: 1. Where is the best place to park cash today? 2. Should you invest or pay off student loans? 3. Are Schwab’s Target Date Retirement Funds a solid option? 4. When should you start spending your IRA money? 5. Should a TIPS ladder be part of a retirement portfolio? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    32 min

  4. 3 FEB

    RBS 239: The Ultimate Retirement Checklist

    In this episode,  we cover my Ultimate Retirement Checklist: 1. Healthcare 2. Start learning about Medicare 3. Understand IRMMA brackets 4. Track Expenses 5. Calculate Your Burn Rate 6. Calculate Your Guaranteed Income Ratio 7. Plan for large expenses 8. Plan when to take Social Security 9. Cash 10. Create a Tax-Efficient Withdrawal Strategy 11. Understand how investment withdrawals are taxed 12. Consider Roth conversions 13. Plan how to spend down your HSA 14. Simplify Accounts 15. Simplify Investments 16. Consider your asset allocation 17. End of Life Documents 18. Consider how to use your home equity 19. Consider using retirement planning tools 20. Protect your online accounts (financial, email, social) Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    25 min

  5. 30 ENE

    RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)

    In today's Five Question Friday (FQF) video, we cover these questions:  1. How do you protect your portfolio as you near retirement? 2. How does asset location work if you must draw from taxable accounts? 3. Should you automatically reinvest dividends? 4. How can I diversify away from the S&P 500? 5. What is the safe withdrawal rate for a 20 year retirement? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    29 min

  6. 2 ENE

    RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)

    In today's Five Question Friday (FQF) video, we cover these questions: 1. What Happens To Bond Funds When the Fed Cuts Rates? 2. Where to Invest If Stocks Are a No-go 3. How are Mutual Fund Sales Taxed? 4. Should Annuities Replace Bonds? 5. Brokerage Account vs Roth IRA Resources Snowball-Analytics: https://go.robberger.com/snowball-ana... 10 Year Treasury & Fed Fund Rate: https://fred.stlouisfed.org/series/T1... VTINX: https://investor.vanguard.com/investm... FTBFX: https://fundresearch.fidelity.com/mut... Vanguard LifeStrategy Funds: https://investor.vanguard.com/investm... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    25 min

  7. 31/12/2025

    RBS 236: 2025 Year-End Investment Portfolio Review

    In this 2025 Year-End Investment Portfolio Review we cover the following topics: 1. Asset Allocation     a. Diversification / changes     b. Rebalancing 2. Simplification 3. Beneficiaries 4. Performance 5. Tax Loss or Gain Harvesting 6. Fees     a. Fund fees     b. Advisor fees 7. Evaluate Your Performance     a. Did you buy/sell anything     b. What worried you during the year Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    19 min

  8. 28/11/2025

    RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)

    In today's Five Question Friday (FQF) video, we look at these five topics: 1. 10% yield on bonds 2. Where to hold bonds 3. Co-signing a mortgage 4. Paying taxes on a Roth conversion 5. Asset allocation of real estate investments Bonus: Cost of long-term care calculator Resources: https://www.carescout.com/cost-of-care Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    24 min
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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.

Información

  • Creador
    Rob Berger
  • Años de actividad
    2020 - 2026
  • Episodios
    242
  • Clasificación
    Apto
  • Copyright
    © 2026 The Rob Berger Show
  • Mostrar sitio web
    The Rob Berger Show

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