The Rob Berger Show Rob Berger

You enter your income, expenses, investments, and liabilities into your favorite retirement planner. You click a button, the software does some kind of calculation, and out pops a single number.It may be 87%. Maybe it’s 72%. Or it could be 15%. Whatever the number, you’re told it represents your retirement plan’s “Chance of Success.”What exactly does that mean? How is it calculated? And what “Chance of Success” should you aim for? We’ll tackle these and other questions in this video.You'll fi...

The treasury department released the new I Bond rates today. They came in at 4.28%, which included a fixed rate of 1.30%, unchanged from the previous six months. https://treasurydirect.gov/savings-bo...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Several years ago, I stumbled upon a quote from Dave Ramsey about credit card rewards. I’ll never forget those 11 words. :“No one ever says they got rich off of credit card points.”As I read his words, I knew immediately that he was wrong. One could build wealth through credit card rewards. In this sense, credit card rewards aren’t special. Saving and investing small amounts of money from any source over time will turn into piles of cash. We just need to allow compounding to work its magic.It...

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.

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...

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...