The Rob Berger Show

Rob Berger
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  • مرتان في الأسبوع
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. قبل ساعة واحدة

    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...

    ١٠ من الدقائق

  2. قبل ٣ أيام

    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...

    ٩ من الدقائق

  3. ١٨ ربيع الآخر

    RBS 166: Fidelity Hacked--Here's How to Protect Your Accounts

    Fidelity recently disclosed that its computer systems were breached and that the personal data of more than 77,000 customers were accessed. here's what happened and some ways we can protect ourselves.News of hack: https://www.investmentnews.com/indust...Massachusetts: https://www.mass.gov/doc/data-breach-...Maine: https://www.maine.gov/agviewer/conten...New Hampshire: https://mm.nh.gov/files/uploads/doj/r...Sample Fidelity letter: file:///Users/robberger/Downloads/Sample_Letter.pdfClass Actio...

    ١٢ من الدقائق

  4. ٨ ربيع الآخر

    RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable

    Does the 4% Rule apply in the same way to tax-deferred, tax-free, and taxable accounts? And how should one consider the different tax treatments of these accounts when coming up with a safe spending plan in retirement? I'll cover these questions in today's video.Bengen's 1996 Paper: https://www.financialplanningassociat...Bengen's 1997 Paper: https://www.financialplanningassociat...New Retirement: https://go.robberger.com/new-retireme...Join the Newsletter. It's Free:https://robberger.com/new...

    ١٥ من الدقائق

  5. ٦ ربيع الآخر

    RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do?

    Today, the top 10 companies in the S&P 500 Index account for more than 33% of the index. That's the largest concentration we've seen in 50 years. In this video we'll cover three things:1. Just how significant is the concentration?2. Does it tell us anything about future returns?3. What, if anything, should we do about the concentration.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    ١٦ من الدقائق

  6. ٤ ربيع الآخر

    RBS 163: How to Estimate Future Returns in Retirement

    Our retirement plan's chance of success depends a lot on assumptions we make about future investment returns. In this video, I walk through my approach to this issue. Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    ٢٩ من الدقائق

  7. ١ ربيع الآخر

    RBS 162: In What Order Should You Spend Down Your Retirement Accounts?

    In this video, we'll discuss how to optimize the tax efficiency of your retirement withdrawals. New Retirement: https://go.robberger.com/new-retireme...Many retirees have up to three account types: taxable, tax-deferred (e.g., traditional IRA), and tax-free (Roth IRA or HSA). The conventional wisdom tells us to spend the taxable accounts first, then the tax-deferred, and finally the tax-free. It turns out that this approach is rarely optimal.By making a few adjustments to the conventional app...

    ٢٦ من الدقائق

  8. ٢٩ ربيع الأول

    RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk?

    A viewer named Bill emailed me today about the bucket strategy. He has watched my videos on the bucket strategy and understands why I don't recommend it. He wants to know if the traditional approach of a total return portfolio with annual rebalancing negates the sequence of returns risk. It's a great question, and I share my perspective in today's video.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    ٢٤ من الدقائق
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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.

المعلومات

  • صناع العمل
    Rob Berger
  • سنوات النشاط
    ١٤٤١ هـ - ١٤٤٦ هـ
  • الحلقات
    ١٦٨
  • التقييم
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  • حقوق النشر
    © 2024 The Rob Berger Show
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    The Rob Berger Show

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