The Rob Berger Show

Rob Berger

4,8 (113)
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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.

2 NGÀY TRƯỚC

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 phút
6 NGÀY TRƯỚC

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...

12 phút
11 THG 10

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...

15 phút
9 THG 10

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...

16 phút
7 THG 10

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...

29 phút
4 THG 10

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...

26 phút
2 THG 10

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...

24 phút
30 THG 9

RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know

Today we look at the 8 crucial differences between interest and dividends. We'll also look at how one should think about interest and dividends when using the 4% Rule of retirement spending.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

16 phút

Xem tất cả (167)

4,8

/5

113 Xếp hạng

Excellent

9 thg 2

Mjjjjjjj2340

Best podcast for near retirement. Rob is clear and concise but does not over simplify topics. I particularlylike that he gives his personal opinions along with other viewpoints.
Excellent

23/09/2023

csoul62

Always great information, and usually no-nonsense and to-the-point.
Excellent for near-retirees

18/09/2023

hdndbrhxhdbeb667383

I love this podcast. Full of useful content, unbiased, and a tremendous resource for planning retirement. Rob turned me on to great planning tools. Grateful for this podcast!!
Excellent Podcast

05/06/2022

Vickinvestor

I have learn a lot listening to Rob. He has a friendly way of presenting what can be a rough topic.

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.

Nhà sáng tạo

Rob Berger
Năm hoạt động

2020 - 2024
Tập

167
Xếp hạng

Sạch
Trang web chương trình

The Rob Berger Show

The Rob Berger Show

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

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

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

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

RBS 163: How to Estimate Future Returns in Retirement

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

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

RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know

Excellent

Excellent

Excellent for near-retirees

Excellent Podcast

Giới Thiệu

Thông Tin

Có Thể Bạn Cũng Thích

The Rob Berger Show

Tập

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

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

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

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

RBS 163: How to Estimate Future Returns in Retirement

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

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

RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know

Xếp Hạng & Nhận Xét

Excellent

Excellent

Excellent for near-retirees

Excellent Podcast

Giới Thiệu

Thông Tin

Có Thể Bạn Cũng Thích