The Rob Berger Show

Rob Berger
  • 4.8 (131)
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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. 24 ENE

    RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu

    Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'll walk through the settlement order and what it means to investors.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    8 min

  2. 20 ENE

    RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)

    In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor but you are afraid of going it alone. Here are all the questions in today's show:1. How to leave your financial advisor2. TIPS ladder vs BND3. Are Target Date Funds a Reasonable Option4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerage - e...

    27 min

  3. 11 ENE

    RBS 185: Are Investment Banks Worth the High Fees? FQF

    We start this week's Five Question Friday (FQF) with a question about whether a 2% investment fee is crazy. Here are the five questions:1. Am I crazy to be paying a 2% fee to manage my investments at Morgan Stanley?2. Can you analyze 100% BND versus 50% BND and 50% VIPSX.3. In Boldin, what are you setting as projected returns?4. How should I invest if I don't need the money in retirement?5. Is direct indexing worth the cost and complexity?Join the Newsletter. It's Free:https://robberger.com/n...

    22 min

  4. 10 ENE

    RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire

    With five years to go before retirement, there are several steps you can and should take to prepare. In this video, I'll cover 13 things to consider as your retirement date draws closer.Resources mentioned:Boldin: https://go.robberger.com/new-retireme...Tiller: https://go.robberger.com/tiller/yt-5-...Rocket Money: https://go.robberger.com/rocket-money...Lunch Money: https://go.robberger.com/lunch-money/...Vanguard Asset Allocation: https://investor.vanguard.com/investo...Open Social Security:...

    18 min

  5. 6 ENE

    RBS 183: 2025 Annual Portfolio Review Checklist

    At least once a year it's important to review your investment portfolio and make any necessary adjustments. Here are the 10 things I check every year:1. Write down your planned asset allocation2. Compare your actual allocation to your plan3. Evaluate individual holdings4. Evaluate your asset location5. Confirm you have beneficiaries listed for each account6. Check your performance for the past year7. Check for excessive stock concentration8. Evaluate your advisor relationship & fees9. Mak...

    21 min

  6. 4 ENE

    RBS 182: The Case Against After-Tax Asset Allocation (FQF)

    Welcome to this week's edition of Five Question Friday. Here are the questions we'll be covering today:1. Should you include the value of your home in your asset allocation?2. Should we tilt our portfolio to 10% SCV?3. After-Tax Asset allocation4. Tips Ladders vs ETFs: If for example we had 500k for our fixed assets portion of our portfolio, what are your thoughts on building multiple TIPs ladders with all 500k to meet our retirement goals vs. a more diversified mixof t-bills, CDs, Agency, Co...

    25 min

  7. 1 ENE

    RBS 181: Is The New Safe Withdrawal Rate 3.7%?

    Morningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income strategy.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    24 min

  8. 23/12/2024

    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
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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 - 2025
  • Episodios
    187
  • Clasificación
    Apto
  • Copyright
    © 2025 The Rob Berger Show
  • Mostrar sitio web
    The Rob Berger Show

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