The Rob Berger Show

Rob Berger
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  • استثمار
  • 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 يوم واحد

    RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60

    With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vanguard market outlook report concluded that a typical 60/40 retirement portfolio may be too rich, and that a 40/60 portfolio is a better option in this valuation environment. This video is my take on all of this. Resources: Vanguard Report: https://corporate.vanguard.com/conten... Bogleheads Forum Post: https://www.bogleheads.org/forum/view... Jo...

    ١٧ من الدقائق

  2. قبل ٤ أيام

    RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF)

    Welcome back to another edition of Five Question Friday (FQF). Here are today's questions: 1. What bond funds do I use in my portfolio? 2. Do you really need an emergency fund? 3. How does living off interest work with Bengen's 4% rule? 4. How to track money market funds in my investment tracking spreadsheet? 5. Are money market funds better than intermediate-term bond funds? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    ٢٧ من الدقائق

  3. ٢٥ شعبان

    RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we?

    Warren Buffett recently sol 100% of the two S&P 500 index funds Berkshire Hathaway owned, including Vanguard's VOO. In this video, we'll look at whether we should too. News Article: https://www.investors.com/etfs-and-fu... Berkshire's Stock Holdings: https://www.dataroma.com/m/holdings.p... Berkshire's Net Stock Sales: https://x.com/dividend_data/status/18... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    ١٠ من الدقائق

  4. ١٥ شعبان

    RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)

    Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions: 1. Can one Fidelity fund beat the Vanguard 3-fund portfolio? 2. How do expense ratios work with fund of funds? 3. Concerning the 4% rule, which I believe the analysis runs out for 30 years, if someone starts to take a yearly percentage out of their portfolio at a later age, say in their mid-70s, can the starting point of 4% be safely increased, and to what? 4. How to Track a Complicated Portfolio 5. What shou...

    ٣٥ من الدقائق

  5. ١٣ شعبان

    RBS 188: ProjectionLab Review (w/ Updates and Promo Code)

    Get 10% off the cost of ProjectionLab with promo code RBERGER-10 using this link: https://go.robberger.com/projectionla.... In today's video, we'll look at the following features of ProjectionLab: 1. Export/Import Data 2. Income/Expense 3. Tax Analytics 4. Drawdowns 5. Bond Allocation Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

    ٢٨ من الدقائق

  6. ٢٤ رجب

    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...

    ٨ من الدقائق

  7. ٢٠ رجب

    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 advisor 2. TIPS ladder vs BND 3. Are Target Date Funds a Reasonable Option 4. 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 brokerag...

    ٢٧ من الدقائق

  8. ١١ رجب

    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://robber...

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من ٥
‫١٣٥ من التقييمات‬

حول

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
    ١٩٢
  • التقييم
    ملائم
  • حقوق النشر
    © 2025 The Rob Berger Show
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    The Rob Berger Show

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