144 episodes

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.

The Rob Berger Show Rob Berger

    • Business
    • 4.8 • 104 Ratings

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.

    RBS 144: Remembering Charlie Munger (1924-2023)

    RBS 144: Remembering Charlie Munger (1924-2023)

    With the passing of Charlie Munger at the age of 99, I thought it appropriate to share 5 things I've learned from him over the years.Poor Charlie's Almanack: https://amzn.to/4a1JF63Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    • 9 min
    RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse

    RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse

    In many couples, one person handles the money and the other thinks as little as possible about it. That's certainly true with my wife.To help her, should I pass away, I created what I call the Blue Binder. To supplement the binder, I've started creating videos where I share my computer screen and walk through our finances. This allows me to show her our brokerage and bank accounts online. I can walk through all of our finances and explain how it all works and why I've made the choices that I'...

    • 20 min
    RBS 142: 7 Timeless Investing Principles That Never Change

    RBS 142: 7 Timeless Investing Principles That Never Change

    Change is everywhere: AI, the climate, interest rates, global conflict, and inflation, to name a few. So often, investors try to predict where all this craziness will take us so they can position their portfolio. Perhaps a better question to ask is what isn't going to change.Here are 7 timeless truths about successful investing that apply no matter what the future throws our way.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

    • 15 min
    RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One

    RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One

    The new Secure Act 2.0 introduced the IRA Gift Annuity starting this year. It allows you to make a one-time charitable contribution out of an IRA for as much as $50,000 and get monthly income for life.Join the newsletter: https://robberger.com/newsletter/?utm...

    • 8 min
    RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio

    RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio

    So you've been using an investment advisor to manage your investments. They have your money in 10, 15, 20 or even more funds! And you start to wonder just how the performance of this absurd portfolio compares to a simple, 2, 3 or perhaps 4 fund portfolio.Here's how to evaluate your advisor's portfolio with a free tool.Join the newsletter: https://robberger.com/newsletter/?utm...

    • 15 min
    RBS 139: Flexible Spending and Early Retirement: A Perfect Match or Just a Myth?

    RBS 139: Flexible Spending and Early Retirement: A Perfect Match or Just a Myth?

    Can one retire early if they have the ability to significantly cut back on discretionary spending during retirement if they must? A recent article on the MadFientist blog claims that following a Discretionary Spending Rule in retirement can significantly increase a retirees Safe Withdrawal Rate. And with a higher SWR, one can retire early.Karsten Jeske (Big ERN) of Early Retirement Now responded with his own article. He called flexibility in retirement a myth, and detailed why he thinks the D...

    • 30 min

Customer Reviews

4.8 out of 5
104 Ratings

104 Ratings

Mjjjjjjj2340 ,

Excellent

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.

csoul62 ,

Excellent

Always great information, and usually no-nonsense and to-the-point.

hdndbrhxhdbeb667383 ,

Excellent for near-retirees

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!!

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