The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Player FM - Internet Radio Done Right
24 subscribers
Checked 6d ago
추가했습니다 two 년 전
Rob Berger에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Berger 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The Rob Berger Show와 비슷한 콘텐츠
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Timeless wisdom in an accelerating world. Hosted by Shane Parrish. “The highest density of wisdom per episode of any podcast.” Weekly Newsletter: fs.blog/newsletter Books: fs.blog/books X: x.com/ShaneAParrish IG: www.instagram.com/farnamstreet LI: www.linkedin.com/in/shane-parrish-050a2183
…
continue reading
Kara Goldin, Founder of Hint and Author of the WSJ Best Seller Undaunted, brings listeners real, unfiltered conversations with today’s boldest entrepreneurs, leaders, disruptors, and change-makers on The Kara Goldin Show. From overcoming setbacks to building iconic brands, Kara dives deep into the stories of those who dared to do things differently. Guests like Tony Robbins (entrepreneur, author), Chip Wilson (Lululemon), Guy Kawasaki (Apple, Canva), Mindy Grossman (WW), and Amy Errett (Madi ...
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
))
Daily Deals
The Rob Berger Show
모두 재생(하지 않음)으로 표시
Manage series 3437124
Rob Berger에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Berger 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
continue reading
211 에피소드
공유
모두 재생(하지 않음)으로 표시
Manage series 3437124
Rob Berger에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Rob Berger 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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.
…
continue reading
211 에피소드
모든 에피소드
×
T
The Rob Berger Show
1 RBS 211: When Should You Change Your Asset Allocation? (FQF) 27:03
27:03 
나중에 재생 
나중에 재생 
리스트 
좋아요 
좋아요27:03
나중에 재생 나중에 재생 리스트 좋아요 좋아요In today's Five Question Friday (FQF) we'll tackle the following questions: 1. Is now a good time to change your asset allocation? 2. Do target date funds force you to sell stocks in a down market? 3. Does the IRS treat the withdrawal of dividends as taking out earnings or contributions from a Roth IRA? 4. Is an 80% Chance of Success in Retirement reasonable? 5. How much should you allocate to international stocks? Boldin: https://go.robberger.com/boldin/yt-fqf ProjectionLab: https://go.robberger.com/projectionla... FICalc: https://ficalc.app/ Chance of Success Guardrail Articles: https://www.kitces.com/blog/monte-car... https://www.whitecoatinvestor.com/ris... https://www.kitces.com/blog/probabili... https://www.morningstar.com/retiremen... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 210: Where I'm Keeping My Cash: T-Bills, Money Market Funds, CDs or Savings Accounts? 9:58
9:58 나중에 재생 나중에 재생 리스트 좋아요 좋아요9:58
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this video, I'll run down several high-yield options for your cash. I'll also discuss where we are keeping our cash today. Bank Bonuses: https://www.allcards.com/best-bank-bo... CD Rates: https://www.allcards.com/cd-rates/ Savings Rates: https://www.allcards.com/savings-acco... No-Penalty CD Rates: https://www.allcards.com/no-penalty-c... Vanguard Money Market Funds: https://investor.vanguard.com/investm... Schwab Money Market Funds: https://www.schwab.com/money-market-f... T-Bill Yields: https://home.treasury.gov/resource-ce... Nerdwallet T-Bill Account: https://www.nerdwallet.com/l/nerdwall... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 209: The 5 Biggest Risks in Retirement According to Experts 11:04
11:04 나중에 재생 나중에 재생 리스트 좋아요 좋아요11:04
나중에 재생 나중에 재생 리스트 좋아요 좋아요The Center for Retirement Research at Boston College recently surveyed financial advisors, asking what the major risks were to their clients' retirement. In this video, we'll look at the top 5 risks financial advisors identified, and compare them to the five biggest risks according to retirees. Here's the study: https://crr.bc.edu/wp-content/uploads... ProjectionLab (Use Code RBERGER-10 for a 10% discount): https://go.robberger.com/projectionla... Boldin: https://go.robberger.com/boldin/yt- Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 208: Is It Safe To Link Financial Accounts To Budget Apps? (FQF) 27:15
27:15 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:15
나중에 재생 나중에 재생 리스트 좋아요 좋아요Here are today's Five Question Friday (FQF): 1. Are financial apps safe? 2. Can you help me understand the risk of bonds? 3. How are mutual fund dividends taxed? 4. How should we think about annuities for retirement income? 5. Does Ben Felix hate index funds? Ben Felix video: • The Problem With Index Funds Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
Here are the five questions we'll cover in this week's edition of Five Question Friday: 1. Is now a good time to do a Roth conversion? (John) 2. Mutual Funds vs ETFs (Shane) 3. Should we invest more in international stocks? (Phil) 4. Is Gold a hedge against inflation? (Cathy) 5. Has 2025 wrecked our retirement plans? (Doug) Resources Boldin: https://go.robberger.com/boldin/yt-fqf ProjectionLab: https://go.robberger.com/projectionla... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
Welcome to another edition of Five Question Friday (FQF). We actually have 6 questions today plus a free investment tracking tool: 1. Do I send Facebook friend requests to viewers? 2. Is this a good time to start investing? 3. Is rebalancing in volatile times just market timing? 4. If following the 4% rule, should the amount you pay in taxes be included? 5. Should an emergency fund be part of your asset allocation? 6. What is your opinion of using T-bills for cash instead of CDs or bonds? Investment Tracking Tool: https://www.bogleheads.org/forum/view... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 205: A Smarter Way to Model TIPS Ladders in Retirement Planning Software 17:10
17:10 나중에 재생 나중에 재생 리스트 좋아요 좋아요17:10
나중에 재생 나중에 재생 리스트 좋아요 좋아요A viewer named John emailed me the following question: "I'm planning to build a 5yr TIPS ladder to provide some inflation protected income in the years before Medicare and SS. How do I model that "account" in Boldin??" It's a great question, and it gives us the opportunity to look at an often overlooked feature of retirement planning software--pension income. Yes, a TIPS ladder can be modeled as pension income. We'll look at it in both Boldin and ProjectionLab. Boldin: https://go.robberger.com/boldin/yt-ti... ProjectionLab: https://go.robberger.com/projectionla... (use code RBERGER-10 for a 10% discount) TIPSLadder: https://www.tipsladder.com/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
Here are the questions for this week's Five Question Friday (FQF): 1. Are savings accounts better than bond funds? 2. Can you please explain nominal and real returns? 3. Does it matter if the market is up or down if you do a Roth conversion? 4. Will I be taxed twice on reinvested dividends? 5. Do you really need more than one broker? Bonus Question: What camera and mic are you using? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
Choosing between traditional and Roth 401k contributions is difficult. It forces us to make a guess about our taxes years or even decades from now. In this video, we'll discuss some of the factors that can affect this decision. And then, I'll share one strategy that may make the decision much easier. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 202: Could Fake Inflation Data Destroy the Value of TIPS? (FQF) 26:36
26:36 나중에 재생 나중에 재생 리스트 좋아요 좋아요26:36
나중에 재생 나중에 재생 리스트 좋아요 좋아요Welcome to another edition of Five Question Friday (FQF). Here are the five questions we'll cover: 1. Will fake inflation data destroy TIPS? 2. How should a pension affect your asset allocation? 3. Do advisors really add 3% to your returns? 4. TIPS Ladder vs TIPS Fund 5. Investing in a Roth vs Traditional Retirement Account Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
According to the latest report from the Board of Trustees of Social Security, it will become insolvent in 2033. Without money in the trust fund to bolster tax receipts. The Social Security Administration will only be able to pay out 79 cents on the dollar in benefits. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 200: 9 Retirement Planning Mistakes You May Be Making 18:41
18:41 나중에 재생 나중에 재생 리스트 좋아요 좋아요18:41
나중에 재생 나중에 재생 리스트 좋아요 좋아요Retirement planning requires that we make a lot of assumptions about the future. From all of these assumptions and other data, most software spits out a "Chance of Success." That number can make the future appear more certain than it is. In fact, many people make some big mistakes with their retirement plans. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 199: Should You Build a TIPS Ladder in Retirement? (FQF) 28:15
28:15 나중에 재생 나중에 재생 리스트 좋아요 좋아요28:15
나중에 재생 나중에 재생 리스트 좋아요 좋아요Welcome to Five Question Friday! Here are the questions we'll cover in today's video: 1. Should You Build a TIPS Ladder in Retirement? 2. Are Vanguard's LifeStrategy Funds a Reasonable Choice in Retirement? 3. Is the 40/60 Portfolio the New 60/40 Portfolio? 4. How many investment brokers do I use? 5. How to rebalance across different account types? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 198: 3 Financial Apps Worth Paying For in Retirement (FQF) 27:33
27:33 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:33
나중에 재생 나중에 재생 리스트 좋아요 좋아요In today's Five Question Friday (FQF), we tackle these five fantastic questions: 1. What financial apps are worth paying for in or near retirement? 2. How do you enter money market funds into your investment tracking spreadsheet? 3. Is it safe to link accounts to apps? 4. Can you comment on Bill Bernstein's comment that if you've won the game, stop playing? 5. Is Larry Kotlikoff's criticism of Boldin justified? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 197: 7 Golden Rules of Retirement Withdrawal Strategies 25:32
25:32 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:32
나중에 재생 나중에 재생 리스트 좋아요 좋아요Retirement withdrawal strategies are about a lot more than just the 4% rule or safe withdrawal rates. To better understand how they work and how you can apply them to your retirement, this video walks through 7 rules I follow when it comes to spending down your investments in retirement. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
In today's Five Question Friday (FQF), we have five more great questions sent in by viewers: 1. Should we think of dividends as guaranteed income? 2. Should we invest in our HSA the same way we invest in our Roth IRA? 3. How should you pay tax on a Roth Conversion? 4. Should you get long-term care insurance? 5. Should our investing strategy change as our wealth rises? WSJ Article on LTC insurance: https://www.wsj.com/personal-finance/... Fidelity Alternative Investments: https://www.fidelity.com/go/alternati... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 195: How to Invest During Economic Chaos: Tariffs, DOGE & Deficit Concerns 15:27
15:27 나중에 재생 나중에 재생 리스트 좋아요 좋아요15:27
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this video, I'll describe my approach to investing in uncertain times. To do so, I'll enlist the help of the D.C. subway system, Sir Isaac Newton, and the 1970s. The 60/40 Solution: https://www.safalniveshak.com/wp-cont... Sir Isaac Newton Paper: https://www.sfu.ca/~poitras/cjh_newto... The Telegraph Article: https://www.telegraph.co.uk/news/ukne... Stocks for the Long Run: https://amzn.to/4hyy0hz Stay the Course: https://amzn.to/4hq4HOh 150 Years of Stock Market Crashes: https://www.morningstar.com/economy/w... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
In today's Five Question Friday (FQF), we cover the following: 1. Some thoughts on how to hire a financial advisor 2. Whether to consider Medicare premiums in your Roth conversion analysis 3. How Social Security should affect our asset allocation in retirement 4. How variable income should affect how we invest 5. Whether I sold U.S. stocks to buy International stocks this year. Resources mentioned in the video: Boldin: https://go.robberger.com/new-retireme... ProjectionLab: https://go.robberger.com/projectionla... List of Low Cost Advisors: https://robberger.com/low-cost-financ... My newsletter signup: https://robberger.com/newsletter/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025) 18:51
18:51 나중에 재생 나중에 재생 리스트 좋아요 좋아요18:51
나중에 재생 나중에 재생 리스트 좋아요 좋아요In this video, I'll share with you my current investment portfolio, including a big change I made in our traditional retirement accounts. I'll also share an update to my free investment tracking spreadsheet. https://robberger.com/investment-trac... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60 17:16
17:16 나중에 재생 나중에 재생 리스트 좋아요 좋아요17:16
나중에 재생 나중에 재생 리스트 좋아요 좋아요With 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... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF) 27:00
27:00 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:00
나중에 재생 나중에 재생 리스트 좋아요 좋아요Welcome 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...…
T
The Rob Berger Show
1 RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we? 10:17
10:17 나중에 재생 나중에 재생 리스트 좋아요 좋아요10:17
나중에 재생 나중에 재생 리스트 좋아요 좋아요Warren 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...…
T
The Rob Berger Show
1 RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF) 35:07
35:07 나중에 재생 나중에 재생 리스트 좋아요 좋아요35:07
나중에 재생 나중에 재생 리스트 좋아요 좋아요Welcome 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 should we make of Vanguard's paper that indicates a better asset allocation for retirement income is a majority of bonds (like 40% equities, 60% bonds!) as opposed to long-established portfolios that are more like 60/40 in favor of equities. Even Bill Bengen didn't recommend going below 50% equities, right? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 188: ProjectionLab Review (w/ Updates and Promo Code) 27:32
27:32 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:32
나중에 재생 나중에 재생 리스트 좋아요 좋아요Get 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...…
T
The Rob Berger Show
1 RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu 7:36
7:36 나중에 재생 나중에 재생 리스트 좋아요 좋아요7:36
나중에 재생 나중에 재생 리스트 좋아요 좋아요Today, 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...…
T
The Rob Berger Show
1 RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF) 27:09
27:09 나중에 재생 나중에 재생 리스트 좋아요 좋아요27:09
나중에 재생 나중에 재생 리스트 좋아요 좋아요In 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 brokerage - elsewhere as well? 5. How do we rebalance assets in Boldin? If we enter a 60/40 portfolio today, after a few years, it turns into 80/20, which means the software is not rebalancing automatically.2. For the BND fund, what rate of return will you use? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
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/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire 18:14
18:14 나중에 재생 나중에 재생 리스트 좋아요 좋아요18:14
나중에 재생 나중에 재생 리스트 좋아요 좋아요With 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: https://opensocialsecurity.com/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
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 allocation 2. Compare your actual allocation to your plan 3. Evaluate individual holdings 4. Evaluate your asset location 5. Confirm you have beneficiaries listed for each account 6. Check your performance for the past year 7. Check for excessive stock concentration 8. Evaluate your advisor relationship & fees 9. Make sure you have 2FA on all financial accounts and email 10. Evaluate if you can simplify your portfolio Resources Empower: https://go.robberger.com/empower/yt-y... Investment Tracking Spreadsheet: https://robberger.com/investment-trac... Morningstar: https://www.morningstar.com/ ETF Overlap Tool: https://www.etfrc.com/funds/overlap.php Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
T
The Rob Berger Show
1 RBS 182: The Case Against After-Tax Asset Allocation (FQF) 25:07
25:07 나중에 재생 나중에 재생 리스트 좋아요 좋아요25:07
나중에 재생 나중에 재생 리스트 좋아요 좋아요Welcome 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 allocation 4. 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, Corporate, and TIPs? I am leaning toward the more "diversified mix." 5. Roth conversions and Rate of Return Assumptions Resources: Boldin: https://go.robberger.com/new-retireme... Bolgeheads' Wiki: https://www.bogleheads.org/wiki/Tax-a... Reichenstein Article: https://www.financialplanningassociat... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.
Daily Deals
The Rob Berger Show와 비슷한 콘텐츠
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
…
continue reading
Timeless wisdom in an accelerating world. Hosted by Shane Parrish. “The highest density of wisdom per episode of any podcast.” Weekly Newsletter: fs.blog/newsletter Books: fs.blog/books X: x.com/ShaneAParrish IG: www.instagram.com/farnamstreet LI: www.linkedin.com/in/shane-parrish-050a2183
…
continue reading
Kara Goldin, Founder of Hint and Author of the WSJ Best Seller Undaunted, brings listeners real, unfiltered conversations with today’s boldest entrepreneurs, leaders, disruptors, and change-makers on The Kara Goldin Show. From overcoming setbacks to building iconic brands, Kara dives deep into the stories of those who dared to do things differently. Guests like Tony Robbins (entrepreneur, author), Chip Wilson (Lululemon), Guy Kawasaki (Apple, Canva), Mindy Grossman (WW), and Amy Errett (Madi ...
…
continue reading
Millionaire University is on a mission to help you build wealth, achieve financial freedom, and create a business that supports the life you want. We reveal proven strategies for business growth, personal finance, and investing—teaching you how to increase your income, build passive revenue streams, and take control of your money. You will learn how to start and scale a business, make smarter financial decisions, and build lasting wealth—all while creating a life of impact and fulfillment. G ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Player FM -팟 캐스트 앱
Player FM 앱으로 오프라인으로 전환하세요!
Player FM 앱으로 오프라인으로 전환하세요!
))
