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by Rob Berger
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In today's video, we answer the following question: Can the bucket strategy help you generate income and grow your wealth in retirement, even as you're spending money to live on? Retirement Manifesto Articles First Article: https://www.theretirementmanifesto.co... Second Article: https://www.theretirementmanifesto.co... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
In today's Five Question Friday (FQF) video, we cover these questions: 1. Floor & Enjoy Retirement Strategy 2. Target Date Funds 3. Paying Taxes on Roth Conversions 4. Vanguard’s New BondBuilder ETFs 5. Boldin vs. Empower Resources From Video Empower: https://go.robberger.com/empower/yt-fqf Boldin: https://go.robberger.com/boldin/yt-fqf https://longevity.stanford.edu/wp-con... https://robberger.com/spend-safely-in... https://fundresearch.fidelity.com/mut... https://fundresearch.fi...
In this Five Question Friday (FQF) video, we cover these questions: 1. How to teach your significant other to manage the investments? (The Spouse Financial Survival Kit) 1. Start with a One-Pager a. Accounts b. Key Professionals c. Withdrawal Order d. Financial Overview Doc: https://docs.google.com/document/d/1W... 2. Financial Love Letter https://docs.google.com/document/d/1q... &n...
In this episode, I'll answer the following question from a viewer: "I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video that you simplified and are down to 3 or 4 funds. I was thinking of mirroring your 6 fund plan but now I see you have simplified, which is why I am asking if you can do a new video going over your new 4 fund plan." Join the Newsletter. It's Free:...
In today's Five Question Friday (FQF) video, we cover these questions: 1. Where is the best place to park cash today? 2. Should you invest or pay off student loans? 3. Are Schwab’s Target Date Retirement Funds a solid option? 4. When should you start spending your IRA money? 5. Should a TIPS ladder be part of a retirement portfolio? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
In this episode, we cover my Ultimate Retirement Checklist: 1. Healthcare 2. Start learning about Medicare 3. Understand IRMMA brackets 4. Track Expenses 5. Calculate Your Burn Rate 6. Calculate Your Guaranteed Income Ratio 7. Plan for large expenses 8. Plan when to take Social Security 9. Cash 10. Create a Tax-Efficient Withdrawal Strategy 11. Understand how investment withdrawals are taxed 12. Consider Roth conversions 13. Plan how to spend down your HSA 14. Simplify Acc...
In today's Five Question Friday (FQF) video, we cover these questions: 1. How do you protect your portfolio as you near retirement? 2. How does asset location work if you must draw from taxable accounts? 3. Should you automatically reinvest dividends? 4. How can I diversify away from the S&P 500? 5. What is the safe withdrawal rate for a 20 year retirement? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
In today's Five Question Friday (FQF) video, we cover these questions: 1. What Happens To Bond Funds When the Fed Cuts Rates? 2. Where to Invest If Stocks Are a No-go 3. How are Mutual Fund Sales Taxed? 4. Should Annuities Replace Bonds? 5. Brokerage Account vs Roth IRA Resources Snowball-Analytics: https://go.robberger.com/snowball-ana... 10 Year Treasury & Fed Fund Rate: https://fred.stlouisfed.org/series/T1... VTINX: https://investor.vanguard.com/investm... FTBFX: https://fundr...
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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.
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