Recent Episodes
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Prioritize investing over tax optimization initially.
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Consider two retirement withdrawal strategies.
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Covered calls can be a powerful strategy.
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AI is transforming work and finance.
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A 6% APY sounds great, but fine print matters.
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Over-optimization in retirement planning leads to overwhelm.
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Advisor charges 1.6% annually for a 16-fund ETF portfolio.
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HSAs offer tax advantages during life but have complex rules for non-spouse beneficiaries.
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Claiming Social Security has no single best age for everyone.
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Evaluating an 86-year-old's IRA portfolio with 92% in stocks.
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Discussed the 'Buy, Borrow, Die' strategy for wealth management and retirement.
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Maintain overall portfolio allocation for retirement.
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Retiree with $1M at 2000 peak, 90/10 portfolio, 4% withdrawal rate.
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Annual retirement review takes about an hour, prioritizing 'good enough' over perfection.
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Fear of investing at all-time highs is common.
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Index funds are concentrated in AI stocks, posing potential risks.
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A simple approach to bond investing discussed in a live Q&A.
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The 4% rule's calculation regarding advisory fees is clarified.
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Beware of scam emails impersonating Rob Berger.
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Two-factor authentication adds a crucial security layer to your accounts.