Episodes (Page 3)
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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.
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Examines the debate on whether actively trying to beat the S&P 500 is worthwhile.
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Explains how rising Medicare costs can significantly reduce Social Security benefits.
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Discussion on whether the Federal Reserve will alter its policies regarding Treasury Inflation-Protected Securities (TIPS).
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Discusses overcoming the fear of retirement and its associated anxieties.
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Stocks offer growth potential but higher risk for retirement.
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Social Security claiming age impacts monthly benefits significantly.
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Discusses AI's impact on YouTube channels and financial planning resources.
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Explains four rules for managing cash: yield, liquidity, taxes, and safety.
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Explores the concept of 'set it and forget it' investing.