Rob Berger

Episodes (Page 5)

Never Too Late to Start Investing

Mar 20, 2026 · 0:03:00

✨ Learn how to start investing, even if you're starting later in life.

0:03:00

The Power of Financial Freedom

Mar 19, 2026 · 0:02:48

✨ Achieve financial freedom in your 40s for more than just retirement.

0:02:48

AI and Retirement Planning

Mar 18, 2026 · 0:02:13

✨ AI analyzes financial data for retirement planning.

0:02:13

Before Hiring a Financial Advisor…

Mar 17, 2026 · 0:02:40

✨ Understand how financial advisors are compensated.

0:02:40

Is VTINX Too Conservative?

Mar 13, 2026 · 0:02:55

✨ VTINX holds approximately 65% bonds.

0:02:55

Can Claude AI Replace Financial Planning Software (FQF)

Mar 13, 2026 · 0:41:38

✨ Discusses AI's role in financial planning software.

0:41:38

Roth Conversions & Tax Payments

Mar 12, 2026 · 0:02:59

✨ Roth conversions and estimated tax payments.

0:02:59

How Much Cash Should Retirees Hold?

Mar 11, 2026 · 0:03:00

✨ Balancing cash for security versus growth.

0:03:00

The 4% Rule Solves This Problem

Mar 10, 2026 · 0:02:58

✨ The 4% rule and sequence of returns risk.

0:02:58

How Should We Invest During Uncertain Times | Live Q&A

Mar 10, 2026 · 1:29:21

✨ Strategies for investing during uncertain times.

1:29:21

How Much Cash Should Retirees Hold as an Emergency Fund? (FQF)

Mar 6, 2026 · 0:35:22

✨ Determining appropriate emergency fund cash for retirees.

0:35:22

Best Apps to Track Subscriptions

Mar 5, 2026 · 0:02:47

✨ Review of top apps for tracking subscriptions.

0:02:47

4 Golden Rules to Avoid Getting Scammed

Mar 4, 2026 · 0:02:41

✨ Four key rules to avoid financial scams.

0:02:41

Best RMD Strategy?

Mar 3, 2026 · 0:02:44

✨ Optimal strategies for Required Minimum Distributions (RMDs).

0:02:44

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Episodes (Page 5)

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