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Video Resources
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0:00 – Welcome to the Financial Freedom Show!
1:07 – Surviving the Market
13:56 – Covered calls
18:16 – Filing taxes jointly
20:28 – International REITS
21:52 – Roth conversions in a bear market
23:48 – Fund combination in a Traditional IRA during retirement
27:01 – Buying treasuries
28:23 – Vanguard sent a letter
29:10 – Buying an investing real estate property in this market
30:39 – VTIAX
36:07 – Stock Market returns over the next 10 years
43:05 – Paying down a mortgage in retirement planning
51:40 – Chess
51:52 – Keeping an emergency fund in 4 week T-bills
56:00 – Uninvested money sitting in a Roth IRA
58:47 – When to sell IBonds
1:02:05 – Japan
1:04:09 – Link to the asset quilt
1:04:46 – Moving to VTI or VOO
1:07:59 – How T-bills pay out
1:09:05 – Living off dividends
1:12:04 – Buying long term treasuries
1:15:48 – Bogle quote/Current inflation rate
1:17:22 – 70/30 portfolio/VT
1:19:15 – Pension Lump Sum vs Annuity
1:22:05 – Hold or sell VTSAX
1:22:36 – Fed Chair Powell
1:25:14 – Financial products, services, etc worth paying for
1:29:08 – Tax Cost Ratio
1:31:53 – Monday Night Football
1:32:30 – Go back to the chat
1:33:42 – Next Monday
1:33:56 – Financial Freedom
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#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I’m the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I’m also the author of Retire Before Mom and Dad–The Simple Numbers Behind a Lifetime of Financial Freedom (
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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom….(read more)
LEARN MORE ABOUT: IRA Accounts
CONVERTING IRA TO GOLD: Gold IRA Account
CONVERTING IRA TO SILVER: Silver IRA Account
REVEALED: Best Gold Backed IRA
The stock market can be a volatile and unpredictable place. It can be difficult to know when to buy and sell, and even more difficult to know when to stay out of the market altogether. With the current market conditions, it can be even more difficult to survive.
In order to help you survive this market, we’re hosting a live Q&A session with a financial expert. Our expert will answer any questions you have about the stock market and provide tips and advice on how to navigate the market during these turbulent times.
The first step to surviving this market is to stay informed. Make sure you’re up to date on the latest news and events that could affect the stock market. This includes things like economic reports, political news, and other market-moving events.
The next step is to have a plan. This includes setting a budget, deciding how much you’re willing to invest, and setting a timeframe for when you’ll buy and sell. It’s also important to have a risk management plan in place. This means deciding how much risk you’re willing to take and having a strategy for when to get out of the market.
Finally, it’s important to diversify. Don’t put all your eggs in one basket. Invest in different asset classes and sectors to spread out your risk. This will help reduce your risk and increase your chances of making a profit.
These are just a few tips for surviving this market. Our expert will be able to provide more detailed advice and answer any questions you may have. So join us for our live Q&A session and get the information you need to make the best decisions for your investments.
I won't be watching anymore of your videos since you deleted my comment on your last dividend video.
VTIAX Emerging Market Percentage: when you look at Regions for a fund, should you not include Africa and Latin America as Emerging Markets? That would make VTIAX EM %age about 22%
Morningstar is available free for card holders on a lot of library websites.
Rob a real techie guy has all the latest gadgets!
good job rob!
Rob, I am little less than 3 years out of retiring, 6 months ago I was in a very anxious place, then I found your utube channel and you helped me out, thank you for lowering my anxiety to a minimum level… I am very grateful…
Furthermore the covered call etf is not very tax efficient 12% yield thats dividend income so its going to get taxed regardless of the fact that the ETF is also down 15% covered call etf is no different than trying to time the market its a big no from me
Many foreign REITs maybe classified as PFICs so if you own them directly you may have to consider tax elections and additional forms to be completed with your tax return – Form 8621
Thanks for the content, Rob. I appreciate the work you put into the videos.
6:50 it might be easier to Show/Hide columns next time
For those who have an inherited IRÁ and need to take RMD and not making contributions what to do?
Hi Rob, fan of your show and coincidentally I’m an audio nerd. Just fyi: The XLR cable on your SM7b is not fully plugged in. That could be a show stopper if it got bumped a hair more 😉 Also the SM7B is a cardioid (ie. Directional) mic which is great at rejecting unwanted sounds to the sides/rear (like reverberant room sound, kids, outside traffic) but that mic truly excels at a close proximity to the mouth, so cozy on up if you’re going for that podcast/radio vibe.
No pain, no gain. Applies both to health of the body and health of your portfolio.
What do you think of investing in GOLD in todays environment?
Always great content from Rob Berger! Thank you!!!
@1:26:22 the weakness of these tools is there is no way to simulate private investments such as private lending, syndicate mortgages, private reits. These sorts of investments are lump sums investments of 25-50K that are locked in for 3-5Yrs and yields a 15-20% annualized return. If you have several coming back at different periods of time, there is no way to enter these sorts of deals into New Retirement. What I'm saying is that these sorts of investments juice up our total portfolio returns but they come back at different points of time.
Bob, you could point out that the stock market returns were too much for two years.
Bob, the bond market had no where to go but down as interest rates were at arbitrary lows caused by government easy money.
Hello Mr. Berger,
My name is Raymond Picard Jr. I have been investing in the stock market for roughly 2yrs now. I really appreciate your channel and your time. I grew up poor and investing was not a topic of discussion. Sports and Music was the “PUSH” growing up.
My question to you is; do you have a course or better yet a payment structure where you look at individual accounts like mine. I have three accounts with M1 Finance; A Roth & two individual dividend accounts. I understand that this will not be financial advice but your mentions will be appreciated. I basically want to maximize my Roth and combine the two dividend accounts into 1.
Thank you for your time and efforts.
Raymond
The tilt joke was mint
ty
Thanks for the POD cast. I love your perspective on investing and the stock market. I have 10 to 12 years until retirement and I am 100% stocks in the accumulation phase. I know its good for me but I still get a worried feeling at times. I am 70% US and 30% International. Diversified the best I can in my 401K Roth and traditional. I am crossing my fingers for a couple more bad years and a nice recovery in 10 years.
Have you or will you do a short introduction to iBond "Gift Box" rules and conditions?