The Rob Berger Show

Latest Episodes:

RBS 101: The 3 Key Components of a Retirement Withdrawal Strategy | Live Q&A Mar 29, 2023

Show notes

Tonight we'll start by discussing what makes up a comprehensive retirement withdrawal strategy. Then we'll discuss your questions.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 100: How to Maximizing Social Security Amid Potential Benefit Cuts Mar 27, 2023

Show notes

The CBO released a report estimating that under current law, Social Security benefits will be cut by 23% in 2034. For those who can claim Social Security between then and now, the potential cut raises an important question. How should the potential cuts affect when you claim social security?
In this video we use the free tool Open Social Security to answer this question.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 099: What is the SEC Yield on a Bond Fund? Live Q&A Mar 24, 2023

Show notes

We'll start by discussing what's called the SEC Yield of a bond fund. Then we'll turn to your questions.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 098: TSP Fund Alternatives from Fidelity and Vanguard Mar 22, 2023

Show notes

For those considering moving their TSP investments to an IRA, here are mutual funds and ETFs that mirror the C Fund, S Fund, I Fund and F Fund of the Thrift Savings Plan. We also look at the G Fund, which doesn't have an alternative.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 097: The Vanguard Dynamic Spending Rule: A Closer Look at Its Pros and Cons Mar 20, 2023

Show notes

The Vanguard Dynamic Spending Rule is one of several retirement withdrawal strategies that use the guardrails concept. The idea, in theory, is to generate a spending plan that has some of the annual spending consistency of the 4% Rule, while at the same time remaining sensitive to market fluctuations.
I'll walk through how the rule works, its pros and cons, and a free tool that will enable you to test the Vanguard Dynamic Spending Rule for yourself.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 096: 7 Powerful Lessons From Warren Buffett's 2023 Berkshire Hathaway Letter Mar 17, 2023

Show notes

Warren Buffett just released his annual letter to shareholders of Berkshire Hathaway. Here 7 powerful lessons every investor can learn from the Oracle of Omaha's letter.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 095: What to Expect from the Battle Over the Debt Ceiling | Live Q&A Mar 15, 2023

Show notes

We'll begin tonight discussing the upcoming battle over the debt ceiling, and how our nation's debt and interest payments may affect a retiree's future. Then I'll turn to your questions.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 094: Year-End Financial Checklist Mar 13, 2023

Show notes

Here are 8 action items I review at the end of each year. They help me make sure I'm not missing anything for 2022, and they prepare me for 2023.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 093: How to Invest When You Have Multiple Investment Accounts Dec 26, 2022

Show notes

Must investors have multiple accounts. These may include 401(k) and 403(b) accounts, any number of IRAs, taxable accounts, and even HSAs. Multiple accounts raise an important question. Should you implement you replicate your asset allocation plan within each account or just make sure your portfolio as a whole matches your investment plan?
In this video will cover the following:
0:00 How to Invest With Multiple Accounts and Account Types
1:00 Simplicity
1:50 Investment Tracking Spreadsheet
2:30 Investment Options
3:15 Taxes--Asset Location
5:00 After-Tax Asset Allocation
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 092: A 3-Credit Card Cash Back Strategy Worth $500,000+ Dec 23, 2022

Show notes

In this video I update my credit card rewards strategy, including our current balance we've accumulated just from credit cards. I also walk through a simple 3-card strategy you can use to generate on average 3% or more in cash back.
We'll also look at how one can build wealth with credit card rewards or improve spending outcomes in retirement.
————————————
Credit Cards Mentioned in this Video
————————————
Citi Double Cash: https://bit.ly/3SDoOwe
Chase Freedom Unlimited: https://bit.ly/3f7nDHs
Amex Blue Cash Preferred: https://bit.ly/3gLDnk3
Wells Fargo Bilt Card: https://creditcards.wellsfargo.com/bi...
Chase Business Ink Premier: https://bit.ly/3gyY56r
Join the newsletter: https://robberger.com/newsletter/?utm...

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected