The Rob Berger Show

View Top 200 Chart

Back to Rankings Page

Business
**The Rob Berger Show**

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.

Latest Episodes:

RBS 071: How to Become a Confident Investor in 2022 | Live Q&A Aug 24, 2022

Show notes

Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 070: 10 Ways to Protect Your Financial Accounts Online Aug 22, 2022

Show notes

According to one study, cybercrime will cost the world $10.5 trillion a year by 2025. Today, every financial account from banks to credit cards to investments offer online access. For investors, the risk of loss from cybercrime ranks as the #1 concern.
Fortunately, there are steps we can all take to increase our online security. For very little money, we can significantly reduce the likelihood that a computer hacker will gain access to our financial accounts. Here are 10 steps you can take to help secure your online accounts.
NordVPN: https://robberger.com/go/nordvpn/yt-70
LastPass: https://lastpass.com
Norton: https://www.nortonlifelock.com/us/en/
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 069: 401(k) Rollover--What To Do With Your 401(k) When You Leave Your Job or Retire Aug 19, 2022

Show notes

Get free help with your 401(k) Rollover to an IRA with Capitalize: https://robberger.com/go/capitalize/y...
When you leave a job, whether to retire, take another job, or leave the workplace for a time, an important question is what to do with your 401(k), 403(b) or other workplace retirement plan. In this video we walk through the three primary options:
1. Leave it with your former employer,
2. Transfer it to your new employer's 401(k), or
3. Roll it over to an IRA
We'll discuss the pros and cons of each option, along with some advanced strategies to consider.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 068: How to Invest for Retirement and in Retirement | Live Q&A Aug 17, 2022

Show notes

Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 067: 529 Plans--How to Invest for a Child's Education Aug 15, 2022

Show notes

Investing for a child's education presents at least two challenges. First, we don't have a lot of time to save and invest. In most cases, we have 18 years, and in many cases, a lot less. Second, Once they graduate from high school, they need the money quickly over the next few years. In this way it's very different than retirement, where we plan to spend our nest egg over 30 years or more.
In this video, we are going to use Utah's excellent 529 plan as a framework on how to invest for a child's education. And a big thanks to a viewer named Dan who put together an awesome spreadsheet to help us.
Spreadsheet: https://docs.google.com/spreadsheets/...
Utah's 529 Plan: https://my529.org/
My Morningstar Course: https://www.youtube.com/watch?v=qRfRq...

RBS 066: Betterment vs 3 Fund Portfolio--Are 10 ETFs Better Than 3? Aug 12, 2022

Show notes

As robo-advisors go, Betterment is one of the best in my opinion. It offers excellent features (e.g., automatic rebalancing, tax loss harvesting, excellent planning tools) at a reasonable price. But how does Betterment's Core Portfolio of 10 ETFs stack up to the simple, humble 3-fund portfolio?
We put both to the test in this video.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 065: How to Invest in a Bad Stock Market | Live Q&A Aug 10, 2022

Show notes

I used Capitalize to Rollover a 401k to an IRA. It's totally free and very easy to use: https://robberger.com/go/capitalize/y...
Get a free estimate of term life insurance in 20 seconds with Haven Life Insurance: https://robberger.com/go/haven-life/y...
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 064: A Complete Guide to Bond Investing Aug 08, 2022

Show notes

Investors today are nervous about bonds because of the historically low yields. The fear is that as interest rates rise, the value of existing bonds will fall. In this video we'll walk through bond investing for beginners. I'll cover how bonds work, my approach to bonds, and some suggesting bond funds.
If you find this information useful, consider joining my weekly newsletter:
Join the newsletter: https://robberger.com/newsletter/?utm...
Note: At 26:14 my reference to I bonds should have been TIPS.

RBS 063: Bond Alternatives Aug 05, 2022

Show notes

With inflation and interest rates on the rise, many have asked me about bond alternatives. While I haven't changed my investments, including the bonds funds I own, I do understand the concern over bond funds that have lost money this year.
So in this vide we will first looked at 4 alternatives to a traditional total U.S. bond fund.
Then we'll look at four bond alternatives.
And finally, we'll look at four investments many list as a bond alternative that really aren't a good alternative at all. In this section I should have included covered call ETFs. These are investments that can have a very high yield (8% or more). The problem is they can lose a lot of value, which takes away from the yield. And their risk as measured by standard deviation are often 3x that of a total U.S. bond fund.
Join the newsletter: https://robberger.com/newsletter/?utm...

RBS 062: How to Invest in a Taxable Account Aug 03, 2022

Show notes

Join the newsletter: https://robberger.com/newsletter/?utm...

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected