The Rob Berger Show

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**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 050: Investing During A Market Crash | Live Q&A Jun 29, 2022

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RBS 049: How to Evaluate Your Investments | A Portfolio Checkup Using Free Online Tools Jun 27, 2022

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I've received hundreds of emails from viewers asking me questions about their investments. They want to understand whether their investment portfolio is sound. While I'm not a financial advisor, I do believe do it yourself investors can evaluate their own portfolios with the help of some free tools.
In this video I walk through how I evaluate an investment portfolio. I could also be useful for those just starting to invest. I hope you find it helpful in your own investing journey.
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RBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series] Jun 24, 2022

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In this video we look at a portfolio of a viewer who is 10 years from retirement. Her advisor has her invested in a 50/50 portfolio. We'll look at the "Smart Sector" and Momentum ETFs she has, consider the impact of the 50 basis point fee, and examine whether a 50/50 portfolio makes sense.

RBS 047: How to Invest for Short-Term Goals Jun 22, 2022

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Investing for short term goals of 5 years or less can be tricky. Savings accounts pay about 0.50%, but stocks can lose money in the short term. Many saving for a down payment on a house face this problem.
In this video I'll cover an approach that can enable short-term savers to benefit from stock market returns without taking excessive risk of losing money over the next few years.

RBS 046: How to Invest in a Roth IRA--A Beginner's Guide Jun 20, 2022

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A Roth IRA is arguably the single best way to save for retirement. One question I receive frequently is how to invest in an IRA. And specifically, is a 3-fund portfolio a sound approach to investing in an IRA. The short answer is that it's an excellent approach for beginners just starting out.
There is one situation, however, where I would make an adjustment. If you also have traditional retirement accounts, I would use them for the bond allocation, reserving the Roth IRA for stock ETFs and mutual funds.

RBS 052: How Investment Fees Lower Retirement Spending (and invalidate the 4% Rule) Jun 06, 2022

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The 4% Rule of retirement spending is used to plan spending in retirement. The rule says you can spend 4% of your nest egg in the first year of retirement. In subsequent years you adjust the amount by the rate of and inflation. Following this approach gives you a ver good chance of not running out of money in retirement.
The 4% Rule, however, assumes no investment fees. Add even a small amount of fees and your spending in retirement must go down. Add 1% or more in fees, and retirement spending must go down a lot.
In this video, we look at just how investment fees lower how much you can spend in retirement. We look at fees ranging from 0.10% to 3%.

RBS 045: Investing for Retirement in an Uncertain World _ Live Q&A May 25, 2022

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RBS 044: How to Invest in an HSA (Health Savings Account) May 23, 2022

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A Health Savings Account (HSA) offers better tax advantages than any other type of account. The catch is that the money must be used for Qualified Medical Expenses to avoid taxes (and a possible 10% penalty)
In this video I walk through 3 aspects of HSAs, 6 strategies on how to use an HSA, and how best to invest money in an HSA based on the strategy used.
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RBS 043: How to Set Up a 3 Fund Portfolio in Vanguard May 20, 2022

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This video walks through how to set up a 3 Fund Portfolio in Vanguard. We then compare that to setting up the same portfolio in M1 Finance and Betterment.
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RBS 042: Is ESG Investing A Smart Move May 18, 2022

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