The Rob Berger Show
By Rob Berger
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Category: Investing
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Subscribers: 9
Reviews: 0
Episodes: 211
Oct 10, 2020
Description
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.
| Episode | Date |
|---|---|
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RBS 211: When Should You Change Your Asset Allocation? (FQF)
|
May 16, 2025 |
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RBS 210: Where I'm Keeping My Cash: T-Bills, Money Market Funds, CDs or Savings Accounts?
|
May 10, 2025 |
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RBS 209: The 5 Biggest Risks in Retirement According to Experts
|
May 08, 2025 |
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RBS 208: Is It Safe To Link Financial Accounts To Budget Apps? (FQF)
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May 03, 2025 |
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RBS 207: Should We Do a Roth Conversion Now? (FQF)
|
Apr 25, 2025 |
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RBS 206: Is Now a Good Time to Start Investing? (FQF)
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Apr 18, 2025 |
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RBS 205: A Smarter Way to Model TIPS Ladders in Retirement Planning Software
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Apr 16, 2025 |
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RBS 204: Savings Account vs Bond Fund (FQF)
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Apr 11, 2025 |
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RBS 203: Traditional vs Roth 401k: The Optimal Strategy
|
Apr 07, 2025 |
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RBS 202: Could Fake Inflation Data Destroy the Value of TIPS? (FQF)
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Apr 04, 2025 |
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RBS 201: Here's When Social Security Runs Out of Money
|
Apr 02, 2025 |
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RBS 200: 9 Retirement Planning Mistakes You May Be Making
|
Mar 31, 2025 |
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RBS 199: Should You Build a TIPS Ladder in Retirement? (FQF)
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Mar 28, 2025 |
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RBS 198: 3 Financial Apps Worth Paying For in Retirement (FQF)
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Mar 21, 2025 |
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RBS 197: 7 Golden Rules of Retirement Withdrawal Strategies
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Mar 18, 2025 |
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RBS 196: Are Dividends Guaranteed Income? (FQF)
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Mar 14, 2025 |
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RBS 195: How to Invest During Economic Chaos: Tariffs, DOGE & Deficit Concerns
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Mar 12, 2025 |
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RBS 194: How to Hire A Financial Advisor (FQF)
|
Mar 07, 2025 |
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RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025)
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Mar 05, 2025 |
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RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60
|
Mar 03, 2025 |
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RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF)
|
Feb 28, 2025 |
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RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we?
|
Feb 24, 2025 |
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RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)
|
Feb 14, 2025 |
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RBS 188: ProjectionLab Review (w/ Updates and Promo Code)
|
Feb 12, 2025 |
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RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu
|
Jan 24, 2025 |
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RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)
|
Jan 20, 2025 |
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RBS 185: Are Investment Banks Worth the High Fees? FQF
|
Jan 11, 2025 |
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RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire
|
Jan 10, 2025 |
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RBS 183: 2025 Annual Portfolio Review Checklist
|
Jan 06, 2025 |
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RBS 182: The Case Against After-Tax Asset Allocation (FQF)
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Jan 04, 2025 |
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RBS 181: Is The New Safe Withdrawal Rate 3.7%?
|
Jan 01, 2025 |
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RBS 180: 9 Questions I Get Asked Almost Every Day About Investing
|
Dec 23, 2024 |
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RBS 179: Should We Wait for a Market Crash Before Investing? (FQF)
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Dec 21, 2024 |
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RBS 178: Boldin vs. Pralana vs. ProjectionLab: Chance of Success Comparison
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Dec 16, 2024 |
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RBS 177: Is a 100% Stock Portfolio in Retirement Best? (FQF)
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Dec 14, 2024 |
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RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
|
Dec 06, 2024 |
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RBS 175: Pralana vs Boldin: How Two Popular Retirement Planning Tools Compare
|
Dec 04, 2024 |
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RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative
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Nov 25, 2024 |
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RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)
|
Nov 22, 2024 |
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RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout
|
Nov 21, 2024 |
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RBS 171: The Optimal Order to Fund Retirement Accounts
|
Nov 18, 2024 |
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RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income
|
Nov 15, 2024 |
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RBS 169: What Is The True Cost of a 1% AUM Investment Fee?
|
Nov 04, 2024 |
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RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
|
Oct 28, 2024 |
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RBS 167: Fed Chair Powell Just Taught A Masterclass On Investing
|
Oct 25, 2024 |
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RBS 166: Fidelity Hacked--Here's How to Protect Your Accounts
|
Oct 21, 2024 |
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RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable
|
Oct 11, 2024 |
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RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do?
|
Oct 09, 2024 |
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RBS 163: How to Estimate Future Returns in Retirement
|
Oct 07, 2024 |
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RBS 162: In What Order Should You Spend Down Your Retirement Accounts?
|
Oct 04, 2024 |
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RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk?
|
Oct 02, 2024 |
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RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know
|
Sep 30, 2024 |
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RBS 159: Retirement Planning and Taxes with Andy Panko | Live Q&A
|
Sep 27, 2024 |
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RBS 158: New Bitcoin ETFs: Should Bogleheads Take The Plunge?
|
Sep 27, 2024 |
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RBS 157: How to Avoid Roth IRA Taxes and Penalties
|
Sep 25, 2024 |
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RBS 156: Has the Chase Glitch Infected Fidelity? (My CMA Restricted)
|
Sep 24, 2024 |
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RBS 155: 5 Apps to Track Your Investments (3 are Free)
|
Sep 23, 2024 |
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RBS 154: Where to Keep Cash After the Fed Lowers Rates by 50 Basis Points
|
Sep 20, 2024 |
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RBS 153: How to Manage Inflation During Retirement
|
Sep 20, 2024 |
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RBS 152: How to Customize the Order of Account Withdrawals in New Retirement (Boldin)
|
Sep 18, 2024 |
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RBS 151: 3 Key Social Security Claiming Strategies
|
Sep 02, 2024 |
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RBS 150: Some Calming Thoughts on Today's Stock Market Decline
|
Aug 19, 2024 |
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RBS 149: 12 Things You Must Know About A Backdoor Roth IRA (Including If It's Worth The Hassle)
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Jul 31, 2024 |
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RBS 148: 8 Ways Retirees Can the Fear of Investing in Stocks
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Jul 29, 2024 |
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RBS 147: How to Retire Before Taking Social Security | Bridge the Social Security Gap
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Jul 26, 2024 |
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RBS 146: Why Dave Ramsey's 8% Retirement Withdrawal Is So Dangerous (Hint: Sequence of Returns Risk)
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Jul 24, 2024 |
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RBS 145: 3 Simple Ways to Invest All of Your Money After You Retire
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Jul 22, 2024 |
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RBS 144: Remembering Charlie Munger (1924-2023)
|
Jul 19, 2024 |
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RBS 143: How to Create Walk-Through Videos of Your Finances For Your Spouse
|
Jul 17, 2024 |
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RBS 142: 7 Timeless Investing Principles That Never Change
|
Jul 15, 2024 |
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RBS 141: The New IRA Gift Annuity--Make A Charitable Contribution & Get A Lifetime Fixed Annuity All In One
|
Jul 12, 2024 |
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RBS 140: How Does Your Investment Advisor Compare To A 3-Fund Portfolio
|
Jul 10, 2024 |
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RBS 139: Flexible Spending and Early Retirement: A Perfect Match or Just a Myth?
|
Jul 08, 2024 |
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RBS 138: At What Age Should You Claim Social Security? Longevity vs Actuarial Method
|
Jul 05, 2024 |
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RBS 137: Maximizing FDIC Insurance: How to Ensure Your Bank Accounts Are Fully Protected
|
Jul 03, 2024 |
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RBS 136: Vanguard Class Action Lawsuit Over Target Date Funds to Move Forward
|
Jul 01, 2024 |
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RBS 135: How to Implement the 4% Rule
|
Jul 01, 2024 |
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RBS 134: How Much Cash Should You Hold in Retirement?
|
Jun 28, 2024 |
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RBS 133: Decoding The "Chance of Success" In Your Retirement Plan
|
Jun 14, 2024 |
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RBS 132: New iBond Rates for May 2024
|
May 20, 2024 |
|
RBS 131: Rewards Stacking: How I Build Wealth with Credit Card Rewards
|
Apr 27, 2024 |
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RBS 130: Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years
|
Apr 19, 2024 |
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RBS 129: Robinhood 3% IRA Match: Gimmick or Gold Mine?
|
Mar 29, 2024 |
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RBS 128: 7 Surprising Facts I've Learned About Retirement
|
Mar 15, 2024 |
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RBS 127: 5 Key Questions to Ask Your Investment Advisor
|
Feb 02, 2024 |
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RBS 126: Vanguard Cash Plus Account Compared To The Best Alternatives
|
Jan 26, 2024 |
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RBS 125: Dave Ramsey Says the 4% Rule is "Stupid"--8% "Perfectly Comfortable"
|
Nov 27, 2023 |
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RBS 124: Is Buy and Hold Investing Dead?
|
Nov 06, 2023 |
|
RBS 123: How and Why To Build A TIPS Ladder In Retirement
|
Oct 30, 2023 |
|
RBS 122: How To Buy Gold
|
Sep 27, 2023 |
|
RBS 121: 7 Steps To Overcoming Fear of Retirement
|
Sep 13, 2023 |
|
RBS 120: 3 Tools to Calculate the True Cost of Investment Fees in Retirement
|
Jul 26, 2023 |
|
RBS 119: Morningstar Investor Review | Is It Worth The Cost?
|
Jul 19, 2023 |
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RBS 118: Debunking the Myth that Higher Dividends Result in Higher Returns
|
Jul 14, 2023 |
|
RBS 117: Debt Ceiling Crisis
|
Jul 03, 2023 |
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RBS 116: Lump Sum Investing vs Dollar Cost Averaging When Stocks Are Expensive
|
Jun 28, 2023 |
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RBS 115: ChatGPT
|
Jun 26, 2023 |
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RBS 113: Cash vs Bonds in Retirement
|
Jun 19, 2023 |
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RBS 112: My Investment Portfolio in 2023 | Live Q&A
|
Jun 14, 2023 |
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RBS 111: Catching Up On Retirement Savings
|
Jun 12, 2023 |
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RBS 109: How to Manage Uncertainty in Retirement | Live Q&A
|
Jun 07, 2023 |
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RBS 110: What Happens to Our Investments if Schwab, Fidelity or Vanguard Collapse?
|
Jun 02, 2023 |
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RBS 106: Are Bank Accounts Safer Than T-Bills? | Live Q&A
|
May 31, 2023 |
|
RBS 108: Big Banks
|
May 29, 2023 |
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RBS 104: 5 Books I'm Reading About Money & Life | Live Q&A
|
May 24, 2023 |
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RBS 107: Bank Safety
|
May 22, 2023 |
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RBS 105: AVGE Pros and Cons
|
May 19, 2023 |
|
RBS 103: 0 Percent Credit Cards
|
May 17, 2023 |
|
RBS 102: Maxifi Retirement Planner Review
|
Mar 31, 2023 |
|
RBS 101: The 3 Key Components of a Retirement Withdrawal Strategy | Live Q&A
|
Mar 29, 2023 |
|
RBS 100: How to Maximizing Social Security Amid Potential Benefit Cuts
|
Mar 27, 2023 |
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RBS 099: What is the SEC Yield on a Bond Fund? Live Q&A
|
Mar 24, 2023 |
|
RBS 098:TSP Fund Alternatives from Fidelity and Vanguard
|
Mar 22, 2023 |
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RBS 097: The Vanguard Dynamic Spending Rule: A Closer Look at Its Pros and Cons
|
Mar 20, 2023 |
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RBS 096:7 Powerful Lessons From Warren Buffett's 2023 Berkshire Hathaway Letter
|
Mar 17, 2023 |
|
RBS 095: What to Expect from the Battle Over the Debt Ceiling | Live Q&A
|
Mar 15, 2023 |
|
RBS 094: Year-End Financial Checklist
|
Mar 14, 2023 |
|
RBS 093: How to Invest When You Have Multiple Investment Accounts
|
Dec 26, 2022 |
|
RBS 092: A 3-Credit Card Cash Back Strategy Worth $500,000+
|
Dec 23, 2022 |
|
RBS 091: Should We Invest in Emerging Markets?
|
Dec 21, 2022 |
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RBS 090: How I Pick Stocks | Live Q&A
|
Dec 19, 2022 |
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RBS 089: How to Test Different Retirement Scenarios | Live Q&A
|
Dec 16, 2022 |
|
RBS 088: The Truth About Living Off Dividends in Retirement
|
Dec 14, 2022 |
|
RBS 087: How to Accomplish the Impossible | Live Q&A
|
Dec 12, 2022 |
|
RBS 086: Brokered CDs vs Bank CDs | Live Q&A
|
Dec 09, 2022 |
|
RBS 085: Is a 100% Bond Portfolio Safe for Retirement?
|
Dec 07, 2022 |
|
RBS 084: The Dave Ramsey 10% Withdrawal Rate | Live Q&A
|
Dec 05, 2022 |
|
RBS 083: 60-40 Portfolio
|
Dec 02, 2022 |
|
RBS 082: Projection Lab Review | Financial Planning Software
|
Nov 30, 2022 |
|
RBS 081: Where Do Dividends Come From? | Live Q&A
|
Nov 28, 2022 |
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RBS 080: 0% Long Term Capital Gains Tax--Is it Legit?
|
Oct 03, 2022 |
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RBS 079: 3 Best Portfolio Trackers to Monitor Your Stocks, ETFs, Mutual Funds and Crypto
|
Sep 30, 2022 |
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RBS 078: 3 Best Target Date Retirement Funds
|
Sep 28, 2022 |
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RBS 077: 3 Ways Retirees Can Avoid the 10% Penalty on Early Retirement Distributions
|
Sep 26, 2022 |
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RBS 076: 3 Ways to Simplify Your Investment Portfolio | KISS--Keep It Simple Stupid
|
Sep 23, 2022 |
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RBS 075: 5 Best Retirement Calculators and Planners (#1 is Free)
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Sep 21, 2022 |
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RBS 074: 5 Things I Learned from Warren Buffet's Letter to Berkshire Hathaway Shareholders
|
Sep 19, 2022 |
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RBS 073: 7 Simple Calculations that Show the Awesome Power of Compound Interest
|
Sep 16, 2022 |
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RBS 072: 10 IRA Contribution Rules You Must Know
|
Sep 14, 2022 |
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RBS 071: How to Become a Confident Investor in 2022 | Live Q&A
|
Aug 24, 2022 |
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RBS 070: 10 Ways to Protect Your Financial Accounts Online
|
Aug 22, 2022 |
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RBS 069: 401(k) Rollover--What To Do With Your 401(k) When You Leave Your Job or Retire
|
Aug 19, 2022 |
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RBS 068: How to Invest for Retirement and in Retirement | Live Q&A
|
Aug 17, 2022 |
|
RBS 067: 529 Plans--How to Invest for a Child's Education
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Aug 15, 2022 |
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RBS 066: Betterment vs 3 Fund Portfolio--Are 10 ETFs Better Than 3?
|
Aug 12, 2022 |
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RBS 065: How to Invest in a Bad Stock Market | Live Q&A
|
Aug 10, 2022 |
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RBS 064: A Complete Guide to Bond Investing
|
Aug 08, 2022 |
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RBS 063: Bond Alternatives
|
Aug 05, 2022 |
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RBS 062: How to Invest in a Taxable Account
|
Aug 03, 2022 |
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RBS 061: Case Study: How Investment Advisor Fees Can Cost us $500,000 (or more)
|
Aug 01, 2022 |
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RBS 060: Claim Social Security at 62 and Invest the Money--Good or Bad Idea?
|
Jul 29, 2022 |
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RBS 059: Conversation with the Father of the Bucket Strategy--Harold Evensky
|
Jul 27, 2022 |
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RBS 058: Defensive Investing--How to Prepare for a Market Crash (In Advance)
|
Jul 25, 2022 |
|
RBS 057: Fidelity Contrafund Review | Growth vs Value | Active vs Passive Investing
|
Jul 22, 2022 |
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RBS 056: Fidelity ZERO Funds--Free, But Are They Worth the Cost?
|
Jul 20, 2022 |
|
RBS 055: Can You Retire Early With 100% VTI Using the 4% Rule
|
Jul 11, 2022 |
|
RBS 054: Free Robo Advisors
|
Jul 08, 2022 |
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RBS 053: How to Respond to a Falling Stock Market _ Live Q&A
|
Jul 06, 2022 |
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RBS 051: How Many Mutual Funds Should You Own?
|
Jul 01, 2022 |
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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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RBS 048: How to Invest as You Near Retirement [Rate my Portfolio Series]
|
Jun 24, 2022 |
|
RBS 047: How to Invest for Short-Term Goals
|
Jun 22, 2022 |
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RBS 046: How to Invest in a Roth IRA--A Beginner's Guide
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Jun 20, 2022 |
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RBS 052: How Investment Fees Lower Retirement Spending (and invalidate the 4% Rule)
|
Jun 06, 2022 |
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RBS 045: Investing for Retirement in an Uncertain World _ Live Q&A
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May 25, 2022 |
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RBS 044: How to Invest in an HSA (Health Savings Account)
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May 23, 2022 |
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RBS 043: How to Set Up a 3 Fund Portfolio in Vanguard
|
May 20, 2022 |
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RBS 042: Is ESG Investing A Smart Move
|
May 18, 2022 |
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RBS 041: International Stocks -- The Pros and Cons of Investing in Foreign Companies
|
May 16, 2022 |
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RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)
|
May 13, 2022 |
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RBS 039: Should the Amount We Invest Change How Invest_Live Q&A
|
May 11, 2022 |
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RBS 038: Living Off Dividends in Retirement -- Not so Fast
|
May 09, 2022 |
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RBS 037: Managing Withdrawals in Early Retirement
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Apr 29, 2022 |
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RBS 036: Should U.S. Investors Avoid International Funds -- Live Q&A
|
Apr 27, 2022 |
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RBS 035: Opportunistic Rebalancing -- How to Rebalance Your Investments Like the Pros
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Apr 25, 2022 |
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RBS 035: Retirement Annuities -- Should You Buy an Income Annuity (SPIA) in Retirement
|
Apr 22, 2022 |
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RBS 034: Rick Ferri Core-4 Lazy Portfolio Review
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Apr 20, 2022 |
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RBS 033: Tax Efficient Investing Across All Account Types -- Live Q&A
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Apr 18, 2022 |
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RBS 032: Vanguard Alpha Framework
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Apr 15, 2022 |
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RBS 031: Vanguard Digital Advisor
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Apr 13, 2022 |
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RBS 030: The 3-Tier Credit Card Rewards System -- How I've saved nearly $30,000 from credit cards
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Apr 11, 2022 |
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RBS 029: The 60_40 Portfolio -- Good, Bad, or Ugly
|
Apr 08, 2022 |
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RBS 028: The Life-Changing Magic of Index Funds_Live Q&A
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Apr 06, 2022 |
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RBS 027: The True Cost of Actively Managed Mutual Funds
|
Apr 04, 2022 |
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RBS 026: The Two 5-Year Roth IRA Rules Explained_Here's How They Work
|
Apr 01, 2022 |
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RBS 025: Thoughts on Roth Conversions and Required Minimum Distributions (RMD)_Live Q&A
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Mar 30, 2022 |
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RBS 024: TIPS vs I Bonds -- What's the Best Way to Hedge Against Inflation
|
Mar 28, 2022 |
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RBS 023: VOO and Chill_Is An S&P 500 Index Fund Portfolio A Smart Idea
|
Mar 25, 2022 |
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RBS 022: When Can I Retire--How to Determine If You Can Retire
|
Mar 23, 2022 |
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RBS 021: VOO vs VTI--S&P 500 Index Versus Total Stock Market Index
|
Mar 18, 2022 |
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RBS 020: Building Wealth in 2022--Live Q&A
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Jan 01, 2022 |
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RBS 019: The Dave Ramsey Portfolio vs Low Cost Index Funds
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Dec 23, 2021 |
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RBS 018: 7 Best IRA for New Investors
|
Oct 12, 2021 |
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RBS 017: Christine Benz Interview--4% Rule & the Bucket Strategy for Retirement
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Oct 07, 2021 |
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RBS 016: Index Funds are for LOSERS (Seriously)
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Aug 23, 2021 |
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RBS 015: How to Create a 3-Fund Portfolio
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Jun 09, 2021 |
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RBS 014: How to Plan Your Retirement with this Cool Online Tool
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Aug 25, 2020 |
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RBS 013: The Cash Back Rewards Investing Strategy Upate
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Jul 13, 2020 |
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RBS 010: How to Invest with Confidence
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May 10, 2020 |
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RBS 011: How to Invest During COVID-19
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May 10, 2020 |
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RBS 012: Should You Invest or Pay Off Debt? Yes!
|
May 10, 2020 |
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RBS 009: Bear Market: How to Survive and Profit from a Falling Stock Market
|
May 06, 2020 |
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RBS 003: A Free Investment Tracking Spreadsheet
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May 01, 2020 |
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RBS 004: Coronavirus Financial Support and Aid Resources
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May 01, 2020 |
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RBS 005: COVID-19 Student Loan Relief (CARES Act)
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May 01, 2020 |
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RBS 006: Free Savings Calculator
|
May 01, 2020 |
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RBS 007: COVID-10 Mortgage Relief Under the CARES Act
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May 01, 2020 |
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RBS 008: Credit Card Millionaire
|
May 01, 2020 |
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RBS 002: How to Survive a Market Crash
|
May 01, 2020 |
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RBS 001: The Latte Factor
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Apr 30, 2020 |