After a long break due to back pain, happy to have a live Q&A tonight. I'll share what's been happening and then answer your questions. To ask a question, use this form: https://docs.google.com/forms/d/12o8t...

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

Financial tools I use:

I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
https://go.robberger.com/personal-cap...

My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
https://go.robberger.com/new-retireme...

Rocket Money: I've started using this tool for budgeting, and I love it: https://go.doughroller.net/rocket-mon...

I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
https://go.robberger.com/capitalize/y...

My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
https://go.robberger.com/tiller/yt-tools

We save and invest our credit card rewards. Here are some of my favorite credit cards:
https://www.allcards.com/best-credit-...

My Book (Retire Before Mom and Dad):
https://amzn.to/2MsRJ9B

Timestamps

0:00 - Welcome to the Financial Freedom Show!
0:21 - Changes to chat questions
1:31 - My back
6:20 - Poll
6:33 - Credit cards rewards balance
7:55 - CPSM
13:22 - Warren Buffet
16:35 - Financial Advisors
18:52 - Investing regrets
23:41 - Ways to handle cash in Fidelity
26:27 - Bond allocation/fixed income for taxable account
38:30 - New Poll
41:35 - TLT
44:04 - Style box
49:18 - VGSTX vs VSMGX
56:29 - New Retirement assumptions
1:00:10 - Private Equity Credit
1:01:46 - Balancing allocation towards emerging markets In IRA
1:02:54 - Updating Retire Before Mom & Dad
1:03:40 - Tax loss harvesting
1:04:05 - Boglehead conference 2024
1:07:01 - VMFXX
1:10:44 - Annuities
1:17:22 - Fidelity 2% credit card
1:21:40 - New Retirement subscription
1:25:52 - Reviewing Gold
1:28:15 - Chess
1:29:49 - Announcements
1:33:45 - Financial Freedom


#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 (https://amzn.to/3by10EE)

LET'S CONNECT

Youtube:    / @rob_berger  

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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.