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RBS 028: The Life-Changing Magic of Index Funds_Live Q&A

RBS 028: The Life-Changing Magic of Index Funds_Live Q&A

FromThe Rob Berger Show


RBS 028: The Life-Changing Magic of Index Funds_Live Q&A

FromThe Rob Berger Show

ratings:
Length:
120 minutes
Released:
Apr 6, 2022
Format:
Podcast episode

Description

Join the newsletter: https://robberger.com/newsletter/?utm...————————————Video Resources & Timestamps————————————0:00 - Welcome to the Financial Freedom Show!3:50 - Very important question!5:00 - Including a Bond Index Fund or Bond ETF as part of a retiree's portfolio8:40 - Favorite local restaurant9:07 - Talking Real Money Guys/Morningstar9:57 - GNMA in a bond portfolio13:07 - Approach to bridge to access retirement accounts15:43 - Placing HSA dollars into investment vehicles rather than leaving in cash18:36 - How would one hedge holding other currencies, including digital currency?20:32 - How to hedge against the weakening U.S. dollar21:27 - Do I still need a Bond fund?29:14 - Set schedule for my live shows30:01 - How high of percentage inequities is best32:22 - If the market beats the percentage, why would we pay off our loan?36:01 - Am I better off using a brokerage account?37:35 - Assessing current equity valuations for excess care39:57 - Would I sell VTIP for BND or divide the fund equally between both?42:14 - Modifying a 3 fund portfolio to include more higher risk higher reward allocation43:42 - How to transfer your portfolio to other brokerages without triggering taxes46:18 - VIPSX vs VBTLX50:44 - Index maximalist54:30 - AUM (Assets Under Management)/Fiduciary58:38 - SCHY1:00:52 - Long Term Care Insurance1:05:04 - Would complexities in a portfolio become moot with Fintech innovation like M1 finance slices1:05:42 - Sub 3 withdrawal rate1:08:12 - Should I have a taxable account wi
Released:
Apr 6, 2022
Format:
Podcast episode

Titles in the series (100)

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.