Tonight we'll start by looking at ways we can simplify our portfolios. Then I'll answer your questions.

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

————————————
Timestamps
————————————
0:00 Welcome to the Financial Freedom Show!
0:35 7 Ways to Simplify Your Portfolio
17:15 First time home owner insight
19:13 TIPS
23:15 Modeling future returns for Apple
25:55 What type of account should a stock fund be placed in?
28:37 Future emerging market perspective
30:22 Taking dividends from IRA to fund retirement expenses
32:46 BND vs BIV
35:50 MYGA's as a CD alternative
38:24 In service rollover with a 401K
39:54 Books I'm reading
43:26 Reviewing portfolios in my live stream
44:43 "If you've won the game, stop playing."
47:20 Investing in a Roth account at 17
49:47 Implementing stock risk reduction strategy
52:18 Tiller
54:34 IAT
55:44 Net worth
56:58 What are alternative investments?
59:43 Simplifying a Roth pretax and after tax portfolio
1:01:45 Picking a brokerage
1:03:16 Betterment
1:05:11 Poll
1:06:58 After tax portfolio
1:09:17 The 4% Rule
1:14:34 Stock/Bond ratio for a 30 year old
1:20:03 Risk of passive investing
1:21:54 Fat tailrisk mitigation
1:24:33 Using a brokerage account like an HYSA
1:25:49 Comparing fund returns
1:26:27 TIPS
1:30:00 Traditional vs Roth
1:31:26 Wealthfront
1:32:44 My Blue Binder
1:33:51 New Poll
1:39:20 Financial Freedom
————————————
Investing Tools
————————————

My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personalcapital
New Retirement (Retirement Planner): https://robberger.com/newretirement
Stock Rover: https://robberger.com/stockrover
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1financebonus

————————————
Credit Cards & Banks
————————————
My Favorite Credit Cards: https://www.allcards.com/bestcredit...
My Favorite Online Banks: https://www.allcards.com/bestonline...

————————————
Popular Videos
————————————
1⃣ How to Create a 3Fund Portfolio:    • How to Create a 3 Fund Portfolio | A ...  
2⃣ How I Manage 28 Accounts in One App:    • How I Manage 28 Financial Accounts in...  
3⃣ 7Step Financial Checkup:    • A 7Step Annual Financial Checklist f...  

#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 DadThe Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

LET'S CONNECT

Youtube:    / @rob_berger  

Facebook:   / financialfreedomguy  

Twitter:   / robert_a_berger  

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.