EPISODE · Apr 6, 2022 · 2H
RBS 028: The Life-Changing Magic of Index Funds_Live Q&A
from The Rob Berger Show · host Rob Berger
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 with M1 or stay with Fidelity?
What this episode covers
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 portfolio 8:40 - Favorite local restaurant 9:07 - Talking Real Money Guys/Morningstar 9:57 - GNMA in a bond portfolio 13:07 - Approach to bridge to access retirement accounts 15:43 - Placing HSA dollars into investment vehicle...
NOW PLAYING
RBS 028: The Life-Changing Magic of Index Funds_Live Q&A
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m