RBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF) episode artwork

EPISODE · May 22, 2026 · 26 MIN

RBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF)

from The Rob Berger Show · host Rob Berger

In today's Five Question Friday (FQF) video, we cover these questions: 1. How many years of "safe funds" should you hold beyond guaranteed income?2. Reducing portfolio risk in retirement when returns aren't needed3. Budgeting app that syncs the Sam's Club Mastercard4. Does the 4% rule account for pre-tax vs. after-tax assets?5. Should you only sell stocks when the market is at record highs?Resources From VideoBudgeting Apps: https://robberger.com/best-budgeting-...Monarch Money: https://go.robberger.com/monarch-rob5... (Promo code: ROB50)https://www.wallstreetcourier.com/spo...https://www.morningstar.com/economy/w...https://www.monarch.com/connection-st...https://robberger.com/research/asset-...https://www.kitces.com/blog/the-impac...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

Episode metadata supplied by the publisher feed · Published May 22, 2026

Embed this episode

In today's Five Question Friday (FQF) video, we cover these questions: 1. How many years of "safe funds" should you hold beyond guaranteed income? 2. Reducing portfolio risk in retirement when returns aren't needed 3. Budgeting app that syncs the Sam's Club Mastercard 4. Does the 4% rule account for pre-tax vs. after-tax assets? 5. Should you only sell stocks when the market is at record highs? Resources From Video Budgeting Apps: https://robberger.com/best-budgeting-... Monarch Money: htt...

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

RBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF)

0:00 26:22

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Rob Berger Show?

This episode is 26 minutes long.

When was this The Rob Berger Show episode published?

This episode was published on May 22, 2026.

Can I download this The Rob Berger Show episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!