Should We Stop Investing in Bonds? Live Q&A
We start tonight's Live Q&A with a viewer's question about bonds. A viewer named Don asks:
I know you’re getting a lot of questions about “buying “ bond funds recently and I’ve heard you say you haven’t sold your bond funds. But I think the question viewers like me want to know is should bond funds be purchased now with new money? Or wait awhile for rates to normalize then buy into bond funds.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
————————————
Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
1:25 - Buying into Bond funds
19:43 - What is the point of IBonds
21:26 - Too late for law school?
23:39 - Inflation
25:48 - Is 2022's stock activity normal?
29:04 - VTEAX
33:34 - Too much in an HSA
35:32 - VXUS vs DFAX
39:41 - Holding bonds long term
41:37 - Do I monitor the vix and use it as a buy signal?
42:36 - New Untuck shirts
42:58 - Could the market become overvalued?
43:34 - If bonds paid 12%
45:25 - Are Stable Value Funds Safe - article
46:15 - VBR
49:53 - Safe withdrawal rate during a down year
54:09 - Selling my stocks & investing in oil stocks
56:17 - Treasuries as a non-correlated asset
57:21 - 70/30 the new 60/40
58:02 - Is the basement the dog house?
1:02:04 - When to sell individual stocks in a taxable account when it becomes too large
1:06:13 - Annuities
1:10:50 - Direct-indexing
1:14:49 - Hit the Like button
1:15:07 - RMD's and inherited accounts
1:16:04 - Super aggressive starting at a late age
1:18:40 - Lump sum investing
1:20:02 - Rising rates and bond performance
1:23:19 - RMD's from 401K
1:24:17 - HSA for its triple benefit as "investors"
1:25:20 - My interview on YouTube
1:30:06 - Browsing the questions
1:30:24 - Book club
1:30:47 - Ozark tv show
1:31:16 - Blue Binder/Newsletter
1:31:36 - Financial Freedom
————————————
Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-
————————————
Credit Cards & Banks
————————————
My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
————————————
Popular Videos
————————————
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY
#investing #retirement #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: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/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.
Видео Should We Stop Investing in Bonds? Live Q&A канала Rob Berger
I know you’re getting a lot of questions about “buying “ bond funds recently and I’ve heard you say you haven’t sold your bond funds. But I think the question viewers like me want to know is should bond funds be purchased now with new money? Or wait awhile for rates to normalize then buy into bond funds.
Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube
————————————
Timestamps
————————————
0:00 - Welcome to the Financial Freedom Show!
1:25 - Buying into Bond funds
19:43 - What is the point of IBonds
21:26 - Too late for law school?
23:39 - Inflation
25:48 - Is 2022's stock activity normal?
29:04 - VTEAX
33:34 - Too much in an HSA
35:32 - VXUS vs DFAX
39:41 - Holding bonds long term
41:37 - Do I monitor the vix and use it as a buy signal?
42:36 - New Untuck shirts
42:58 - Could the market become overvalued?
43:34 - If bonds paid 12%
45:25 - Are Stable Value Funds Safe - article
46:15 - VBR
49:53 - Safe withdrawal rate during a down year
54:09 - Selling my stocks & investing in oil stocks
56:17 - Treasuries as a non-correlated asset
57:21 - 70/30 the new 60/40
58:02 - Is the basement the dog house?
1:02:04 - When to sell individual stocks in a taxable account when it becomes too large
1:06:13 - Annuities
1:10:50 - Direct-indexing
1:14:49 - Hit the Like button
1:15:07 - RMD's and inherited accounts
1:16:04 - Super aggressive starting at a late age
1:18:40 - Lump sum investing
1:20:02 - Rising rates and bond performance
1:23:19 - RMD's from 401K
1:24:17 - HSA for its triple benefit as "investors"
1:25:20 - My interview on YouTube
1:30:06 - Browsing the questions
1:30:24 - Book club
1:30:47 - Ozark tv show
1:31:16 - Blue Binder/Newsletter
1:31:36 - Financial Freedom
————————————
Investing Tools
————————————
My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-capital/yt-
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-
————————————
Credit Cards & Banks
————————————
My Favorite Credit Cards: https://www.allcards.com/best-credit-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
My Favorite Online Banks: https://www.allcards.com/best-online-banks/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=Boilerplate
————————————
Popular Videos
————————————
1️⃣ How to Create a 3-Fund Portfolio: https://www.youtube.com/watch?v=kmw8OpGp2rM
2️⃣ How I Manage 28 Accounts in One App: https://www.youtube.com/watch?v=cQk6EQk3iGg
3️⃣ 7-Step Financial Checkup: https://www.youtube.com/watch?v=mNWGWxKzKTY
#investing #retirement #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: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1
Facebook: https://www.facebook.com/financialfreedomguy/
Twitter: https://twitter.com/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.
Видео Should We Stop Investing in Bonds? Live Q&A канала Rob Berger
Показать
Комментарии отсутствуют
Информация о видео
Другие видео канала
7 Online Side Hustles that can Change Your LifeInvesting 101: How to Invest with Confidence [Video #1]Covid-19 Student Loan Relief--How to legally stop paying your federal student loansCash Back Investment Strategy Update--$15,036.30401k Beginners Guide--How to Invest in a 401k, 403b or TSPGameStop Stock Plunges | 7 Lessons Every Investor Can Learn from the Epic CrashHow to Invest During COVID-19Free Savings Calculator$1,400 Stimulus Check Update + Unemployment Extension (1/24/2021)How to be a Better Thinker [The Time Capsule Method w/ Roam Research]Chapter 24: How to Evaluate a Mutual Fund (Video #9)The Latte Factor--Can it Really Make You a MillionaireA Beginner's Guide to Notion--How I Use it to Manage Our HomeHow to Remember Everything You ReadChapter 7: The Money Multiplier--Returns (Video #4)Coronavirus Financial Support and Aid ResourcesA 7-Step Annual Financial Checklist for 2021How to Invest $100 (and why investing small amounts of money is so powerful)How Safe Is Your Bank? Here Are 4 Free Tools To Find OutThe True Cost of Actively Managed Mutual Funds (according to Vanguard founder John Bogle)8 Year-End Financial Checklist Action Items