The Life-Changing Magic of Index Funds | Live Q&A

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Video Resources & Timestamps
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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 vehicles rather than leaving in cash
18:36 - How would one hedge holding other currencies, including digital currency?
20:32 - How to hedge against the weakening U.S. dollar
21:27 - Do I still need a Bond fund?
29:14 - Set schedule for my live shows
30:01 - How high of percentage inequities is best
32:22 - 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 care
39:57 - 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 allocation
43:42 - How to transfer your portfolio to other brokerages without triggering taxes
46:18 - VIPSX vs VBTLX
50:44 - Index maximalist
54:30 - AUM (Assets Under Management)/Fiduciary
58:38 - SCHY
1:00:52 - Long Term Care Insurance
1:05:04 - Would complexities in a portfolio become moot with Fintech innovation like M1 finance slices
1:05:42 - Sub 3 withdrawal rate
1:08:12 - Should I have a taxable account with M1 or stay with Fidelity?
1:10:05 - How should investors go about factoring in geopolitical events into their long term strategies?
1:11:25 - Closed-in Funds
1:13:30 - Viewer question regarding market fluctuations during withdrawal periods
1:16:31 - Do I adjust my portfolio allocation based on my net worth?
1:17:15 - Considering a 4 fund with total U.S. stock market split into large and small cap to considered active
1:19:47 - Diversifying from a highly appreciated single stock
1:21:39 - Tilting a portfolio 10% or less with a sector ETF or mutual fund
1:23:31 - Which Google tickers are having the stock split?
1:25:39 - Segregation of pre and after taxes preserved/multiple accounts
1:26:20 - Living trust
1:27:19 - HSA tracker
1:28:37 - What is there to evaluate in, for an index fund?
1:33:50 - Factor Investor
1:34:58 - How much savings is too much?
1:36:50 - Beware your age
1:37:28 - Cash Cushion Bucket
1:40:24 - Miss Pac-Man Champ
1:41:41 - Adding advisor fees to the individual ETF and mutual fund fees
1:43:21 - Thoughts on 60% VTI, 20% VTWV, 20% VXUS in taxable or Roth
1:45:49 - If I had to pick one stock...
1:47:26 - Individually owned real estate funds
1:48:04 - Converting stocks to index funds
1:50:14 - Is 80/20 VUBND all I need for long term investing?
1:51:31 - My fund allocation in my 6 fund portfolio
1:53:16 - Kids Roth IRA account, and how to earn
1:54:59 - Sell from SWPPX or VUGG
1:56:24 - #Kettlebells for life
1:57:16 - Transitioning from 100 stocks to 65/35 by retirement
1:58:56 - Best live stream ever
1:59:20 - Best thing money can buy is financial freedom
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Investing Tools
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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-

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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)

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 The Life-Changing Magic of Index Funds | Live Q&A канала Rob Berger