How to Become A Confident Investor in 2022 | Live Q&A

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Video Resources & Timestamps
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0:55 Credit Card Rewards Investment Update & the M1 Finance Card
9:45 Will I be making more videos in 2022
11:34 My favorite retirement withdrawal strategy
14:59 VOO 80% VXUS 10% VIOV 10%--Should I have REITs?
20:47 Currency risk if you live in an emerging market
22:50 XLMF better than individual bank stocks?
26:18 PIMIX
31:12 Inherited IRA--VBIAX vs VSMGX
35:15 Videos for non-resident investors
37:24 Is 100% stocks best in your 20s
38:33 Fama & French
39:00 Bond funds in a taxable account
40:13 Savings rate for those with a pension
43:00 Short-term capital losses--how do they work?
44:10 Bank stocks
45:43 How to track investment performance
48:59 Portfolio review
52:08 How frequently to take retirement withdrawals
54:11 Cleveland Indian's new name
55:05 Bernie Madoff Lessons Learned
55:37 Portfolio Review
58:14 Why REITs?
59:59 I Bonds
1:00:26 Dividends vs Total Return
1:01:03 Timing the Market
1:02:55 Baby Boomers flooding the market with capital
1:04:35 InvestTech Research
1:05:40 Should new investors invest in bonds
1:06:25 Draw-down strategies for traditional retirement accounts
1:08:32 Should asset allocation include primary home
1:10:36 ETF vs Index Funds--Tax Advantage?
1:15:17 VDIGX
1:17:09 Age 55 Rule of 401(k) accounts
1:19:19 Roth IRA vs 529 Account
1:20:52 Vanguard funds in Canada
1:27:37 Vanguard Muni Funds
1:30:16 Should we invest in international markets
1:30:50 Why add REITs
1:31:17 Roth vs Traditional for Early Retirement
1:39:30 AT&T
1:40:45 Triple-levered ETFs
1:41:30 Investing in crypto
1:43:39 Excel vs Google Sheets
1:43:57 iShare Funds and history of fund closures
1:45:30 Bond Alternatives
1:46:11 Roth Portfolio Review
1:49:20 Fund turnover
1:53:53 Can convert taxable accounts to a Roth?
1:54:35 My current stock/bond allocation
1:55:20 Is that a Boston Red Sox jersey behind me?
1:58:35 REITs vs Owning a Home
1:59:00 Can I open a Roth IRA at age 58 after retiring
2:01:05 Emerging Markets
2:06:08 Best Int'l Fund w/o China or Russia
2:07:55 Muni fund in a retirement account--good or bad idea?
2:09:11 Accelerating Dual Momentum
2:10:25 Terry Smith
2:13:15 Where to save money for a house?
2:15:18 2 Funds for Life
2:18:13 Post-retirement expenses
2:18:54 PHDG
2:22:15 DCA with different asset classes
2:22:50 Best tools to analyze a portfolio
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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-qa
New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-qa
Stock Rover: https://robberger.com/go/stock-rover/yt-qa
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-qa

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Credit Cards & Banks
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Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-
Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-
U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-
Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-
OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-

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Popular Videos
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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

#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 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 How to Become A Confident Investor in 2022 | Live Q&A канала Rob Berger