How to Create Lasting Wealth | Live Q&A

Join the newsletter: https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube ———————————— Video Resources & Timestamps ———————————— The Richest Man in Babylon: https://amzn.to/3nZDBE3 The Bond Book: https://amzn.to/3BTaXJS Living Off Your Money: https://amzn.to/3k7uy2V [1:15] Barbell Retirement Plan [3:50] How should young adults get started building wealth [19:40] Saving and investing during retirement [21:30] Timing the market (Tickers: BND, O, SCHP) [30:45] How to take withdrawals during retirement [38:30] REITs--What account type should hold REIT investments [39:40] Do index funds distort the market [42:35] Investing books for children [43:40] Vanguard Wellington fund [53:30] Paying taxes with retirement accounts [55:50] ETFs vs Stocks [57:57] Bond ladders--BulletShares [1:04:30] VIGAX / VIG [1:08:55] TRBUX [1:11:30] What to do during retirement [1:18:10] Taking more risk if you can live on social security and a pension [1:19:10] Stop losses [1:20:40] Can you rebalance too often? [1:22:40] Wellington vs Fidelity Magellan ETF [1:27:35] Cap Weighted vs Equal Weighted S&P 500 Index funds [1:31:07] Fidelity Contra vs Lazy Portfolio [1:40:43] 80% VTI / 20% BND for taxable account [1:42:04] Aggressive Growth Portfolio [2:06:00] Chess Puzzles! ———————————— 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-liveqa110421 New Retirement (Retirement Planner): https://robberger.com/go/new-retirement/yt-liveqa110421 Stock Rover: https://robberger.com/go/stock-rover/yt-liveqa11042 M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bonus/yt-liveqa11042 ———————————— Credit Cards & Banks ———————————— Wells Fargo Active Cash (Cash Back): https://www.allcards.com/go/wf-active-cash/yt-liveqa11042 Chase Sapphire Preferred (Travel): https://www.allcards.com/go/sapphire-preferred/yt-liveqa11042 U.S. Bank Visa Platinum (0%): https://www.allcards.com/go/usbank-visa-platinum/yt-liveqa11042 Axos Bank (High Yield Savings): https://www.allcards.com/go/axos-savings/yt-liveqa11042 OnJuno (free checking): https://www.allcards.com/go/onjuno/yt-liveqa11042 ———————————— 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 #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) 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.