EXCLUSIVE: Is your money safe in today’s economy? In this bonus interview, Paula Pant sits down with financial expert Rob Berger to unpack the latest on inflation, interest rates, market valuations, and the future of Social Security.
Together, Paula and Rob dive into the tough questions:
- Is the American Dream dead for Gen Z?
- Will there be another market crash?
- How should you invest when stocks feel overpriced?
- Can you still retire comfortably if Social Security gets cut?
Rob also shares his insights on asset allocation, diversification, and long-term investing strategies — advice that matters whether you’re in your 20s saving for a first home or in your 60s planning for retirement.
Don’t miss this conversation between Paula Pant and Rob Berger — a deep dive into money, markets, and the decisions that shape your financial future.
Timestamps:
(04:19) CPI Numbers, Mortgage Rates, and Market Outlook
(05:05) Inflation, Jobs & the Fed’s Dilemma
(05:46) Stagflation Concerns
(06:38) Interest Rate Predictions
(07:29) Stock Market Valuations & The Magnificent Seven
(09:46) Diversification & Index Fund Concerns
(10:53) Rules of Thumb for Asset Allocation
(12:07) Bonds: TIPS vs. Nominal Treasuries
(13:04) The Future of Social Security
(14:41) Retirement Planning for Ages 55–60
(16:59) Should You Invest More Aggressively Near Retirement?
(18:52) Gen Z, Millennials & the American Dream
(21:08) Action Plan for a 25-Year-Old Buyer
(22:45) Predictions for 2026 (and Why Predictions Fail)
(25:12) Closing Thoughts & Where to Find Rob Berger
Resources mentioned:
The Rob Berger Show on YouTube
Free Asset Location Cheat-Sheet
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