The Personal Finance Podcast
How to Build a Forever Portfolio With Rob Berger
Dec 27, 2023
Rob Berger, expert in building forever portfolios, shares tips on asset allocation, timeless investing principles, and retirement planning considerations. They discuss the impact of fees, social security, and the role of cash in retirement. They also talk about their individual stock investments, including Apple and Berkshire, and share their favorite books.
48:43
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Quick takeaways
- Life insurance is crucial for financial security of dependents.
- Retirement planning should consider asset allocation, rebalancing, and withdrawal strategies.
Deep dives
The importance of life insurance and retirement planning
Life insurance is crucial for those with dependents, ensuring financial security for their loved ones. Retirement planning should consider factors such as asset allocation, rebalancing, and withdrawal strategies. Guaranteed sources of income, like Social Security, should be factored into portfolio management. Managing cash flow efficiently and reducing fees are key considerations. Focus on achieving financial freedom and personal fulfillment, rather than material possessions.
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