The Rob Berger Show

Warren Buffett just released his annual letter to shareholders of Berkshire Hathaway. Here 7 powerful lessons every investor can learn from the Oracle of Omaha's letter.Join the newsletter: https://robberger.com/newsletter/?utm...

We'll begin tonight discussing the upcoming battle over the debt ceiling, and how our nation's debt and interest payments may affect a retiree's future. Then I'll turn to your questions.Join the newsletter: https://robberger.com/newsletter/?utm...

Here are 8 action items I review at the end of each year. They help me make sure I'm not missing anything for 2022, and they prepare me for 2023.Join the newsletter: https://robberger.com/newsletter/?utm...

Must investors have multiple accounts. These may include 401(k) and 403(b) accounts, any number of IRAs, taxable accounts, and even HSAs. Multiple accounts raise an important question. Should you implement you replicate your asset allocation plan within each account or just make sure your portfolio as a whole matches your investment plan?In this video will cover the following:0:00 How to Invest With Multiple Accounts and Account Types1:00 Simplicity1:50 Investment Tracking Spreadsheet2:30 Investment Options3:15 Taxes--Asset Location5:00 After-Tax Asset AllocationJoin the newsletter: https://robberger.com/newsletter/?utm...

In this video I update my credit card rewards strategy, including our current balance we've accumulated just from credit cards. I also walk through a simple 3-card strategy you can use to generate on average 3% or more in cash back.We'll also look at how one can build wealth with credit card rewards or improve spending outcomes in retirement.————————————Credit Cards Mentioned in this Video————————————Citi Double Cash: https://bit.ly/3SDoOweChase Freedom Unlimited: https://bit.ly/3f7nDHsAmex Blue Cash Preferred: https://bit.ly/3gLDnk3Wells Fargo Bilt Card: https://creditcards.wellsfargo.com/bi...Chase Business Ink Premier: https://bit.ly/3gyY56rJoin the newsletter: https://robberger.com/newsletter/?utm...

A total international fund will include some exposure to emerging markets. The question we cover in this video is whether we should seek additional exposure through an emerging market ETF or mutual fund.Join the newsletter: https://robberger.com/newsletter/?utm...

Today I'll discuss how I pick individual companies to invest in, and the downsides of stock ownership. Then I'll answer your questions.Join the newsletter: https://robberger.com/newsletter/?utm...

We'll begin by talking about a simple method to test various retirement scenarios. Then I'll answer your questions.Join the newsletter: https://robberger.com/newsletter/?utm...

Living off dividends in retirement can be a very safe approach to retirement spending. But it has nothing to do with the dividend. Here's why.In addition to what's in the video, living off of dividends may not keep up with inflation. That's particularly true with higher yielding investments.Join the newsletter: https://robberger.com/newsletter/?utm...

Today we talk about two words that can help us accomplish the impossible. Then I answer your questions.Join the newsletter: https://robberger.com/newsletter/?utm...