The Rob Berger Show

• RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)

  In today's Five Question Friday (FQF) video, we look at these five topics:1. 10% yield on bonds2. Where to hold bonds3. Co-signing a mortgage4. Paying taxes on a Roth conversion5. Asset allocation of real estate investmentsBonus: Cost of long-term care calculatorResources:https://www.carescout.com/cost-of-careJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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• RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)

  In today's Five Question Friday (FQF) video, we look at these five questions:1. Have we been lied to about our Social Security break-even age?2. Is it ok to restart the 4% rule if the market goes up in early retirement?3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it?4. I’m 64 and I would like to begin annual Roth conversions from my traditional IRA’s.  Can you review the rules surrounding these conversions in one’s retirement years?  I would like to know how soon I can withdraw converted funds and their associated earnings penalty free and tax free.5. You’ve mentioned in the past that you transitioned from a six-fund portfolio to a simpler three-fund setup. I’m curious — was that change mainly about reducing complexity and streamlining your investments, or did it reflect a stage of investment maturity and confidence in a more minimalist approach?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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• RBS 233: How to Invest $15 Million

  In today's Five Question Friday (FQF) video, we cover these questions:1. How to invest $15 million?2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use?  Are there other measures that you think might be more appropriate?3. If you have a retirement portfolio with a 6% yield does the 4% rule apply?4. Is a 7-year MYGA a better deal than a 7-year Treasury?5. If the yield from a High Yield Savings account is paying out 3.8 to 4.0%, why would it ever be a good investment to buy bonds or bond ETFs with their recent volatility?Bonus Question: Can you explain more about your choice to practice Bikram Yoga over other types of Yoga?Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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• RBS 232: 2025 Free Income Tax Calculator (FQF)

  In today's Five Question Friday (FQF) video, we cover this questions:1. Can you recommend a detailed tax estimator?2. How to plan Roth conversions without a fancy retirement planner?3. Should you pay off a mortgage early or invest the money?4. Are identity theft protection services worth the cost?5. How does reinvesting vs spending dividends affect return assumptions for retirement planning?    Resources2025 Tax Calculator: https://www.efile.com/tax-return-calc...*Note*: eFile is still updating some aspects of the calculator for 2025 tax laws.Boldin: https://go.robberger.com/boldin/yt-fqfVanguard Roth Conversion Calculator: https://advisors.vanguard.com/tax-cen...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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• RBS 231: Live Medicare Q&A With Ari Parker, JD

  Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about your experience.It's Not That Complicated https://drive.google.com/file/d/1Hqs4v7wLCjhh5ohWVVSNTs2HsGz9nufD/viewJoin the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

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