The Rob Berger Show

In today's Five Question Friday (FQF) video, we look at these five topics: 1. 10% yield on bonds 2. Where to hold bonds 3. Co-signing a mortgage 4. Paying taxes on a Roth conversion 5. Asset allocation of real estate investments Bonus: Cost of long-term care calculator Resources: https://www.carescout.com/cost-of-care Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

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 tra...

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 ...

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? Resources 2025 Tax Calculator: https://www.efile.com/tax-return-calc... *Note*: ...

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/view Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...