Show Notes
In today's Five Question Friday (FQF) video, we cover these questions: 1. How do you protect your portfolio as you near retirement? 2. How does asset location work if you must draw from taxable accounts? 3. Should you automatically reinvest dividends? 4. How can I diversify away from the S&P 500? 5. What is the safe withdrawal rate for a 20 year retirement? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
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Do Roth conversions in early retirement increase your sequence of returns risk? Does it take decades before the cost of a Roth conversion can pay off? Are Roth conversions really nothing more than a big gamble? I'll cover these questions in today's video. 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. What are the best financial tools for retirees? 2. What happens if my HSA balance exceeds my medical receipts? 3. Do dividends count toward my annual withdrawal rate? 4. Should the way we invest change when we retire? 5. Why does Warren Buffett think cash and bonds are bad investments? Resources Budget Apps: https://robberger.com/best-budgeting-... Retirement Planners: https://robberger.com/best-retirement... B...
After recording this video, the S&P Dow Jones decided not to change its rules related to Megacap companies. As a result, SpaceX must wait at least a year to join the S&P 500 index, and maybe longer thanks to profitability requirement: https://www.youtube.com/live/PUhK1c0MSVQ Resources: CRSP Total US Market: https://www.crsp.org/crsp-market-inde... Nasdaq-100: https://indexes.nasdaqomx.com/docs/20... S&P 500: https://www.spglobal.com/spdji/en/doc... SpaceX Form S/1: https://www.se...
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In today's episode, we learn about one viewer's experience with an advisor and cover 9 topics to find out if the advice was good or bad. Resources From Video https://www.annuity.org/annuities/ann... https://opensocialsecurity.com/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...