Show Notes
In today's Five Question Friday (FQF) episode, we cover these questions: 1. Four golden rules for avoiding financial scams 2. Finding and canceling forgotten subscriptions 3. Sharing passwords and 2FA with your spouse 4. Finding trustworthy help managing finances in old age 5. Are debt consolidation services legitimate? Resources From Video FTC Avoiding and Reporting Scams: https://consumer.ftc.gov/scams ReportFraud.ftc.gov — If you encounter a scam, report it here to help law enforcement ...
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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...
Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
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...