Show Notes
Sam and his wife are two years from early retirement, sitting almost entirely in cash because they think the market is too overvalued to buy. Here's why waiting for the obvious crash is harder than it looks, and a no-forecasting plan to get from all-cash to a portfolio you can actually hold. Resources in Video Boldin: https://go.robberger.com/boldin/yt-ma... ProjectionLab: https://go.robberger.com/projectionla... Note: if you subscribe to my free newsletter (link below), be sure to use the 1...
More from The Rob Berger Show
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...
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...