First Friday: AI, Debt, and a Social Security Shortfall. Should Your Money Plans Change? With Rob Berger
Afford Anything | Get Smarter With MoneyShow Notes
#755: Many retirees fear running out of money more than they fear dying. AI is reshaping the economy, the U.S. now spends over $1 trillion on interest, and Social Security faces a shortfall. Rob Berger says if you're worried about all that, it's a sign you're thinking clearly.
Rob Berger is a former securities lawyer, founder of the personal finance site Dough Roller, and host of a nearly 300,000-subscriber YouTube channel on investing and retirement planning. He started writing about money in 2007, just months before the Great Recession.
In this episode, we discuss:
How to tell whether today's high stock prices should change your plan
When to trim a stock that's grown too big, and when to let it ride
Why a booming economy can still leave so many people feeling squeezed
What a looming Social Security shortfall could mean for your retirement
How to cover your basic bills with guaranteed income, whatever markets do
How to ease into retirement instead of going from 40 hours to zero
Why daily spending habits matter more than investing knowledge
Whether you're five years from retirement or five years into your career, this episode will help you separate what's truly changing from what never does.
🔗 RESOURCES MENTIONED
RETIREMENT WORRIES FEEL OVERWHELMING? SEE YOUR WHOLE FINANCIAL PICTURE ON ONE PAGE 👉 http://affordanything.com/cornerstone
Rob Berger on YouTube 👉 https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw
Rob's free weekly retirement newsletter 👉 https://robberger.com/newsletter
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