In this video we'll look at a portfolio a viewer sent in to me. It's from their investment advisor, and we will be asking 5 key questions about the portfolio that I would ask if an advisor put me in the same portfolio.1. What's the target asset allocation?2. Have you made any changes to the target asset allocation?3. How do you pick the funds to implement the plan?4. Why isn't a simpler, less expensive portfolio a better choice?5. How do you invest your own money?Join the Newsletter. It's Fre...

RBS 127: 5 Key Questions to Ask Your Investment Advisor

Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.

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The treasury department released the new I Bond rates today. They came in at 4.28%, which included a fixed rate of 1.30%, unchanged from the previous six months. https://treasurydirect.gov/savings-bo...Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

RBS 132: New iBond Rates for May 2024

Several years ago, I stumbled upon a quote from Dave Ramsey about credit card rewards. I’ll never forget those 11 words. :“No one ever says they got rich off of credit card points.”As I read his words, I knew immediately that he was wrong. One could build wealth through credit card rewards. In this sense, credit card rewards aren’t special. Saving and investing small amounts of money from any source over time will turn into piles of cash. We just need to allow compounding to work its magic.It...

RBS 131: Rewards Stacking: How I Build Wealth with Credit Card Rewards

In this episode, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years.

RBS 130: Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years

Robinhood is promoting up to a 3% match on IRA contributions, and for a limited time, a 3% match on IRA transfers. A viewer asked me if I thought this was a good deal. In this video I'll share my thoughts on the program, some of the things to look out for, and why I ultimately decided not to transfer my IRAs to Robinhood.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

RBS 129: Robinhood 3% IRA Match: Gimmick or Gold Mine?

Retirement isn't always a sunny walk in the park. While I have no regrets that I retired in my 50s, it hasn't been without its challenges. Here are 7 lessons learned after four years of retirement.Join the Newsletter. It's Free:https://robberger.com/newsletter/?utm...

RBS 127: 5 Key Questions to Ask Your Investment Advisor

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