The Rob Berger Show

RBS 028: The Life-Changing Magic of Index Funds_Live Q&A


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Video Resources & Timestamps
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0:00 - Welcome to the Financial Freedom Show!
3:50 - Very important question!
5:00 - Including a Bond Index Fund or Bond ETF as part of a retiree's portfolio
8:40 - Favorite local restaurant
9:07 - Talking Real Money Guys/Morningstar
9:57 - GNMA in a bond portfolio
13:07 - Approach to bridge to access retirement accounts
15:43 - Placing HSA dollars into investment vehicles rather than leaving in cash
18:36 - How would one hedge holding other currencies, including digital currency?
20:32 - How to hedge against the weakening U.S. dollar
21:27 - Do I still need a Bond fund?
29:14 - Set schedule for my live shows
30:01 - How high of percentage inequities is best
32:22 - If the market beats the percentage, why would we pay off our loan?
36:01 - Am I better off using a brokerage account?
37:35 - Assessing current equity valuations for excess care
39:57 - Would I sell VTIP for BND or divide the fund equally between both?
42:14 - Modifying a 3 fund portfolio to include more higher risk higher reward allocation
43:42 - How to transfer your portfolio to other brokerages without triggering taxes
46:18 - VIPSX vs VBTLX
50:44 - Index maximalist
54:30 - AUM (Assets Under Management)/Fiduciary
58:38 - SCHY
1:00:52 - Long Term Care Insurance
1:05:04 - Would complexities in a portfolio become moot with Fintech innovation like M1 finance slices
1:05:42 - Sub 3 withdrawal rate
1:08:12 - Should I have a taxable account wi

...more
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The Rob Berger ShowBy Rob Berger

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