The Rob Berger Show

RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)


Listen Later

Welcome to the first episode of Five Question Friday (FQF). I'll answer five questions from past live shows that we didn't get to. Today, we're covering the following questions:

1. Is the 6% Rule on Lump Sum vs Pension Reasonable?
2. What will my stock/bond allocation be when I reach 65?
3. How do you decide between a Roth Conversion and 0% Capital Gains Harvesting?
4. What's the best credit card for travel?
5. Should an early retiree pay off their low-rate mortgage?

Kitces Article: https://www.kitces.com/blog/navigatin...
CFPB Pension Article: https://files.consumerfinance.gov/f/2...
Fidelity Pension Article: https://www.fidelity.com/learning-cen...
Travel Credit Cards: https://www.allcards.com/travel-rewar...
Cash Back Credit Cards: https://www.allcards.com/best-cash-ba...

Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...

...more
View all episodesView all episodes
Download on the App Store

The Rob Berger ShowBy Rob Berger

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

156 ratings


More shows like The Rob Berger Show

View all
Sound Retirement Radio by Jason Parker

Sound Retirement Radio

441 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

779 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

741 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,283 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

513 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

524 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

663 Listeners

The Boldin Your Money Podcast by Steve Chen

The Boldin Your Money Podcast

180 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

583 Listeners

The Long View by Morningstar

The Long View

885 Listeners

Sound Investing by Paul Merriman

Sound Investing

340 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

788 Listeners

The Long Term Investor by Peter Lazaroff

The Long Term Investor

132 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

747 Listeners

Retire With Style by Wade Pfau & Alex Murguia

Retire With Style

171 Listeners