The Rob Berger Show

RBS 226: What Budgeting App is Best for Those With a Learning Disability? (FQF)


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In today's Five Question Friday (FQF) video, we cover the following questions:

1. What are the best finance apps for those with a learning disability?
2. Is 3% SWR the new 4%?
3. How do you model tax-free income in Boldin?
4. In what account type should you hold cash you plan to spend in the first few years of retirement?
5. What inflation rate should you assume in retirement?

Resources

Monarch Money: https://go.robberger.com/monarch-yt/y... (Use Promo Code ROB50 for 50% off the first year)
Simplifi: https://go.robberger.com/simplifi/yt-fqf
Boldin: https://go.robberger.com/boldin/yt-fqf
Fidelity article: https://www.fidelity.com/learning-cen...
Shiller PE: https://www.multpl.com/shiller-pe
Kitces article: https://www.kitces.com/blog/the-ratch...

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The Rob Berger ShowBy Rob Berger

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