The Rob Berger Show

RBS 233: How to Invest $15 Million


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

1. How to invest $15 million?

2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use?  Are there other measures that you think might be more appropriate?

3. If you have a retirement portfolio with a 6% yield does the 4% rule apply?

4. Is a 7-year MYGA a better deal than a 7-year Treasury?

5. If the yield from a High Yield Savings account is paying out 3.8 to 4.0%, why would it ever be a good investment to buy bonds or bond ETFs with their recent volatility?

Bonus Question: Can you explain more about your choice to practice Bikram Yoga over other types of Yoga?

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The Rob Berger ShowBy Rob Berger

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