The Rob Berger Show

The Rob Berger Show

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About

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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Rob Berger

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Episodes(3)

241

RBS 241: A Look Inside My Simplified Investment Portfolio

Feb 17, 202619 min

In this episode, I'll answer the following question from a viewer: "I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video that you simplified and are down to 3 or 4 funds.

240

RBS 240: Where Is the Best Place to Park cash Today? (FQF)

Feb 6, 202632 min

In today's Five Question Friday (FQF) video, we cover these questions: 1. Where is the best place to park cash today? 2. Should you invest or pay off student loans? 3. Are Schwab’s Target Date Retirement Funds a solid option? 4. When should you start spending your IRA money? 5. Should a TIPS ladder

239

RBS 239: The Ultimate Retirement Checklist

Feb 3, 202625 min

In this episode, we cover my Ultimate Retirement Checklist: 1. Healthcare 2. Start learning about Medicare 3. Understand IRMMA brackets 4. Track Expenses 5. Calculate Your Burn Rate 6. Calculate Your Guaranteed Income Ratio 7. Plan for large expenses 8. Plan when to take Social Security 9. Cash 10.