The Rob Berger Show

RBS 260: How to Overcome the Fear of Retirement (FQF)

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RBS 259: We Saved Three Million. Our Advisor Said We Should Be Worried

In today's episode,  we learn about one viewer's experience with an advisor and cover 9 topics to find out if the advice was good or bad. Resources From Video

RBS 258: Has AI Changed the Stock Market for Good? (FQF)

This week on Five Question Friday (FQF): Question 1: Has AI fundamentally changed the stock market, and does market history still matter? Question 2: If you retire a fe

RBS 257: Are Bonds Dead in 2026?

Cash has outperformed bonds for more than a decade. This outperformance has caused many to wonder if they should give up on bonds and put all of their fixed income into c

RBS 256: 5 Ways to Optimize Your Retirement Plan (and Pay Less in Taxes)

Can a few straightforward tax moves actually improve your retirement plan? In this episode, I take one retirement plan and optimize it, then put the optimized plan next t

RBS 255: Warning: Don't Fall For This 'Rob Berger' Scam

Scammers are sending emails pretending to be me. In this episode, I explain several fake Rob Berger email addresses listeners have reported, along with examples of the m

RBS 254: Is The Market Too Expensive To Invest?

Sam and his wife are two years from early retirement, sitting almost entirely in cash because they think the market is too overvalued to buy. Here's why waiting for

RBS 253: Bonds vs. Bond Funds: Does Holding to Maturity Actually Protect You?

Are individual bonds safer than bond funds? After my last video on cash versus bonds, a lot of you pushed back with the same argument: with an individual bond or a bond l

RBS 252: Fidelity vs. Vanguard: Which Is Better for Your Cash? (FQF)

This week on Five Question Friday (FQF): Question 1: Is Fidelity or Vanguard the better place to keep your cash? Question 2: Is a 1.25% AUM fee reasonable? Question 3

RBS 251: Will AI Replace Me and My YouTube Channel? (FQF)

Resources in Episode Morningstar: https://go.robberger.com/morningstar/... Fidelity Article: https://www.fidelity.com/viewpoints/r... Kitces Article: https://www.kitces.c

RBS 250: Will the SpaceX IPO Crash the Stock Market? (FQF)

This week in Five Question Friday (FQF): mega IPOs, sequence of returns risk, RMDs from a bonds-only IRA, Roth conversions after 59 1/2, and VT versus VTI plus VXUS. Que

RBS 249: Is Dave Ramsey Right About Beating the S&P 500?

In today's video we discuss if we should try to find investments that consistently beat the S&P 500. Resources From Video    • You Can’t Win With Money While Your L

RBS 248: Is a Stock Market Crash Inevitable and How Should We Prepare? (FQF)

In today's Five Question Friday (FQF) video, we cover these questions:  1. Is the market inevitably going to crash, and how to mitigate 2. When to take SS and inves

RBS 247: 4 Golden Rules for Avoiding Financial Scams (FQF)

In today's Five Question Friday (FQF) episode, we cover these questions: 1. Four golden rules for avoiding financial scams 2. Finding and canceling forgotten subsc

RBS 246: I Tested ChatGPT for Finance Against My Budgeting App — Here's What I Found

In today's episode, we discuss the following: 1. ChatGPT for Finances 2. A free version 3. Whether this is the end of budgeting apps Resources From Video ChatGPT P

RBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF)

In today's Five Question Friday (FQF) video, we cover these questions: 1. How many years of "safe funds" should you hold beyond guaranteed income? 2. Reducing port

RBS 244: How One Retiree Used the Bucket Strategy to Generate $241,098 in Extra Wealth

In today's video, we answer the following question: Can the bucket strategy help you generate income and grow your wealth in retirement, even as you're spending

RBS 243: The Floor & Enjoy Retirement Strategy (FQF)

In today's Five Question Friday (FQF) video, we cover these questions:  1. Floor & Enjoy Retirement Strategy 2. Target Date Funds 3. Paying Taxes on Roth Conversion

RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF)

In this Five Question Friday (FQF) video, we cover these questions: 1. How to teach your significant other to manage the investments? (The Spouse Financial Survival Kit

RBS 241: A Look Inside My Simplified Investment Portfolio

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