In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
All content for The Rob Berger Show is the property of Rob Berger and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
RBS 215: How To Invest In Your 20s (It's easier than you think)
The Rob Berger Show
23 minutes
5 months ago
RBS 215: How To Invest In Your 20s (It's easier than you think)
I viewer named Eileen asked about how her children, who are in their twenties, should invest. Here's her question: Can you do a video on constructing a retirement account (Roth) for my 20 year old kids? They are contributing 15%. I am thinking 10% VGSLX, 10% VSIAX, 30% VTIAX and 50% either VTSAX or VVIAX. Your thoughts please. In this video I'll walk through the 3 goals of long-term investing, evaluate Eileen's proposed portfolio, and look at one alternative. Empower: https://go.robberger.c...
The Rob Berger Show
In today's Five Question Friday (FQF) video, we look at these five questions: 1. Have we been lied to about our Social Security break-even age? 2. Is it ok to restart the 4% rule if the market goes up in early retirement? 3. I am nervous about the run up in AI stocks . . . Could it be a good idea to consider diversifying from VTI to an “equal-weighted index fund like Invesco S&P Equal Weight ETF or others like it? 4. I’m 64 and I would like to begin annual Roth conversions from my tra...
