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...
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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 226: What Budgeting App is Best for Those With a Learning Disability? (FQF)
The Rob Berger Show
42 minutes
2 months ago
RBS 226: What Budgeting App is Best for Those With a Learning Disability? (FQF)
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...
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...
