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...
Get free guidance on Medicare from Chapter, a company I've partnered with, by calling 410-220-5494. If you call Chapter, please let me know about your experience. It's Not That Complicated https://drive.google.com/file/d/1Hqs4v7wLCjhh5ohWVVSNTs2HsGz9nufD/view Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...
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...
