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

Episode 259

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 Fr…

7 hours ago

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

Episode 258

This week on Five Question Friday (FQF):

Question 1: Has AI fundamentally changed the stock market, and does market history still matter?

Question 2: I…

4 days, 13 hours ago

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RBS 257: Are Bonds Dead in 2026?

Episode 257

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 thei…

1 week ago

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

Episode 256

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 …

2 weeks ago

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

Episode 255

Scammers are sending emails pretending to be me.

In this episode, I explain several fake Rob Berger email addresses listeners have reported, along wit…

3 weeks ago

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RBS 254: Is The Market Too Expensive To Invest?

Episode 254

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 …

3 weeks, 4 days ago

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

Episode 253

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 indivi…

4 weeks ago

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

Episode 252

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 reason…

1 month ago

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

Episode 251

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

2 months ago

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

Episode 250

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 versu…

2 months, 1 week ago

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