Episode 66
As robo-advisors go, Betterment is one of the best in my opinion. It offers excellent features (e.g., automatic rebalancing, tax loss harvesting, excellent planning tools) at a reasonable price. But …
Published on 3 years, 1 month ago
Episode 65
I used Capitalize to Rollover a 401k to an IRA. It's totally free and very easy to use: https://robberger.com/go/capitalize/y...
Get a free estimate of term life insurance in 20 seconds with Haven Lif…
Published on 3 years, 1 month ago
Episode 64
Investors today are nervous about bonds because of the historically low yields. The fear is that as interest rates rise, the value of existing bonds will fall. In this video we'll walk through bond i…
Published on 3 years, 1 month ago
Episode 63
With inflation and interest rates on the rise, many have asked me about bond alternatives. While I haven't changed my investments, including the bonds funds I own, I do understand the concern over bo…
Published on 3 years, 1 month ago
Episode 62
Join the newsletter: https://robberger.com/newsletter/?utm...
Published on 3 years, 1 month ago
Episode 61
Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap...
Today we look at a portfolio constructed by an investment advisor. This is a person who has a fidu…
Published on 3 years, 1 month ago
Episode 60
Several viewers have recently asked me whether it makes sense to claim social security at 62 if you plan to invest the money. At first, it seems like a solid strategy. While your monthly benefit will…
Published on 3 years, 1 month ago
Episode 59
Sallie Mae 2.20% No-Penalty CD: https://www.allcards.com/best-savings...
Personal Capital Tesla Promotion: https://robberger.com/go/personal-cap...
Today we have the pleasure of speaking with Harold Ev…
Published on 3 years, 1 month ago
Episode 58
Defensive Investing--How to Prepare for a Market Crash (In Advance)
With stocks, bonds and real estate at all-time highs, it's just a matter of time before we see a market correction, or worse. It doe…
Published on 3 years, 1 month ago
Episode 57
The Fidelity Contrafund (FCNTX) is a popular growth stock fund. In this video we take a deep dive on the fund to see if it's worth adding to our investment portfolio. In the process we'll look at gro…
Published on 3 years, 1 month ago
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