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RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60

Episode 192

With stock valuations near all-time highs in the U.S., many people are asking whether we should reduce or exposure to stocks. In fact, a recent Vangu…

1 year ago

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RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF)

Episode 191

Welcome back to another edition of Five Question Friday (FQF). Here are today's questions:

1. What bond funds do I use in my portfolio?
2. Do you reall…

1 year ago

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RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we?

Episode 190

Warren Buffett recently sol 100% of the two S&P 500 index funds Berkshire Hathaway owned, including Vanguard's VOO. In this video, we'll look at whet…

1 year ago

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RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)

Episode 189

Welcome to another edition of Five Question Friday (FQF). Here are the 5 questions:

1. Can one Fidelity fund beat the Vanguard 3-fund portfolio?
2. How…

1 year, 1 month ago

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RBS 188: ProjectionLab Review (w/ Updates and Promo Code)

Episode 188

Get 10% off the cost of ProjectionLab with promo code RBERGER-10 using this link: https://go.robberger.com/projectionla....

In today's video, we'll lo…

1 year, 1 month ago

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RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu

Episode 187

Today, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains di…

1 year, 1 month ago

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RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)

Episode 186

In today's episode of Five Question Friday (FQF), we start with a strategy you might consider if you want to leave your expensive financial advisor b…

1 year, 2 months ago

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RBS 185: Are Investment Banks Worth the High Fees? FQF

Episode 185

We start this week's Five Question Friday (FQF) with a question about whether a 2% investment fee is crazy. Here are the five questions:

1. Am I crazy…

1 year, 2 months ago

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RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire

Episode 184

With five years to go before retirement, there are several steps you can and should take to prepare. In this video, I'll cover 13 things to consider …

1 year, 2 months ago

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RBS 183: 2025 Annual Portfolio Review Checklist

Episode 183

At least once a year it's important to review your investment portfolio and make any necessary adjustments. Here are the 10 things I check every year…

1 year, 2 months ago

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