Can a 100% Stock Portfolio Improve the 4% Rule? Live Q&A скачать в хорошем качестве

Can a 100% Stock Portfolio Improve the 4% Rule? Live Q&A

We'll begin tonight be looking at whether we can do better than the 4% Rule if we invest all of our money in stocks. Then I'll turn to your questions. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm... Financial tools I use: I track all of my investments, performance, fees, and asset allocation with Empower. It's Free: https://go.robberger.com/personal-cap... My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost: https://go.robberger.com/new-retireme... I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free: https://go.robberger.com/capitalize/y... My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets: https://go.robberger.com/tiller/yt-tools We save and invest our credit card rewards. Here are some of my favorite credit cards: https://www.allcards.com/best-credit-... My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B Timestamps 0:00 - Welcome to the Financial Freedom Show 1:01 - Can a 100% Stock Portfolio Improve the 4% Rule? 14:00 - Poll 15:57 - Rolling a 401K into TSP or IRA 18:25 - FATIX 27:48 - My visit to NY Stock Exchange 29:35 - Meeting Henry Winkler 31:13 - Withdrawing 5% for 40 years 35:29 - Balanced withdrawal scenario 39:44 - ILF 42:05 - OTC stocks or pinks 45:01 - Not taking out capital in a dividend portfolio 51:14 - Market cap weighted world fund 53:33 - Not all stocks are richly valued 54:56 - Using a rising equity guide path 57:00 - REIT Index replacing Bond Index 59:05 - Wait to invest or deploy capital? 59:45 - Having 2 portfolios 1:05:17 - Investment courses 1:09:03 - iShares TLT 1:11:57 - Rebalancing a Vanguard Target fund 1:15:59 - Rough estimate asset location 1:17:39 - Roth conversions 1:21:54 - Empower/New Retirement 1:25:06 - PFFD 1:29:06 - 2020 TargetFund 1:32:01 - IBM changed their 401k 1:35:36 - DC Bogleheads meeting yesterday 1:37:48 - Announcements 1:38:16 - Financial Freedom ———————————— Video Resources ———————————— #retirement #investing #robberger ABOUT ME While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE) LET'S CONNECT Youtube:    / @rob_berger   Facebook:   / financialfreedomguy   Twitter:   / robert_a_berger   DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions. AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.