How To Invest $1 Million | Live Q&A скачать в хорошем качестве

How To Invest $1 Million | Live Q&A

We will begin tonight discussing how to invest a large lump sum of money. Then I'll respond to your questions. Tonight's Sponsor: New Retirement--https://go.robberger.com/new-retireme... 0:00 - Welcome to the Financial Freedom Show! 0:51 - New Retirement 2:53 - How To Invest $1 Million 13:51 - VTI in a 3-fund portfolio 18:09 - TIPS in deflation 20:57 - Significance of a 10-year treasury yield 24:07 - Investing $100K 26:17 - Mid-cap index funds 28:16 - Deploying Roth assets 31:46 - Stock/Bond allocation 33:50 - Poll 34:54 - Long term bonds 39:33 - Warren Buffet 39:53 - Pension and the 4% Rule 43:45 - Tracking funds with no ticker 44:51 - VT vs DODWX 47:39 - US debt 49:58 - Efficient Frontier 51:30 - Social Security tax torpedo 54:22 - VMFXX 55:30 - Treasury rates 56:08 - TIPS vs Treasury 58:54 - Contributing to a Roth 401K 59:44 - FFTHX 1:02:22 - Lump sum or sell 1:03:28 - Simplifying a taxable account 1:05:25 - Mega backdoor Roth conversions 1:08:45 - Investing an inherited IRA 1:14:58 - Rolling over a 401K into an IRA 1:16:29 - Planning for cognitive decline 1:20:19 - Watching tv as a family 1:21:00 - Retirement planning 1:24:51 - Traditional IRA vs Roth 1:26:52 - Tax torpedo spreadsheet 1:28:09 - High interest savings accounts 1:31:23 - Financial Freedom ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B Personal Capital (Investment Tracking, Retirement Planning): https://go.robberger.com/personal-cap... New Retirement (Retirement Planner): https://go.robberger.com/new-retireme... Stock Rover: https://go.robberger.com/stock-rover/... M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bo... ———————————— Credit Cards & Banks ———————————— My Favorite Credit Cards: https://www.allcards.com/best-credit-... My Favorite Online Banks: https://www.allcards.com/best-online-... ———————————— Popular Videos ———————————— 1️⃣ How to Create a 3-Fund Portfolio:    • How to Create a 3 Fund Portfolio | A Begin...   2️⃣ How I Manage 28 Accounts in One App:    • How I Manage 28 Financial Accounts in One ...   3️⃣ 7-Step Financial Checkup:    • A 7-Step Annual Financial Checklist for 2021   #assetallocation #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.