7 Ways to Simplify Your Portfolio | Live Q&A скачать в хорошем качестве

7 Ways to Simplify Your Portfolio | Live Q&A

Tonight we'll start by looking at ways we can simplify our portfolios. Then I'll answer your questions. Join the newsletter: https://robberger.com/newsletter/?utm... ———————————— Timestamps ———————————— 0:00 - Welcome to the Financial Freedom Show! 0:35 - 7 Ways to Simplify Your Portfolio 17:15 - First time home owner insight 19:13 - TIPS 23:15 - Modeling future returns for Apple 25:55 - What type of account should a stock fund be placed in? 28:37 - Future emerging market perspective 30:22 - Taking dividends from IRA to fund retirement expenses 32:46 - BND vs BIV 35:50 - MYGA's as a CD alternative 38:24 - In service rollover with a 401K 39:54 - Books I'm reading 43:26 - Reviewing portfolios in my live stream 44:43 - "If you've won the game, stop playing." 47:20 - Investing in a Roth account at 17 49:47 - Implementing stock risk reduction strategy 52:18 - Tiller 54:34 - IAT 55:44 - Net worth 56:58 - What are alternative investments? 59:43 - Simplifying a Roth pre-tax and after tax portfolio 1:01:45 - Picking a brokerage 1:03:16 - Betterment 1:05:11 - Poll 1:06:58 - After tax portfolio 1:09:17 - The 4% Rule 1:14:34 - Stock/Bond ratio for a 30 year old 1:20:03 - Risk of passive investing 1:21:54 - Fat tail-risk mitigation 1:24:33 - Using a brokerage account like an HYSA 1:25:49 - Comparing fund returns 1:26:27 - TIPS 1:30:00 - Traditional vs Roth 1:31:26 - Wealthfront 1:32:44 - My Blue Binder 1:33:51 - New Poll 1:39:20 - Financial Freedom ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/personal-capital New Retirement (Retirement Planner): https://robberger.com/new-retirement Stock Rover: https://robberger.com/stock-rover M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/m1finance-bonus ———————————— 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   #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.