Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
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المحتوى المقدم من Rob Berger. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Rob Berger أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
مشابه لـThe Rob Berger Show
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
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The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
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Master the best of what other people have already figured out. Skip decades of trial and error. Each episode reveals proven insights from world-class performers. No fluff. No small talk. Just actionable wisdom for your business and life. Instagram: https://instagram.com/farnamstreet LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/ Newsletter: Join over 750,000 people and upgrade your thinking in 5 minutes a week. fs.blog/newsletter
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Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
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Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Learn the connection between what you eat and how you feel. Join us each week as licensed nutritionists and dietitians from Nutritional Weight & Wellness share practical, real-life solutions for healthier living through balanced nutrition. For over 25 years, we’ve helped thousands of clients and listeners discover how real food – animal protein, healthy fat, nutrient-dense carbohydrates – can increase energy, stabilize moods, jumpstart metabolism, eliminate cravings, restore digestion, balan ...
…
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Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
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Daily Deals
RBS 175: Pralana vs Boldin: How Two Popular Retirement Planning Tools Compare
Manage episode 453614891 series 3437124
المحتوى المقدم من Rob Berger. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Rob Berger أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
I've been using Pralana Online over the past month. It's a retirement planning tool that, for a long time, was available as a spreadsheet. It's now available as an online app.
In this video, I take a high-level look at Pralana and compare it to Boldin, formerly New Retirement.
Pralana: https://go.robberger.com/pralana/yt-p...
Boldin: https://go.robberger.com/new-retireme...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
194 حلقات
مشاركة
Manage episode 453614891 series 3437124
المحتوى المقدم من Rob Berger. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Rob Berger أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
I've been using Pralana Online over the past month. It's a retirement planning tool that, for a long time, was available as a spreadsheet. It's now available as an online app.
In this video, I take a high-level look at Pralana and compare it to Boldin, formerly New Retirement.
Pralana: https://go.robberger.com/pralana/yt-p...
Boldin: https://go.robberger.com/new-retireme...
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
194 حلقات
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The Rob Berger Show
1 RBS 194: How to Hire A Financial Advisor (FQF) 26:30
26:30 
التشغيل لاحقا 
التشغيل لاحقا 
قوائم 
إعجاب 
احب26:30
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn today's Five Question Friday (FQF), we cover the following: 1. Some thoughts on how to hire a financial advisor 2. Whether to consider Medicare premiums in your Roth conversion analysis 3. How Social Security should affect our asset allocation in retirement 4. How variable income should affect how we invest 5. Whether I sold U.S. stocks to buy International stocks this year. Resources mentioned in the video: Boldin: https://go.robberger.com/new-retireme... ProjectionLab: https://go.robberger.com/projectionla... List of Low Cost Advisors: https://robberger.com/low-cost-financ... My newsletter signup: https://robberger.com/newsletter/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025) 18:51
18:51 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب18:51
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn this video, I'll share with you my current investment portfolio, including a big change I made in our traditional retirement accounts. I'll also share an update to my free investment tracking spreadsheet. https://robberger.com/investment-trac... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60 17:16
17:16 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب17:16
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWith 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 Vanguard market outlook report concluded that a typical 60/40 retirement portfolio may be too rich, and that a 40/60 portfolio is a better option in this valuation environment. This video is my take on all of this. Resources: Vanguard Report: https://corporate.vanguard.com/conten... Bogleheads Forum Post: https://www.bogleheads.org/forum/view... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF) 27:00
27:00 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب27:00
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWelcome 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 really need an emergency fund? 3. How does living off interest work with Bengen's 4% rule? 4. How to track money market funds in my investment tracking spreadsheet? 5. Are money market funds better than intermediate-term bond funds? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we? 10:17
10:17 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب10:17
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWarren 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 whether we should too. News Article: https://www.investors.com/etfs-and-fu... Berkshire's Stock Holdings: https://www.dataroma.com/m/holdings.p... Berkshire's Net Stock Sales: https://x.com/dividend_data/status/18... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF) 35:07
35:07 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب35:07
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWelcome 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 do expense ratios work with fund of funds? 3. Concerning the 4% rule, which I believe the analysis runs out for 30 years, if someone starts to take a yearly percentage out of their portfolio at a later age, say in their mid-70s, can the starting point of 4% be safely increased, and to what? 4. How to Track a Complicated Portfolio 5. What should we make of Vanguard's paper that indicates a better asset allocation for retirement income is a majority of bonds (like 40% equities, 60% bonds!) as opposed to long-established portfolios that are more like 60/40 in favor of equities. Even Bill Bengen didn't recommend going below 50% equities, right? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 188: ProjectionLab Review (w/ Updates and Promo Code) 27:32
27:32 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب27:32
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبGet 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 look at the following features of ProjectionLab: 1. Export/Import Data 2. Income/Expense 3. Tax Analytics 4. Drawdowns 5. Bond Allocation Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu 7:36
7:36 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب7:36
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبToday, the SEC announced a $106.41 million settlement with Vanguard following moves Vanguard made in 2020 that resulted in excessive capital gains distributions to retail investors. In this video, I'll walk through the settlement order and what it means to investors. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF) 27:09
27:09 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب27:09
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبIn 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 but you are afraid of going it alone. Here are all the questions in today's show: 1. How to leave your financial advisor 2. TIPS ladder vs BND 3. Are Target Date Funds a Reasonable Option 4. If a person has over $250,000 in a Fidelity account, should they open up another account - say with Vanguard, Schwab, M1 Finance, or perhaps another brokerage - elsewhere as well? 5. How do we rebalance assets in Boldin? If we enter a 60/40 portfolio today, after a few years, it turns into 80/20, which means the software is not rebalancing automatically.2. For the BND fund, what rate of return will you use? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 185: Are Investment Banks Worth the High Fees? FQF 21:48
21:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب21:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWe 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 to be paying a 2% fee to manage my investments at Morgan Stanley? 2. Can you analyze 100% BND versus 50% BND and 50% VIPSX. 3. In Boldin, what are you setting as projected returns? 4. How should I invest if I don't need the money in retirement? 5. Is direct indexing worth the cost and complexity? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire 18:14
18:14 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب18:14
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWith 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 as your retirement date draws closer. Resources mentioned: Boldin: https://go.robberger.com/new-retireme... Tiller: https://go.robberger.com/tiller/yt-5-... Rocket Money: https://go.robberger.com/rocket-money... Lunch Money: https://go.robberger.com/lunch-money/... Vanguard Asset Allocation: https://investor.vanguard.com/investo... Open Social Security: https://opensocialsecurity.com/ Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 183: 2025 Annual Portfolio Review Checklist 21:13
21:13 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب21:13
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبAt 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. Write down your planned asset allocation 2. Compare your actual allocation to your plan 3. Evaluate individual holdings 4. Evaluate your asset location 5. Confirm you have beneficiaries listed for each account 6. Check your performance for the past year 7. Check for excessive stock concentration 8. Evaluate your advisor relationship & fees 9. Make sure you have 2FA on all financial accounts and email 10. Evaluate if you can simplify your portfolio Resources Empower: https://go.robberger.com/empower/yt-y... Investment Tracking Spreadsheet: https://robberger.com/investment-trac... Morningstar: https://www.morningstar.com/ ETF Overlap Tool: https://www.etfrc.com/funds/overlap.php Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 182: The Case Against After-Tax Asset Allocation (FQF) 25:07
25:07 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب25:07
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبWelcome to this week's edition of Five Question Friday. Here are the questions we'll be covering today: 1. Should you include the value of your home in your asset allocation? 2. Should we tilt our portfolio to 10% SCV? 3. After-Tax Asset allocation 4. Tips Ladders vs ETFs: If for example we had 500k for our fixed assets portion of our portfolio, what are your thoughts on building multiple TIPs ladders with all 500k to meet our retirement goals vs. a more diversified mixof t-bills, CDs, Agency, Corporate, and TIPs? I am leaning toward the more "diversified mix." 5. Roth conversions and Rate of Return Assumptions Resources: Boldin: https://go.robberger.com/new-retireme... Bolgeheads' Wiki: https://www.bogleheads.org/wiki/Tax-a... Reichenstein Article: https://www.financialplanningassociat... Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 181: Is The New Safe Withdrawal Rate 3.7%? 23:48
23:48 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب23:48
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبMorningstar recently released its annual State of Retirement Income report. According to its calculations, the new safe withdrawal rate is 3.7%. The report offers some excellent data and analysis that can help us as we build our retirement income strategy. Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
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The Rob Berger Show
1 RBS 180: 9 Questions I Get Asked Almost Every Day About Investing 36:44
36:44 التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احب36:44
التشغيل لاحقا التشغيل لاحقا قوائم إعجاب احبOver the past four years I've received tens of thousands of questions about investing from viewers. I've assembled 9 of the most frequently asked questions in this video. Here they are: 1. Should you pay off debt or start investing? 2. How do I get started investing? 3. Is 100% stocks a reasonable portfolio? 4. S&P 500 vs Total Stock Market Index 5. Why do I need international stocks? 6. Should I invest in Bitcoin? 7. How do you know when you can retire? 8. Lump Sum vs DCA 9. How can I increase my savings rate? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...…
مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.
Daily Deals
Daily Deals
مشابه لـThe Rob Berger Show
Welcome to an exciting new season of the podcast Your Career: Choice or Chance? - as we dive into the ever-evolving world of GenAI in the Workplace and explore the latest trends, experiences, and career journeys shaping the future of work as AI is increasingly ingrained in it. Each episode provides fresh insights, addressing the transformative influence of GenAI in shaping the workforce of tomorrow, making it a must-listen for anyone interested in staying ahead in the ever-evolving world of ...
…
continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
Master the best of what other people have already figured out. Skip decades of trial and error. Each episode reveals proven insights from world-class performers. No fluff. No small talk. Just actionable wisdom for your business and life. Instagram: https://instagram.com/farnamstreet LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/ Newsletter: Join over 750,000 people and upgrade your thinking in 5 minutes a week. fs.blog/newsletter
…
continue reading
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
Named 2023 Best Personal Finance podcast by Bankrate.com, The Stacking Benjamins Show has a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG every Monday, Wed ...
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
Learn the connection between what you eat and how you feel. Join us each week as licensed nutritionists and dietitians from Nutritional Weight & Wellness share practical, real-life solutions for healthier living through balanced nutrition. For over 25 years, we’ve helped thousands of clients and listeners discover how real food – animal protein, healthy fat, nutrient-dense carbohydrates – can increase energy, stabilize moods, jumpstart metabolism, eliminate cravings, restore digestion, balan ...
…
continue reading
Kara Goldin, founder of Hint, sits down with today’s most fascinating entrepreneurs, disruptors, and change-makers for a no-holds-barred discussion of how they overcame long odds on the road to start-up success. Guests such as Guy Kawasaki (Apple, Canva), Julie Bornstein (The Yes, Stitch Fix), Mindy Grossman (WW), and Amy Errett (Madison Reed) share wisdom and anecdotes that will inspire you – and challenge you to think differently about achieving your goals. For more on the podcast as well ...
…
continue reading
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