The Best Apps for Financial Planning | Live Q&A
Tonight we'll start by discussing financial apps and my new directory, then I'll answer 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...
Rocket Money: I've started using this tool for budgeting, and I love it: https://go.doughroller.net/rocket-mon...
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!
0:59 - The Best Apps for Financial Planning
18:09 - High deductible healthcare plan
20:10 - Places to retire
22:08 - VXUS/VEA/VIGI in a taxable account
26:36 - iShares durations
28:49 - Will tax cuts really sunset?
31:40 - Ending tax benefits in retirement accounts/SS
34:54 - Parking money out of stocks
36:37 - Right Capital
38:24 - Spending down bonds until starting SS
42:04 - When to jump into a stock
46:20 - Non-web hosted tools
49:52 - Overcomplicating a portfolio?
51:16 - Expense fees
53:35 - VIG
57:32 - New Retirement bugs
58:31 - Apps for the accumulation phase
1:02:17 - Monte Carlo
1:10:21 - After tax money
1:13:06 - 50/50 SCHG/SCHD vs VOO
1:14:39 - New Retirement/Taxes
1:20:49 - How much exposure to China?
1:21:54 - Morningstar
1:25:03 - Poll
1:28:20 - Active bond funds
1:33:49 - TV shows
1:35:39 - Announcements
1:36:37 - Financial Freedom
#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
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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.
