Скачать с ютуб The 3 Key Components of a Retirement Withdrawal Strategy | Live Q&A в хорошем качестве

The 3 Key Components of a Retirement Withdrawal Strategy | Live Q&A

Tonight we'll start by discussing what makes up a comprehensive retirement withdrawal strategy. Then we'll discuss your questions. Join the newsletter: https://robberger.com/newsletter/?utm... ———————————— Timestamps ———————————— 0:00 - Welcome to the Financial Freedom Show! 0:53 - 80K subscribers! 1:15 - The 3 Key Components of a Retirement Withdrawal Strategy 12:12 - Individual stocks 13:20 Pulling out of IBonds/T-Bill 14:02 - Taking from 401K cash portion/Bucket Strategy 17:30 - Tax software video 18:04 - TIPS funds 22:10 - Treasury bonds in a brokerage 22:55 - Favorite guardrail withdraw strategy 29:07 - Dealing with back issues 31:02 - Do ETFs and MFs actually own the shares listed in their portfolio 32:58 - Going from 12 funds to 3 or 4 34:22 - The Bucket Strategy 37:36 - Cash and an emergency fund 39:13 - Personal Capital/Fidelity 40:10 - Economic soft landing 42:49 - Paul Merriman's 4 fund portfolio vs Warren Buffet's portfolio 44:05 - Using factor analysis in Portfolio Visualizer to compare funds 46:55 - Morningstar 48:23 - Is there a bulletproof safe withdrawal rate that can last with an early retirement 53:18 - Poll 56:21 - Jonathan Guyton interview 57:58 - Living off pension and SSI 1:01:20 - What do you do at the end of the year when you have money left 1:02:10 - Is the 3 fund portfolio tax efficient 1:04:04 - Fixed Index Annuities 1:05:47 - Possible poll question 1:07:55 - VSIAX or VXUS 1:11:30 - Adding individual stocks to an all ETF portfolio 1:13:39 - Layoffs on Wall Street 1:14:07 - Changes in Secure Act 2.0 1:17:18 - Rebalancing 1:23:08 - Yale endowment portfolio/withdrawal rate 1:24:22 - Target Date fund 1:25:54 - FDKVX 1:29:57 - Personal Capital 1:30:40 - Poll 1:31:52 - Announcements 1:32:23 - Financial Freedom ———————————— Investing Tools ———————————— My Book (Retire Before Mom and Dad): https://amzn.to/2MsRJ9B Personal Capital (Investment Tracking, Retirement Planning): https://robberger.com/go/personal-cap... New Retirement (Retirement Planner): https://robberger.com/go/new-retireme... Stock Rover: https://robberger.com/go/stock-rover/yt- M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/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 ...   2️⃣ How I Manage 28 Accounts in One App:    • How I Manage 28 Financial Accounts in...   3️⃣ 7-Step Financial Checkup:    • A 7-Step Annual Financial Checklist f...   #investing #retirement #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.