Fidelity vs Vanguard vs Schwab: My Take Having Used All 3 for 20+ Years

Rob Berger April 7, 2024
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Rob Berger

@rob_berger

About

This channel is dedicated to helping you achieve financial freedom. Videos cover everything from getting out of debt to investing for the very first time. TOPICS: --Getting out of debt --Creating a budget that works --Investing for retirement in a 401(k) or IRA --Buying a home --Improving your credit --Understanding insurance --Managing student loans --Finding the best banks and credit cards --Saving money ABOUT ME: I've been writing about personal finance and investing since 2007. After spending 25 years as a securities lawyer in Washington DC, I retired in 2016 to run my personal finance blog full time. Since then I've sold the blog, and now serve as the Deputy Editor of Forbes Money Advisor. I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom.

Video Description

Today, we'll look at three of the largest investing platforms, Fidelity, Vanguard, and Schwab. I'll share 7 things based on using these platforms for 20+ years. Tools mentioned in the video: Empower: https://robberger.com/tools/empower/ Kubera: https://robberger.com/tools/kubera/ Stock Rover: https://robberger.com/tools/stock-rover/ Full View: https://www.fidelity.com/go/monitoring-your-financial-portfolio *Join the Newsletter. It's Free:* https://robberger.com/newsletter/?utm_source=Rob+Berger&utm_medium=ATF+Link&utm_campaign=Newsletter&utm_id=YouTube *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-capital/yt-tools *My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:* https://go.robberger.com/new-retirement/yt-tools *I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:* https://go.robberger.com/capitalize/yt-tools *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-card-offers/?utm_source=YouTube&utm_medium=Video+Links&utm_campaign=tools *My Book (Retire Before Mom and Dad):* https://amzn.to/2MsRJ9B #fidelity #vanguard #shcwab #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: https://www.youtube.com/channel/UC9C17-OMxa-7oRSaCtztObw?sub_confirmation=1 Facebook: https://www.facebook.com/financialfreedomguy/ Twitter: https://twitter.com/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.

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