How to Invest for a Lifetime
Rob Berger
@rob_bergerAbout
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.
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Video Description
Today, we'll look at some investment portfolios that I think one could easily use for a lifetime. We'll look at creating these portfolios with anywhere from 1 to 6 mutual funds or ETFs. *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://robberger.com/empower *My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:* https://robberger.com/new-retirement *I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:* https://robberger.com/capitalize *My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:* https://robberger.com/tiller *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/4d9qbhA Timestamps 0:00 - How to Invest for a Lifetime 1:35 - US stocks/International stocks 2:34 - Single fund portfolio 5:26 - LifeStrategy funds 7:11 - Allocating stocks/bonds into two funds 9:25 - 3-fund portfolio 11:40 - TIPS 13:06 - REITs 15:03 - Small cap value 15:46 - Recap #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: 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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