How to Compare Two Bond Funds | Live Q&A

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Rob Berger

Rob Berger

Күн бұрын

We'll start tonight looking at how to compare two bond funds. Then I'll answer your questions.
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Timestamps
0:00 - Welcome to the Financial Freedom Show!
1:21 - Lifetime exemption
4:20 - How to Compare Two Bond Funds
17:46 - Status of my new novel
18:31 - Poll
19:59 - Perpetual withdrawal rate
22:06 - Qualified distribution
24:24 - NVDA
26:36 - Small cap funds
28:51 - Value a pension
30:02 - Portfolio Pilot
31:30 - Poll
31:55 - Medicare Part B
33:48 - Inherited IRA's
37:40 - Bond funds compared to CD's
40:26 - VTIAX
42:21 - Bond rates
43:36 - Pension as lump sum or annuities
47:52 - Diversify
49:31 - Pros and Cons of target date funds
52:48 - Poll
53:58 - Securities
58:03 - 4% Rule papers
#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 (amzn.to/3by10EE)
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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.
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Пікірлер: 22
@MrZonYT
@MrZonYT 3 күн бұрын
I love this show 😎💲
@rhodanstarshiptitanic1194
@rhodanstarshiptitanic1194 21 күн бұрын
He posted a Part 2 also.
@sixstringsdaddy2477
@sixstringsdaddy2477 21 күн бұрын
Rob it would have been good to find a fund similar to JPIE with a longer history and compare how it did against BND over a longer time
@TBgy-eq5ts
@TBgy-eq5ts 21 күн бұрын
Not enough coins in the meter. Or geomagnetic storms
@hanwagu9967
@hanwagu9967 21 күн бұрын
Can you really count Bengen's first paper, since it was considered a rule until other's called it a rule? Even after, didn't Begen clarify that it wasn't necessarily a rule? So what qualifies?
@tollermaus
@tollermaus 20 күн бұрын
Rob, regarding your novel, keep in mind the 18th century writer Samuel Johnson's advice: "No man but a blockhead ever wrote 46:44 46:44 46:44
@tollermaus
@tollermaus 20 күн бұрын
damned keyboard... SJ "No man but a blockhead ever wrote except for money." There's a reason starving artists are called that. And, of course, I've just violated my own principle by spending way too much effort to express my 2¢.
@Jechum
@Jechum 21 күн бұрын
Is it just me or did this drop off suddenly?
@cathya222
@cathya222 21 күн бұрын
yes
@Jeff-Dr
@Jeff-Dr 21 күн бұрын
Yep
@colindouglas9012
@colindouglas9012 21 күн бұрын
Yes
@alan30189
@alan30189 21 күн бұрын
There appears to be a part 2.
@genewcotton
@genewcotton 21 күн бұрын
It's like the last episode of Sopranos. What an edgy way to end the video. 😉
@erickarnell
@erickarnell 21 күн бұрын
Part 2 is posted
@gieb6428
@gieb6428 21 күн бұрын
Please Help. where is the part about two bond funds ?
@mongo2044
@mongo2044 21 күн бұрын
He was just about to say something I wanted to hear too. 😢
@alan30189
@alan30189 21 күн бұрын
There appears to be a part 2
@mongo2044
@mongo2044 20 күн бұрын
@@alan30189 Yes but, non sequitur.
@testit1902
@testit1902 21 күн бұрын
Feels like you were a bit more of the 10 to 20 percent international equities
@70qq
@70qq 21 күн бұрын
🤘
@davidperson777
@davidperson777 21 күн бұрын
Show ended prematurely
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