← Back to search

One SpaceX Share for Every Child. Here’s What Musk Didn’t Say | Live Q&A

Rob Berger 1:31:59

30,075 views · 603 likes Watch on YouTube ↗

*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/empower/yt-

*I use Monarch Money to manage our budget:* https://go.robberger.com/monarch-yt/yt-desc

*My retirement plan comes from Boldin, the most robust retirement planner available at a reasonable cost:*
https://go.robberger.com/boldin/yt-

*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-

*My Book (Retire Before Mom and Dad):*
https://amzn.to/4d9qbhA

#retirement #investing #robberger

0:00 Welcome to the live Q&A
0:46 Elon Musk's SpaceX share for every kid
3:41 How I'm using AI to edit my videos
6:48 Is the Mezzi AI app worth it?
8:55 First look at Ready, Aim, Retire
9:48 Has my view of Guyton-Klinger guardrails changed?
11:15 Boldin says 47% chance of success: where to get help
13:08 Dimensional (DFA) funds vs. Vanguard
15:42 Can a living trust help with probate and estate taxes?
21:58 Do you need retirement software after you retire?
23:46 DFA's all-world fund (DFAW) vs. VT
27:39 Why I don't think guardrails are necessary
33:04 What withdrawal rate works for a 90/10 portfolio?
37:48 Is it safe to use your voice as a password?
39:03 What to hold in a taxable brokerage account
39:56 Why does retiree spending lag inflation?
43:18 Should you keep institutional funds in your 401(k)?
44:04 Is AI video editing bad for YouTube?
45:35 Does Musk's motive for the gift matter?
47:47 Poll: which retirement planner do you use?
52:20 Advisor says skip index funds over Mag 7 risk and buy annuities
55:52 Treasury and TIPS rolling ladders: what durations?
59:22 Am I doing Roth conversions this year?
1:04:08 Is DFAW's bid-ask spread really 6%?
1:05:19 Should you sell a concentrated stock despite the taxes?
1:07:28 Do you need international bonds (BNDX vs. BNDW)?
1:10:09 How to teach young grandkids about money
1:11:25 Why long-term care insurance isn't worth it for me
1:14:53 Do I own an annuity?
1:15:22 Best brokerage account for an emergency fund
1:15:48 Roth conversions when leaving everything to charity
1:18:41 Why are annuities so disliked?
1:20:30 RightCapital, Income Lab and other planners
1:23:24 Supreme Court climate liability case
1:26:40 Is saving 15% for your whole career enough?
1:30:08 Medicare questions and wrap-up

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. I've since sold my websites, bought them back, and started a new website and this YouTube channel.

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.

*Disclosure*: Some of the links in this description are from partners who compensate us. This means — at no extra cost to you — I may earn money if you click and sign up for a product or open an account. This creates a financial relationship that may influence my recommendations, but I only recommend products and services I believe in and would recommend to my own mom. Advertisers have no control over my content. Read the full advertiser disclosure here: https://robberger.com/how-we-make-money/

Category (YouTube): Entertainment

Playback is via YouTube's official embedded player. Data from YouTube; Exumo is not affiliated with YouTube.