The Rob Berger Show
Personal finance for smart people by the host of the Dough Roller Money Podcast. Rather than forcing you into a one-size-fits-all financial plan, we discuss the tools, resources, and strategies that will empower you to make the best money decisions for you and your family.
Podcasting since 2020 • 237 episodes
The Rob Berger Show
Latest Episodes
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
In today's Five Question Friday (FQF) video, we cover these questions: 1. What Happens To Bond Funds When the Fed Cuts Rates?2. Where to Invest If Stocks Are a No-go3. How are Mutual Fund Sales Taxed?4. Should Annuities Repl...
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Episode 237
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25:03
RBS 236: 2025 Year-End Investment Portfolio Review
In this 2025 Year-End Investment Portfolio Review we cover the following topics:1. Asset Allocation a. Diversification / changes b. Rebalancing2. Simplification3. Beneficiaries4. Performance...
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Episode 236
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18:39
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
In today's Five Question Friday (FQF) video, we look at these five topics:1. 10% yield on bonds2. Where to hold bonds3. Co-signing a mortgage4. Paying taxes on a Roth conversion5. Asset allocation of real estate investme...
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Episode 235
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24:00
RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)
In today's Five Question Friday (FQF) video, we look at these five questions:1. Have we been lied to about our Social Security break-even age?2. Is it ok to restart the 4% rule if the market goes up in early retirement?3...
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Episode 234
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31:54