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 • 222 episodes
The Rob Berger Show
Latest Episodes
RBS 222: The New Tax Law Changes and How They May Affect Retirement
The passage of the One Big Beautiful Bill Act has brought us a number of changes to the tax laws. Some changes are "permanent," meaning it would take an act of Congress and the President to change them. Some are "temporary," meaning they expire...
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Episode 222
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23:11
RBS 221: What's the Best Option for Cash: Money Market Funds or T-Bill ETFs? (FQF)
Here are the five questions we cover this week in Five Question Friday:1. Should we park cash in a money market fund or a t-bill ETF?2. Are Robo-Advisor Tax-Loss harvesting features worth it?3. What is the Retirement Spending Sm...
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Episode 221
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27:37
RBS 220: How the New $6,000 Senior Bonus Deduction Affects Roth Conversions (FQF)
In today's Five Question Friday we look at the following questions:1. How should the $6,000 senior deduction affect Roth conversions?2. Are short-term bonds a reasonable alternative to intermediate-term bonds?3. Are tax-managed ...
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Episode 220
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22:38
RBS 219: 3 Smart Alternatives to the 4% Rule (No Initial Safe Withdrawal Rate Required)
One of the challenges of the 4% Rule is what your initial safe withdrawal rate should be. While the name of the rule suggests one should start with 4%, there are countless reasons why that start point may not be right for you. For example, you ...
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Episode 219
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26:04
RBS 218: Individual TIPS vs TIPS Funds--Which Offers Better Inflation Projection? (FQF)
In today's Five Question Friday (FQF), we look at the following questions:1. TIPS Funds vs Individual TIPS--which provides the better inflation protection?2. Is a 4% withdrawal each year with no inflation adjustment a reasonable wit...
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Episode 218
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16:33