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.
The Rob Berger Show
RBS 236: 2025 Year-End Investment Portfolio Review
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Rob Berger
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Episode 236
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In this 2025 Year-End Investment Portfolio Review we cover the following topics:
1. Asset Allocation
a. Diversification / changes
b. Rebalancing
2. Simplification
3. Beneficiaries
4. Performance
5. Tax Loss or Gain Harvesting
6. Fees
a. Fund fees
b. Advisor fees
7. Evaluate Your Performance
a. Did you buy/sell anything
b. What worried you during the year
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