How to Compare Two Bond Funds | Live Q&A

แชร์
ฝัง
  • เผยแพร่เมื่อ 8 มิ.ย. 2024
  • We'll start tonight looking at how to compare two bond funds. Then I'll answer your questions.
    To ask a question, use this form: docs.google.com/forms/d/12o8t...
    Join the Newsletter. It's Free:
    robberger.com/newsletter/?utm...
    Financial tools I use:
    I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
    go.robberger.com/personal-cap...
    My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
    go.robberger.com/new-retireme...
    Rocket Money: I've started using this tool for budgeting, and I love it: go.doughroller.net/rocket-mon...
    I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
    go.robberger.com/capitalize/y...
    My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
    go.robberger.com/tiller/yt-tools
    We save and invest our credit card rewards. Here are some of my favorite credit cards:
    www.allcards.com/best-credit-...
    My Book (Retire Before Mom and Dad):
    amzn.to/2MsRJ9B
    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)
    LET'S CONNECT
    TH-cam: / @rob_berger
    Facebook: / financialfreedomguy
    Twitter: / 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.
    AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.
  • บันเทิง

ความคิดเห็น • 22

  • @MrZonYT
    @MrZonYT 8 วันที่ผ่านมา

    I love this show 😎💲

  • @rhodanstarshiptitanic1194
    @rhodanstarshiptitanic1194 26 วันที่ผ่านมา +2

    He posted a Part 2 also.

  • @TBgy-eq5ts
    @TBgy-eq5ts 26 วันที่ผ่านมา +1

    Not enough coins in the meter. Or geomagnetic storms

  • @Jechum
    @Jechum 26 วันที่ผ่านมา +11

    Is it just me or did this drop off suddenly?

    • @cathya222
      @cathya222 26 วันที่ผ่านมา

      yes

    • @Jeff-Dr
      @Jeff-Dr 26 วันที่ผ่านมา

      Yep

    • @colindouglas9012
      @colindouglas9012 26 วันที่ผ่านมา

      Yes

    • @alan30189
      @alan30189 26 วันที่ผ่านมา +2

      There appears to be a part 2.

  • @sixstringsdaddy2477
    @sixstringsdaddy2477 25 วันที่ผ่านมา

    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

  • @hanwagu9967
    @hanwagu9967 26 วันที่ผ่านมา +1

    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?

  • @genewcotton
    @genewcotton 26 วันที่ผ่านมา +1

    It's like the last episode of Sopranos. What an edgy way to end the video. 😉

    • @erickarnell
      @erickarnell 25 วันที่ผ่านมา

      Part 2 is posted

  • @tollermaus
    @tollermaus 25 วันที่ผ่านมา

    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 25 วันที่ผ่านมา

      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¢.

  • @gieb6428
    @gieb6428 26 วันที่ผ่านมา

    Please Help. where is the part about two bond funds ?

  • @70qq
    @70qq 26 วันที่ผ่านมา

    🤘

  • @mongo2044
    @mongo2044 26 วันที่ผ่านมา +2

    He was just about to say something I wanted to hear too. 😢

    • @alan30189
      @alan30189 26 วันที่ผ่านมา

      There appears to be a part 2

    • @mongo2044
      @mongo2044 24 วันที่ผ่านมา

      @@alan30189 Yes but, non sequitur.

  • @testit1902
    @testit1902 26 วันที่ผ่านมา

    Feels like you were a bit more of the 10 to 20 percent international equities

  • @davidperson777
    @davidperson777 26 วันที่ผ่านมา

    Show ended prematurely