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The Rob Berger Show

Rob Berger
Retirement Planning
Index Funds
Vanguard
Financial Freedom
Fidelity
Asset Allocation
FDIC Insurance
Investment Advisors
Social Security
4% Rule
New Retirement
Buy and Hold Investing
Personal Finance
Schwab
I-Bonds
Bill Bengen
Etfs
Mutual Funds
Ficalc
Savings Accounts

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.

PublishesTwice monthlyEpisodes241Founded6 years ago
Number of ListenersCategories
InvestingSelf-ImprovementEducationBusiness

Listen to this Podcast

Artwork for The Rob Berger Show

Latest Episodes

In this episode, I'll answer the following question from a viewer:

"I would like to ask if you can do a video on the current specific funds you are invested in? You did a video a while back about your 6 funds, but now you mentioned in a recent video... more

In today's Five Question Friday (FQF) video, we cover these questions:

1. Where is the best place to park cash today?

2. Should you invest or pay off student loans?

3. Are Schwab’s Target Date Retirement Funds a solid option?

4. When should you sta... more

In this episode,  we cover my Ultimate Retirement Checklist:

1. Healthcare

2. Start learning about Medicare

3. Understand IRMMA brackets

4. Track Expenses

5. Calculate Your Burn Rate

6. Calculate Your Guaranteed Income Ratio

7. Plan for large ... more

In today's Five Question Friday (FQF) video, we cover these questions: 

1. How do you protect your portfolio as you near retirement?

2. How does asset location work if you must draw from taxable accounts?

3. Should you automatically reinvest dividen... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Ari Parker
Expert in Medicare and associated plans
Chapter
Episode: RBS 230: Free Medicare Resources to Help You Pick the Best Plan for You (Part 3 of 3)

Host

Rob Berger
Host focused on personal finance, delivering simple and actionable financial advice tailored for smart decision-making.

Reviews

4.8 out of 5 stars from 228 ratings
  • From YT to Podcast (Yay!)

    Hands down one of the best in the business and now I can listen to each episode while driving! 10/10!

    Apple Podcasts
    5
    Running2finish
    United States9 months ago
  • I look forward to his show every week.

    Rob seems to understand the average investor's need for supportive information in all aspects of their financial lives.

    Apple Podcasts
    5
    Tess35!
    United States9 months ago
  • Love that Rob is a Podcast

    Huge fan of Rob on YouTube, was pleasantly surprised to find him on here. Now I can listen to each episode while driving! 10/10!

    Apple Podcasts
    5
    Running2finish
    United States10 months ago
  • Love this show

    I look forward to this podcast every week and I listen to many financial podcasts. Been listening since Dough Roller and have learned so much from Rob. Great show!!

    Apple Podcasts
    5
    CRW1966
    United Statesa year ago
  • Great show

    Rob is excellent. Provides a ton of information on topics ranging from complex to simple but always in a simple and straightforward manner.

    Apple Podcasts
    5
    Winning the war
    United Statesa year ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the accessible and practical financial advice provided, making complicated topics easier to understand.
Some feedback notes a preference for a tighter focus on financial topics versus broader discussions, indicating a desire for more direct advice in episodes.
The show is seen as a valuable resource for those preparing for or navigating retirement, with several highlighting the helpfulness of personal anecdotes in financial discussions.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Q: What is the safe withdrawal rate for a time horizon of 20 years?
The host discusses that the withdrawal rate can vary based on several factors but suggests around a 5% safe withdrawal rate based on historical data and a 60-40 portfolio.
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Q: How can I diversify away from the S&P 500 if I'm worried about those MAG 7 stocks?
The host recommends considering additional options such as international stocks, small-cap funds, and value funds for better diversification.
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Q: Should I automatically reinvest dividends?
In a taxable account, the host advises against automatic reinvestment due to tax implications and suggests managing dividends manually to maintain asset allocation.
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Q: How does asset location work if I must take withdrawals from a taxable account?
The host explains how to balance selling stocks in taxable accounts with maintaining asset allocation in tax-deferred accounts, suggesting the use of municipal bonds for fixed income in taxable accounts.
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
Q: How should we think about protecting our portfolio from a market crash as we approach retirement?
The host suggests considering a more conservative asset allocation, reducing stock exposure, but emphasizes the importance of planning for the long term.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About The Rob Berger Show

What is The Rob Berger Show about and what kind of topics does it cover?

Focused on personal finance, this show emphasizes empowering listeners to make informed financial decisions tailored to their unique situations. Recurring themes include retirement planning, investment strategies, and navigating complex financial products like Medicare and bond funds. With an emphasis on practical guidance, the host provides actionable advice as well as insights from real-life scenarios, aiming to simplify often intimidating financial topics. The informative approach is complemented by thoughtful audience engagement, making the series particularly valuable for individuals looking to enhance their financial literacy and planning skills.

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How many listeners does The Rob Berger Show get?

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What are the audience demographics for The Rob Berger Show?

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How many subscribers and views does The Rob Berger Show have?

To see how many followers or subscribers The Rob Berger Show has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Rob Berger Show?

These podcasts share a similar audience with The Rob Berger Show:

1. Stay Wealthy Retirement Podcast
2. Retirement Starts Today
3. Retirement Answer Man
4. Ready For Retirement
5. Your Money, Your Wealth

How many episodes of The Rob Berger Show are there?

The Rob Berger Show launched 6 years ago and published 241 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Rob Berger Show?

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Where can I see ratings and reviews for The Rob Berger Show?

Rephonic pulls ratings and reviews for The Rob Berger Show from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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What guests have appeared on The Rob Berger Show?

Recent guests on The Rob Berger Show include:

1. Ari Parker

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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