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Artwork for The Rob Berger Show

The Rob Berger Show

Rob Berger
Retirement Planning
Asset Allocation
Social Security
Financial Freedom
Roth IRA
Vanguard
Medicare
Roth Conversions
4% Rule
Investing
Investment Strategies
Inflation
Retirement Accounts
Tips Ladder
Tips
Bonds
Fidelity
Financial Planning
Investment Portfolio
Personal Finance

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 weeklyEpisodes251Founded6 years ago
Number of ListenersCategories
BusinessEducationSelf-ImprovementInvesting

Listen to this Podcast

Artwork for The Rob Berger Show

Latest Episodes

Resources in Episode

Morningstar: go.robberger.com/morningstar/...

Fidelity Article: www.fidelity.com/viewpoints/r...

Kitces Article: www.kitces.com/blog/retiremen...

Spend Safely in Retirement Article: robberger.com/s... more

This week in Five Question Friday (FQF): mega IPOs, sequence of returns risk, RMDs from a bonds-only IRA, Roth conversions after 59 1/2, and VT versus VTI plus VXUS.

Question 1: Will the giant IPOs coming in 2026 drain money from the market and depr... more

In today's video we discuss if we should try to find investments that consistently beat the S&P 500.

Resources From Video

   • You Can’t Win With Money While Your Life I... 

www.spglobal.com/spdji/en/res...

www.morningstar.com/funds... more

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

1. Is the market inevitably going to crash, and how to mitigate

2. When to take SS and investing the early payments

3. Should we even bother tracking portfolio performance?

4. H... more

Key Facts

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

Similar Podcasts

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 of The Rob Berger Show; prominent voice in personal finance discussions and retirement planning.

Reviews

4.8 out of 5 stars from 244 ratings
  • Worth your time

    I have been learning from Rob for awhile now. I find his presentations to be professional, informative, timely and never long-winded. Thank you Sir. Please keep up the good work. 😎

    Apple Podcasts
    5
    TermLimitsNeeded
    United States3 months ago
  • 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 Statesa year 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 Statesa year 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 Statesa year 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

Listeners Say

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

Audience values practical templates and real-world examples for retirement and investing.
Listeners praise clear, actionable financial guidance and a straightforward presentation.
Fans appreciate how topics range from complex to practical with personal opinions included.

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 251: Will AI Replace Me and My YouTube Channel? (FQF)
Q: Does the 4% rule still hold when Social Security is a major income source?
He suggests integrating Social Security with the withdrawal plan (potentially delaying Social Security to maximize benefits) and using RMDs to provide a baseline, while recognizing the 4% rule may not be the best fit for everyone, especially those with strong Social Security benefits.
RBS 251: Will AI Replace Me and My YouTube Channel? (FQF)
Q: How should I think about withdrawal order in retirement when facing multiple account types?
The host argues for a flexible, year-by-year approach, often favoring a proportional or blended withdrawal strategy to smooth taxes and reflect real-world income needs, rather than sticking rigidly to a single order.
RBS 250: Will the SpaceX IPO Crash the Stock Market? (FQF)
Q: What about Vanguard Life Strategy Funds for IRA holdings; should one rebalance manually or rely on the fund's auto-rebalancing?
Life Strategy Funds can be a great simplification tool, maintaining fixed stock/bond allocations. The host suggests using them for tax-advantaged accounts to meet target allocations, while noting some drawbacks for more dynamic strategies like a bucket approach.
RBS 250: Will the SpaceX IPO Crash the Stock Market? (FQF)
Q: What are the best ways to use Health Savings Account money in retirement, and what are the pitfalls?
The host shares a plan to use HSAs starting at age 65, mentions that withdrawals for qualified medical expenses can be tax-free, and notes caveats about passing HSAs to heirs and potential policy changes. He also highlights using receipts for reimbursements to manage taxable income.
RBS 250: Will the SpaceX IPO Crash the Stock Market? (FQF)
Q: Should we adjust retirement allocations to avoid early inclusion or volatility from SpaceX, OpenAI, and Anthropic IPOs in major indices?
The host argues that IPOs tend to be volatile and that while indexes may change rules, the long-term impact is uncertain. He leans toward not overreacting in the short term, emphasizing a long-run perspective (the 10-year rule) and maintaining a diversified allocation rather than trying to time IPOs.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
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Frequently Asked Questions About The Rob Berger Show

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

The show centers on practical personal finance, retirement planning, investing, and tax-efficient strategies for real-life families. Episodes frequently dissect retirement withdrawal approaches, bucket-style portfolios, Social Security timing, Roth conversions, and portfolio risk management, often with template-like tools and step-by-step reasoning. Listeners likely value clear, actionable guidance, balanced with personal opinions and real-world examples, and may appreciate content that translates complex topics into straightforward decisions. A notable edge is the steady mix of detailed strategy discussions, listener Q&A, and hands-on planning templates, which can help both beginning and more advanced investors make informed money choices.... more

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Which podcasts are similar to The Rob Berger Show?

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

1. The Boldin Your Money Podcast
2. Retirement Planning Education, with Andy Panko
3. Sound Investing
4. Bogleheads On Investing Podcast
5. Stay Wealthy Retirement Podcast

How many episodes of The Rob Berger Show are there?

The Rob Berger Show launched 6 years ago and published 251 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Rob Berger Show?

Recent guests on The Rob Berger Show include:

1. Ari Parker

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