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Artwork for The Rob Berger Show

The Rob Berger Show

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

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 weeklyEpisodes227Founded5 years ago
Number of ListenersCategories
BusinessInvestingSelf-ImprovementEducation

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Artwork for The Rob Berger Show

Latest Episodes

A viewer asked me to suggest some tools he could use to evaluate his investment portfolio and asset allocation. So in this video we looked at three of my favorite investment tools:

1. Empower: go.robberger.com/empower/yt-3...

2. Kubera: http... more

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

1. What are the best finance apps for those with a learning disability?

2. Is 3% SWR the new 4%?

3. How do you model tax-free income in Boldin?

4. In what account type sh... more

In today's video, we discuss how Income-Related Monthly Adjustment Amount (IRMAA) payments are calculated and 8 strategies to reduce or even eliminate the payments.

Resources from the Video

Reddit Forum Post: / strategies_to_reduce_irmaa_costs_medic... more

In today's Five Question Friday (FQF), we cover five great questions and one tax calculator:

1. What is the Tax Triangle? (Traditional, Roth, and taxable accounts)

2. Is the Withdrawal Amount in FICalc the same as spending?

3. When should you sell a... more

Key Facts

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

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Host

Rob Berger
Host of a personal finance show focused on helping listeners make informed decisions about budgeting, investing, and retirement planning. He emphasizes tailored financial strategies rather than one-size-fits-all solutions.

Reviews

4.8 out of 5 stars from 212 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 States3 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 States4 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 States5 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 States6 months 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 States6 months ago

Listeners Say

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

Listeners appreciate the straightforward and accessible approach to complex financial topics. Many express gratitude for the valuable insights shared, particularly regarding retirement planning and investment strategies. There are positive comments on the host's ability to provide personalized advice based on listener questions. A few critiques mention a tendency to veer off topic occasionally, but this does not seem to overshadow the overall positive reception. Overall, the show is cherished for its educational content and practical financial advice.

Chart Rankings

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

Apple Podcasts
#151
United States/Business/Investing
Apple Podcasts
#53
Norway/Business/Investing
Apple Podcasts
#215
Philippines/Business/Investing
Apple Podcasts
#231
Norway/Business

Talking Points

Recent interactions between the hosts and their guests.

RBS 224: What is the Tax Triangle? (FQF)
Q: When and how quickly should you change your asset allocation as you near retirement?
It's advisable to start changing your asset allocation five years before retirement, though individual circumstances may warrant different timelines.
RBS 224: What is the Tax Triangle? (FQF)
Q: How far into the future should we plan?
It's important to make plans with the best available data, acknowledging that while precise long-term predictions are difficult, decisions today will impact the future.
RBS 224: What is the Tax Triangle? (FQF)
Q: Is the withdrawal amount in FICALC the same as spending?
Yes, the withdrawal amount in FICALC is synonymous with spending, as it represents the total spending required for a financial plan.
RBS 224: What is the Tax Triangle? (FQF)
Q: What is the tax triangle?
The tax triangle refers to the allocation of investments among traditional retirement accounts, Roth accounts, and taxable accounts, highlighting the benefits and strategies surrounding each type.
RBS 223: How Bracket Filling Can Lower Your Tax Bill in Retirement
Q: Is it reasonable to think that in retirement, I should be filling a tax bracket up with pre-tax accounts?
Yes, retirees can strategically withdraw money from pre-tax accounts to fill lower tax brackets and optimize their tax situation.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
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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, the content emphasizes decision-making that is tailored to individual circumstances rather than adhering to a generic financial plan. Themes include retirement strategies, tax planning, investment options, and budgeting tools, with a clear commitment to educating listeners about financial independence and smart investing practices. Notably, the host often incorporates listener questions into discussions, providing personalized advice and addressing common financial queries, which enhances the show's interactive and informative nature.

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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. Stay Wealthy Retirement Podcast
5. Bogleheads On Investing Podcast

How many episodes of The Rob Berger Show are there?

The Rob Berger Show launched 5 years ago and published 227 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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