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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
Index Funds
Investment Portfolio

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 weeklyEpisodes262Founded6 years ago
Number of ListenersCategories
InvestingBusinessEducationSelf-Improvement

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Artwork for The Rob Berger Show

Latest Episodes

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

1. What are the best financial tools for retirees?

2. What happens if my HSA balance exceeds my medical receipts?

3. Do dividends count toward my annual withdrawal rate?

4... more

After recording this video, the S&P Dow Jones decided not to change its rules related to Megacap companies. As a result, SpaceX must wait at least a year to join the S&P 500 index, and maybe longer thanks to profitability requirement: www.you... more

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In today's episode,  we learn about one viewer's experience with an advisor and cover 9 topics to find out if the advice was good or bad.

Resources From Video

www.annuity.org/annuities/ann...

opensocialsecurity.com/

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Key Facts

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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 of The Rob Berger Show; educator in personal finance, retirement planning, and investing; associated with Dough Roller Money Podcast.

Reviews

4.8 out of 5 stars from 249 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 States6 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 States2 years ago

Listeners Say

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

Audience appreciates actionable retirement and investing guidance with templates.
Many enjoy the cross-over appeal with YouTube and Dough Roller content.
Shows clarity and practicality; never overcomplicates complex topics.
Listeners value the straightforward, evidence-based approach and consistent delivery.
A few find occasional off-topic tangents, but overall highly useful for long-term planning.

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 260: How to Overcome the Fear of Retirement (FQF)
Q: If I'm considering a planner now, should I hire someone who manages investments later or one who only provides guidance, and how should we structure it for both spouses in the future?
You can start with a planner who offers fixed or hourly fees for a robust planning process and later decide whether to transition to an investment manager or keep separate arrangements. Some firms can do both or you can use two different firms with coordinated planning. The key is to agree on clear roles, fees, and a plan that includes both partners over time.
RBS 260: How to Overcome the Fear of Retirement (FQF)
Q: I'm about to hire a financial planner; are there fee-only options that can manage investments later, and can you walk through how to evaluate flat or hourly fee planners vs. AUM-based ones?
Yes, there are fee-only planners who charge flat or hourly fees and can guide you through a plan without necessarily managing investments. You can start with a planning-focused adviser who walks you through a portfolio and later decide whether to manage assets with them or separately. Look for transparent pricing, clear scope, and a path to future coordination for both spouses.
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.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
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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?

A practical, commentary-driven personal finance show that centers on retirement strategy, investing fundamentals, and tool-based planning. Episodes often tackle questions from listeners about withdrawal sequencing, Social Security, diversification, and budgeting tools, with a focus on long-term, low-friction investing and sensible financial planning. A notable edge is the host's explicit emphasis on real-world applicability, procedural templates, and a willingness to discuss how AI and new tools intersect with investing and retirement planning. The format frequently blends actionable advice with personal experience, making it useful for listeners seeking clarity, practical tools, and a steady, long-horizon approach to money management.

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How many listeners does The Rob Berger Show get?

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

How many episodes of The Rob Berger Show are there?

The Rob Berger Show launched 6 years ago and published 262 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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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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