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The Rob Berger Show

Rob Berger
Retirement Planning
Financial Freedom
Vanguard
Fidelity
FDIC Insurance
Investment Advisors
Social Security
4% Rule
Asset Allocation
New Retirement
Index Funds
Buy and Hold Investing
Personal Finance
Schwab
I-Bonds
Bill Bengen
Mutual Funds
Etfs
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 weeklyEpisodes219Founded5 years ago
Number of ListenersCategories
Self-ImprovementInvestingBusinessEducation

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Artwork for The Rob Berger Show

Latest Episodes

One of the challenges of the 4% Rule is what your initial safe withdrawal rate should be. While the name of the rule suggests one should start with 4%, there are countless reasons why that start point may not be right for you. For example, you may re... more

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

1. TIPS Funds vs Individual TIPS--which provides the better inflation protection?

2. Is a 4% withdrawal each year with no inflation adjustment a reasonable withdrawal strateg... more

We look at the following questions in today's Five Question Friday:

1. Are growth stocks best for Roth IRAs?

2. How should you pay taxes on retirement account withdrawals?

3. How should you invest in retirement if you are scared of the stock market?... more

In today's Five Question Friday video we cover these questions:

1. Why has Bill Bengen gone from 4% to 5%?

2. Is it ok to put Social Security bridge money in a money market fund?

3. How do Fidelity's Zero Funds compare to Vanguard Index Funds?

4. Sh... more

Key Facts

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Number of Listeners
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Hosts

Rob Berger
The host focuses on personal finance experiences and insights, addressing a wide variety of financial topics, from investment strategies to retirement planning. With a straightforward and relatable approach, he encourages listeners to adopt sound financial practices that suit their individual situations.
Rob
The host specializes in providing financial education, enhancing understanding of personal finance for the everyday individual through engaging discussions and practical insights.

Reviews

4.8 out of 5 stars from 191 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 Statesa month 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 month 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 States2 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 States3 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 States3 months ago

Listeners Say

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

The informative nature of the show is appreciated, providing valuable insights for average investors.
Listeners admire the straightforward financial advice, making complex topics more accessible.
Rob's approach is considered clear and engaging, with a loyal audience that looks forward to episodes weekly.
Some suggest a focus on staying on financial topics rather than sports news, indicating a desire for more targeted content.

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 218: Individual TIPS vs TIPS Funds--Which Offers Better Inflation Projection? (FQF)
Q: Can using tax loss harvesting help with IRMA?
Yes, it can help manage your modified adjusted gross income, potentially reducing your IRMA premiums.
RBS 218: Individual TIPS vs TIPS Funds--Which Offers Better Inflation Projection? (FQF)
Q: How would it work if we started with 4% for retirement spending but didn't adjust for inflation?
It can be a reasonable approach, but the volatility of withdrawals could pose a problem depending on the individual's circumstances.
RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF)
Q: Should you pull money out of a traditional IRA to create an emergency fund?
It's advisable not to trigger taxes unnecessarily unless it's necessary for financial security; keeping cash within the traditional IRA is preferable for emergency needs.
RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF)
Q: What are the basic thoughts on portfolio composition for a low-risk 72-year-old?
A properly diversified portfolio is reasonable, ideally with a mixture of stocks and bonds. The individual should also consider how much risk they are comfortable with and their specific financial goals.
RBS 217: Are Growth Stocks Best for a Roth IRA? (FQF)
Q: What should a 76-year-old investor afraid of the stock market consider?
Safe investments like Treasury bills or bond funds could provide some comfort, but the investor must also consider inflation and long-term purchasing power.

Audience Metrics

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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?

Focused on personal finance, this show explores a variety of financial topics, ranging from retirement strategies to investment options and budgeting tools. Each episode emphasizes practical advice tailored to individual circumstances, highlighting tools and strategies that listeners can use to enhance their financial literacy and decision-making. Notably, the content encourages a personalized approach to financial planning rather than advocating for a one-size-fits-all methodology. Listeners can expect clear explanations on complex topics, making it accessible for both novices and experienced investors alike.

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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. Sound Investing
3. Bogleheads On Investing Podcast
4. Retirement Planning Education, with Andy Panko
5. Stay Wealthy Retirement Podcast

How many episodes of The Rob Berger Show are there?

The Rob Berger Show launched 5 years ago and published 219 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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