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The Rob Berger Show

Rob Berger
Retirement Planning
Investment Advisors
Index Funds
Vanguard
Financial Freedom
Fidelity
FDIC Insurance
Social Security
4% Rule
Asset Allocation
New Retirement
Buy and Hold Investing
Personal Finance
Schwab
I-Bonds
Bill Bengen
Etfs
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 monthlyEpisodes237Founded6 years ago
Number of ListenersCategories
BusinessSelf-ImprovementEducationInvesting

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Artwork for The Rob Berger Show

Latest Episodes

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

1. What Happens To Bond Funds When the Fed Cuts Rates?

2. Where to Invest If Stocks Are a No-go

3. How are Mutual Fund Sales Taxed?

4. Should Annuities Replace Bonds?

5. Brokera... more

In this 2025 Year-End Investment Portfolio Review we cover the following topics:

1. Asset Allocation

    a. Diversification / changes

    b. Rebalancing

2. Simplification

3. Beneficiaries

4. Performance

5. Tax Loss or Gain Harvesting

6. Fees

    a. ... more

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

1. 10% yield on bonds

2. Where to hold bonds

3. Co-signing a mortgage

4. Paying taxes on a Roth conversion

5. Asset allocation of real estate investments

Bonus: Cost of long-... more

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

1. Have we been lied to about our Social Security break-even age?

2. Is it ok to restart the 4% rule if the market goes up in early retirement?

3. I am nervous about the... more

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 with a passion for personal finance, delivering engaging discussions that focus on tailored financial advice and practical tools. With a background in assisting individuals in improving their financial literacy, Rob emphasizes clarity and actionable strategies for listeners.

Reviews

4.8 out of 5 stars from 221 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 States7 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 States8 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 States9 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 States10 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 States10 months ago

Listeners Say

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

There is positive feedback about the actionable insights and tools recommended, particularly for retirement planning and investment strategies.
Some listeners express desires for more focused content, occasionally noting tangents in discussions that stray from core financial topics.
Listeners appreciate the clarity and straightforwardness of the financial advice provided, highlighting its accessibility and utility in personal finance decisions.
Many find the host's approachable style refreshing, making complex topics easier to understand.

Chart Rankings

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

Apple Podcasts
#126
United States/Business/Investing
Apple Podcasts
#233
Argentina/Top Podcasts
Apple Podcasts
#14
Argentina/Business/Investing
Apple Podcasts
#60
Argentina/Business

Talking Points

Recent interactions between the hosts and their guests.

RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Q: Should we invest in a Roth IRA or keep our brokerage account funds?
Investing in a Roth IRA can be beneficial due to its tax-free growth and withdrawals, but consider the tax implications of pulling from your brokerage account.
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Q: Is it wise to make an annuity part of my bond portfolio?
It depends on your investment strategy; in retirement, treat annuities distinctly from other investments, while younger investors might consider them as part of their bond allocation.
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Q: Do I have to stop adding funds to a mutual fund to avoid higher capital gains tax when selling?
Yes, shares held for less than a year will be classified as short-term capital gains and subject to ordinary income tax; you can choose to only sell shares held over a year to avoid this.
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Q: How should you invest if stocks are off the table?
Consider investing primarily in bond-focused funds or high-yield bonds, while taking care to avoid overly conservative options that may yield negligible returns.
RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF)
Q: What happens to bond funds when the Fed cuts rates?
Bond fund prices generally won't see a dramatic impact immediately, especially for intermediate-term bonds, as rates cut by the Fed mainly influence short-term rates.

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?

Content focuses on personal finance strategies tailored to individual circumstances, emphasizing a personalized approach rather than generic solutions. Topics often explored include investing, retirement planning, Social Security, and effective tools for managing finances. Notable for its informative and accessible discussions, the show encourages listeners to assess their unique financial situations and develop informed strategies. The host often integrates actionable insights with thoughtful analysis, catering to listeners seeking to enhance their financial literacy and decision-making capabilities.

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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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Which podcasts are similar to The Rob Berger Show?

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

1. Retirement Planning Education, with Andy Panko
2. Sound Investing
3. Bogleheads On Investing Podcast
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 237 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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