How to Compare Two Bond Funds | Live Q&A
HTML-код
- Опубликовано: 28 май 2024
- We'll start tonight looking at how to compare two bond funds. Then I'll answer your questions.
To ask a question, use this form: docs.google.com/forms/d/12o8t...
Join the Newsletter. It's Free:
robberger.com/newsletter/?utm...
Financial tools I use:
I track all of my investments, performance, fees, and asset allocation with Empower. It's Free:
go.robberger.com/personal-cap...
My retirement plan comes from New Retirement, the most robust retirement planner available at a reasonable cost:
go.robberger.com/new-retireme...
Rocket Money: I've started using this tool for budgeting, and I love it: go.doughroller.net/rocket-mon...
I used Capitalize for my last 401(k) rollover. They did all of the work, and it's Free:
go.robberger.com/capitalize/y...
My budgeting tool of choice is Tiller. It downloads all your banking data to Excel or Google Sheets:
go.robberger.com/tiller/yt-tools
We save and invest our credit card rewards. Here are some of my favorite credit cards:
www.allcards.com/best-credit-...
My Book (Retire Before Mom and Dad):
amzn.to/2MsRJ9B
Timestamps
0:00 - Welcome to the Financial Freedom Show!
1:21 - Lifetime exemption
4:20 - How to Compare Two Bond Funds
17:46 - Status of my new novel
18:31 - Poll
19:59 - Perpetual withdrawal rate
22:06 - Qualified distribution
24:24 - NVDA
26:36 - Small cap funds
28:51 - Value a pension
30:02 - Portfolio Pilot
31:30 - Poll
31:55 - Medicare Part B
33:48 - Inherited IRA's
37:40 - Bond funds compared to CD's
40:26 - VTIAX
42:21 - Bond rates
43:36 - Pension as lump sum or annuities
47:52 - Diversify
49:31 - Pros and Cons of target date funds
52:48 - Poll
53:58 - Securities
58:03 - 4% Rule papers
#retirement #investing #robberger
ABOUT ME
While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.
I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (amzn.to/3by10EE)
LET'S CONNECT
RUclips: / @rob_berger
Facebook: / financialfreedomguy
Twitter: / robert_a_berger
DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.
AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom. 
Развлечения
He posted a Part 2 also.
Rob it would have been good to find a fund similar to JPIE with a longer history and compare how it did against BND over a longer time
Can you really count Bengen's first paper, since it was considered a rule until other's called it a rule? Even after, didn't Begen clarify that it wasn't necessarily a rule? So what qualifies?
Rob, regarding your novel, keep in mind the 18th century writer Samuel Johnson's advice: "No man but a blockhead ever wrote 46:44 46:44 46:44
damned keyboard...
SJ "No man but a blockhead ever wrote except for money." There's a reason starving artists are called that. And, of course, I've just violated my own principle by spending way too much effort to express my 2¢.
It's like the last episode of Sopranos. What an edgy way to end the video. 😉
Part 2 is posted
Not enough coins in the meter. Or geomagnetic storms
Is it just me or did this drop off suddenly?
yes
Yep
Yes
There appears to be a part 2.
Please Help. where is the part about two bond funds ?
He was just about to say something I wanted to hear too. 😢
There appears to be a part 2
@@alan30189 Yes but, non sequitur.
Feels like you were a bit more of the 10 to 20 percent international equities
🤘
Show ended prematurely