The Rob Berger Show
The Rob Berger Show
Latest Episodes
RBS 260: How to Overcome the Fear of Retirement (FQF)
Join the Newsletter. It's Free:
RBS 259: We Saved Three Million. Our Advisor Said We Should Be Worried
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
RBS 258: Has AI Changed the Stock Market for Good? (FQF)
This week on Five Question Friday (FQF):Question 1: Has AI fundamentally changed the stock market, and does market history still matter?Question 2: If you retire a few years before claiming Social Security, how does the 4% rule ...
RBS 257: Are Bonds Dead in 2026?
Cash has outperformed bonds for more than a decade. This outperformance has caused many to wonder if they should give up on bonds and put all of their fixed income into cash.In this episode, we'll look back over the past 100 years to se...
RBS 256: 5 Ways to Optimize Your Retirement Plan (and Pay Less in Taxes)
Can a few straightforward tax moves actually improve your retirement plan? In this episode, I take one retirement plan and optimize it, then put the optimized plan next to the base plan so you can see exactly what changed and by how much.