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The Rob Berger Show

Rob Berger
Retirement Planning
Investment Advisors
Index Funds
Financial Freedom
Vanguard
Fidelity
Asset Allocation
FDIC Insurance
Social Security
4% Rule
New Retirement
Buy and Hold Investing
Personal Finance
Schwab
I-Bonds
Bill Bengen
Mutual Funds
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.

PublishesWeeklyEpisodes235Founded6 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 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

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

1. How to invest $15 million?

2. For the 4% withdrawal rate devised by Bill Bengen, what measure of inflation did he use?  Are there other measures that you think might be more ... more

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

1. Can you recommend a detailed tax estimator?

2. How to plan Roth conversions without a fancy retirement planner?

3. Should you pay off a mortgage early or invest the money?

4. A... more

Key Facts

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Number of Listeners
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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 States6 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 States6 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 States8 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 States8 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 States9 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.

Talking Points

Recent interactions between the hosts and their guests.

RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Q: How should I think of a rental property in terms of asset allocation?
Consider the equity in your properties and their impact on your overall risk profile when determining your asset allocation.
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Q: Is it only beneficial to pay taxes on a Roth conversion from after-tax accounts so that more money compounds in the Roth?
Yes, it's about maximizing growth in the Roth and minimizing taxable income, particularly concerning charitable donations.
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Q: What should I consider before co-signing a child's mortgage?
Evaluate the financial implications on your credit score and personal finances, and assess the relationship dynamics.
RBS 235: 10% Yield on Bonds - Good Deal or Not? (FQF)
Q: Would you recommend buying bonds in a Roth or in a taxable brokerage account?
Consider rebalancing in a Roth to avoid capital gains in a taxable account; assess your need to rebalance and potential future concerns about ACA subsidies.
RBS 234: Have We Been Lied To About Social Security’s Break-Even Age? (FQF)
Q: What do you think about moving from a total US stock fund to a more equal weighted index fund? Is this a good approach because AI stocks are expensive?
It is not unreasonable to move to an equal weighted fund for diversification, but avoid timing your investments based on market valuations as it can lead to challenges.

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?

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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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. 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 235 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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Where can I see ratings and reviews for 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

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