Rob Berger — searchable YouTube transcripts & AI Q&A

Two Advisors Want 1% of His $2.6 Million. How Does He Say No? (FQF)

Rob Berger answers five financial questions, including how to decline a 1% AUM advisor, whether tips are needed for the wealthy, bucket strategies, Roth conversion windows, and retiring at 62 for COLA.

Is Now A Good Time To Invest In Bonds? | Live Q&A

Rob Berger discusses whether now is a good time to invest in bonds, using historical data and personal experience to argue against market timing and in favor of a consistent asset allocation.

I Tested Boldin's New Investments Tab With a Target Date Fund

Rob Berger demonstrates Boldin's new Investments tab, showing how to track asset allocation manually or via statement upload, using target date funds like VTINX.

The Once-a-Year Retirement Checkup (In Under 1 Hour)

Rob Berger explains how to do a simple annual retirement checkup in under an hour, covering spending, withdrawals, Roth conversions, emergency funds, and rebalancing.

I Used AI to Grade a Real 16-Fund Portfolio. The Result Surprised Me

Rob Berger uses AI tools to evaluate a real 16-ETF portfolio, comparing it to a three-fund portfolio and analyzing the impact of a 1.6% fee.