The Rob Berger Show

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.

RBS 207: Should We Do a Roth Conversion Now? (FQF)
Apr 25, 2025 – 34:07
RBS 206: Is Now a Good Time to Start Investing? (FQF)
Apr 18, 2025 – 18:54
RBS 205: A Smarter Way to Model TIPS Ladders in Retirement Planning Software
Apr 16, 2025 – 17:10
RBS 204: Savings Account vs Bond Fund (FQF)
Apr 11, 2025 – 21:34
RBS 203: Traditional vs Roth 401k: The Optimal Strategy
Apr 7, 2025 – 11:55
RBS 202: Could Fake Inflation Data Destroy the Value of TIPS? (FQF)
Apr 4, 2025 – 26:36
RBS 201: Here's When Social Security Runs Out of Money
Apr 2, 2025 – 17:07
RBS 200: 9 Retirement Planning Mistakes You May Be Making
Mar 31, 2025 – 18:41
RBS 199: Should You Build a TIPS Ladder in Retirement? (FQF)
Mar 28, 2025 – 28:15
RBS 198: 3 Financial Apps Worth Paying For in Retirement (FQF)
Mar 21, 2025 – 27:33
RBS 197: 7 Golden Rules of Retirement Withdrawal Strategies
Mar 18, 2025 – 25:32
RBS 196: Are Dividends Guaranteed Income? (FQF)
Mar 14, 2025 – 23:15
RBS 195: How to Invest During Economic Chaos: Tariffs, DOGE & Deficit Concerns
Mar 12, 2025 – 15:27
RBS 194: How to Hire A Financial Advisor (FQF)
Mar 7, 2025 – 26:30
RBS 193: My Portfolio Update And Changes to the Investment Tracking Spreadsheet (March 2025)
Mar 5, 2025 – 18:51
RBS 192: Should You Reduce Your Stock Exposure for Today's Market Valuations: 60/40 vs 40/60
Mar 3, 2025 – 17:16
RBS 191: The Bond Funds I Use To Protect My Retirement Portfolio (FQF)
Feb 28, 2025 – 27:00
RBS 190: Warren Buffett Just Dumped Berkshire's S&P 500 Index Funds. Should we?
Feb 24, 2025 – 10:17
RBS 189: These Fidelity Funds Beat a Vanguard 3-Fund Portfolio (FQF)
Feb 14, 2025 – 35:07
RBS 188: ProjectionLab Review (w/ Updates and Promo Code)
Feb 12, 2025 – 27:32
RBS 187: SEC Fines Vanguard $106.41 Million Over Target Date Fund Snafu
Jan 24, 2025 – 07:36
RBS 186: A Simple Way to Leave Your Financial Advisor to Invest On Your Own Without Fear (FQF)
Jan 19, 2025 – 27:09
RBS 185: Are Investment Banks Worth the High Fees? FQF
Jan 11, 2025 – 21:48
RBS 184: 13 Must-Do Financial Steps To Take Five Years Before You Retire
Jan 10, 2025 – 18:14
RBS 183: 2025 Annual Portfolio Review Checklist
Jan 6, 2025 – 21:13
RBS 182: The Case Against After-Tax Asset Allocation (FQF)
Jan 4, 2025 – 25:07
RBS 181: Is The New Safe Withdrawal Rate 3.7%?
Jan 1, 2025 – 23:48
RBS 180: 9 Questions I Get Asked Almost Every Day About Investing
Dec 23, 2024 – 36:44
RBS 179: Should We Wait for a Market Crash Before Investing? (FQF)
Dec 21, 2024 – 24:46
RBS 178: Boldin vs. Pralana vs. ProjectionLab: Chance of Success Comparison
Dec 16, 2024 – 16:08
RBS 177: Is a 100% Stock Portfolio in Retirement Best? (FQF)
Dec 14, 2024 – 20:36
RBS 176: Retirement Planning With A Younger Spouse (Five Question Friday)
Dec 6, 2024 – 20:46
RBS 175: Pralana vs Boldin: How Two Popular Retirement Planning Tools Compare
Dec 4, 2024 – 45:24
RBS 174: Navigating Portfolio Visualizer's New Design and a Free Alternative
Nov 25, 2024 – 09:14
RBS 173: Lump Sum vs Pension--What is the 6% Rule (Five Question Friday)
Nov 22, 2024 – 20:34
RBS 172: Vanguard's $40M Class Action Settlement: Here's Your Potential Payout
Nov 21, 2024 – 10:29
RBS 171: The Optimal Order to Fund Retirement Accounts
Nov 18, 2024 – 11:53
RBS 170: The Pros and Cons of Building a TIPS Ladder for Retirement Income
Nov 15, 2024 – 16:52
RBS 169: What Is The True Cost of a 1% AUM Investment Fee?
Nov 4, 2024 – 13:28
RBS 168: Vanguard Is Selling Your Retirement Plan (@#$@!!)
Oct 28, 2024 – 10:17
RBS 167: Fed Chair Powell Just Taught A Masterclass On Investing
Oct 25, 2024 – 09:12
RBS 166: Fidelity Hacked--Here's How to Protect Your Accounts
Oct 21, 2024 – 11:45
RBS 165: Taxes and the 4% Rule: Tax-deferred vs. Roth vs. Taxable
Oct 11, 2024 – 14:56
RBS 164: S&P 500 Index Concentration at 50-Year High | What Should Investors Do?
Oct 9, 2024 – 15:32
RBS 163: How to Estimate Future Returns in Retirement
Oct 7, 2024 – 29:01
RBS 162: In What Order Should You Spend Down Your Retirement Accounts?
Oct 4, 2024 – 26:19
RBS 161: Can the Bucket Strategy Eliminate Sequence of Returns Risk?
Oct 2, 2024 – 23:33
RBS 160: Dividends vs Interest: 8 Crucial Differences Every Investor Must Know
Sep 30, 2024 – 15:32
RBS 159: Retirement Planning and Taxes with Andy Panko | Live Q&A
Sep 27, 2024 – 01:34:07
RBS 158: New Bitcoin ETFs: Should Bogleheads Take The Plunge?
Sep 27, 2024 – 15:56

Recent Reviews

CRW1966

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!!
Winning the war

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.
Rondo473

Stay on task

He gives straight forward and honest advice but he talks way too much about sports news. I’m not affiliated with them but MarketMakeHer does a much better job staying on task and providing education.
Mjjjjjjj2340

Excellent

Best podcast for near retirement. Rob is clear and concise but does not over simplify topics. I particularlylike that he gives his personal opinions along with other viewpoints.
csoul62

Excellent

Always great information, and usually no-nonsense and to-the-point.
hdndbrhxhdbeb667383

Excellent for near-retirees

I love this podcast. Full of useful content, unbiased, and a tremendous resource for planning retirement. Rob turned me on to great planning tools. Grateful for this podcast!!
- Ray

Wind Blows

Great podcast with lots of information. Just it takes way too long to get the golden nuggets of information.
Vickinvestor

Excellent Podcast

I have learn a lot listening to Rob. He has a friendly way of presenting what can be a rough topic.
MatthewPE

Excellent

Rob is outstanding. Love the content and love his style.
Romacko

Great podcast

This is an excellent podcast. Kind of like the continuation of what the Dough Roller podcast used to be. I like how Rob has the YouTube videos too, it’s helpful to see what he is doing on his computer.
ZenAbba

Absolutely Great Stuff!

Rob Berger provides a great overview on investing that the lay investor can find useful. As a “Boglehead” I have found his recommendations entirely consistent with that philosophy and can appreciate his thoughts on how to adjust that philosophy at the margins. Great clarity in presentation and consistency in approach will be of great use to listeners. I highly recommend!
ljkjjh

More!

Please make more podcasts, love these!!!