My Thoughts on Warren Buffett's Letter to Berkshire Shareholders | Live Q&A

I'll start tonight be sharing my thoughts on Warren Buffett's letter to Berkshire Hathaway shareholders. Then I'll answer your questions.

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Timestamps
0:00 - Welcome to the Financial Freedom Show!
1:53 - Warren Buffet's Letter to Berkshire Shareholders
20:07 - Plan for retirement
25:30 - Chess
25:55 - Early retirement asset mix
33:10 - Tax Gain Harvesting
37:49 - Interesting comment
40:50 - Paying dividends and create cash
42:16 - SCHD in a brokerage account
42:59 - Ben Felix
48:00 - The Back Mechanic
49:59 - XT
53:08 - 5% on cash with no risk
56:20 - Large pre-tax balances/single filer
1:00:16 - International portion at 20% instead of 40%
1:01:36 - Trying out retirement
1:02:57 - Downsides to a full roth conversion
1:06:29 - Ladder bond holdings
1:11:30 - Warren Buffet's 90/10 portfolio
1:14:19 - Asset allocation to grow bond mix
1:16:14 - First in First out
1:17:35 - Hebeler approach
1:19:33 - Creating a paycheck in retirement
1:22:16 - 100% fixed income
1:24:25 - Fidelity Cash Management account
1:27:44 - Chess problem
1:33:00 - Donor advised fund
1:42:26 - Announcements
1:43:16 - Financial Freedom

#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 (https://amzn.to/3by10EE)

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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.