How To Invest $1 Million | Live Q&A

We will begin tonight discussing how to invest a large lump sum of money. Then I'll respond to your questions. Tonight's Sponsor: New Retirement--https://go.robberger.com/new-retireme...

0:00 - Welcome to the Financial Freedom Show!
0:51 - New Retirement
2:53 - How To Invest $1 Million
13:51 - VTI in a 3-fund portfolio
18:09 - TIPS in deflation
20:57 - Significance of a 10-year treasury yield
24:07 - Investing $100K
26:17 - Mid-cap index funds
28:16 - Deploying Roth assets
31:46 - Stock/Bond allocation
33:50 - Poll
34:54 - Long term bonds
39:33 - Warren Buffet
39:53 - Pension and the 4% Rule
43:45 - Tracking funds with no ticker
44:51 - VT vs DODWX
47:39 - US debt
49:58 - Efficient Frontier
51:30 - Social Security tax torpedo
54:22 - VMFXX
55:30 - Treasury rates
56:08 - TIPS vs Treasury
58:54 - Contributing to a Roth 401K
59:44 - FFTHX
1:02:22 - Lump sum or sell
1:03:28 - Simplifying a taxable account
1:05:25 - Mega backdoor Roth conversions
1:08:45 - Investing an inherited IRA
1:14:58 - Rolling over a 401K into an IRA
1:16:29 - Planning for cognitive decline
1:20:19 - Watching tv as a family
1:21:00 - Retirement planning
1:24:51 - Traditional IRA vs Roth
1:26:52 - Tax torpedo spreadsheet
1:28:09 - High interest savings accounts
1:31:23 - Financial Freedom


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Investing Tools
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Personal Capital (Investment Tracking, Retirement Planning): https://go.robberger.com/personal-cap...
New Retirement (Retirement Planner): https://go.robberger.com/new-retireme...
Stock Rover: https://go.robberger.com/stock-rover/...
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://go.robberger.com/m1finance-bo...

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My Favorite Credit Cards: https://www.allcards.com/best-credit-...
My Favorite Online Banks: https://www.allcards.com/best-online-...

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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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Youtube: @rob_berger

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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.