Good morning:
​
​Ask: Please forward this newsletter to at least one person who needs it.
​
​Offer: If you received this newsletter from another, you can subscribe here.
​
​Reminder: The next live show will be Monday, June 22nd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

It's finally here--Your Book Recommendations! I'll be adding to the list as more recommendations have come in over the past week. I'll also be adding my recommendations to the list soon.

3 Things

1. The Quiet Crisis (Humans vs Retirement)
2. Money Is the Easiest Way To Measure Your Life. But It Is Not the Best (mr-stingy)
3. How Likely Are You to Have an Extended Long-Term Care Need? (Christine Benz)

My Videos & Articles

• Why Hasn't The Market Crashed Yet? Live Q&A (YouTube)
• Can the Market Absorb $245 Billion of IPOs? (FQF) (YouTube)

ICYMI

• Academic study: I Bonds out-perform high-yield savings accounts (Tipswatch)
• The Barbell Portfolio (A Wealth of Common Sense)
• 2026 Social Security Trustees Report, Explained (Bipartisan Policy Center)
• What Is Tape of Tapes Day? (Tax Alpha Insider)
• 'This Is Not Financial Advice' (NOEMA)
• How Bonds Work in Retirement Portfolios (The Retirement Manifesto)
• Would You Retire Here? (X)
• The AI Capex Ledger (Geometric Investor)
• Where Did Earth Get Its Oceans? Maybe It Made Them Itself. (Quanta)
• Vanguard Has Met Its Match on Fees (Morningstar)
• As Fidelity Adds Target-Date Fund With Guaranteed Income, Here's What You Should Watch For (Jason Kephart)

What I'm Reading, Listening To, Watching, and Thinking About

• My wife and I watched The Boroughs (entertaining) and then Remarkably Bright Creatures (uplifting) this week (both Netflix). If you've watched them both, did you catch how they are connected?
• I'm reading Risk & Reward by Ben Carlson. Excellent so far. I'll be adding it to the book recommendation list.

Tools I'm Using From Partners

• Monarch Money: Get 50% off the First Year of Monarch Money Core Plan--Discount Code: ROB50​
• ​Boldin: I use this tool for our retirement planning. ProjectionLab is also a great financial planning tool and is offering a 10% Discount Code RBERGER-10.
• ​Kubera: My choice to track investments and net worth. They offer a 14-day free trial. An excellent free alternative is Empower.

Resources From Partners

• Get free Medicare guidance from Chapter (410) 220-5494
• For a limited time, try the AI-powered budgeting app Origin for just $1 the first year.
• You can see a list of all of my Youtube videos here.
• You can see a list of the budgeting, investing and retirement planning tools I use here.
• You can view past issues of the newsletter here.
• ​DIYRetirement Subreddit​

​
Best,
​
Rob Berger
​
P.S. Feel free to hit reply and send me a message. I read every email.