The Investor's Newsletter


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 8th 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. Just Make The Coffee (The Retirement Manifesto)
  2. Why 529 Plans Are Worth It (Even If You Don't Have Kids) (Money Changes Everything)
  3. The Case for Locking In 3% Real Returns (Bob Elliott)

My Videos & Articles

  • Retirement Isn't About Preservation — Here's Why (FQF) (YouTube)

ICYMI


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

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.

The Investor's Newsletter

Designed for those in or near retirement, the Investor's Newsletter goes out every Sunday morning to more than 25,000 awesome people. You get 3 articles I've selected out of hundreds on investing and retirement, as well as links to articles I find interesting on everything from fitness to technology to awesome books I'm reading.

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