Good morning:
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​Reminder: The next live show will be Monday, April 6th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

3 Things

1. 50 years. 50 facts. Indexing since 1976. (Vanguard)

2. Vanguard Wellesley Income Is Still a Strong Choice Despite a Tough Stretch (Morningstar)

3. Passive Aggressive: Bogle's Warning Came True (Advisor Perspectives)

My Videos & Articles

• ​How to Never Worry About Money in Retirement (FQF)​
• ​How One Retiree Used the Bucket Strategy to Generate $241,098 in Extra Wealth​

ICYMI

• How to Own The Best Stocks (A Wealth of Common Sense)
• Doubt the Forecast (HumbleDollar)
• What's the Value of One Day? (The Root of All)
• Vanguard Investors Cleaned Up (Morningstar)
• Long-Term Money (Collaborative Fund)
• How "Project Hail Mary" Turns Hardcore Science into Page-Turning Drama (Big Think)
• Google Research: Quantum Computers a "Serious Threat" to 6.7 Million Bitcoin (Sherwood News)
• The Fantasy Baseball Ties That Bind (The Ringer)
• In Defense of Thinking (Cal Newport)
• Liftoff! NASA Launches Astronauts on Historic Artemis Moon Mission (NASA)
• AI Market Trends 2026: Global Investment, Risks, and Buildout (Morgan Stanley)

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

• I continue my way through The Path to Power: The Years of Lyndon Johnson by Robert Caro. Excellent. And I love that it covers the history of the times to put LBJ's work in context.
• I'm also reading The Simulation Hypothesis by Rizwan Virk. At first the idea that we are living in a simulation sounds nuts, at least to me. But it's a fascinating theory and the quantum physics behind it is wonderful.

Tools I'm Using From Partners

• Monarch Money: Get 50% off the First Year 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​

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