The Investor's Newsletter


Good morning:
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Ask: Please forward this newsletter to at least one person who needs it.
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Offer: If you received this newsletter from another, you can subscribe here.
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UPDATE: The next live Q&A will be Monday, September 21st at 7 PM.

You can subscribe to the YouTube channel where the show is broadcast here.

​Your Book Recommendations​

3 Things

  1. A TIPS Ladder in a Single ETF? (Oblivious Investor)
  2. The End of a Golden Era For Investors (A Wealth of Common Sense)
  3. Monte Carlo Simulation in Retirement Planning: How It Works and Where It Breaks (Income Lab)

ICYMI


My Videos & Articles

  • I Tested Boldin's New Investments Tab With a Target Date Fund (YouTube)

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

  • We started watching the second season of The Agency (Paramount+). Very good.

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​

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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.

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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