Good morning:
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​Reminder: The next live show will be Monday, May 11th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

A big thank you to everyone who sent me book recommendations last week. I plan to publish the list in next week's newsletter, so there's still time to send in more recommendations.

3 Things

1. Keeping Vulnerable Loved Ones (and Yourself) Safe from Fraud (Oblivious Investor)
2. What You Will Lose When You Retire (Humans vs Retirement)
3. How to Prepare Your Kids for an Inheritance (Kindness Financial Planning)

My Videos & Articles

• Will the Fed Change the Rules on TIPS? (FQF) (YouTube)

ICYMI

• On Bottlenecks and Productivity (Cal Newport)
• You Just Retired (or Are About to). Now What? (Morningstar)
• The Great Filter (Of Dollars And Data)
• 3 Big Questions to Ask Your Aging Parents (Morningstar)
• Forget Spring Cleaning—We're Death Cleaning (Hello, Mortal)
• The Coming Mega-IPO Flow & Funding Problem of 2026 (Paul Kedrosky)
• A Government Debt Crisis? (A Wealth of Common Sense)
• MEGA to SEGA: Why Seoul Beating Saxony Shows Just How Hard It Is to Diversify (RCM Alternatives)
• Canvas Breach Disrupts Schools & Colleges Nationwide (Krebs on Security)
• Humanity on the Page (Commonweal Magazine)
• Enshittification (99% Invisible)
• Presidential Unsealing and Reporting System for UAP Encounters (PURSUE) (Department of War)
• Viktor Frankl on the Secret to Success (The Marginalian)
• I Make Good Money. Why Do I Still Feel Like This? (Your Brain on Money)
• Death of a (Really Good) Salesman (Truly*Adventurous)

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

• I continue to read and enjoy the first volume of Robert Caro's biography of Lyndon B. Johnson. I'm getting close to finishing the first volume!
• I watched this video on how to make pancakes like a pro. It's been added to my bucket 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​

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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.