Good morning:
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​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.

I know I said the list of book recommendations would be ready this week, but I need one more week!

3 Things

1. The Permission Paradox (Dan Haylett)
2. Using AI for Tax Research (Oblivious Investor)
3. Inflation and Innovation (HumbleDollar)

My Videos & Articles

• I Tested ChatGPT for Finance Against My Budgeting App — Here's What I Found (YouTube)

ICYMI

• WHEN, not IF (Fortunes & Frictions)
• 50 Years of Stock Market Returns (A Wealth of Common Sense)
• Unsustainable Things Rarely Sustain (Downtown Josh Brown)
• The Question I Ask Myself At The End of Every Day (Ryan Holiday)
• Retirees Are Worried About the Cost of Healthcare – and Who Can Blame Them? (Center for Retirement Research)
• Summer Reading List 2026 (J.P. Morgan Private Bank)
• Redefining Generational Wealth (Jordan Grumet)
• How to Do a Museum (The Art of Manliness)
• NVIDIA's Profit Crown (Spyglass)
• Since You Arrived (Rise Up Labs)
• We All Get Caught (David Roberts || Sparks From Culture)
• More Than 340 Local News Outlets Are Limiting the Internet Archive's Access to Their Journalism (Nieman Lab)
• How Not to Dwell on the Past (The Marginalian)
• Your Most Improbable Life (Kevin Kelly)

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

• Watts, Wafers, and the Future of AI Infra | Gavin Baker (Invest Like The Best)
• I'm still reading the first volume of Robert Caro's LBJ biography. I started it in February! I should finish it this week. One similarity between JBJ and Robert Moses (see The Power Broker) is that they both used other people's money to gain power.

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.