Good morning:
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​Reminder: The next live show will be Monday, August 31st at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

​Your Book Recommendations​

3 Things

1. The Retirement Expense You May Be Missing (Morningstar)
2. Roth Conversion Strategy 2026: The Advisor's Complete Guide (Income Lab)
3. The Biggest Risk of Rising Bond Yields (A Wealth of Common Sense)

ICYMI

• Stuck In The Middle: The Mass Affluent, Their Kids And Their Parents (Financial Advisor)
• 'The Odyssey,' 'Spider-Man' Fuel Biggest Collective Box Office Weekend (Variety)
• Our Unwavering Commitment to You (Vanguard)
• The Caregiving Conversation That Catches Every Family Off Guard (Hello, Mortal)
• The 9 Questions I'm Obsessed With Right Now: AI, Politics, Movies, Drugs, and Western Civilization (Derek Thompson)
• Taxi Drivers Rarely Die of Alzheimer's: How Complex Mental Maps and Spatial Reasoning Protect Your Brain (The Conversation)
• My AI Opinions (Astral Codex Ten)
• The Grasshopper and the 'Lusory Attitude' Essential for Playing the Game of Life (The Marginalian)
• Preparing for a Future That Probably Won't Come (Can I Retire Yet?)

My Videos & Articles

• An 86-Year-Old With 92% in Stocks: Is Her Advisor Right? (YouTube)
• Is the Buy, Borrow, Die Strategy Legit? Live Q&A (YouTube)

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

• I've been reading books related to the novel I've been working on for years and making little progress! Here are a few:
  • ​Unseen Realm: Recovering the Supernatural Worldview of the Bible by Michael Heiser
  • ​Everything Must Go: The Stories We Tell About the End of the World by Dorian Lynskey
  • ​The Books of Enoch​
  • ​The Simulation Hypothesis: An MIT Computer Scientist Shows Why AI, Quantum Physics, and Eastern Mystics All Agree We Are in a Video Game by Rizwan Virk

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.