The Investor's Newsletter


Good morning:

Ask: Please forward this newsletter to at least one person who needs it.

Offer: If you received this newsletter from another, you can subscribe here.

Reminder: The next live show will be Monday, June 16th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

3 Things

1. My Biggest Surprise in Retirement (Retirement Manifesto)

2. Very Bad Advice (Morgan Housel)

3. Retirement Isn't a Number. It's a Vision (Planning Together)

My Videos & Articles

ICYMI

What I'm Reading, Listening To, and Watching

  • My wife and I have finished Dept. Q (Netflix). It's one of the best shows of 2025.
  • We continue to watch Stick (Apple TV+), which we enjoy.
  • We started watching Blindspot (Netflix). I'd give it a C+.

Resource

  • 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.


Best,

Rob Berger

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.

Read more from The Investor's Newsletter

Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 18th at 7 pm ET. I'll be joined by Bill Bernstein, author of The Four Pillars of Investing. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Tax Deductions: Above-the-Line, Itemized, and Neither (The Finance Buff) 2. Smart Roth, Dumb Roth...

Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, August 18th at 7 pm ET. I'll be joined by Bill Bernstein, author of The Four Pillars of Investing. You can subscribe to the YouTube channel where the show is broadcast here. 3 Things 1. Under Pressure (Humble Dollar) 2. How to Use TIPS in Your Portfolio (Amy Arnott) 3. Retirement planning:...

Good morning:Ask: Please forward this newsletter to at least one person who needs it.Offer: If you received this newsletter from another, you can subscribe here.Reminder: The next live show will be Monday, July 21st at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here. Be Safe: I'm getting reports that somebody is impersonating me on Facebook, sending friend requests, and trying to sell some crypto scam. I do not send out friend requests, I'll never ask you to...