Good morning:
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​Reminder: The next live show will be Monday, July 20th at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

​Your Book Recommendations​

3 Things

1. The 'Open Sandwich' Generation (Dan Haylett)
2. The Real Cost of a Roth Conversion (Retirement Researcher)
3. SpaceX, Mega-IPOs, and Efficient Markets (Oblivious Investor)

My Videos & Articles

• What a 1% Fee Really Does to Your Nest Egg (FQF) (YouTube)
• Warning: Don't Fall For This 'Rob Berger' Scam (YouTube)

ICYMI

• K-shaped Economy (HumbleDollar)
• Why Am I Left-Handed? (Quanta Magazine)
• Dividend Investing is Dead (Flyover Stocks)
• A restaurant menu demonstrates the frightening power of inflation (TIPS Watch)
• How does 'Earth School' work? (The Leading Edge)
• Why American ambulance rides are so expensive (David Oks)
• What Makes Humans Stupid (Nautilus)
• Behavioral Scientist's Summer Book List 2026 (Behavioral Scientist)
• The Psychology of England's World Cup Exit (Behavioural Investment)
• How to Bear Your Sorrows: Nick Cave on Integrating the Darkness of Loss with the Bright Ongoingness of Life (The Marginalian)

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

• I have no idea what this movie is about, but based on the trailer and actors, I'm looking forward to watching The Invite.
• I'm reading Save the Cat! Writes A Novel. It's fascinating to see the deconstruction of popular novels.
• Maybe all you retirees should start a YouTube channel. Why I Started YouTube at 73 (And How Much They Paid Me)​​

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,
​
Rob Berger
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P.S. Feel free to hit reply and send me a message. I read every email.