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'm still working on the list of book recommendations. It will be ready next week.

3 Things

1. How Portfolio Diversification Works in Inflationary Periods (Morningstar)
2. The 4 Abilities Every Investor Needs to be Successful (A Wealth of Common Sense)
3. The Active vs. Passive Distinction Is Broken — And It Matters (Larry Swedroe)

My Videos & Articles

• Is Dave Ramsey Right About Beating the S&P 500? (YouTube)
• The One Security Setting That Could Save Your Life Savings (YouTube)
• How Many Years of Safe Money Do Retirees Actually Need? (FQF) (YouTube)
• Why Medicare Cost Hikes Eat Up Your Social Security Check | Live Q&A (YouTube)

ICYMI

• I filled out the top end of my TIPS ladder last week (Tipswatch)
• Ten Nasty Financial Tricks Predators Play on Our Clients (Advisor Perspectives)
• How your bank account might predict dementia (NPR)
• Why saying hello to strangers can be good for you (NPR)
• The airplane oath (Seth's Blog)
• Living Off Your Acorns – A Book Review (The Retirement Manifesto)
• The Emergent Self Loop (Kevin Kelly)
• Of AI, Bubbles, and Bridges to Nowhere (The Falling Knife)
• Treasury yields surge as inflation data points to tricky rates path (CNBC)
• A Theoretical Question About UAPs (Gödel's Lost Letter and P=NP)
• How to Just Do a Thing (Raptitude)
• The Risk-Wealth Paradox (Of Dollars and Data)
• In Praise of the Useless: Bertrand Russell's Salve for Hard Times (The Marginalian)

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

• I reread How to Retire by Christine Benz. It contains some excellent interviews with the likes of David Blanchett, Mary Beth Franklin, Jonathan Guyton, Wade Pfau and William Bernstein.
• I watched an interesting video on Jane Street's data center. So much of the dat center story revolves around the Mag 7. I wonder how much compute non-tech companies and countries will build.
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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.