Good morning:
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​Reminder: The next live show will be Monday, June 22nd at 7 pm ET. You can subscribe to the YouTube channel where the show is broadcast here.

It's finally here--Your Book Recommendations! I'll be adding to the list as more recommendations have come in over the past week. I'll also be adding my recommendations to the list soon.

3 Things

1. Asset Allocation with a Very Low Spending Rate from the Portfolio (Oblivious Investor)
2. What Happens to the Stock Market When Baby Boomers Sell? (A Wealth of Common Sense)
3. The Hidden Risks of 'Income for Life' in Target-Date Funds (Morningstar)

My Videos & Articles

• Should You Still Own Bonds in 2026? (YouTube)

ICYMI

• Actually, What Is an Art Investment? (The Falling Knife)
• A Reading List for the End of Civilization (The Honest Broker)
• The 12 Best Books for Financial Advisors to Read in 2026 (Kitces)
• Should Money Be Passed Down Before or After Death? (Hello Mortal)
• Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026 (Morningstar)
• Has AI Already Killed How-To Nonfiction? Sales Trends, My Personal Data, and What It Might Mean for the Future (Tim Ferriss)
• Waymo's self-driving cars are crashing and shrieking. But after riding in one, I realised none of that will matter (The Independent)
• Norway to Build World's First Ocean Ship Tunnel (New Atlas)
• How to Live Fully: The Samurai Guide to Dying Every Day (The Marginalian)
• How to Earn a Billion Dollars (Paul Graham)
• What I've Learned From Selling 500,000 Books (Forte Labs)
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• Half of America Cannot Afford to Live, and Other Wrong Numbers (The Dispatch)

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

• This was one of those weeks that I bought a lot of books, but read very little! Here are the books I purchased:
  • ​1873: The Rothschilds, the First Great Depression, and the Making of the Modern World by by Liaquat Ahamed
  • ​Boom and Bust by William Quinn
  • ​Think Again: The Power of Knowing What You Don't Know by Adam Grant
  • ​The Innovator's Dilemma by Clayton Christensen​

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.