How I Make Money on YouTube | Live Q&A

Hear you

Audio video is good 👍

T-shirt that says “Berger & FI”

Love the retirement planning course and would buy it

Course sounds like a newest edition of a Suze Orman book.

TP with Michigan logo.

Love the course idea! Putting some structure around all his would make it easier and more fun.

When you die, your spouse gets the amount that you would get at your full retirement age. Unfortunately, your spouse does not get the benefit of higher amounts that you get by delaying to 70. Update: This is not correct based on SSA POMS (Program Operations Manual System) documents. Also, see replies.

New Retirement is not Canadian friendly. I would not buy it.

I would definately subscribe to a course on New Retirement. Hope that comes to fruition.

Thanks for clarifying how NR makes certain assumptions automatically.

Sign me up for the New Retirememt course. I already use it, but I'd love to get better at it. No doubt you have many tricks, tips, and traps to share with us!

Rob, yes, you should do a course on NewRetirement. I subscribed to them (NR) based on your videos and information.

I’m curious how you go about estimating / projecting future returns for the purpose of retirement planning? I realize it’s just educated guesswork, but can you share with us what you use in your new retirement estimations (based on asset type of course)?

@Rob Berger yes I would likely take the New Retirement course.

See you

When to take SocSec:

What most don't consider is that if taking it at 62 means those $$ remain in your ira to grow, at a mere 5% avg annual return, your break even point isn't until your 90s. Given SS is probably going to be cut in some form in 2033, I'll take the bird in the hand and take it at 62.

I would buy into the course as well.

That course sounds great! I would consider buying it, depending on $$.

New Retirement course sounds fantastic

Kathy should read Die With Zero because even though your money grows it is worth less to you.

Great channel with fabulous information.
Just curious as to what “a small amount” from an affiliate is (ballpark estimate).
Thanks

I'd take the course, if it is free, for those financially strapped on a limited budget in retirement !

Her SSI will not equal yours at 70. It stops at your value at 67- PIA.

TY Rob. You read my question here, and you are GREAT in your coverage.