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“Truly invaluable advice, plus a well written and interesting read.” —Margaret

“This book is a must-have for anyone, regardless of age, to understand how to grow and protect our money over the course of our lives.” — Adrienne

“I love Rob and his podcast. This is a great book, especially for a young person who wants to make the right financial decisions.” —Matt and Rachel

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Latest Articles

Has Warren Buffett Lost the Midas Touch?

June 26, 2020
Investing

Investors and analysts have fallen out of love with Warren Buffett. At least that's the claim by some as reported by Business Insider. The story claims that Berkshire has suffered from “chronic underperformance.” A MarketWatch piece piled on, describing…

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How the Bucket Strategy and 4% Rule Work Together

June 15, 2020
Retirement, Investing

Investing in retirement is scary for the most experienced investor. Combining the bucket strategy and 4% rule can help any retiree weather a bad market. Here's how. I retired (the second time) at the age of 51. Having just…

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Morningstar User's Guide

May 10, 2020
Investing, Tools

Welcome to the Morningstar User's Guide. We're going to cover everything you need to know about using and getting the most advantage out of Morningstar. In this first article and video, we'll cover an overview of Morningstar. We will…

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12 Personal Finance, Investing and Retirement Tools

May 9, 2020
Tools

Personal finance, investing and retirement planning tools can help you make the most of your money. From budgeting to investing, saving to improving your credit, the resources below will empower you to take back control of your finances. Unless…

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The Rob Berger Show

May 1, 2020
Personal Finance

Welcome to the Rob Berger Show (RBS), the podcast edition. The show goes hand-in-hand with the YouTube channel. Both offer content designed to help you make the most of your money. Why? Because the best thing money can buy…

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