About this episode

In this episode, Rob Berger addresses key questions about protecting your portfolio as you approach retirement.

In today's Five Question Friday (FQF) video, we cover these questions: 1. How do you protect your portfolio as you near retirement? 2. How does asset location work if you must draw from taxable accounts? 3. Should you automatically reinvest dividends? 4. How can I diversify away from the S&P 500? 5. What is the safe withdrawal rate for a 20 year retirement? Join the Newsletter. It's Free: https://robberger.com/newsletter/?utm...

People in this episode

Host: Rob Berger

Topics covered

• retirement planning
• portfolio protection
• asset location
• diversification
• withdrawal rate

Keywords

• retirement
• portfolio
• asset location
• diversification
• withdrawal rate

More episodes of The Rob Berger Show

• RBS 243: The Floor & Enjoy Retirement Strategy (FQF) · April 24, 2026 · 29 min
• RBS 242: The One-Page Financial Plan Every Spouse Needs (FQF) · March 6, 2026 · 25 min
• RBS 241: A Look Inside My Simplified Investment Portfolio · February 17, 2026 · 20 min
• RBS 240: Where Is the Best Place to Park cash Today? (FQF) · February 6, 2026 · 32 min
• RBS 239: The Ultimate Retirement Checklist · February 3, 2026 · 25 min
• RBS 237: What Happens to Bond Funds When the Fed Cuts Rates? (FQF) · January 2, 2026 · 25 min

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