
RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)
From The Rob Berger Show by Rob Berger
January 30, 2026 · 29 min · Episode 238
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 248: Is a Stock Market Crash Inevitable and How Should We Prepare? (FQF) · June 12, 2026 · 28 min
- RBS 247: 4 Golden Rules for Avoiding Financial Scams (FQF) · May 29, 2026 · 15 min
- RBS 246: I Tested ChatGPT for Finance Against My Budgeting App — Here's What I Found · May 27, 2026 · 15 min
- RBS 245: How many years of "safe funds" should you hold beyond guaranteed income? (FQF) · May 22, 2026 · 26 min
- RBS 244: How One Retiree Used the Bucket Strategy to Generate $241,098 in Extra Wealth · May 18, 2026 · 22 min
- RBS 243: The Floor & Enjoy Retirement Strategy (FQF) · April 24, 2026 · 29 min
Explore listener stats, chart rankings, contacts and more on the The Rob Berger Show podcast page.