RBS 238: How Do You Protect Your Portfolio as You Near Retirement? (FQF)

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

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