CDs vs Bond Funds | Live Q&A

Tonight we first look at CDs vs bond funds, including creating a CD ladder. Then I'll respond to your questions.

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Timestamps
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0:00 - Welcome to the Financial Freedom Show!
0:08 - Emails
3:55 - CDs vs Bond Funds
18:00 - Portfolio review
24:21 - Wisconsin hiring Luke Fickell
25:36 - Mid-cap value
32:39 - HGI's Fixed Index Annuity
36:12 - VCLT
39:27 - Tax loss harvesting
41:09 - Purchasing a 6-month T-Bill in a few weeks or now
42:18 - BLACKROCK Lifepath 2050 fund (LIPIX)
45:54 - Long term bonds
47:39 - SCHD/VOO
52:06 - Fidelity Solo FidFolios
53:22 - Fidelity CDs
55:30 - VGIT or BIV
57:17 - Staying disciplined when sticking to an investment strategy
1:02:50 - Multi Year Guarantee Annuity
1:04:02 - My book Retire Before Mom and Dad
1:08:12 - Russell 2000
1:09:31 - Fidelity Cash Management Service
1:10:56 - Using a debit/credit card in an alternate universe
1:12:11 - Interest payments on bonds
1:14:19 - QQQ
1:15:50 - CD Ladder
1:16:40 - Vanguard Advisor service
1:17:53 - Circle
1:20:23 - 10 year cash cushion
1:21:24 - Buying a bond and holding until maturity vs buying a bond index fund
1:28:18 - List of Predictions
1:29:43 - My book and the Bogleheads Guide to Investing book
1:30:57 - Corporate bonds
1:34:26 - Financial Freedom
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Investing Tools
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New Retirement (Retirement Planner): https://robberger.com/go/new-retireme...
Stock Rover: https://robberger.com/go/stock-rover/yt-
M1 Finance $30 Bonus (IRA & Taxable Accounts): https://robberger.com/go/m1finance-bo...

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Credit Cards & Banks
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My Favorite Credit Cards: https://www.allcards.com/best-credit-...
My Favorite Online Banks: https://www.allcards.com/best-online-...

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ABOUT ME

While still working as a trial attorney in the securities field, I started writing about personal finance and investing In 2007. In 2013 I started the Doughroller Money Podcast, which has been downloaded millions of times. Today I'm the Deputy Editor of Forbes Advisor, managing a growing team of editors and writers that produce content to help readers make the most of their money.

I'm also the author of Retire Before Mom and Dad--The Simple Numbers Behind a Lifetime of Financial Freedom (https://amzn.to/3by10EE)

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DISCLAIMER: I am not a financial adviser. These videos are for educational purposes only. Investing of any kind involves risk. Your investment and other financial decisions are solely your responsibility. It is imperative that you conduct your own research and seek professional advice as necessary. I am merely sharing my opinions.

AFFILIATE DISCLOSURE: Some of the links on this channel are affiliate links, meaning at no cost to you I earn a commission if you click through and make a purchase and/or subscribe. However, I only recommend products or services that (1) I believe in and (2) would recommend to my own mom.