RBS 236: 2025 Year-End Investment Portfolio Review
Get every episode summarized
Each time The Rob Berger Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
About this episode
In this 2025 Year-End Investment Portfolio Review we cover the following topics:
1. Asset Allocation
a. Diversification / changes
b. Rebalancing
2. Simplification
3. Beneficiaries
4. Performance
5. Tax Loss or Gain Harvesting
6. Fees
a. Fund fees
b. Advisor fees
7. Evaluate Your Performance
a. Did you buy/sell anything
b. What worried you during the year
Join the Newsletter. It's Free:
https://robberger.com/newsletter/?utm...
Get every episode summarized
Each time The Rob Berger Show publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The Rob Berger Show
RBS 261: Why VTI Will Own SpaceX Long Before the S&P 500 Does
The Rob Berger Show
RBS 260: How to Overcome the Fear of Retirement (FQF)
The Rob Berger Show
RBS 259: We Saved Three Million. Our Advisor Said We Should Be Worried
The Rob Berger Show
RBS 258: Has AI Changed the Stock Market for Good? (FQF)
The Rob Berger Show