The Rob Berger Show

RBS 262: The Best Finance Tools for Retirees (FQF)

October 2, 2026·22 min
Episode Description from the Publisher

In today's Five Question Friday (FQF) video, we look at these five questions: 1. What are the best financial tools for retirees? 2. What happens if my HSA balance exceeds my medical receipts? 3. Do dividends count toward my annual withdrawal rate? 4. Should the way we invest change when we retire? 5. Why does Warren Buffett think cash and bonds are bad investments? Resources Budget Apps: https://robberger.com/best-budgeting-... Retirement Planners: https://robberger.com/best-retirement... B...

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