Social Security COLA and I Bond Rates are Going Up . . . Big Time [Live Q&A]

In this week's live Q&A, we'll look at the cost of living increase Social Security recipients will be receiving thanks to growing inflation. We'll also look at what the new inflation rate will be on I bonds beginning in November.

Then I'll answer your questions about money and investing (and chess and fitness).

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#ibonds #socialsecurity #robberger

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.

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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.

[ChrisC-cfxu]

On the spreadsheet, I added a break down between US vs. International so I can track that from an allocation perspective. I also switched out the chart for a pie chart. I really like what you started with though aside from that.

[lw]

@Rob Berger, thanks for teaching and info! To invest I Bond, what is best strategy - using funds from Roth, IRA or non-retirement account? thanks

[ronmcgee]

You mentioned ideas for your spreadsheet, I added a section to it to track the money going in so I knew what percentages to set for each account.

[Rirome]

What do you think of just owning a balanced fund?

[jamesrockford]

what is the point of ibonds if you can only invest 10K ?? seems like a waste of time.

[JosephDickson]

The risk tolerance tools are no good. I seriously considered moving my equities into bonds near the bottom of the market drop last March. Looking back I think that is a good argument to hold more bonds. I was 100% equities at that moment. Now I'm 70/30.