Bogleheads® Live: Recent Episodes
Jon Luskin
Wes Crill, Senior Investment Director & VP at Dimensional Fund Advisors answers questions about factor investing: pursuing the small and value risk premiums for the chance to earn a higher investment return.
Show Notes
- Bogleheads® investment philosophy
- Bogleheads on Investing with Steven Chen: Episode 62
- 2023 Bogleheads Conference
- Total Economy Core-4 Portfolio
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net/donate, your tax-deductible donations are greatly appreciated.
Mr. Money Mustache answers questions about early retirement, investing, and more.
The online blogging pseudonym of Peter Adeney, Adeney is an early icon in the early retirement community, championing frugality and a do-it-yourself approach to much of life – not just investing.
Show Notes
- Bogleheads® Live with Derek Tharp: Episode 41
- Bogleheads® Live with Christine Benz: Episode 37
- Bogleheads® Live with Bill Bengen: Episode 35
- Frugal Man Buys $52,000 Car – Why??
- The Betterment Experiment
- [EXPLICIT CONTENT] Health Care Sharing Ministries: Last Week Tonight with John Oliver (HBO)
- Bogleheads® Chapter Series – Health care planning for retirement
- 2023 Conference - The John C. Bogle Center for Financial Literacy
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Cybersecurity expert Steve Ryder answers questions about how to stay safe online.
Show Notes
- 2023 Conference - The John C. Bogle Center for Financial Literacy
- Bogleheads® Live with Cameron Huddleston: Episode 34
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Ann Garcia - author of "How to Pay for College: A complete financial plan for funding your child's education" - answers questions.
Ann is a fee-only fiduciary advisor and partner at Independent Progressive Advisors, and go-to expert on paying for college. She is the author of the critically-acclaimed "How to Pay for College" and a sought-after media guest who's been quoted in the New York Times, the Oregonian, and U.S. News and World Report, to name a few.
Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan. Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts.
Show Notes
- 529-to-Roth IRA Transfer in Bogleheads® Live with Sean Mullaney: Episode 40
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Derek Tharp answers questions about doing retirement planning, and whether Monte Carlo simulations or using a safe withdrawal rate (SWR) is the better approach.
Show Notes
- Bogleheads® Live with Derek Tharp: Episode 24
- Bogleheads® Live with Bill Bengen: Episode 35
- Bogleheads® Live with Christine Benz: Episode 37
- Evaluating Retirement Spending Risk: Monte Carlo Vs Historical Simulations
- The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows
- Retiree Portfolio Model
- Rob Berger: 5 Best Retirement Planners and Apps
- Variable percentage withdrawal
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.
Show Notes
- Bogleheads® Live with Derek Tharp: Episode 24
- Bogleheads® Live with J.L. Collins: Episode 19
- "SECURE 2.0 and the FI Community" blog post
- "Two SECURE 2.0 Takeaways for the FI Community" video
- clip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"
- The Advantages of Living on Taxable Assets First in Early Retirement
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.
Show Notes
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® LinkedIn
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Diane Gaswirth and Lauren Rabe answer your questions about Medicare.
Diane Gaswirth has over twenty years of experience specific to the Medicare insurance field. She gained her first exposure to the Medicare arena during an internship while earning her Masters of Science degree in Health Services Administration. Diane traveled throughout California, conducting a speaker’s series educating beneficiaries on Medicare and long-term care. She joined PacifiCare Health System in 1990 to promote their Secure Horizons Medicare plans and today oversees Medicare product sales at United Healthcare. As a sales director, Diane has developed key relationships with medical providers, agents and agencies. She is similarly focused on developing strategic alliances with financial professionals who assist Medicare consumers in their retirement planning, focusing on the health and wealth connection.
Diane lives in Poway, California, with her husband and two sons. In her down time, she enjoys cooking, staying active and spending time with her family and friends.
Lauren Rabe is an Agent Manager for the San Diego market, in UnitedHealthcare's Medicare & Retirement division. She works remotely from the UHC headquarter office in MN supporting our agent distribution channels. Lauren has been with the company for almost five years, with a background in Direct to consumer sales and product.
Show Notes
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Christine Benz answers the question, "how much can I spend in retirement?"
Show Notes
- Bogleheads® Live with Christine Benz: Episode 5
- 2022 Retirement Withdrawal Strategies Report
- Bogleheads® Live with Bill Bengen: Episode 35
- Is The United States A Lucky Survivor: A Hierarchical Bayesian Approach
- The 2.7% Rule for Retirement Spending
- Long TIPS Are Wacky
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses."
Show Notes
- Bogleheads® Live with Mike Piper: Episode 9
- Bogleheads® Live with Mike Piper: Episode 23
- After the Death of Your Spouse: Next Financial Steps for Surviving Spouses
- Open Social Security
- Bogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Bill Bengen - creator of the 4% rule of thumb - answers audience questions.
Show Notes
- Bogleheads® Live with Colleen Jaconetti: Episode 26
- Exploring the Retirement Consumption Puzzle
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Cameron Huddleston answers audience questions about how to talk to your parents about their finances.
Show Notes
- Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances
- National Foundation for Credit Counseling
- What You Need to Know About Long-Term Care
- How to Pay for Long-Term Care
- Bogleheads® Live: Episode 1
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Colleen Jaconetti answers questions about rebalancing your investment portfolio.
Show Notes
- Bogleheads® Live with Colleen Jaconetti: Episode 26
- Bogleheads® Live with Dr. William Bernstein: Episode 8
- 'Which Bonds are Best?' for CFP ® CE (XYPN Members)
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Robert Farrington is the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt and start investing.
Show Notes
- Bogleheads® Live with Ron Lieber Episode 21
- College Scorecard
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Charles Ellis - author of the index fund investing classic, "Winning the Loser's Game" - discusses his new book, "Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business." Ellis answers audience questions, including some life advice for those on the track of early retirement (#FIRE).
Show Notes
- Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business
- Bogleheads® Live with Robin Wigglesworth: Episode 12
- Bogleheads® Live with Eric Balchunas: Episode 7
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education.
Show Notes
- The Optimal Portfolio - Bogleheads® Live with Rick Ferri: Episode 2
- Back-testing correlations - Bogleheads® Live with Christine Benz: Episode 5
- Investment Policy Statement
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Hozef Arif answers questions about investing in bonds amidst high inflation.
Show Notes
- David Swensen's Unconventional Success
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs).
Show Notes
- Bogleheads® Live with Dan Egan: Episode 25
- Investment Policy Statement
- Bogleheads® Live with Dr. Sunil Wahal: Episode 6
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles, discussing the mega back-door Roth solo 401(k), back-door Roth IRA contributions, the pro-rata rule, and more.
Show Notes
- Bogleheads® Live #11 with Sean Mullaney and Cody Garrett: FIRE Taxes
- '8606' on FITaxGuy.com
- Solo 401(k): The Solopreneur's Retirement Account
- Solo(k) Trap by Sean Mullany
- QBI Deduction-Reduction by Jeff Levine on Kitces.com
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.
Show Notes
- Total-Return Investing: An Enduring Solution for Low Yields
- Quantifying Advisor's Alpha
- Asset Tax Location / Across Account Rebalancing: Bogleheads® Live #2: Rick Ferri, CFA on asset allocation
- Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon
- A guide to smart rebalancing
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Dan Egan discusses behavioral finance when investing, systematic investment management, directing anxiety toward productive actions, and limiting your media diet to 'stay the course.'
Show Notes
- Investment policy statement
- It’s the Little Things That Can Color an Investor’s Outlook
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.
Show Notes
- Derek Tharp
- The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows
- Decision Rules and Maximum Initial Withdrawal Rates
- The Ratcheting Safe Withdrawal Rate – A More Dominant Version Of The 4% Rule?
- Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement Projection
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Mike Piper discusses leaving money to your heirs tax-efficiently, spending money in retirement tax efficiently, and answers a Social Security claiming strategy question for a married couple.
Show Notes
- Mike Piper
- Oblivious Investor: Bequest Allocation and Bequest Location
- Bogleheads® Live with Mike Piper: Episode 9
- Tax-Efficient Spending Strategies From Retirement Portfolios
- Open Social Security
- Social Security Made Simple
Dan Otter discusses investing in K-12 403(b)s.
Show Notes
- 403bwise.org
- 403bwise Advocacy Toolkit
- How to campaign for a better 401(k) plan
- 403bwise Facebook group
- Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11; #FIRE Taxes
- Bogleheads® Live with Steven Fox: Episode 17
- Wise Advice
- "Fine" 403(b) Companies
- Equitable SEC Settlement (#229)
- 'Learned by Being Burned' podcast
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Ron Lieber is the author of The Opposite of Spoiled: Raising Kids Who Are Grounded, Generous, and Smart About Money, which was an instant New York Times and Wall Street Journal bestseller when it was released in 2015. “The Price You Pay for College: An Entirely New Roadmap for the Biggest Financial Decision Your Family Will Ever Make,” was published by HarperCollins in January, 2021 and was also a NYT bestseller in its first week. The paperback version is out today.
Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.
James M. Dahle, MD, FACEP, FAAEM is a practicing emergency physician and the founder of The White Coat Investor. After multiple run-ins with unscrupulous financial professionals early in his career, he embarked on his own self-study process to become financially literate. After seeing the benefits of financial literacy in his own life, he was inspired to start The White Coat Investor to assist his colleagues.
Show Notes
- The White Coat Investor
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
JL Collins is the author of The Simple Path to Wealth and creator of an online content provider, known for his Stock Series, a series of blog posts that makes complex investment concepts accessible to the beginner investor. JL advocates for an impressively simple approach to investing that relies entirely on exactly two index funds – Vanguard’s Total Stock Market Index Fund (VTSAX) and Vanguard Total Bond Market Index Fund (VBTLX) – to achieve total market diversification. JL talks about his investment approach and a range of other topics including market volatility, fixed income investing, tax-advantaged accounts and early withdrawals, Black Monday and humble pie, why average investment returns are anything but, inflation and deflation, investing versus speculating, cryptocurrency, and how to talk to someone about making the switch to an index fund investment strategy.
Show Notes
- Bogleheads® Live ep 5: Christine Benz on correlations & sustainable distributions
- Bogleheads® Live ep 1: Introducing the Bogleheads®
- Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early Retirees
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Barry Ritholtz discusses the cognitive and behavioral side of investing.
Show Notes
- Masters in Business; Apr 21, 2017; Interview With Andrew Lo: Masters in Business
- Bogleheads® Live #3: Rick Ferri, CFA on picking index funds
- Pioneering Portfolio Management by David F. Swensen
- Ritholtz Reads in Your Inbox
- Thinking in Bets by Annie Duke
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Steven Fox answers questions on taxes for millennials.
Show Notes
- Bogleheads® On Investing podcast #032: Phil DeMuth
- Rational Reminder podcast #158: Loss Harvesting and the Myth of Tax Alpha
- The Solo 401(k) Trap
- Mega Backdoor Roth In Solo 401k: Control Your Own Destiny
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.
Show Notes
- Ted Randall
- When Bad Taxes Happen to Good Funds
- Bogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costs
- Bogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.
Show Notes
- Immediate Annuities
- Stan The Annuity Man®
- John C. Bogle Center for Financial Literacy
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
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- Bogleheads® YouTube
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The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Show Notes
- David Blanchett
- Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Dan Egan answers questions on conflicts of interest of robo-advisors.
Show Notes
- Dan Egan
- Evaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss Harvesting
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Robin Wigglesworth discusses the history of index funds and his book, "Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever."
Show Notes
- Robin Wigglesworth
- Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.
Show Notes
- Sean Mullaney
- Cody Garrett
- Early Retirement and Social Security
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Paul Merriman answers questions about small-cap value investing.
Show Notes
- The Merriman Financial Education Foundation
- We're Talking Millions!
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.
Show Notes
- Oblivious Investor by Mike Piper
- Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Dr. William J. Bernstein talks about how the imperfect portfolio you can stick with is better than the perfect portfolio you can't stick with, answers audience questions about bonds for young investors, bond maturity, the risks of bond ETFs, Treasury inflation-protected securities (TIPS), and about how he's changed his approach to investing over time.
- Efficient Frontier
- What's the Proper Bond Duration for Your Portfolio?
- Bogleheads® Forum
- Bogleheads® Wiki
- Bogleheads® Reddit
- Bogleheads® Facebook
- Bogleheads® Twitter
- Bogleheads® on Investing podcast
- Bogleheads® YouTube
- Bogleheads® Local Chapters
- Bogleheads® Virtual Online Chapters
- Bogleheads® on Investing Podcast
- Bogleheads® Conferences
- Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.
Show Notes:
The True Costs of Mutual Fund Ownership
The Huge Tax Bills That Came Out of Nowhere at Vanguard
Eric Balchunas answers audience questions about his new book, "The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions."
Eric Balchunas
The Bogle Effect: How John Bogle and Vanguard Turned Wall Street Inside Out and Saved Investors Trillions
Fund Fees Predict Future Success or Failure
Christine Benz answers audience questions on asset correlations and sustainable distribution rates in retirement. Christine takes on questions on how correlations are changing, how sustainable distribution rates may be lower in the future, investing globally, and more.
Larry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably.
Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy, and answering audience questions on rules of thumb, managing portfolio risk in retirement, high-fee funds masquerading as low-cost index funds, factor investing, and active management style drift.
Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more.
· Rick Ferri
· Bogleheads® on Investing podcast
· All About Asset Allocation
· Bogleheads® conference
· John C. Bogle
· Vanguard Group
· The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective
· Core-4 portfolios
· asset location
· Bogleheads® Forum
· Bogleheads® Wiki
· Bogleheads® Reddit
· Bogleheads® Facebook
· Bogleheads® Twitter
· Bogleheads® on Investing podcast
· Bogleheads® YouTube
· Bogleheads® Local Chapters
· Bogleheads® Virtual Online Chapters
· Bogleheads® on Investing Podcast
· Bogleheads® Conferences
· Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more.
· Bogleheads® Forum
· Bogleheads® Wiki
· Bogleheads® Reddit
· Bogleheads® Facebook
· Bogleheads® Twitter
· Bogleheads® YouTube
· Bogleheads® Local Chapters
· Bogleheads® Virtual Online Chapters
· Bogleheads® on Investing Podcast
· Bogleheads® Conferences
· Bogleheads® Books
The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.