Bogleheads® Live

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 41Bogleheads® Live with Christine Benz: Episode 37Bogleheads® Live with Bill Bengen: Episode 35Frugal Man Buys $52,000 Car – Why??The Betterment Experiment[EXPLICI...

Cybersecurity expert Steve Ryder answers questions about how to stay safe online. Show Notes 2023 Conference - The John C. Bogle Center for Financial LiteracyBogleheads® Live with Cameron Huddleston: Episode 34John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on ...

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 inte...

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 24Bogleheads® Live with Bill Bengen: Episode 35Bogleheads® Live with Christine Benz: Episode 37Evaluating Retirement Spending Risk: Monte Carlo Vs Historical SimulationsThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsRetiree Port...

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 24Bogleheads® 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" videoclip from "Bogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11"The Advantages of Living on Taxable Assets First in Early RetirementJohn C. Bogle Center for Financial...

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 LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe ...

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 ...

Christine Benz answers the question, "how much can I spend in retirement?" Show Notes Bogleheads® Live with Christine Benz: Episode 52022 Retirement Withdrawal Strategies ReportBogleheads® Live with Bill Bengen: Episode 35Is The United States A Lucky Survivor: A Hierarchical Bayesian ApproachThe 2.7% Rule for Retirement SpendingLong TIPS Are WackyJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBoglehea...

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 9Bogleheads® Live with Mike Piper: Episode 23After the Death of Your Spouse: Next Financial Steps for Surviving SpousesOpen Social SecurityBogleheads on Investing with Ryan Barrett and Mike Piper: Episode 52John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® Facebo...

Bill Bengen - creator of the 4% rule of thumb - answers audience questions. Show Notes Bogleheads® Live with Colleen Jaconetti: Episode 26Exploring the Retirement Consumption PuzzleJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBo...

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 FinancesNational Foundation for Credit CounselingWhat You Need to Know About Long-Term CareHow to Pay for Long-Term CareBogleheads® Live: Episode 1John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBoglehe...

Colleen Jaconetti answers questions about rebalancing your investment portfolio. Show Notes Bogleheads® Live with Colleen Jaconetti: Episode 26Bogleheads® Live with Dr. William Bernstein: Episode 8'Which Bonds are Best?' for CFP ® CE (XYPN Members)John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online Chapt...

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 21College ScorecardJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersB...

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 BusinessBogleheads® Live with Robin...

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 5Investment Policy StatementJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogl...

Hozef Arif answers questions about investing in bonds amidst high inflation. Show Notes David Swensen's Unconventional SuccessJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy...

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 25Investment Policy StatementBogleheads® Live with Dr. Sunil Wahal: Episode 6John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® You...

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.comSolo 401(k): The Solopreneur's Retirement AccountSolo(k) Trap by Sean MullanyQBI Deduction-Reduction by Jeff Levine on Kitces.comJohn C. Bogle Center for Financial L...

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 YieldsQuantifying Advisor's AlphaAsset Tax Location / Across Account Rebalancing: Bogleheads® Live #2: Rick Ferri, CFA on asset allocationAsset Location For Stocks In A Brokerage Account Versus IRA Depends On Time HorizonA guide to smart rebalancingJohn C. Bogle Center for F...

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 statementIt’s the Little Things That Can Color an Investor’s OutlookJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local Chapter...

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 TharpThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsDecision Rules and Maximum Initial Withdrawal RatesThe Ratcheting Safe Withdrawal Rate – A More Dominant Version Of The 4% Rule?Why 50% Probability Of Success Is Actually A Viable Monte Carlo Retirement ProjectionJohn C. Bo...

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 PiperOblivious Investor: Bequest Allocation and Bequest LocationBogleheads® Live with Mike Piper: Episode 9Tax-Efficient Spending Strategies From Retirement PortfoliosOpen Social SecuritySocial Security Made SimpleJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® Wik...

Dan Otter discusses investing in K-12 403(b)s. Show Notes 403bwise.org403bwise Advocacy Toolkit How to campaign for a better 401(k) plan403bwise Facebook groupBogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11; #FIRE TaxesBogleheads® Live with Steven Fox: Episode 17Wise Advice"Fine" 403(b) CompaniesEquitable SEC Settlement (#229)'Learned by Being Burned' podcastJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® F...

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 Mon...

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 InvestorJohn C. Bogle Center for Financial LiteracyB...

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 ...

In the 18th episode of Bogleheads® Live, Jon talks with Barry Ritholtz. Barry is the co-founder, chairman, and Chief Investment Officer of Ritholtz Wealth Management LLC, one of the fastest-growing investment advisors in the U.S. Barry’s career focus has been on how behavioral economics and data affect investors. Jon and Barry discuss the behavioral side of investing, the relationship between greed and FOMO, the Bogle effect and the future of indexing, economic reflexivity, how to safely scra...

Steven Fox answers questions on taxes for millennials. Show Notes Bogleheads® On Investing podcast #032: Phil DeMuthRational Reminder podcast #158: Loss Harvesting and the Myth of Tax AlphaThe Solo 401(k) TrapMega Backdoor Roth In Solo 401k: Control Your Own DestinyJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Vir...

Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets. Show Notes Ted RandallWhen Bad Taxes Happen to Good FundsBogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costsBogleheads® Live ep. 7: Eric Balchunas on “The Bogle Effect”John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local Chapter...

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it. Show Notes Immediate AnnuitiesStan The Annuity Man®John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe J...

Show Notes David BlanchettBogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributionsBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, y...

Dan Egan answers questions on conflicts of interest of robo-advisors. Show Notes Dan EganEvaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss HarvestingBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Lite...

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 WigglesworthTrillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance ForeverBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Onli...

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement. Show Notes Sean MullaneyCody GarrettEarly Retirement and Social SecurityBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 5...

Paul Merriman answers questions about small-cap value investing. Show Notes The Merriman Financial Education FoundationWe're Talking Millions!Bogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit org...

Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more. Show Notes Oblivious Investor by Mike PiperSocial Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or LessBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on I...

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 FrontierWhat's the Proper Bond Duration for Your Portfolio?Bogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBog...

Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions. Show Notes The True Costs of Mutual Fund OwnershipThe Huge Tax Bills That Came Out of Nowhere at VanguardBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Ce...

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 · &nbs...

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 · ...