Bogleheads® Live

Bogleheads® Live episodes:

• 11.22.2023

  Factor Investing with Wes Crill

  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 NotesBogleheads® investment philosophyBogleheads on Investing with Steven...

  
• 05.15.2023

  Mr. Money Mustache on Early Retirement (FIRE)

  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...

  
• 04.24.2023

  Cybersecurity with Steve Ryder - Keeping Your Money Safe Online

  Cybersecurity expert Steve Ryder answers questions about how to stay safe online. Show Notes2023 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®...

  
• 04.10.2023

  How to Pay for College with Ann Garcia

  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....

  
• 03.27.2023

  Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo

  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 NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads® Live with Bill Bengen: Episode 35Bogleheads® Live with Christine...

  
• 03.13.2023

  Sean Mullaney: Tax Law Changes for FIRE

  Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement. Show NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads®  Live with J.L. Collins: Episode 19"SECURE 2.0 and the FI Community" blog post"Two...

  
• 02.27.2023

  Protecting Your Income

  Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance. Show NotesJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online...

  
• 02.14.2023

  Medicare Questions Answered

  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...

  
• 01.23.2023

  Christine Benz: How much can I spend in retirement?

  Christine Benz answers the question, "how much can I spend in retirement?"  Show NotesBogleheads® 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%...

  
• 01.02.2023

  Mike Piper: After the Death of your Spouse

  Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses."  Show NotesBogleheads® Live with Mike Piper: Episode 9Bogleheads® Live with Mike Piper: Episode 23After the Death of Your Spouse: Next Financial Steps...

  
• 12.26.2022

  Bill Bengen: 4% Rule of Thumb

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

  
• 12.19.2022

  Cameron Huddleston: talking to your parents about their finances

  Cameron Huddleston answers audience questions about how to talk to your parents about their finances. Show NotesMom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their FinancesNational Foundation for Credit CounselingWhat You Need to...

  
• 12.12.2022

  Colleen Jaconetti: Rebalancing Your Portfolio

  Colleen Jaconetti answers questions about rebalancing your investment portfolio. Show NotesBogleheads® 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®...

  
• 12.05.2022

  Robert Farrington on saving and investing for college

   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 NotesBogleheads® Live with Ron Lieber Episode 21College ScorecardJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads®...

  
• 11.28.2022

  Charles Ellis: Inside Vanguard

  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,...

  
• 11.21.2022

  Annie Duke: decision making

  Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education. Show NotesThe Optimal Portfolio - Bogleheads® Live with Rick Ferri: Episode 2 Back-testing correlations - Bogleheads® Live with Christine Benz: Episode 5Investment Policy...

  
• 11.14.2022

  Hozef Arif: bond investing during high inflation

  Hozef Arif answers questions about investing in bonds amidst high inflation. Show NotesDavid 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...

  
• 11.07.2022

  Meg Bartelt on RSUs, ISO, and IPOs

  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 NotesBogleheads® Live with Dan Egan: Episode 25Investment Policy StatementBogleheads® Live with Dr. Sunil Wahal: Episode 6John...

  
• 10.31.2022

  Sean Mullaney on solo 401(k)s for solopreneurs

  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 NotesBogleheads® Live #11 with Sean Mullaney and...

  
• 10.24.2022

  Colleen Jaconetti: dividend investing

  Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes. Show NotesTotal-Return Investing: An Enduring Solution for Low YieldsQuantifying Advisor's AlphaAsset Tax Location / Across Account Rebalancing:  Bogleheads® Live...

  
• 10.17.2022

  Dan Egan on behavioral finance

  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 NotesInvestment policy statementIt’s the Little Things That Can Color an Investor’s OutlookJohn C. Bogle Center for...

  
• 10.10.2022

  Derek Tharp: spending in retirement

  Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy. Show NotesDerek TharpThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsDecision Rules and Maximum Initial Withdrawal...

  
• 10.03.2022

  Mike Piper: bequest planning

  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 NotesMike PiperOblivious Investor: Bequest Allocation and Bequest LocationBogleheads® Live with Mike Piper: Episode...

  
• 09.26.2022

  Dan Otter: 403(b) fees

  Dan Otter discusses investing in K-12 403(b)s. Show Notes403bwise.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...

  
• 09.19.2022

  Ron Lieber: The Price You Pay for College

  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...

  
• 09.12.2022

  Dr. Jim Dahle: The White Coat Investor

  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...

  
• 09.05.2022

  JL Collins: The Simple Path to Wealth

  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...

  
• 08.29.2022

  Barry Ritholtz: cognitive & behavioral sides of investing

  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...

  
• 08.22.2022

  Steven Fox: taxes for millennials

  Steven Fox answers questions on taxes for millennials. Show NotesBogleheads® 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....

  
• 08.15.2022

  Ted Randall: taxes on mutual funds

  Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets. Show NotesTed RandallWhen Bad Taxes Happen to Good FundsBogleheads® Live ep. 6: Dr. Sunil Wahal on hidden mutual fund costsBogleheads® Live ep. 7:...

  
• 08.08.2022

  Jorge Soriano: reviewing annuities

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

  
• 08.01.2022

  David Blanchett: retirement planning

  Show NotesDavid 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...

  
• 07.25.2022

  Dan Egan: robo-advisor conflicts of interest

  Dan Egan answers questions on conflicts of interest of robo-advisors. Show NotesDan 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...

  
• 07.18.2022

  Robin Wigglesworth: history of index funds

  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 NotesRobin WigglesworthTrillions: How a Band of Wall Street Renegades Invented the Index Fund...

  
• 07.11.2022

  #FIRE Taxes; Tax Planning for Early Retirees

  Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement. Show NotesSean 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...

  
• 07.04.2022

  Paul Merriman on small-cap value investing

  Paul Merriman answers questions about small-cap value investing. Show NotesThe 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...

  
• 07.04.2022

  Mike Piper on Social Security

  Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more. Show NotesOblivious Investor by Mike PiperSocial Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or LessBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads®...

  
• 06.27.2022

  Dr. William J. Bernstein on investing simplicity

  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...

  
• 06.17.2022

  Dr. Sunil Wahal on hidden fund costs

  Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions. Show NotesThe 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®...

  
• 06.17.2022

  Eric Balchunas on "The Bogle Effect"

  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...

  
• 06.07.2022

  Christine Benz on correlations & sustainable distributions

  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.

  
• 06.07.2022

  Larry Swedroe on sustainable investing

  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.

  
• 05.06.2022

  Rick Ferri, CFA on picking index funds

  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, ...

  
• 04.25.2022

  Rick Ferri, CFA on asset allocation

  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...

  
• 04.23.2022

  Introducing the Bogleheads®

  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 ·       ...