Bogleheads® Live

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.