Bogleheads® Live

By Jon LuskinBusiness Education Investing How To

Bogleheads® Live episodes

November 22, 2023Factor 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 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.
35 min
May 15, 2023Mr. 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 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.
47 min
April 24, 2023Cybersecurity with Steve Ryder - Keeping Your Money Safe Online
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.
24 min
April 10, 2023How 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. 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.
45 min
March 27, 2023Derek 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 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.
38 min
March 13, 2023Sean 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 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.
32 min
February 27, 2023Protecting Your Income
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.
33 min
February 14, 2023Medicare 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 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.
35 min
January 23, 2023Christine Benz: How much can I spend in retirement?
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.
35 min
January 02, 2023Mike 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 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.
34 min