Bogleheads® Live

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
• 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 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.

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 scratch that itch to actively manage an investment portfolio, the fallacy of low risk – high yield, portfolio allocation for younger investors, direct indexing to reduce taxes, and the importance of luck in 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.