Bogleheads® Live

By Jon LuskinBusiness Education Investing How To

Bogleheads® Live episodes

August 08, 2022Jorge Soriano: reviewing annuities
Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.

Show Notes
Immediate Annuities
Stan The Annuity Man®
John C. Bogle Center for Financial Literacy
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Bogleheads® on Investing podcast
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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.
37 min
August 01, 2022David Blanchett: retirement planning
Show Notes
David Blanchett
Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions
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Bogleheads® on Investing podcast
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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.
27 min
July 25, 2022Dan Egan: robo-advisor conflicts of interest
Dan Egan answers questions on conflicts of interest of robo-advisors.
Show Notes
Dan Egan
Evaluating The Tax Deferral And Tax Bracket Arbitrage Benefits Of Tax Loss Harvesting
Bogleheads® Forum
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Bogleheads® on Investing podcast
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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.
36 min
July 18, 2022Robin 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 Notes
Robin Wigglesworth
Trillions: How a Band of Wall Street Renegades Invented the Index Fund and Changed Finance Forever
Bogleheads® Forum
Bogleheads® Wiki
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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.
1 hr 7 min
July 11, 2022#FIRE Taxes; Tax Planning for Early Retirees
Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.

Show Notes
Sean Mullaney
Cody Garrett
Early Retirement and Social Security
Bogleheads® Forum
Bogleheads® Wiki
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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.
49 min
July 04, 2022Paul Merriman on small-cap value investing
Paul Merriman answers questions about small-cap value investing.

Show Notes
The Merriman Financial Education Foundation
We're Talking Millions!
Bogleheads® Forum
Bogleheads® Wiki
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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.
42 min
July 04, 2022Mike Piper on Social Security
Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.

Show Notes
Oblivious Investor by Mike Piper
Social Security Made Simple: Social Security Retirement Benefits and Related Planning Topics Explained in 100 Pages or Less
Bogleheads® Forum
Bogleheads® Wiki
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Bogleheads® Facebook
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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
June 27, 2022Dr. 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 inflation-protected securities (TIPS), and about how he's changed his approach to investing over time.
Efficient Frontier
What's the Proper Bond Duration for Your Portfolio?
Bogleheads® Forum
Bogleheads® Wiki
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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
June 17, 2022Dr. Sunil Wahal on hidden fund costs
Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.

Show Notes
The True Costs of Mutual Fund Ownership
The Huge Tax Bills That Came Out of Nowhere at Vanguard
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.
41 min
June 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 and Saved Investors Trillions

Fund Fees Predict Future Success or Failure
34 min