Bogleheads favorite Jon Luskin, CFP® drops in for a masterclass on keeping money moves “so dull they sparkle.” He specializes in providing hourly advice to do-it-yourself investors and is a long-time advocate of simple, low-cost investing. In this episode he shares with us:

• Why every late-starter’s to-do list should begin with an emergency fund and Social Security game plan before touching their asset mix
• How low fees—not “sexy” alts—make numbers grow
• His soup-to-nuts review (including insurance gaps, estate docs and Investor Policy Statement)
• How simplicity wins

This is the first part of a 2 part episode. Part 2 will be released on 7/20/25.

 

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The Plutus Awards recognize excellence in independent financial content. That's the best podcasts, books, video channels, blogs, and more.  

 

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Catching Up to FI

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5. Plutus Storyteller Award
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Other categories 

1. Best New Personal Finance Content Creator - Written (F.I.R.E. for Dummies)
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3. Plutus Resilience Award (Jackie Cummings Koski)
4. Best Financial Independence or Retire Early Content (F.I.R.E. for Dummies)

 

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RESOURCES MENTIONED ON THE SHOW: (As an Amazon Associate, I earn from qualifying purchases.)

Charity:

Jonathan Clements Getting Going on Savings Initiative

📘 The Best of Jonathan Clements: Timeless Advice for a Financial Life Well Lived

 

🌐Jon's Website

Jon’s Sample Financial Reviews

Jon’ Thesis paper:  Measuring the Value Added by Alternative Assets within the Investment Pools of Non-profit Organization

Bogleheads Live- Episode 39: Disability Insurance

Kitces Article: Why Tax-Loss Harvesting During Down Markets Isn’t Always A Good Idea

Bogleheads on Investing Podcast

Bogleheads Investment Policy Statement

The John C. Bogle Center for Financial Literacy 

2025 Bogleheads Conference (Oct 17-19, San Antonio)

⏰ ‘Catching Up to FI’ Episodes referenced

Retirement Remix: Crafting Financial Futures with Purpose | Christine Benz | 117

Tactical Tips and Tripwires: The DIY Financial Planner's Guide | Cody Garrett | 112

How to Think About Money | Jonathan Clements | 040

How a Second Grader Beats Wall Street | Allan Roth | 033

 

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⚠️Disclaimer: Our content is for general education and information purposes only. We are not providing financial, legal, or tax advice. Always do your own research or consult a professional before making important decisions.