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 NotesMike PiperOblivious Investor: Bequest Allocation and Bequest LocationBogleheads® Live with Mike Piper: Episode 9Tax-Efficient Spending Strategies From Retirement PortfoliosOpen Social SecuritySocial Security Made SimpleJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBo...

Mike Piper: bequest planning

Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.

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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 NotesBogleheads® investment philosophyBogleheads on Investing with Steven Chen: Episode 622023 Bogleheads ConferenceTotal Economy Core-4 PortfolioJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedIn...

Factor Investing with Wes Crill

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 NotesBogleheads® Live with Derek Tharp: Episode 41Bogleheads® Live with Christine Benz: Episode 37Bogleheads® Live with Bill Bengen: Episode 35Frugal Man Buys $52,000 Car – Why??The Betterment Experiment[EXPLICIT CON...

Mr. Money Mustache on Early Retirement (FIRE)

Cybersecurity expert Steve Ryder answers questions about how to stay safe online.Show Notes2023 Conference - The John C. Bogle Center for Financial LiteracyBogleheads® Live with Cameron Huddleston: Episode 34John C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® LinkedInBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Inv...

Cybersecurity with Steve Ryder - Keeping Your Money Safe Online

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 interac...

How to Pay for College with Ann Garcia

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 NotesBogleheads® Live with Derek Tharp: Episode 24Bogleheads® Live with Bill Bengen: Episode 35Bogleheads® Live with Christine Benz: Episode 37Evaluating Retirement Spending Risk: Monte Carlo Vs Historical SimulationsThe Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash FlowsRetiree Portfol...

Mike Piper: bequest planning

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