Bogleheads® Live

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 Financi...

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...

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 pod...

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 q...

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 Retireme...

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 Ga...

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...

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 benefi...

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...

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...

Bill Bengen - creator of the 4% rule of thumb - answers audience questions.  Show Notes Bogleheads® Live with Colleen Jaconetti: Episode 26 Exploring the Retirement Consumption Puzzle 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 Chapt...

Cameron Huddleston answers audience questions about how to talk to your parents about their finances. Show Notes Mom and Dad, We Need to Talk: How to Have Essential Conversations with Your Parents About Their Finances National Foundation for Credit Counseling What You Need to Know About Long-Term Care How to Pay for Long-Term Care Bogleheads® Live: Episode 1 John C. Bogle Center for Financial Lite...

Colleen Jaconetti answers questions about rebalancing your investment portfolio. Show Notes Bogleheads® Live with Colleen Jaconetti: Episode 26 Bogleheads® Live with Dr. William Bernstein: Episode 8 'Which Bonds are Best?' for CFP ® CE (XYPN Members) John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter...

 Robert Farrington is the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt and start investing.   Show Notes Bogleheads® Live with Ron Lieber Episode 21 College Scorecard John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing...

Charles Ellis - author of the index fund investing classic, "Winning the Loser's Game" - discusses his new book, "Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business." Ellis answers audience questions, including some life advice for those on the track of early retirement (#FIRE). Show Notes Inside Vanguard: Lea...

Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education. Show Notes The Optimal Portfolio - Bogleheads® Live with Rick Ferri: Episode 2  Back-testing correlations - Bogleheads® Live with Christine Benz: Episode 5 Investment Policy Statement John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® W...

Hozef Arif answers questions about investing in bonds amidst high inflation. Show Notes David Swensen's Unconventional Success 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®...

Meg Bartelt answers questions on employer equity compensation, including restricted stock units (RSUs), private company incentive stock options (ISO), and initial public offerings (IPOs). Show Notes Bogleheads® Live with Dan Egan: Episode 25 Investment Policy Statement Bogleheads® Live with Dr. Sunil Wahal: Episode 6 John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bo...

Sean Mullaney of fitaxguy.com answers questions about investing for the self-employed and for those with side hustles, discussing the mega back-door Roth solo 401(k), back-door Roth IRA contributions, the pro-rata rule, and more. Show Notes Bogleheads® Live #11 with Sean Mullaney and Cody Garrett: FIRE Taxes '8606' on FITaxGuy.com Solo 401(k): The Solopreneur's Retirement Account So...

Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes. Show Notes Total-Return Investing: An Enduring Solution for Low Yields Quantifying Advisor's Alpha Asset Tax Location / Across Account Rebalancing:  Bogleheads® Live #2: Rick Ferri, CFA on asset allocation Asset Location For Stocks In A Brokera...

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 Boglehead...

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% R...

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 S...

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&apo...

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 als...