Bogleheads® Live

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...

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...

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 gre...

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®...

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® Faceb...

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 Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing podcast Bogleheads® YouTube  Bogleheads® Local Chapters Bogleheads...

Show Notes David Blanchett Bogleheads® Live Ep 5: Christine Benz on correlations & sustainable distributions 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...

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 Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing podcast Bogleheads® YouTube  Bogleheads® Local Chapters Bogleheads® Virtual Online Chapters Bogleheads®...

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 Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Tw...

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 Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing podcast Bogleheads® YouTube  Bogleheads® Local Chapters Bogleheads® Virtual Online Chapters Bogleheads® on Investin...

Paul Merriman answers questions about small-cap value investing. Show Notes The Merriman Financial Education Foundation We're Talking Millions! 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 Bogleh...

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 Bogleheads® Reddit Bogleheads® Facebook Bogleheads® Twitter Bogleheads® on Investing podcas...

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 P...

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

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...

Larry Swedroe answers questions on sustainable investing, including alternatives to sustainable investing, investing in sin (brown) stocks, how ESG decisions are made, the risks of sustainable investing, and the historic investment performance of investing sustainably.

Christine Benz answers audience questions on asset correlations and sustainable distribution rates in retirement. Christine takes on questions on how correlations are changing, how sustainable distribution rates may be lower in the future, investing globally, and more.

Rick Ferri, CFA, returns, discussing how to select the right index funds, the difference between investing philosophy and investing strategy,  and answering audience questions on rules of thumb, managing portfolio risk in retirement, high-fee funds masquerading as low-cost index funds,  factor investing, and active management style drift.

Rick Ferri, CFA, fields live audience questions on asset allocation, discussing the difference between one’s investing philosophy and their strategy, how allocation drives investment returns, the value of rules of thumb when investing, how Rick’s approach to investing has changed over the years, factor investing, asset tax location (tax-efficient fund placement), and more. ·                Rick Fe...

Rick Ferri, CFA introduces the Bogleheads®, discusses the importance of spreading the word of low-cost investing, how to get involved with the Bogleheads®, fields audience questions on investing, and more. ·          Bogleheads® Forum ·          Bogleheads® Wiki ·          Bogleheads® Reddit ·          Bogleheads® Facebook ·          Bogleheads® Twitter ·          Bogleheads® YouTube  ·          B...