Bogleheads On Investing Podcast

Dr. Wes Gray is the CEO of Alpha Architect. Our topic of discussion for this podcast is exchange-traded funds (ETFs) and their unique tax benefits. Wes is an author, portfolio manager, United States Marine, Iraq War vet, and former professor of finance at Drexel University. He earned an MBA and a Ph. D. in finance from the University of Chicago, where he studied under Nobel Prize Winner Eugene Fam...

Larry Swedroe is the head of financial and economic research for Buckingham Wealth Partners. A prolific writer who is the author or co-author of 18 books.  His first book, The Only Guide to a Winning Investment Strategy You’ll Ever Need, is in its second edition. Larry's latest book, Enrich Your Future, The Keys to Successful Investing, is the topic of our discussion in this podcast.   The Boglehe...

More than 50 percent of mutual fund and ETF assets track passive indices, which makes index methodology important. Episode 68 is all about index history and evolution and how the usage of indexes as investment products changed the industry.    Rolf Agather has been in the indexing industry since the 1980s. He started Russell, moved around the industry a bit, then went back to Russell Investments a...

If you hate paying taxes, then you should love learning about taxes because that’s the way to reduce them. My guest, Kaye Thomas, received his law degree from Harvard Law School in 1980 and then began his career as a tax attorney, dealing with complex tax matters related to business transactions, finance, and compensation.   Kaye now spends his time as a writer, publisher, public speaker, and cons...

My two guests are James Dahle, MD, a practicing emergency physician, founder of The White Coat Investor, and the creator of the "No Hype Real Estate Investing" course, and John Worth, Ph. D., Executive Vice President of Research and Investor Outreach at Nareit. Our topic in the episode is real estate investing. We cover the spectrum of real estate investment opportunities, from flipping homes to l...

Qian Wang, Ph. D., is Vanguard’s Asia-Pacific chief economist and global head of the Vanguard Capital Markets Model team in the Investment Strategy Group. She is also a member of Vanguard’s Strategic Asset Allocation Committee and its Time-Varying Asset Allocation Subcommittee, which oversees and determines the asset allocation strategies of global multi-asset-class portfolios such as the Vanguard...

Victor Haghani and James White are co-authors of "The Missing Billionaires, A Guide to Better Financial Decisions." Victor is also the founder and CIO of Elm Wealth and David is the CEO, where they implement these concepts for their clients. This fascinating book discusses investment decision-making and risk-sizing and how to make better financial decisions with your wealth.   Markets have behaved...

Dr. William (Bill) Bernstein is a retired neurologist, author, investment adviser , and financial historian. His research is in the field of modern portfolio theory and economic history. Bill has published extensively on investing and economic history, including eight books and numerous articles. He holds a Ph. D. and an M.D. Bill is a repeat guest, first appearing in Episode 13 . In this episode,...

Steven Chen is the founder of NewRetirement, a do-it-yourself tool for retirement planning. Prior to founding NewRetirement, Stephen founded venture-backed companies in education and financial services, and worked with organizations including Charles Schwab, Dimensional Fund Advisors, and Fidelity.  This episode of the podcast is hosted by Jon Luskin, CFP® , a long-time Boglehead and financial pla...

Cody Garrett is an advice-only financial planner passionate about helping families refine their path to financial independence (FI) as DIY investors. Cody specializes in comprehensive financial plan development, topic research, and personalized financial education.  This episode of the podcast is hosted by Jon Luskin, CFP® , a long-time Boglehead and financial planner. The Bogleheads are a group o...

Jonathan Clements is the founder and editor of HumbleDollar. He’s also the author of a fistful of personal finance books, including My Money Journey and How to Think About Money, and he sits on the advisory board of Creative Planning, one of the country’s largest independent financial advisors. Jonathan spent almost 20 years at The Wall Street Journal, where he was the newspaper’s personal finance...

William F. Sharpe is the STANCO 25 Professor of Finance, Emeritus at Stanford University's Graduate School of Business. He was one of the originators of the Capital Asset Pricing Model, developed the Sharpe Ratio for investment performance analysis, and has published articles in a number of professional journals. In 1990, he received the Nobel Prize in Economic Sciences. This episode of the podcas...

Mike is the author of the popular blog “Oblivious Investor” at ObliviousInvestor.com and the creator of the free Open Social Security calculator at OpenSocialSecurity.com. He is also the author of several books on taxes, investing, and Social Security, and now a new book, More than Enough: A Brief Guide to the Questions That Arise After Realizing You Have More Than You Need .   This episode of the...

Dr. Derek Horstmeyer is a Professor of Finance at George Mason University's School of Business where he publishes regularly on investment topics, ETF & mutual fund performance, and corporate finance. He writes a monthly column for the Wall Street Journal along with his students and writes frequently for the CFA Institute. he has also been published in the Quarterly Journal of Finance, Managerial F...

Dr. Daniel Crosby is a psychologist and behavioral finance expert who helps organizations and individuals understand the intersection of mind and markets. Educated at Brigham Young and Emory Universities, Dr. Crosby is an international speaker and author who has won many awards for his work.   His first book, Personal Benchmark: Integrating Behavioral Finance and Investment Management, was a New Y...

Edward Chancellor is a financial historian, journalist, and investment strategist.  Ed graduated with first-class honors from Trinity College, Cambridge, and later from Oxford University. He worked for the London merchant bank, Lazard Brothers, and was later an editor at the financial commentary site, Breakingviews of Reuters. Ed was also a senior member of the asset allocation team at GMO, the Bo...

Christine Benz , CFP®, is Morningstar's Director of Personal Finance and the co-host of The Long View Podcast. We discuss 2022 taxes and how SECURE Act 2.0 will affect 2023 taxes and beyond. We also dive into a safe withdrawal rate during retirement and discuss how changing market valuations, inflation expectations, and the "spending smile" during retirement that affects the amount you can reasona...

Join me for this delightful discussion with James L Collins . JL is a popular personal finance blogger, a leader in the FIRE movement (Financial Independence -Retire Early), and the author of The Simple Path to Wealth. The book has sold over 500,000 copies and is published in multiple languages. His second book, How I Lost Money in Real Estate Before it was Fashionable, highlights his experience a...

Proper estate planning is one of the most important elements of a complete financial plan and often the most overlooked. Roughly half of my new clients either have no estate plan or an incomplete plan or an outdated plan. My two guests to discuss the issues are Ryan Barrett , a member of both the State Bar of California and Utah State Bar, and Mike Piper, CPA .   Ryan is an estate planning attorne...

This episode is focused on international stock market index funds and ETFs. My two guests are Christine Franquin, a principal and senior portfolio manager in the Vanguard Equity Index Group, and Michael Perre, also a principal in the Vanguard Equity Index Group.   Christine manages several equity and balanced funds, including funds for U.S. and international investors as well as indexed separate a...

Craig Lazzara, CFA, is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach. Our discussion focuses on two S&P DJI reports. SPIVA research measures actively managed funds against their relevant index benchmarks worldwide, and the  Persistence Scorecard focuses on whether mana...

Antti Ilmanen , Ph. D., is a Principal and Global Co-head of the Portfolio Solutions Group at AQR Capital. Antti spent seven years as a senior portfolio manager at Brevan Howard and a decade at Salomon Brothers/Citigroup. He began his career as a central bank portfolio manager in Finland.    Antti has published extensively in finance and investment journals and has received a Graham and Dodd award...

Rob Berger is an investment technology guru. A litigation attorney in a previous life, Rob started Doughroller.net in 2007, an online community for people to improve their finances and build wealth. The site received tens of millions of visitors. Rob sold the website in 2018, became a Forbes Deputy Editor, published a book, Retire Before Mom and Dad, and now runs the Financial Freedom Show (YouTub...

Episode #47 features two guests who discuss the evolution in the investment adviser industry over the decades and the conflicts of interest that have occurred.   Michael Kitces is the head of planning strategy at Buckingham Wealth Partners, co-founder of the XY Planning Network, among other companies, the host of the Financial Advisor Success podcast and the publisher of the Kitces Report newslett...

Episode #46 features two guests who discuss Environmental, Social, and Governance (ESG) investing. The first guest is Larry Swedroe , Chief Research Officer of Buckingham Strategic Wealth and the co-author of a new book titled Sustainable Investing with Samuel Adams. The second guest is Dr. Ellen Quigley , Special Advisor to the Chief Financial Officer at the University of Cambridge and a Senior R...