Bogleheads On Investing Podcast

Jeff Levine is a Certified Public Accountant, Certified Financial Planner, financial adviser, and a complete tax nerd. He is the lead financial planning guru for Kitces.com , home of the popular Nerd’s Eye View blog, and the founder of Fully Vested Advice, Inc ., which provides financial education and consulting services to industry professionals. He is also the Director of Advanced Planning at Bu...

James M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other professionals who are seeking straight answers to personal finance questions. He started  The White Coat Investor  in 2011 to help those in the medical profession became the wealthy doctors that people think they...

Paul Merriman is a nationally recognized authority on mutual funds, index investing, asset allocation and both buy-and-hold and active management strategies. Now retired from Merriman, the Seattle-based investment advisory firm he founded in 1983, he is dedicated to educating investors, young and old, through weekly articles at Marketwatch.com, and via free eBooks, podcasts, articles, recommendati...

Joseph "Joe" Davis, Ph. D ., is a principal and Vanguard's global chief economist. He is also head of Vanguard Investment Strategy Group, whose research team is responsible for helping to oversee the firm's investment methodologies and asset allocation strategies for both institutional and individual investors. In addition, he is a member of the senior portfolio management team for the Vanguard Fi...

My guest in December will be Sheryl Garrett, CFP , the founder of the  Garrett Planning Network , a nationwide network of more than 230 hourly based financial advisors whose mission is to help make competent, objective financial advice accessible to all people.   Sheryl is frequently quoted in media and a recipient of numerous awards and recognition for her contributions in the field of financial...

Eric Balchunas  is the Senior ETF Analyst at Bloomberg. He writes research reports, articles, and feature stories about ETFs for the Bloomberg terminal and Bloomberg.com. Eric is a frequent speaker on ETF topics at industry conferences, and he also appears in a weekly on-air segment for Bloomberg TV and Radio called "Exchange-Traded Friday" in which he discusses different ETFs and the way investor...

Chris Mamula is the lead co-author of the  ChooseFI  book and a financial writer for  Can I Retire Yet?  In this in-depth interview, Chris explains how the FIRE movement developed, and how the principles of traditional retirement planning, combined with creative lifestyle design, allowed him to retire early from a career as a physical therapist at age 41, and pursue his passion for teaching others...

Dr. William (Bill) Bernstein is a medical doctor, 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 finance. His first book, The Intelligent Asset Allocator, makes the case for broad diversification in a passive portfolio, as does his second book, The Four Pillars of In...

Larry Swedroe is a principal and Chief Research Officer of Buckingham Strategic Wealth , a 17 billion dollar wealth management company headquartered in St. Louis, MO. Since joining the firm in 1996, Larry Swedroe has spent his time, talent and energy educating investors on the elements of investing with an enthusiasm few can match.   Larry has published 17 books that explain investing in layman’s...

Mel Lindauer , CFS, WMS, was dubbed "The Prince of the Bogleheads" by Jack Bogle. He's one of Boglehead forum founders along with Taylor Larimore, and has contributed thousands of posts, helping investors learn the Boglehead way to invest. In 2010, Mel helped create the John C. Bogle Center for Financial Literacy, an IRS-approved 501(c)(3) charitable organization. He serves as the voluntary presid...

Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI , the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as t...

Dr. Wesley R. "Wes" Gray is my guest in Episode 9, and our focus is on "factor" investing. Dr. Gray is the CEO of Alpha Architect , an author, portfolio manager, United States Marine, Iraq War vet, and a 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 Fama. He is a contributor...

Allan Roth is my guest in Episode 8, and our focus in on the investment advice industry. Allan is a licensed CPA, a Certified Financial Planner (CFP), author, writer, adjunct professor, and Founder of Wealth Logic , hourly based investment advisory and financial planning firm. Allan's book, How a Second Grader Beats Wall Street is a best-seller. He has also written for The Wall Street Journal, AAR...

Mike Piper is our guest in Episode 7. Mike is a licensed CPA, author of the popular  Oblivious Investor  blog, and author of many finance and tax-related books including Social Security Made Simple.  He is favorite among Bogleheads for his straightforward advice on retirement planning, investing, Social Security and other personal finance related issues. Recently, Mike has been spending a lot of h...

Dan Egan is our guest in Episode 6. Mr. Daniel P. Egan  is the Director of Behavioral Finance and Investing at Betterment and an up-and-coming leader in the field of improving personal decision making by understanding how psychology interacts with design, money, investing and spending. His research is reshaping how people interact with technology to make themselves better money managers. Dan holds...

Gus Sauter is our guest in Episode 5. This information packed podcast is with guest Mr. George Upham Sauter , fondly known as "Gus", former Chief Investment Officer, Managing Director and Portfolio Manager of The Vanguard Group, Inc., the investment advisor of Vanguard Index Funds. Gus joined Vanguard Funds in 1987 and as the Chief Investment Officer oversaw Vanguard’s Quantitative Equity and Fixe...

Christine Benz is our guest in Episode 4. This information-packed podcast with guest Christine Benz , CFP®, Morningstar's Director of Personal Finance covers a lot of important material. We discuss how 2018 tax reform impacts year-end tax planning, the double-whammy of taxes on mutual fund capital gain distributions in a year when funds lost money, tax loss harvesting and tax gain selling, using a...

Jonathan Clements is our guest in Episode 3. Jonathan is the founder and editor of HumbleDollar . During his long career as a financial writer he has worked for Euromoney, Forbes, and The Wall Street Journal. He is also the author of eight personal finance books, his latest being  From Here to Financial Happiness . This interview dives into Jonathan's career, his books, the FIRE movement , how mon...

David Blitzer is our guest in Episode 2 of Bogleheads on Investing.  Dr. Blitzer is the Managing Director and Chairman of the Index Committee at S&P Dow Jones Indices (S&P DJI) with overall responsibility for index security selection, as well as index analysis and management.   In this episode, Dr. Blitzer discusses how S&P and Dow Jones came together under one name to become S&P Dow Jones Indices...

John Bogle is our guest on Episode 1. This fascinating podcast covers 65 years of John C. Bogle 's life - from the early 1950s as a student at Princeton through today. The discussion includes his role as Wellington's CEO, the formation of Vanguard and the first index mutual fund. These true stories are told by Jack Bogle himself from his newest book "Stay the Course" to be published in November 20...