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 Cor…

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® Liv…

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® LinkedI…

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 medi…

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: …

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 S…

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® …

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…

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 W…

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 Ba…

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 pod…

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:…

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 B…

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® Facebo…

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 N…

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 F…

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 Bogl…

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 Financ…

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 …

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 alloc…

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 Bogle…

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 Wit…

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…

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 (#22…

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 publishe…

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 inspi…

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 Tot…

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 behaviora…

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 B…

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 Bog…

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 Boglehea…

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 Podca…

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…

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® Re…

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…

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 Chap…

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 B…

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 ti…

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 Bogl…

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…

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.By Jon Luskin

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.By Jon Luskin

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 f…

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 · Bogleheads® Loc…