23 episodes

Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.

Bogleheads® Live Jon Luskin

    • Business
    • 5.0 • 14 Ratings

Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.

    Mike Piper: bequest planning

    Mike Piper: bequest planning

    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 PiperOblivious Investor: Bequest Allocation and Bequest LocationBogleheads® Live with Mike Piper: Episode 9Tax-Efficient Spending Strategies From Retirement PortfoliosOpen Social SecuritySocial Security Made Simple

    • 34 min
    Dan Otter: 403(b) fees

    Dan Otter: 403(b) fees

    Dan Otter discusses investing in K-12 403(b)s.

    Show Notes
    403bwise.org403bwise Advocacy Toolkit How to campaign for a better 401(k) plan403bwise Facebook groupBogleheads® Live with Sean Mullaney and Cody Garrett: Episode 11; #FIRE TaxesBogleheads®  Live with Steven Fox: Episode 17Wise Advice"Fine" 403(b) CompaniesEquitable SEC Settlement (#229)'Learned by Being Burned' podcastJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

    • 36 min
    Ron Lieber: The Price You Pay for College

    Ron Lieber: The Price You Pay for College

    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 also a NYT bestseller in its first week. The paperback version is out today.
    Ron has been the “Your Money” columnist for The New York Times since 2008. Before coming to The Times, he wrote the “Green Thumb” personal finance column for The Wall Street Journal and was part of the startup team at the paper’s Personal Journal section.

    • 31 min
    Dr. Jim Dahle: The White Coat Investor

    Dr. Jim Dahle: The White Coat Investor

    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 colleagues. 
    Show Notes
    The White Coat InvestorJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

    • 28 min
    JL Collins: The Simple Path to Wealth

    JL Collins: The Simple Path to Wealth

    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 Total Bond Market Index Fund (VBTLX) – to achieve total market diversification. JL talks about his investment approach and a range of other topics including market volatility, fixed income investing, tax-advantaged accounts and early withdrawals, Black Monday and humble pie, why average investment returns are anything but, inflation and deflation, investing versus speculating, cryptocurrency, and how to talk to someone about making the switch to an index fund investment strategy.
    Show Notes
    Bogleheads® Live ep 5: Christine Benz on correlations & sustainable distributionsBogleheads® Live ep 1: Introducing the Bogleheads®Bogleheads® Live ep. 11: #FIRE Taxes; Tax Planning for Early RetireesJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

    • 44 min
    Barry Ritholtz: cognitive & behavioral sides of investing

    Barry Ritholtz: cognitive & behavioral sides of investing

    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 greed and FOMO, the Bogle effect and the future of indexing, economic reflexivity, how to safely scratch that itch to actively manage an investment portfolio, the fallacy of low risk – high yield, portfolio allocation for younger investors, direct indexing to reduce taxes, and the importance of luck in investing.
    Show Notes
    Masters in Business; Apr 21, 2017; Interview With Andrew Lo: Masters in BusinessBogleheads® Live #3: Rick Ferri, CFA on picking index fundsPioneering Portfolio Management by David F. SwensenRitholtz Reads in Your InboxThinking in Bets by Annie DukeBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

    • 48 min

Customer Reviews

5.0 out of 5
14 Ratings

14 Ratings

MatthewPE ,

Great

Very informative and excellent podcast.

Jim_Parker ,

Great podcast on Personal Finance!

One of the best podcasts that cover a wide range of personal finance topics. The podcast with Mike Piper was fantastic!

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