
Bogleheads® Live
Host Jon Luskin, CFP® and the Bogleheads® community ask questions to financial experts - live.
Episodes
45 episodes
Factor Investing with Wes Crill
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
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Episode 45
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34:12

Mr. Money Mustache on Early Retirement (FIRE)
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 approa...
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Episode 44
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46:43

Cybersecurity with Steve Ryder - Keeping Your Money Safe Online
Cybersecurity expert Steve Ryder answers questions about how to stay safe online.Show Notes2023 Conference - The John C. Bogle Center for Financial Literacy
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Episode 43
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23:58

How to Pay for College with Ann Garcia
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 p...
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Episode 42
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44:58

Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo
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
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Episode 41
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37:40

Sean Mullaney: Tax Law Changes for FIRE
Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.Show NotesBogleheads® Liv...
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Episode 40
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31:49

Protecting Your Income
Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.Show NotesJohn C. Bogle Center for Financial ...
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Episode 39
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32:15

Medicare Questions Answered
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 intern...
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Episode 38
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34:10

Christine Benz: How much can I spend in retirement?
Christine Benz answers the question, "how much can I spend in retirement?" Show NotesBo...
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Episode 37
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34:07

Mike Piper: After the Death of your Spouse
Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses." Show Notes
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Episode 36
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33:36

Bill Bengen: 4% Rule of Thumb
Bill Bengen - creator of the 4% rule of thumb - answers audience questions. Show NotesBogleheads® Live with Colleen Jaconetti:...
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Episode 35
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31:25

Cameron Huddleston: talking to your parents about their finances
Cameron Huddleston answers audience questions about how to talk to your parents about their finances.Show NotesMom and Dad, We Need to Tal...
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Episode 34
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36:58

Colleen Jaconetti: Rebalancing Your Portfolio
Colleen Jaconetti answers questions about rebalancing your investment portfolio.Show NotesBogleheads® Live with Colleen Jaconetti: E...
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Episode 33
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16:32

Robert Farrington on saving and investing for college
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
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Episode 32
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35:39

Charles Ellis: Inside Vanguard
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...
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Episode 31
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26:45

Annie Duke: decision making
Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education.Show NotesThe Opt...
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Episode 30
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31:05

Hozef Arif: bond investing during high inflation
Hozef Arif answers questions about investing in bonds amidst high inflation.Show NotesDavid Swensen's Unconventiona...
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Episode 29
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35:16

Meg Bartelt on RSUs, ISO, and IPOs
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
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Episode 28
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35:28

Sean Mullaney on solo 401(k)s for solopreneurs
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...
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Episode 27
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45:10

Colleen Jaconetti: dividend investing
Colleen Jaconetti of Vanguard answers questions about dividend investing, discussing how a total return approach may be less risky and decrease taxes.Show Notes
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Episode 26
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26:50

Dan Egan on behavioral finance
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
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Episode 25
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27:49

Derek Tharp: spending in retirement
Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.Show NotesDerek Tharp
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Episode 24
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25:09

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
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Episode 23
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34:23
