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Bogleheads® Live (Jon Luskin)

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Explore every episode of Bogleheads® Live

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Pub. DateTitleDuration
23 Apr 2022Introducing the Bogleheads®00:56:55

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® Local Chapters

·         Bogleheads® Virtual Online Chapters

·         Bogleheads® on Investing Podcast

·         Bogleheads® Conferences

·         Bogleheads® Books

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

25 Apr 2022Rick Ferri, CFA on asset allocation00:43:15

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 fund placement), and more.

·               Rick Ferri

·               Bogleheads® on Investing podcast

·               All About Asset Allocation

·               Bogleheads® conference

·               John C. Bogle

·               Vanguard Group

·               The True Impact of Immediate Annuities on Retirement Sustainability: A Total Wealth Perspective

·               Core-4 portfolios

·               asset location

·               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 Podcast

·               Bogleheads® Conferences

·               Bogleheads® Books

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

06 May 2022Rick Ferri, CFA on picking index funds00:40:33

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.

07 Jun 2022Larry Swedroe on sustainable investing00:39:57

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.

07 Jun 2022Christine Benz on correlations & sustainable distributions00:39:58

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.

17 Jun 2022Eric Balchunas on "The Bogle Effect"00:33:07

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

17 Jun 2022Dr. Sunil Wahal on hidden fund costs00:40:12

Dr. Sunil Wahal explains the hidden costs of mutual funds, and answers audience questions.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

27 Jun 2022Dr. William J. Bernstein on investing simplicity00:33:21

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 time.

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

04 Jul 2022Mike Piper on Social Security00:33:12

Mike Piper, CPA answers questions from the Bogleheads® community on Social Security, investing, and more.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

04 Jul 2022Paul Merriman on small-cap value investing00:41:13

Paul Merriman answers questions about small-cap value investing.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

11 Jul 2022#FIRE Taxes; Tax Planning for Early Retirees00:48:17

Sean Mullaney and Cody Garrett answer audience questions about taxes in early retirement.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

18 Jul 2022Robin Wigglesworth: history of index funds01:06:47

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

25 Jul 2022Dan Egan: robo-advisor conflicts of interest00:35:47

Dan Egan answers questions on conflicts of interest of robo-advisors.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

01 Aug 2022David Blanchett: retirement planning00:26:33

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

08 Aug 2022Jorge Soriano: reviewing annuities00:36:29

Jorge Soriano CFP®, EA explains how to review an annuity, determine its fees, helping you decide whether to keep it.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

15 Aug 2022Ted Randall: taxes on mutual funds00:32:55

Ted Randall explains taxes on mutual funds, and how they can happen in both up and down markets.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

22 Aug 2022Steven Fox: taxes for millennials00:48:00

Steven Fox answers questions on taxes for millennials.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

29 Aug 2022Barry Ritholtz: cognitive & behavioral sides of investing00:48:30

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

19 Sep 2022Ron Lieber: The Price You Pay for College00:31:16

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.

05 Sep 2022JL Collins: The Simple Path to Wealth00:44:41

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

12 Sep 2022Dr. Jim Dahle: The White Coat Investor00:28:30

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 John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

26 Sep 2022Dan Otter: 403(b) fees00:36:02

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

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

17 Oct 2022Dan Egan on behavioral finance00:27:49

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

03 Oct 2022Mike Piper: bequest planning00:34:23

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.


10 Oct 2022Derek Tharp: spending in retirement00:25:09

Derek Tharp answers audience questions about how your spending in retirement should change with your goals, stock market returns, and life expectancy.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

21 Nov 2022Annie Duke: decision making00:31:05

Anne LaBarr Duke is an American former professional poker player and author in cognitive-behavioral decision science and decision education.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

24 Oct 2022Colleen Jaconetti: dividend investing00:26:50

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

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

31 Oct 2022Sean Mullaney on solo 401(k)s for solopreneurs00:45:10

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

07 Nov 2022Meg Bartelt on RSUs, ISO, and IPOs00:35:28

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

05 Dec 2022Robert Farrington on saving and investing for college00:35:39

 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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

14 Nov 2022Hozef Arif: bond investing during high inflation00:35:16

Hozef Arif answers questions about investing in bonds amidst high inflation.

Show Notes

The 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 Nov 2022Charles Ellis: Inside Vanguard00:26:45

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 Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.

12 Dec 2022Colleen Jaconetti: Rebalancing Your Portfolio00:16:32

Colleen Jaconetti answers questions about rebalancing your investment portfolio.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

19 Dec 2022Cameron Huddleston: talking to your parents about their finances00:36:58

Cameron Huddleston answers audience questions about how to talk to your parents about their finances.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

26 Dec 2022Bill Bengen: 4% Rule of Thumb00:31:25

Bill Bengen - creator of the 4% rule of thumb - answers audience questions.

 Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

02 Jan 2023Mike Piper: After the Death of your Spouse00:33:36

Mike Piper, CPA discusses his new book, "After the Death of Your Spouse: Next Financial Steps for Surviving Spouses."

 Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

23 Jan 2023Christine Benz: How much can I spend in retirement?00:34:07

Christine Benz answers the question, "how much can I spend in retirement?"

 Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

14 Feb 2023Medicare Questions Answered00:34:10

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, conducting a speaker’s series educating beneficiaries on Medicare and long-term care.  She joined PacifiCare Health System in 1990 to promote their Secure Horizons Medicare plans and today oversees Medicare product sales at United Healthcare.   As a sales director, Diane has developed key relationships with medical providers, agents and agencies.  She is similarly focused on developing strategic alliances with financial professionals who assist Medicare consumers in their retirement planning, focusing on the health and wealth connection.

Diane lives in Poway, California, with her husband and two sons.   In her down time, she enjoys cooking, staying active and spending time with her family and friends.

 Lauren Rabe is an Agent Manager for the San Diego market, in UnitedHealthcare's Medicare & Retirement division.  She works remotely from the UHC headquarter office in MN supporting our agent distribution channels.  Lauren has been with the company for almost five years, with a background in Direct to consumer sales and product.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

27 Feb 2023Protecting Your Income00:32:15

Broc Buckles & Dr. Rodney Mogen explain how younger earners can protect their income, answering questions about disability insurance.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

13 Mar 2023Sean Mullaney: Tax Law Changes for FIRE00:31:49

Sean Mullaney - FI Tax Guy - discusses how the new tax law, SECURE 2.0, impacts those targeting early retirement.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

27 Mar 2023Derek Tharp on Retirement Planning - 4% Rule vs. Monte Carlo00:37:40

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

10 Apr 2023How to Pay for College with Ann Garcia00:44:58

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 media guest who's been quoted in the New York Times, the Oregonian, and U.S. News and World Report, to name a few. 

Ann recently launched an interactive online course to help parents (and their advisors) affordably build saving for college and applying for aid into their broader financial plan.  Outside of financial planning, Ann is an avid runner, skier and fan of middle school rock concerts. 

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

24 Apr 2023Cybersecurity with Steve Ryder - Keeping Your Money Safe Online00:23:58

Cybersecurity expert Steve Ryder answers questions about how to stay safe online.

Show Notes

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 


15 May 2023Mr. Money Mustache on Early Retirement (FIRE)00:46:43

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated. 

22 Nov 2023Factor Investing with Wes Crill00:34:12

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

The John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net/donate, your tax-deductible donations are greatly appreciated. 

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