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Bogleheads® Live

Jon Luskin

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

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  • 20 episodes
  • Avg 33 min
  • English
  • #45
    Nov 22, 2023 · 34 min

    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 Bogleheads® investment philosophy Bogleheads on Investing with Steven Chen: Episode 62 2023 Bogleheads Conference Total Economy Core-4 Portfolio John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn 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/donate, your tax-deductible donations are greatly appreciated.

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  • #44
    May 15, 2023 · 46 min

    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 approach to much of life – not just investing. Show Notes Bogleheads® Live with Derek Tharp: Episode 41 Bogleheads® Live with Christine Benz: Episode 37 Bogleheads® Live with Bill Bengen: Episode 35 Frugal Man Buys $52,000 Car – Why?? The Betterment Experiment [EXPLICIT CONTENT] Health Care Sharing Ministries: Last Week Tonight with John Oliver (HBO) Bogleheads® Chapter Series – Health care planning for retirement 2023 Conference - The John C. Bogle Center for Financial Literacy John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn 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.

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  • #43
    Apr 24, 2023 · 23 min

    Cybersecurity with Steve Ryder - Keeping Your Money Safe Online

    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® LinkedIn 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.

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  • #42
    Apr 10, 2023 · 44 min

    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 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 529-to-Roth IRA Transfer in Bogleheads® Live with Sean Mullaney: Episode 40 John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn 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.

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  • #41
    Mar 27, 2023 · 37 min

    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 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: Monte Carlo Vs Historical Simulations The Retirement Distribution “Hatchet”: Using Risk-Based Guardrails To Project Sustainable Cash Flows Retiree Portfolio Model Rob Berger: 5 Best Retirement Planners and Apps Variable percentage withdrawal John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn 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.

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  • #40
    Mar 13, 2023 · 31 min

    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 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 Sean Mullaney and Cody Garrett: Episode 11" The Advantages of Living on Taxable Assets First in Early Retirement John C. Bogle Center for Financial Literacy Bogleheads® Forum Bogleheads® Wiki Bogleheads® Reddit Bogleheads® Facebook Bogleheads® LinkedIn 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.

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  • #39
    Feb 27, 2023 · 32 min

    Protecting Your Income

    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® 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.

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  • #38
    Feb 14, 2023 · 34 min

    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 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 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 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.

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  • #37
    Jan 23, 2023 · 34 min

    Christine Benz: How much can I spend in retirement?

    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 Wacky 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 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.

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  • #36
    Jan 2, 2023 · 33 min

    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 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 Barrett and Mike Piper: Episode 52 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 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.

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  • #35
    Dec 26, 2022 · 31 min

    Bill Bengen: 4% Rule of Thumb

    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 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.

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  • #34
    Dec 19, 2022 · 36 min

    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 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: Episode 1 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 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.

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  • #33
    Dec 12, 2022 · 16 min

    Colleen Jaconetti: Rebalancing Your Portfolio

    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 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.

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  • #32
    Dec 5, 2022 · 35 min

    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 Bogleheads® Live with Ron Lieber Episode 21 College Scorecard 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 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.

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  • #31
    Nov 28, 2022 · 26 min

    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 audience questions, including some life advice for those on the track of early retirement (#FIRE). Show Notes Inside Vanguard: Leadership Secrets From the Company That Continues to Rewrite the Rules of the Investing Business Bogleheads® Live with Robin Wigglesworth: Episode 12 Bogleheads® Live with Eric Balchunas: Episode 7 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 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.

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  • #30
    Nov 21, 2022 · 31 min

    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 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 Financial Literacy 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.

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  • #29
    Nov 14, 2022 · 35 min

    Hozef Arif: bond investing during high inflation

    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 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.

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  • #28
    Nov 7, 2022 · 35 min

    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 Bogleheads® Live with Dan Egan: Episode 25 Investment Policy Statement Bogleheads® Live with Dr. Sunil Wahal: Episode 6 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 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.

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  • #27
    Oct 31, 2022 · 45 min

    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 Notes Bogleheads® Live #11 with Sean Mullaney and Cody Garrett: FIRE Taxes '8606' on FITaxGuy.com Solo 401(k): The Solopreneur's Retirement Account Solo(k) Trap by Sean Mullany QBI Deduction-Reduction by Jeff Levine on Kitces.com 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 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.

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  • #26
    Oct 24, 2022 · 26 min

    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 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 allocation Asset Location For Stocks In A Brokerage Account Versus IRA Depends On Time Horizon A guide to smart rebalancing 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 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.

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